LCLG vs SPVM
Comparison between LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF) and INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF).
LCLG vs SPVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCLG
$115M
SPVM
$115M
Expense Ratio
LCLG
0.90%
Winner
SPVM
0.39%
Max Drawdown
Winner
LCLG
25.79%
SPVM
45.84%
Sharpe Ratio
LCLG
1.10
Winner
SPVM
1.92
5Y Beta
LCLG
1.29
Winner
SPVM
0.68
P/E Ratio
LCLG
31.62
Winner
SPVM
16.22
Forward P/E
LCLG
21.02
Winner
SPVM
12.77
PEG Ratio
LCLG
0.31
Winner
SPVM
0.14
5Y Dividends CAGR
LCLG
N/A
SPVM
11.99%
5Y EPS CAGR
Winner
LCLG
24.03%
SPVM
9.13%
Debt to Equity
Winner
LCLG
-5.03%
SPVM
37.83%
P/S Ratio
LCLG
3.40
Winner
SPVM
1.13
P/B Ratio
LCLG
9.06
Winner
SPVM
1.97
LCLG vs SPVM - Holdings Comparison
LCLG and SPVM have 1 common holdings. Overlap is -0.05%
LCLG's top 25 holdings weight is 76.30%. SPVM's top 25 holdings weight is 34.83%.
| Rank | LCLG | SPVM |
|---|---|---|
| #1 | AMPHENOL CORP CLASS A (APH) - 5.33% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.81% |
| #2 | KLA CORP (KLAC) - 5.33% | ALLSTATE CORP (ALL) - 1.78% |
| #3 | MICRON TECHNOLOGY INC (MU) - 5.27% | CVS HEALTH CORP (CVS) - 1.63% |
| #4 | BROADCOM INC (AVGO) - 4.84% | GENERAL MOTORS CO (GM) - 1.57% |
| #5 | FLEX LTD (FLEX) - 4.81% | EDISON INTERNATIONAL (EIX) - 1.52% |
| #6 | APPLE INC (AAPL) - 4.59% | LOEWS CORP (L) - 1.50% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 3.77% | THE TRAVELERS COMPANIES INC (TRV) - 1.49% |
| #8 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.76% | CINCINNATI FINANCIAL CORP (CINF) - 1.45% |
| #9 | AMAZON.COM INC (AMZN) - 3.71% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.45% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.54% | BUNGE GLOBAL SA (BG) - 1.41% |
| #11 | MASTERCARD INC CLASS A (MA) - 3.36% | DELTA AIR LINES INC (DAL) - 1.36% |
| #12 | FASTENAL CO (FAST) - 2.74% | PHILLIPS 66 (PSX) - 1.34% |
| #13 | NETFLIX INC (NFLX) - 2.66% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.31% |
| #14 | ALPHABET INC CLASS C (GOOG) - 2.62% | METLIFE INC (MET) - 1.30% |
| #15 | ARISTA NETWORKS INC (ANET) - 2.33% | SYNCHRONY FINANCIAL (SYF) - 1.29% |
| #16 | UNITED RENTALS INC (URI) - 2.31% | DOLLAR GENERAL CORP (DG) - 1.29% |
| #17 | DICK'S SPORTING GOODS INC (DKS) - 2.27% | TRUIST FINANCIAL CORP (TFC) - 1.29% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 2.07% | STANLEY BLACK & DECKER INC (SWK) - 1.28% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.96% | HUNTINGTON BANCSHARES INC (HBAN) - 1.28% |
| #20 | CINTAS CORP (CTAS) - 1.71% | ASSURANT INC (AIZ) - 1.27% |
| #21 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 1.66% | TARGET CORP (TGT) - 1.26% |
| #22 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.62% | CHUBB LTD (CB) - 1.24% |
| #23 | BURLINGTON STORES INC (BURL) - 1.54% | M&T BANK CORP (MTB) - 1.24% |
| #24 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.26% | MARATHON PETROLEUM CORP (MPC) - 1.24% |
| #25 | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 1.24% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.23% |
| Total Holdings | 57 | 102 |
LCLG vs SPVM - Historical Returns
Returns include dividend reinvestment.
