IVV vs LCAP — ETF Comparison
iShares Core S&P 500 ETF (IVV) and Principal Capital Appreciation Select ETF (LCAP) differ in expense ratio (0.03% vs 0.29%) and AUM ($878.19B vs $1.80B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
IVV wins on 6 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($878.19B).
Basic Information
Metric
IVV
LCAP
Fund Name
iShares Core S&P 500 ETF
Principal Capital Appreciation Select ETF
Issuer
iShares
Principal Funds
Inception Date
May 15, 2000
Mar 25, 2025
Expense Ratio
0.03%
0.29%
AUM
$878.19B
$1.80B
Holdings Count
504
55
Current Price
$763.58
$33.54
Today's Change
-0.49%
-0.59%
Dividend Yield
1.09%
0.10%
Performance Comparison
Period
IVV
LCAP
1M
-0.96%
-0.95%
3M
+2.79%
+2.26%
6M
+6.23%
+5.30%
YTD
+11.23%
+12.79%
1Y
+12.16%
+13.32%
3Y
+81.94%
+33.94%
5Y
+66.92%
+237.22%
Top Holdings
7 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
7.76%AAPLAPPLE
7.68%MSFTMICROSOFT
5.85%AMZNAMAZON.COM INC
3.71%GOOGLALPHABET CLASS A
2.88%AVGOBROADCOM INC
2.32%GOOGALPHABET CLASS C
2.30%METAMETA PLATFORMS CLASS A
2.16%TSLATESLA INC
1.60%LLYELI LILLY
1.58%LCAP Holdings
NVDANVIDIA CORP COMMON STOCK USD.001
7.24%AAPLAPPLE INC COMMON STOCK USD.00001
7.13%MSFTMICROSOFT CORP COMMON STOCK USD.00000625
5.45%GOOGLALPHABET INC CL A COMMON STOCK USD.001
4.52%AMZNAMAZON.COM INC COMMON STOCK USD.01
4.04%VVISA INC CLASS A SHARES COMMON STOCK USD.0001
3.69%METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006
3.05%GVMXXSTATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM
3.00%LLYELI LILLY + CO COMMON STOCK
2.74%JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
2.63%Sector Allocation
IVV Sectors
Information Technology37.47%
Financials12.05%
Health Care9.92%
Communication9.20%
Consumer Discretionary8.94%
Industrials8.01%
Consumer Staples4.94%
Energy3.72%
Utilities2.03%
Real Estate1.75%
Materials1.70%
Cash and/or Derivatives0.26%
LCAP Sectors
Technology35.98%
Consumer Cyclical13.27%
Financial Services12.52%
Communication Services10.99%
Healthcare9.28%
Industrials6.13%
Energy3.78%
Utilities3.15%
Basic Materials1.64%
Real Estate1.63%
Consumer Defensive1.40%
Cash & Others0.23%
Frequently Asked Questions
More Comparisons
More IVV Comparisons
FREE DOWNLOAD
The Beginner's Guide to ETFs
20 pages. Zero fluff. Everything you need to start investing in ETFs.
No spam. Unsubscribe anytime.