IBIF vs LCLG

Comparison between ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF) and LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF).

IBIF vs LCLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBIF(ETF)	LCLG(ETF)
Net Assets	$108M	$108M
Expense Ratio	0.10%	0.90%
Max Drawdown	3.94%	25.79%
Sharpe Ratio	-0.58	0.89
5Y Beta	-0.00	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

Winner

IBIF

$108M

LCLG

$108M

Expense Ratio

Winner

IBIF

0.10%

LCLG

0.90%

Max Drawdown

Winner

IBIF

3.94%

LCLG

25.79%

Sharpe Ratio

IBIF

-0.58

Winner

LCLG

0.89

5Y Beta

Winner

IBIF

-0.00

LCLG

1.29

P/E Ratio

IBIF

N/A

LCLG

28.66

Forward P/E

IBIF

N/A

LCLG

20.41

PEG Ratio

IBIF

N/A

LCLG

0.25

5Y EPS CAGR

IBIF

N/A

LCLG

25.21%

Debt to Equity

IBIF

N/A

LCLG

275.79%

P/S Ratio

IBIF

N/A

LCLG

3.42

P/B Ratio

IBIF

N/A

LCLG

8.89

IBIF vs LCLG - Historical Returns

Returns include dividend reinvestment.

Period	IBIF	LCLG
1 month	+0.41%	-0.10%
3 months	+0.35%	+1.00%
6 months	+1.07%	+12.85%
1 year	+2.22%	+19.25%
5 years(CAGR)	N/A	+21.19%
Max(CAGR)	+5.53%	+21.19%

Winner

IBIF

+0.41%

LCLG

-0.10%

IBIF

+0.35%

Winner

LCLG

+1.00%

IBIF

+1.07%

Winner

LCLG

+12.85%

IBIF

+2.22%

Winner

LCLG

+19.25%

5Y(CAGR)

IBIF

N/A

LCLG

+21.19%

Max(CAGR)

IBIF

+5.53%

Winner

LCLG

+21.19%

IBIF vs LCLG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	IBIF	LCLG
2026	+1.80%	+12.11%
2025	+7.18%	+18.14%
2024	+3.30%	+34.33%
2023	+3.95%	+35.31%
2022	N/A	-8.62%

IBIF vs LCLG Drawdown Comparison

The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.

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

The current IBIF drawdown is -0.22%. The current LCLG drawdown is -6.90%.

Rank	IBIF	LCLG
#1	-2.50% Sep 24, 2024 - Feb 25, 2025	-25.79% Feb 14, 2025 - Jul 9, 2025
#2	-1.87% Apr 3, 2025 - Apr 28, 2025	-20.03% Aug 16, 2022 - Feb 2, 2023
#3	-1.81% Jan 12, 2024 - Jun 3, 2024	-13.75% Jan 13, 2026 - Apr 15, 2026
#4	-1.56% Sep 22, 2023 - Nov 2, 2023	-12.76% Jul 31, 2023 - Dec 1, 2023
#5	-1.38% Apr 30, 2025 - Jun 26, 2025	-9.76% Feb 2, 2023 - Jun 8, 2023
#6	-0.95% Mar 17, 2026 - Apr 13, 2026	-9.62% Jul 16, 2024 - Sep 19, 2024
#7	-0.94% May 4, 2026 - Jun 17, 2026	-8.52% Mar 21, 2024 - Jun 13, 2024
#8	-0.89% Nov 3, 2023 - Nov 14, 2023	-8.41% Jun 30, 2026 - Jul 29, 2026
#9	-0.82% Dec 27, 2023 - Jan 12, 2024	-8.14% Oct 29, 2025 - Dec 10, 2025
#10	-0.74% Jun 5, 2024 - Jun 18, 2024	-5.73% Dec 16, 2024 - Jan 22, 2025
#11	-0.71% Mar 3, 2025 - Mar 21, 2025	-5.69% Jun 3, 2026 - Jun 22, 2026
#12	-0.66% Oct 22, 2025 - Jan 28, 2026	-4.94% Dec 11, 2025 - Jan 9, 2026
#13	-0.59% Aug 5, 2024 - Aug 21, 2024	-4.80% Dec 27, 2023 - Jan 22, 2024
#14	-0.54% Sep 8, 2025 - Oct 21, 2025	-4.37% Oct 2, 2025 - Oct 24, 2025
#15	-0.52% Dec 1, 2023 - Dec 13, 2023	-4.02% May 14, 2026 - May 26, 2026