1M
LCLG
-3.61%
Winner
SPVM
+4.61%
3M
Winner
LCLG
+8.31%
SPVM
+8.03%
6M
Winner
LCLG
+11.73%
SPVM
+11.18%
1Y
LCLG
+26.44%
Winner
SPVM
+28.38%
5Y(CAGR)
LCLG
N/A
SPVM
+12.01%
10Y(CAGR)
LCLG
N/A
SPVM
+12.15%
Max(CAGR)
Winner
LCLG
+22.42%
SPVM
+11.93%
LCLG vs SPVM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | LCLG | SPVM |
|---|---|---|
| 2026 | +14.60% | +13.38% |
| 2025 | +18.14% | +20.83% |
| 2024 | +34.33% | +14.64% |
| 2023 | +35.31% | +6.81% |
| 2022 | -8.62% | -3.10% |
| 2021 | N/A | +30.60% |
| 2020 | N/A | -3.42% |
| 2019 | N/A | +28.98% |
| 2018 | N/A | -8.78% |
| 2017 | N/A | +13.67% |
| 2016 | N/A | +25.92% |
| 2015 | N/A | -4.77% |
| 2014 | N/A | +11.59% |
| 2013 | N/A | +30.94% |
| 2012 | N/A | +16.63% |
| 2011 | N/A | -3.07% |
LCLG vs SPVM Drawdown Comparison
The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.
The current LCLG drawdown is -4.83%. The current SPVM drawdown is -0.12%.
| Rank | LCLG | SPVM |
|---|---|---|
| #1 | -25.79% Feb 14, 2025 - Jul 9, 2025 | -45.33% Feb 12, 2020 - Jan 20, 2021 |
| #2 | -20.03% Aug 16, 2022 - Feb 2, 2023 | -20.52% Jul 7, 2011 - Mar 13, 2012 |
| #3 | -13.75% Jan 13, 2026 - Apr 15, 2026 | -19.50% Apr 20, 2022 - Mar 7, 2024 |
| #4 | -12.76% Jul 31, 2023 - Dec 1, 2023 | -18.67% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -9.76% Feb 2, 2023 - Jun 8, 2023 | -17.51% Jan 26, 2018 - Apr 16, 2019 |
| #6 | -9.62% Jul 16, 2024 - Sep 19, 2024 | -16.13% Dec 23, 2014 - Jul 12, 2016 |
| #7 | -8.52% Mar 21, 2024 - Jun 13, 2024 | -13.40% Mar 26, 2012 - Sep 7, 2012 |
| #8 | -8.14% Oct 29, 2025 - Dec 10, 2025 | -9.46% Jul 26, 2019 - Oct 28, 2019 |
| #9 | -6.40% Jun 30, 2026 - Jul 20, 2026 | -8.43% Sep 19, 2014 - Nov 6, 2014 |
| #10 | -5.73% Dec 16, 2024 - Jan 22, 2025 | -7.70% May 10, 2021 - Aug 11, 2021 |
| #11 | -5.69% Jun 3, 2026 - Jun 22, 2026 | -7.54% Feb 9, 2022 - Mar 24, 2022 |
| #12 | -4.94% Dec 11, 2025 - Jan 9, 2026 | -7.39% Oct 17, 2012 - Dec 18, 2012 |
| #13 | -4.80% Dec 27, 2023 - Jan 22, 2024 | -7.25% Jul 30, 2024 - Aug 29, 2024 |
| #14 | -4.37% Oct 2, 2025 - Oct 24, 2025 | -6.90% Jan 14, 2022 - Feb 9, 2022 |
| #15 | -4.02% May 14, 2026 - May 26, 2026 | -6.59% Nov 16, 2021 - Jan 3, 2022 |
Correlation
Correlation between LCLG and SPVM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
LCLG vs SPVM dividend yield comparison.
| Year | LCLG | SPVM |
|---|---|---|
| 2026 | 0.00% | 0.94% |
| 2025 | 0.00% | 2.02% |
| 2024 | 0.06% | 1.91% |
| 2023 | 0.97% | 2.45% |
| 2022 | 2.03% | 2.33% |
| 2021 | 0.00% | 1.41% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.40% |
| 2018 | 0.00% | 3.10% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 2.80% |
| 2015 | 0.00% | 2.67% |
| 2014 | 0.00% | 1.94% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 2.24% |
| 2011 | 0.00% | 1.02% |
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