BLUI vs LCLG

Comparison between BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF) and LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF).

BLUI vs LCLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLUI(ETF)	LCLG(ETF)
Net Assets	$107M	$108M
Expense Ratio	0.75%	0.90%
Max Drawdown	3.20%	25.79%
Sharpe Ratio	0.86	0.89
5Y Beta	0.16	1.29
P/E Ratio	N/A	28.66
Forward P/E	N/A	20.41
PEG Ratio	N/A	0.25
5Y EPS CAGR	N/A	25.21%
Debt to Equity	N/A	275.79%
P/S Ratio	N/A	3.42
P/B Ratio	N/A	8.89

Net Assets

BLUI

$107M

Winner

LCLG

$108M

Expense Ratio

Winner

BLUI

0.75%

LCLG

0.90%

Max Drawdown

Winner

BLUI

3.20%

LCLG

25.79%

Sharpe Ratio

BLUI

0.86

Winner

LCLG

0.89

5Y Beta

Winner

BLUI

0.16

LCLG

1.29

P/E Ratio

BLUI

N/A

LCLG

28.66

Forward P/E

BLUI

N/A

LCLG

20.41

PEG Ratio

BLUI

N/A

LCLG

0.25

5Y EPS CAGR

BLUI

N/A

LCLG

25.21%

Debt to Equity

BLUI

N/A

LCLG

275.79%

P/S Ratio

BLUI

N/A

LCLG

3.42

P/B Ratio

BLUI

N/A

LCLG

8.89

BLUI vs LCLG - Historical Returns

Returns include dividend reinvestment.

Period	BLUI	LCLG
1 month	+0.34%	-0.10%
3 months	+1.02%	+1.00%
6 months	+1.58%	+12.85%
1 year	+6.72%	+19.25%
5 years(CAGR)	N/A	+21.19%
Max(CAGR)	+7.36%	+21.19%

Winner

BLUI

+0.34%

LCLG

-0.10%

Winner

BLUI

+1.02%

LCLG

+1.00%

BLUI

+1.58%

Winner

LCLG

+12.85%

BLUI

+6.72%

Winner

LCLG

+19.25%

5Y(CAGR)

BLUI

N/A

LCLG

+21.19%

Max(CAGR)

BLUI

+7.36%

Winner

LCLG

+21.19%

BLUI vs LCLG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	BLUI	LCLG
2026	+4.59%	+12.11%
2025	+3.80%	+18.14%
2024	N/A	+34.33%
2023	N/A	+35.31%
2022	N/A	-8.62%

BLUI vs LCLG Drawdown Comparison

The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.

The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.

The current BLUI drawdown is -0.07%. The current LCLG drawdown is -6.90%.

Rank	BLUI	LCLG
#1	-2.43% Feb 27, 2026 - Apr 17, 2026	-25.79% Feb 14, 2025 - Jul 9, 2025
#2	-1.19% Sep 15, 2025 - Oct 20, 2025	-20.03% Aug 16, 2022 - Feb 2, 2023
#3	-0.90% Oct 27, 2025 - Nov 25, 2025	-13.75% Jan 13, 2026 - Apr 15, 2026
#4	-0.71% Nov 28, 2025 - Jan 8, 2026	-12.76% Jul 31, 2023 - Dec 1, 2023
#5	-0.68% May 6, 2026 - May 26, 2026	-9.76% Feb 2, 2023 - Jun 8, 2023
#6	-0.67% Jun 11, 2026 - Jun 25, 2026	-9.62% Jul 16, 2024 - Sep 19, 2024
#7	-0.65% Jul 2, 2025 - Jul 22, 2025	-8.52% Mar 21, 2024 - Jun 13, 2024
#8	-0.51% May 26, 2026 - Jun 11, 2026	-8.41% Jun 30, 2026 - Jul 29, 2026
#9	-0.51% Jan 16, 2026 - Feb 5, 2026	-8.14% Oct 29, 2025 - Dec 10, 2025
#10	-0.50% Jun 24, 2025 - Jun 30, 2025	-5.73% Dec 16, 2024 - Jan 22, 2025
#11	-0.50% Jul 7, 2026 - Jul 16, 2026	-5.69% Jun 3, 2026 - Jun 22, 2026
#12	-0.49% Jul 17, 2026 - Aug 4, 2026	-4.94% Dec 11, 2025 - Jan 9, 2026
#13	-0.47% Aug 4, 2025 - Aug 13, 2025	-4.80% Dec 27, 2023 - Jan 22, 2024
#14	-0.42% Apr 20, 2026 - Apr 30, 2026	-4.37% Oct 2, 2025 - Oct 24, 2025
#15	-0.39% Aug 13, 2025 - Aug 22, 2025	-4.02% May 14, 2026 - May 26, 2026