LCLG vs BLUI

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

LCLG vs BLUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LCLG

$108M

BLUI

$107M

Expense Ratio

LCLG

0.90%

Winner

BLUI

0.75%

Max Drawdown

LCLG

25.79%

Winner

BLUI

3.20%

Sharpe Ratio

Winner

LCLG

0.89

BLUI

0.86

5Y Beta

LCLG

1.29

Winner

BLUI

0.16

P/E Ratio

LCLG

28.66

BLUI

N/A

Forward P/E

LCLG

20.41

BLUI

N/A

PEG Ratio

LCLG

0.25

BLUI

N/A

5Y EPS CAGR

LCLG

25.21%

BLUI

N/A

Debt to Equity

LCLG

275.79%

BLUI

N/A

P/S Ratio

LCLG

3.42

BLUI

N/A

P/B Ratio

LCLG

8.89

BLUI

N/A

LCLG vs BLUI - Historical Returns

Returns include dividend reinvestment.

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

LCLG

-0.10%

Winner

BLUI

+0.34%

LCLG

+1.00%

Winner

BLUI

+1.02%

Winner

LCLG

+12.85%

BLUI

+1.58%

Winner

LCLG

+19.25%

BLUI

+6.72%

5Y(CAGR)

LCLG

+21.19%

BLUI

N/A

Max(CAGR)

Winner

LCLG

+21.19%

BLUI

+7.36%

LCLG vs BLUI - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

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

LCLG vs BLUI Drawdown Comparison

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

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

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

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