LCLG vs PBJ
Comparison between LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF) and INVESCO FOOD & BEVERAGE ETF (PBJ, ETF).
LCLG vs PBJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCLG
$108M
Winner
PBJ
$108M
Expense Ratio
LCLG
0.90%
Winner
PBJ
0.61%
Max Drawdown
Winner
LCLG
25.79%
PBJ
41.72%
Sharpe Ratio
Winner
LCLG
0.89
PBJ
0.01
5Y Beta
LCLG
1.29
Winner
PBJ
0.36
P/E Ratio
LCLG
28.66
Winner
PBJ
18.73
Forward P/E
LCLG
20.41
Winner
PBJ
15.50
PEG Ratio
LCLG
0.25
Winner
PBJ
0.21
5Y Dividends CAGR
LCLG
N/A
PBJ
9.50%
5Y EPS CAGR
Winner
LCLG
25.21%
PBJ
6.58%
Debt to Equity
LCLG
275.79%
Winner
PBJ
10.77%
P/S Ratio
LCLG
3.42
Winner
PBJ
0.45
P/B Ratio
LCLG
8.89
Winner
PBJ
2.00
LCLG vs PBJ - Holdings Comparison
LCLG and PBJ have 3 common holdings. Overlap is 2.09%
LCLG's top 25 holdings weight is 76.30%. PBJ's top 25 holdings weight is 87.69%.
| Rank | LCLG | PBJ |
|---|---|---|
| #1 | AMPHENOL CORP CLASS A (APH) - 5.33% | ARCHER-DANIELS-MIDLAND CO (ADM) - 5.50% |
| #2 | KLA CORP (KLAC) - 5.33% | CORTEVA INC (CTVA) - 5.50% |
| #3 | MICRON TECHNOLOGY INC (MU) - 5.27% | MONSTER BEVERAGE CORP (MNST) - 5.38% |
| #4 | BROADCOM INC (AVGO) - 4.84% | STARBUCKS CORP (SBUX) - 5.04% |
| #5 | FLEX LTD (FLEX) - 4.81% | COCA-COLA CO (KO) - 5.02% |
| #6 | APPLE INC (AAPL) - 4.59% | PEPSICO INC (PEP) - 4.58% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.77% | THE HERSHEY CO (HSY) - 4.43% |
| #8 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.76% | THE KROGER CO (KR) - 4.38% |
| #9 | AMAZON.COM INC (AMZN) - 3.71% | NOMAD FOODS LTD (NOMD) - 3.11% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.54% | ANDERSONS INC (ANDE) - 3.04% |
| #11 | MASTERCARD INC CLASS A (MA) - 3.36% | FRESHPET INC (FRPT) - 3.03% |
| #12 | FASTENAL CO (FAST) - 2.74% | MAPLEBEAR INC (CART) - 2.96% |
| #13 | NETFLIX INC (NFLX) - 2.66% | DARLING INGREDIENTS INC (DAR) - 2.93% |
| #14 | ALPHABET INC CLASS C (GOOG) - 2.62% | WEIS MARKETS INC (WMK) - 2.91% |
| #15 | ARISTA NETWORKS INC (ANET) - 2.33% | ARAMARK (ARMK) - 2.91% |
| #16 | UNITED RENTALS INC (URI) - 2.31% | FLOWERS FOODS INC (FLO) - 2.84% |
| #17 | DICK'S SPORTING GOODS INC (DKS) - 2.27% | COCA-COLA CONSOLIDATED INC (COKE) - 2.80% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 2.07% | BUNGE GLOBAL SA (BG) - 2.77% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.96% | INGLES MARKETS INC CLASS A (IMKTA) - 2.75% |
| #20 | CINTAS CORP (CTAS) - 1.71% | UNITED NATURAL FOODS INC (UNFI) - 2.70% |
| #21 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 1.66% | SMITHFIELD FOODS INC (SFD) - 2.70% |
| #22 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.62% | HERBALIFE LTD (HLF) - 2.70% |
| #23 | BURLINGTON STORES INC (BURL) - 1.54% | ARCOS DORADOS HOLDINGS INC CLASS A (ARCO) - 2.59% |
| #24 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.26% | BOSTON BEER CO INC CLASS A (SAM) - 2.57% |
| #25 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 1.24% | POST HOLDINGS INC (POST) - 2.55% |
| Total Holdings | 57 | 32 |
LCLG vs PBJ - Historical Returns
Returns include dividend reinvestment.
