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