LCLG vs UPSD
Comparison between LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
LCLG vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCLG
$111M
Winner
UPSD
$112M
Expense Ratio
LCLG
0.90%
Winner
UPSD
0.79%
Max Drawdown
LCLG
25.79%
Winner
UPSD
24.04%
Sharpe Ratio
Winner
LCLG
1.42
UPSD
0.90
5Y Beta
LCLG
1.28
Winner
UPSD
1.13
P/E Ratio
LCLG
33.29
Winner
UPSD
27.03
Forward P/E
LCLG
23.98
Winner
UPSD
20.34
PEG Ratio
LCLG
0.60
Winner
UPSD
0.43
5Y EPS CAGR
LCLG
24.46%
Winner
UPSD
24.74%
Debt to Equity
Winner
LCLG
2.11%
UPSD
79.36%
P/S Ratio
LCLG
3.79
Winner
UPSD
2.02
P/B Ratio
LCLG
9.77
Winner
UPSD
6.00
LCLG vs UPSD - Holdings Comparison
LCLG and UPSD have 12 common holdings. Overlap is -71.14%
LCLG's top 25 holdings weight is 79.73%. UPSD's top 25 holdings weight is 138.48%.
| Rank | LCLG | UPSD |
|---|---|---|
| #1 | KLA CORP (KLAC) - 6.15% | RCXTSOA6 TRS 052627 (n/a) - 49.14% |
| #2 | BROADCOM INC (AVGO) - 6.05% | RCXTSOA6 TRS 090826 (n/a) - 47.17% |
| #3 | MICRON TECHNOLOGY INC (MU) - 5.82% | APPLE INC (AAPL) - 5.31% |
| #4 | FLEX LTD (FLEX) - 5.67% | NVIDIA CORP (NVDA) - 5.30% |
| #5 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 4.97% | MICROSOFT CORP (MSFT) - 3.20% |
| #6 | AMPHENOL CORP CLASS A (APH) - 4.89% | MICRON TECHNOLOGY INC (MU) - 2.09% |
| #7 | APPLE INC (AAPL) - 4.50% | AMAZON.COM INC (AMZN) - 2.05% |
| #8 | AMAZON.COM INC (AMZN) - 3.77% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.99% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 3.72% | ALPHABET INC CLASS A (GOOGL) - 1.71% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.14% | ALPHABET INC CLASS C (GOOG) - 1.68% |
| #11 | NETFLIX INC (NFLX) - 2.96% | DATADOG INC CLASS A (DDOG) - 1.63% |
| #12 | MASTERCARD INC CLASS A (MA) - 2.92% | BROADCOM INC (AVGO) - 1.51% |
| #13 | FASTENAL CO (FAST) - 2.62% | CBOE GLOBAL MARKETS INC (CBOE) - 1.42% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 2.61% | JOHNSON & JOHNSON (JNJ) - 1.37% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.57% | MARATHON PETROLEUM CORP (MPC) - 1.36% |
| #16 | DICK'S SPORTING GOODS INC (DKS) - 2.26% | MONSTER BEVERAGE CORP (MNST) - 1.31% |
| #17 | ARISTA NETWORKS INC (ANET) - 2.19% | WELLTOWER INC (WELL) - 1.25% |
| #18 | UNITED RENTALS INC (URI) - 2.11% | EXXON MOBIL CORP (XOM) - 1.20% |
| #19 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 1.91% | ALTRIA GROUP INC (MO) - 1.17% |
| #20 | WILLIAMS-SONOMA INC (WSM) - 1.78% | CARDINAL HEALTH INC (CAH) - 1.13% |
| #21 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.59% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.12% |
| #22 | CINTAS CORP (CTAS) - 1.58% | PALO ALTO NETWORKS INC (PANW) - 1.11% |
| #23 | BURLINGTON STORES INC (BURL) - 1.44% | MCKESSON CORP (MCK) - 1.09% |
| #24 | CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 1.27% | ELI LILLY AND CO (LLY) - 1.09% |
| #25 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.24% | CME GROUP INC CLASS A (CME) - 1.08% |
| Total Holdings | 58 | 106 |
LCLG vs UPSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCLG
+5.50%
UPSD
+0.03%
3M
Winner
LCLG
+21.77%
UPSD
+4.29%
6M
Winner
LCLG
+16.30%
UPSD
+4.97%
1Y
Winner
LCLG
+35.03%
UPSD
+16.94%
Max(CAGR)
Winner
LCLG
+23.60%
UPSD
+7.51%
LCLG vs UPSD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LCLG | UPSD |
|---|---|---|
| 2026 | +16.35% | +4.71% |
| 2025 | +18.14% | +12.97% |
| 2024 | +34.33% | -5.14% |
| 2023 | +35.31% | N/A |
| 2022 | -8.62% | N/A |
LCLG vs UPSD Drawdown Comparison
The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current LCLG drawdown is -2.10%. The current UPSD drawdown is -2.67%.
| Rank | LCLG | UPSD |
|---|---|---|
| #1 | -25.79% Feb 14, 2025 - Jul 9, 2025 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -20.03% Aug 16, 2022 - Feb 2, 2023 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -13.75% Jan 13, 2026 - Apr 15, 2026 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -12.76% Jul 31, 2023 - Dec 1, 2023 | -5.02% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -9.76% Feb 2, 2023 - Jun 8, 2023 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -9.62% Jul 16, 2024 - Sep 19, 2024 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -8.52% Mar 21, 2024 - Jun 13, 2024 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -8.14% Oct 29, 2025 - Dec 10, 2025 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -5.73% Dec 16, 2024 - Jan 22, 2025 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #10 | -5.69% Jun 3, 2026 - Jun 10, 2026 | -1.53% May 14, 2026 - May 22, 2026 |
| #11 | -4.94% Dec 11, 2025 - Jan 9, 2026 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #12 | -4.80% Dec 27, 2023 - Jan 22, 2024 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -4.37% Oct 2, 2025 - Oct 24, 2025 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -4.02% May 14, 2026 - May 26, 2026 | -0.74% Jan 28, 2026 - Feb 2, 2026 |
| #15 | -2.93% Nov 11, 2024 - Nov 22, 2024 | -0.59% Sep 11, 2025 - Sep 19, 2025 |
Correlation
Correlation between LCLG and UPSD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
LCLG vs UPSD dividend yield comparison.
| Year | LCLG | UPSD |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.00% | 0.67% |
| 2024 | 0.06% | 0.06% |
| 2023 | 0.97% | 0.00% |
| 2022 | 2.03% | 0.00% |
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