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