LCAP vs SCHD

LCAP vs SCHD

Which is better, LCAP or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. LCAP led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.3%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLCAPSCHD
Expense Ratio0.29%0.06%Best
AUM$1.9B$112.1B
Dividend Yield0.09%3.00%
Holdings56103
YTD Return+12.31%+24.23%Best
1Y Return+16.47%+27.90%Best
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.97%
Volatility (annualized)10.7%Best14.1%
Max Drawdown-11.3%Best-13.0%
$10,000 over 1.5 years$13,394Best$12,808
Top 10 Weight43.3%41.8%Best
Fund FamilyPrincipal FundsCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 25, 2025Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 26, 2025 to Sep 17, 2026 (1.5 years).

LCAP vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.

LCAP vs SCHD Performance

Principal Capital Appreciation Select ETF (LCAP) is an ETF from Principal Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LCAP returned +16.47% while SCHD returned +27.90%. Year to date, LCAP is up 12.31% versus a gain of 24.23% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.7% for LCAP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -11.3% for LCAP and -13.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LCAP charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, LCAP currently yields 0.09% against 3.00% for SCHD.

Holdings Overlap

LCAP already in SCHD5.7%
SCHD already in LCAP12.9%

5.7% of LCAP's money is in holdings SCHD also owns. 12.9% of SCHD's money is in holdings LCAP also owns.

SCHD and LCAP share little of their money.

5 positions in common, counted across the 56 positions we hold weights for in LCAP and 100 in SCHD, against full books of 56 and 103.

What only one of them owns

Our book lists 94 positions for SCHD that do not appear in our book for LCAP (87.0% of the fund), and 48 for LCAP that do not appear in SCHD (90.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in LCAPWeight in SCHDDifference
KOCoca Cola Co.2.06%4.17%2.11%
MRKMerck & Company Inc0.66%4.77%4.11%
UNHUnitedhealth Group Incorporated1.00%3.82%2.82%
GVMXXState Street Institutional US Government Money Market Fund1.18%0.06%1.12%
NXSTNexstar Media Group Inc0.78%0.13%0.65%

You are not choosing between two funds in isolation.

Whichever of LCAP and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LCAPSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LCAP or SCHD?

LCAP has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $23 a year on a $10,000 investment.

Which performed better, LCAP or SCHD?

Over the past year LCAP returned +16.47% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), LCAP annualized +21.51% vs +17.94% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LCAP or SCHD?

SCHD has been the more volatile fund at 14.1% annualized versus 10.7% for LCAP. Worst drawdown: LCAP -11.3% vs SCHD -13.0%.

Should I hold both LCAP and SCHD?

LCAP and SCHD have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between LCAP and SCHD?

12.9% of SCHD's money is in holdings LCAP also owns. 12.9% of SCHD's is in holdings LCAP also owns. They hold 5 positions in common, counted across the 56 positions we hold weights for in LCAP and 100 in SCHD.

Which pays a higher dividend, LCAP or SCHD?

LCAP yields 0.09% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than LCAP?

SCHD has a lower expense ratio. LCAP led over the full window, SCHD over 1Y. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.