ESGU vs LCAP: Differences, Returns & Fees
ESGU and LCAP hold 45% of their weight in the same names. Net assets: $18.3bn on Oct 9, 2026 for iShares ESG Aware MSCI USA ETF, and $1.9bn on Oct 8, 2026 for Principal Capital Appreciation Select ETF.
ESGU costs 0.14 points a year less; their one-year returns differ by 0.4 points; ESGU is 9.5 times larger.
| ESGU | LCAP | |
|---|---|---|
| Expense ratio | 0.15% | 0.29% |
| Net assets, as of Oct 8, 2026 | $18.1bn | $1.9bn |
| Total return, 1 year | +17.3% | +17.7% |
| What it tracks | MSCI USA Extended ESG Focus Index | No index, actively managed |
| Holdings in common | 45% | |
| Top ten holdings, share of the fund | 37.8% | 42.0% |
Holdings in common uses holdings dated Jun 30, 2026 and Oct 9, 2026.
What they hold in common
By the books each fund has filed, ESGU and LCAP hold 45% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Oct 9, 2026.
half
45% in common
On the same fields
ESGU and LCAP on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About ESGU
ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.
About LCAP
LCAP is actively managed and tracks no index. The prospectus expense ratio is 0.29% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 42.0%.
Over the year to Oct 9, 2026 it returned +17.7% with distributions reinvested, against +16.6% for its benchmark, the Russell 1000 Index.
Questions people ask
- Which returned more over the last year, ESGU or LCAP?
- In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and LCAP +17.7%.
- Which is cheaper, ESGU or LCAP?
- ESGU is cheaper, by 0.14 percentage points a year. That is about $14 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, ESGU against LCAP, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-lcap
ETFIQ. (Oct 9, 2026). ESGU against LCAP. Retrieved from https://etfiq.com/compare/any/esgu-vs-lcap
[ESGU against LCAP (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/esgu-vs-lcap)
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