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 ($892.79B vs $1.90B). 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 ($892.79B).
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
$892.79B
$1.90B
Holdings Count
504
55
Current Price
$782.05
$34.46
Today's Change
+0.62%
+0.73%
Dividend Yield
1.08%
0.10%
Performance Comparison
Period
IVV
LCAP
1M
+2.68%
+3.89%
3M
+3.91%
+3.36%
6M
+13.40%
+12.70%
YTD
+13.96%
+15.81%
1Y
+19.17%
+20.39%
3Y
+78.40%
+37.54%
5Y
+79.21%
+247.33%
Top Holdings
7 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
8.32%AAPLAPPLE
7.41%MSFTMICROSOFT
5.79%AMZNAMAZON.COM INC
3.72%GOOGLALPHABET CLASS A
3.05%AVGOBROADCOM INC
2.56%GOOGALPHABET CLASS C
2.45%METAMETA PLATFORMS CLASS A
2.37%MUMICRON TECHNOLOGY
1.75%TSLATESLA INC
1.58%LCAP Holdings
NVDANVIDIA CORP COMMON STOCK USD.001
7.77%AAPLAPPLE INC COMMON STOCK USD.00001
6.68%MSFTMICROSOFT CORP COMMON STOCK USD.00000625
5.16%GOOGLALPHABET INC CL A COMMON STOCK USD.001
4.87%AMZNAMAZON.COM INC COMMON STOCK USD.01
4.05%METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006
3.35%VVISA INC CLASS A SHARES COMMON STOCK USD.0001
3.30%GVMXXSTATE STREET INSTITUTIONAL US STATE ST INST US GOV MM PREM
2.97%AVGOBROADCOM INC COMMON STOCK
2.57%JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
2.56%Sector Allocation
IVV Sectors
Technology38.69%
Financial Services12.07%
Communication Services9.50%
Consumer Cyclical9.31%
Healthcare9.28%
Industrials7.75%
Consumer Defensive4.46%
Energy3.48%
Utilities1.98%
Real Estate1.80%
Basic Materials1.68%
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
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