LCLG vs LVDS
Comparison between LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF (LVDS, ETF).
LCLG vs LVDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCLG
$101M
LVDS
$101M
Expense Ratio
LCLG
0.90%
Winner
LVDS
0.30%
Max Drawdown
LCLG
25.79%
Winner
LVDS
8.07%
Sharpe Ratio
LCLG
1.37
Winner
LVDS
1.71
5Y Beta
LCLG
1.28
Winner
LVDS
0.68
P/E Ratio
LCLG
34.15
Winner
LVDS
22.67
Forward P/E
LCLG
25.53
Winner
LVDS
17.40
PEG Ratio
LCLG
0.69
Winner
LVDS
0.56
5Y EPS CAGR
Winner
LCLG
23.96%
LVDS
13.11%
Debt to Equity
Winner
LCLG
4.77%
LVDS
9.65%
P/S Ratio
LCLG
3.80
Winner
LVDS
2.36
P/B Ratio
LCLG
9.60
Winner
LVDS
3.22
LCLG vs LVDS - Holdings Comparison
LCLG and LVDS have 7 common holdings. Overlap is 10.59%
LCLG's top 25 holdings weight is 79.25%. LVDS's top 25 holdings weight is 40.96%.
| Rank | LCLG | LVDS |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.09% | ALPHABET INC CLASS C (GOOG) - 3.80% |
| #2 | KLA CORP (KLAC) - 5.75% | MICRON TECHNOLOGY INC (MU) - 2.96% |
| #3 | FLEX LTD (FLEX) - 5.03% | AMAZON.COM INC (AMZN) - 2.49% |
| #4 | APPLE INC (AAPL) - 4.63% | EXXON MOBIL CORP (XOM) - 2.40% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.44% | BANK OF AMERICA CORP (BAC) - 1.90% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.40% | WELLS FARGO & CO (WFC) - 1.82% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.79% |
| #8 | AMAZON.COM INC (AMZN) - 4.24% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.75% |
| #9 | MICRON TECHNOLOGY INC (MU) - 4.06% | ANALOG DEVICES INC (ADI) - 1.70% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.49% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #11 | NETFLIX INC (NFLX) - 3.46% | MORGAN STANLEY (MS) - 1.47% |
| #12 | MASTERCARD INC CLASS A (MA) - 3.37% | RTX CORP (RTX) - 1.43% |
| #13 | ALPHABET INC CLASS C (GOOG) - 3.07% | NEXTERA ENERGY INC (NEE) - 1.40% |
| #14 | FASTENAL CO (FAST) - 2.81% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.38% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 2.50% | JOHNSON & JOHNSON (JNJ) - 1.33% |
| #16 | DICK'S SPORTING GOODS INC (DKS) - 2.41% | UNITEDHEALTH GROUP INC (UNH) - 1.30% |
| #17 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 2.21% | WALMART INC (WMT) - 1.30% |
| #18 | UNITED RENTALS INC (URI) - 2.18% | TEXAS INSTRUMENTS INC (TXN) - 1.29% |
| #19 | ARISTA NETWORKS INC (ANET) - 1.93% | EATON CORP PLC (ETN) - 1.23% |
| #20 | CINTAS CORP (CTAS) - 1.73% | CONOCOPHILLIPS (COP) - 1.20% |
| #21 | WILLIAMS-SONOMA INC (WSM) - 1.61% | DEERE & CO (DE) - 1.16% |
| #22 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.54% | META PLATFORMS INC CLASS A (META) - 1.14% |
| #23 | BURLINGTON STORES INC (BURL) - 1.42% | THE TRAVELERS COMPANIES INC (TRV) - 1.11% |
| #24 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.39% | CSX CORP (CSX) - 1.07% |
| #25 | MONSTER BEVERAGE CORP (MNST) - 1.12% | LOWE'S COMPANIES INC (LOW) - 1.07% |
| Total Holdings | 58 | 137 |
LCLG vs LVDS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCLG
+4.90%
LVDS
+2.18%
3M
Winner
LCLG
+14.13%
LVDS
+7.72%
6M
LCLG
+11.79%
Winner
LVDS
+13.61%
1Y
Winner
LCLG
+32.25%
LVDS
+20.78%
Max(CAGR)
LCLG
+22.97%
Winner
LVDS
+23.56%
LCLG vs LVDS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LCLG | LVDS |
|---|---|---|
| 2026 | +13.65% | +11.81% |
| 2025 | +18.14% | +7.23% |
| 2024 | +34.33% | N/A |
| 2023 | +35.31% | N/A |
| 2022 | -8.62% | N/A |
LCLG vs LVDS Drawdown Comparison
The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for LVDS was -6.64%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current LCLG drawdown is -4.37%. The current LVDS drawdown is -1.48%.
| Rank | LCLG | LVDS |
|---|---|---|
| #1 | -25.79% Feb 14, 2025 - Jul 9, 2025 | -6.64% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -20.03% Aug 16, 2022 - Feb 2, 2023 | -3.59% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -13.75% Jan 13, 2026 - Apr 15, 2026 | -2.91% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -12.76% Jul 31, 2023 - Dec 1, 2023 | -2.60% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -9.76% Feb 2, 2023 - Jun 8, 2023 | -2.22% Oct 27, 2025 - Nov 12, 2025 |
| #6 | -9.62% Jul 16, 2024 - Sep 19, 2024 | -1.48% Jun 4, 2026 - Jun 5, 2026 |
| #7 | -8.52% Mar 21, 2024 - Jun 13, 2024 | -1.40% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -8.14% Oct 29, 2025 - Dec 10, 2025 | -1.35% Jul 14, 2025 - Jul 22, 2025 |
| #9 | -5.73% Dec 16, 2024 - Jan 22, 2025 | -1.16% May 6, 2026 - May 14, 2026 |
| #10 | -4.94% Dec 11, 2025 - Jan 9, 2026 | -1.16% May 14, 2026 - May 22, 2026 |
| #11 | -4.80% Dec 27, 2023 - Jan 22, 2024 | -1.05% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -4.37% Oct 2, 2025 - Oct 24, 2025 | -0.91% Dec 24, 2025 - Jan 5, 2026 |
| #13 | -4.37% Jun 3, 2026 - Jun 5, 2026 | -0.91% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -4.02% May 14, 2026 - May 26, 2026 | -0.89% Apr 30, 2026 - May 6, 2026 |
| #15 | -2.93% Nov 11, 2024 - Nov 22, 2024 | -0.88% Dec 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between LCLG and LVDS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2022 - 2026)
LCLG vs LVDS dividend yield comparison.
| Year | LCLG | LVDS |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 0.00% | 8.25% |
| 2024 | 0.06% | 0.00% |
| 2023 | 0.97% | 0.00% |
| 2022 | 2.03% | 0.00% |
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