1M
LCLG
-0.10%
Winner
PBJ
+2.20%
3M
LCLG
+1.00%
Winner
PBJ
+1.36%
6M
Winner
LCLG
+12.85%
PBJ
-3.22%
1Y
Winner
LCLG
+19.25%
PBJ
+3.72%
5Y(CAGR)
Winner
LCLG
+21.19%
PBJ
+4.60%
10Y(CAGR)
LCLG
N/A
PBJ
+5.20%
Max(CAGR)
Winner
LCLG
+21.19%
PBJ
+7.28%
LCLG vs PBJ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | LCLG | PBJ |
|---|---|---|
| 2026 | +12.11% | +10.24% |
| 2025 | +18.14% | -2.48% |
| 2024 | +34.33% | +1.69% |
| 2023 | +35.31% | +3.23% |
| 2022 | -8.62% | +2.72% |
| 2021 | N/A | +27.48% |
| 2020 | N/A | +6.93% |
| 2019 | N/A | +17.62% |
| 2018 | N/A | -10.67% |
| 2017 | N/A | +1.06% |
| 2016 | N/A | +7.78% |
| 2015 | N/A | +7.18% |
| 2014 | N/A | +18.70% |
| 2013 | N/A | +30.21% |
| 2012 | N/A | +5.22% |
| 2011 | N/A | +5.66% |
| 2010 | N/A | +28.95% |
| 2009 | N/A | +8.80% |
| 2008 | N/A | -20.79% |
| 2007 | N/A | +6.17% |
| 2006 | N/A | +16.10% |
| 2005 | N/A | -2.80% |
LCLG vs PBJ Drawdown Comparison
The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
The current LCLG drawdown is -6.90%. The current PBJ drawdown is -3.30%.
| Rank | LCLG | PBJ |
|---|---|---|
| #1 | -25.79% Feb 14, 2025 - Jul 9, 2025 | -39.15% Oct 9, 2007 - Oct 13, 2010 |
| #2 | -20.03% Aug 16, 2022 - Feb 2, 2023 | -28.49% Sep 5, 2019 - Dec 1, 2020 |
| #3 | -13.75% Jan 13, 2026 - Apr 15, 2026 | -17.02% Jan 26, 2018 - Jul 3, 2019 |
| #4 | -12.76% Jul 31, 2023 - Dec 1, 2023 | -15.83% Apr 20, 2022 - Mar 13, 2024 |
| #5 | -9.76% Feb 2, 2023 - Jun 8, 2023 | -15.66% Jul 21, 2011 - Jul 3, 2012 |
| #6 | -9.62% Jul 16, 2024 - Sep 19, 2024 | -12.47% Jul 23, 2025 - Feb 3, 2026 |
| #7 | -8.52% Mar 21, 2024 - Jun 13, 2024 | -11.31% Nov 29, 2024 - Jul 22, 2025 |
| #8 | -8.41% Jun 30, 2026 - Jul 29, 2026 | -10.96% Aug 17, 2015 - Jun 30, 2016 |
| #9 | -8.14% Oct 29, 2025 - Dec 10, 2025 | -9.61% Jun 1, 2007 - Oct 9, 2007 |
| #10 | -5.73% Dec 16, 2024 - Jan 22, 2025 | -9.25% Jul 25, 2016 - Jan 19, 2018 |
| #11 | -5.69% Jun 3, 2026 - Jun 22, 2026 | -8.85% Feb 27, 2026 - Jun 22, 2026 |
| #12 | -4.94% Dec 11, 2025 - Jan 9, 2026 | -8.23% Jun 7, 2021 - Nov 5, 2021 |
| #13 | -4.80% Dec 27, 2023 - Jan 22, 2024 | -7.99% Jul 19, 2005 - Mar 17, 2006 |
| #14 | -4.37% Oct 2, 2025 - Oct 24, 2025 | -7.91% Mar 27, 2024 - Nov 25, 2024 |
| #15 | -4.02% May 14, 2026 - May 26, 2026 | -7.60% Aug 5, 2013 - Feb 20, 2014 |
Correlation
Correlation between LCLG and PBJ is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2005 - 2026)
LCLG vs PBJ dividend yield comparison.
| Year | LCLG | PBJ |
|---|---|---|
| 2026 | 0.00% | 0.59% |
| 2025 | 0.00% | 1.83% |
| 2024 | 0.06% | 1.11% |
| 2023 | 0.97% | 1.81% |
| 2022 | 2.03% | 1.81% |
| 2021 | 0.00% | 0.90% |
| 2020 | 0.00% | 1.12% |
| 2019 | 0.00% | 1.21% |
| 2018 | 0.00% | 1.41% |
| 2017 | 0.00% | 0.70% |
| 2016 | 0.00% | 1.56% |
| 2015 | 0.00% | 1.24% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 0.85% |
| 2012 | 0.00% | 1.58% |
| 2011 | 0.00% | 0.96% |
| 2010 | 0.00% | 1.14% |
| 2009 | 0.00% | 1.81% |
| 2008 | 0.00% | 1.80% |
| 2007 | 0.00% | 3.12% |
| 2006 | 0.00% | 0.93% |
| 2005 | 0.00% | 0.51% |
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