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LCF vs SPY

Comparison between TOUCHSTONE US LARGE CAP FOCUSED ETF (LCF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

LCF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LCF
$65M
Winner
SPY
$781B
Expense Ratio
LCF
0.56%
Winner
SPY
0.09%
Max Drawdown
Winner
LCF
18.28%
SPY
56.47%
Sharpe Ratio
LCF
0.69
Winner
SPY
1.22
5Y Beta
Winner
LCF
0.92
SPY
1.00
P/E Ratio
Winner
LCF
27.34
SPY
28.78
Forward P/E
Winner
LCF
20.57
SPY
21.25
PEG Ratio
LCF
0.69
SPY
N/A
5Y Dividends CAGR
LCF
N/A
SPY
6.00%
5Y EPS CAGR
LCF
25.30%
Winner
SPY
25.62%
Debt to Equity
LCF
47.82%
Winner
SPY
31.92%
P/S Ratio
Winner
LCF
3.27
SPY
3.76
P/B Ratio
Winner
LCF
5.11
SPY
5.64

LCF vs SPY - Holdings Comparison

LCF and SPY have 39 common holdings. Overlap is 41.61%

LCF's top 25 holdings weight is 82.50%. SPY's top 25 holdings weight is 51.74%.

RankLCFSPY
#1
ALPHABET INC CLASS C (GOOG) - 9.35%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 8.05%
APPLE INC (AAPL) - 7.37%
#3
NVIDIA CORP (NVDA) - 7.63%
MICROSOFT CORP (MSFT) - 4.50%
#4
MICROSOFT CORP (MSFT) - 7.18%
AMAZON.COM INC (AMZN) - 3.82%
#5
META PLATFORMS INC CLASS A (META) - 5.93%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
AMAZON.COM INC (AMZN) - 5.82%
BROADCOM INC (AVGO) - 2.86%
#7
BANK OF AMERICA CORP (BAC) - 3.39%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
APPLIED MATERIALS INC (AMAT) - 3.12%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 2.48%
TESLA INC (TSLA) - 1.70%
#10
BROADCOM INC (AVGO) - 2.46%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.34%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
EXXONMOBIL HOLDINGS CORP (XOM) - 2.29%
ELI LILLY AND CO (LLY) - 1.40%
#13
VISA INC CLASS A (V) - 2.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
CHARLES SCHWAB CORP (SCHW) - 2.05%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
JOHNSON & JOHNSON (JNJ) - 1.86%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BOEING CO (BA) - 1.78%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TEXAS INSTRUMENTS INC (TXN) - 1.76%
VISA INC CLASS A (V) - 0.90%
#18
MONSTER BEVERAGE CORP (MNST) - 1.74%
WALMART INC (WMT) - 0.76%
#19
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.71%
INTEL CORP (INTC) - 0.75%
#20
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MEDTRONIC PLC (MDT) - 1.61%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ORACLE CORP (ORCL) - 1.58%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
MARKEL GROUP INC (MKL) - 1.58%
ABBVIE INC (ABBV) - 0.66%
#24
BECTON DICKINSON & CO (BDX) - 1.47%
CATERPILLAR INC (CAT) - 0.65%
#25
UNITEDHEALTH GROUP INC (UNH) - 1.46%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings46505

LCF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LCF
+1.42%
SPY
+0.63%
3M
LCF
+0.75%
Winner
SPY
+4.46%
6M
LCF
+1.60%
Winner
SPY
+7.67%
1Y
LCF
+10.09%
Winner
SPY
+17.68%
5Y(CAGR)
LCF
N/A
SPY
+12.42%
10Y(CAGR)
LCF
N/A
SPY
+14.84%
Max(CAGR)
Winner
LCF
+14.78%
SPY
+8.44%

LCF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLCFSPY
2026+2.49%+8.63%
2025+17.55%+18.00%
2024+21.36%+25.59%
2023+26.11%+26.72%
2022-5.21%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LCF vs SPY Drawdown Comparison

The maximum drawdown for LCF was -18.28%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LCF drawdown is -3.64%. The current SPY drawdown is -2.57%.

RankLCFSPY
#1-18.28%
Feb 19, 2025 - Jun 26, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.29%
Aug 16, 2022 - Feb 7, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.67%
Jan 28, 2026 - Apr 22, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.47%
Jul 31, 2023 - Nov 30, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.21%
Feb 7, 2023 - Apr 13, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.57%
Jul 16, 2024 - Aug 21, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.67%
Jun 1, 2026 - Jul 15, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.26%
Oct 28, 2025 - Dec 22, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.60%
Mar 27, 2024 - May 15, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.41%
Dec 11, 2024 - Jan 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.73%
Aug 30, 2024 - Sep 19, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.64%
Jul 15, 2026 - Jul 23, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.06%
Sep 22, 2025 - Oct 24, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.90%
Jan 12, 2026 - Jan 27, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.70%
May 21, 2024 - Jun 7, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LCF and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

LCF vs SPY dividend yield comparison.

YearLCFSPY
20260.00%0.50%
20250.55%1.07%
20240.63%1.21%
20230.71%1.40%
20220.24%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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