SPVM vs LCLG

Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG, ETF).

SPVM vs LCLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPVM(ETF)	LCLG(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.39%	0.90%
Max Drawdown	45.84%	25.79%
Sharpe Ratio	1.92	1.10
5Y Beta	0.68	1.29
P/E Ratio	16.22	31.62
Forward P/E	12.77	21.02
PEG Ratio	0.14	0.31
5Y Dividends CAGR	11.99%	N/A
5Y EPS CAGR	9.13%	24.03%
Debt to Equity	37.83%	-5.03%
P/S Ratio	1.13	3.40
P/B Ratio	1.97	9.06

Net Assets

SPVM

$115M

Winner

LCLG

$115M

Expense Ratio

Winner

SPVM

0.39%

LCLG

0.90%

Max Drawdown

SPVM

45.84%

Winner

LCLG

25.79%

Sharpe Ratio

Winner

SPVM

1.92

LCLG

1.10

5Y Beta

Winner

SPVM

0.68

LCLG

1.29

P/E Ratio

Winner

SPVM

16.22

LCLG

31.62

Forward P/E

Winner

SPVM

12.77

LCLG

21.02

PEG Ratio

Winner

SPVM

0.14

LCLG

0.31

5Y Dividends CAGR

SPVM

11.99%

LCLG

N/A

5Y EPS CAGR

SPVM

9.13%

Winner

LCLG

24.03%

Debt to Equity

SPVM

37.83%

Winner

LCLG

-5.03%

P/S Ratio

Winner

SPVM

1.13

LCLG

3.40

P/B Ratio

Winner

SPVM

1.97

LCLG

9.06

SPVM vs LCLG - Holdings Comparison

SPVM and LCLG have 1 common holdings. Overlap is -0.05%

SPVM's top 25 holdings weight is 34.83%. LCLG's top 25 holdings weight is 76.30%.

Rank	SPVM	LCLG
#1	UNITED AIRLINES HOLDINGS INC (UAL) - 1.81%	AMPHENOL CORP CLASS A (APH) - 5.33%
#2	ALLSTATE CORP (ALL) - 1.78%	KLA CORP (KLAC) - 5.33%
#3	CVS HEALTH CORP (CVS) - 1.63%	MICRON TECHNOLOGY INC (MU) - 5.27%
#4	GENERAL MOTORS CO (GM) - 1.57%	BROADCOM INC (AVGO) - 4.84%
#5	EDISON INTERNATIONAL (EIX) - 1.52%	FLEX LTD (FLEX) - 4.81%
#6	LOEWS CORP (L) - 1.50%	APPLE INC (AAPL) - 4.59%
#7	THE TRAVELERS COMPANIES INC (TRV) - 1.49%	ALPHABET INC CLASS A (GOOGL) - 3.77%
#8	CINCINNATI FINANCIAL CORP (CINF) - 1.45%	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.76%
#9	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.45%	AMAZON.COM INC (AMZN) - 3.71%
#10	BUNGE GLOBAL SA (BG) - 1.41%	META PLATFORMS INC CLASS A (META) - 3.54%
#11	DELTA AIR LINES INC (DAL) - 1.36%	MASTERCARD INC CLASS A (MA) - 3.36%
#12	PHILLIPS 66 (PSX) - 1.34%	FASTENAL CO (FAST) - 2.74%
#13	ARCHER-DANIELS-MIDLAND CO (ADM) - 1.31%	NETFLIX INC (NFLX) - 2.66%
#14	METLIFE INC (MET) - 1.30%	ALPHABET INC CLASS C (GOOG) - 2.62%
#15	SYNCHRONY FINANCIAL (SYF) - 1.29%	ARISTA NETWORKS INC (ANET) - 2.33%
#16	DOLLAR GENERAL CORP (DG) - 1.29%	UNITED RENTALS INC (URI) - 2.31%
#17	TRUIST FINANCIAL CORP (TFC) - 1.29%	DICK'S SPORTING GOODS INC (DKS) - 2.27%
#18	STANLEY BLACK & DECKER INC (SWK) - 1.28%	STERLING INFRASTRUCTURE INC (STRL) - 2.07%
#19	HUNTINGTON BANCSHARES INC (HBAN) - 1.28%	WILLIAMS-SONOMA INC (WSM) - 1.96%
#20	ASSURANT INC (AIZ) - 1.27%	CINTAS CORP (CTAS) - 1.71%
#21	TARGET CORP (TGT) - 1.26%	FIDELITY INV MM GOVERNMENT I (FIGXX) - 1.66%
#22	CHUBB LTD (CB) - 1.24%	OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 1.62%
#23	M&T BANK CORP (MTB) - 1.24%	BURLINGTON STORES INC (BURL) - 1.54%
#24	MARATHON PETROLEUM CORP (MPC) - 1.24%	LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.26%
#25	CITIZENS FINANCIAL GROUP INC (CFG) - 1.23%	METTLER-TOLEDO INTERNATIONAL INC (MTD) - 1.24%
Total Holdings	102	57

SPVM vs LCLG - Historical Returns

Returns include dividend reinvestment.

Period	SPVM	LCLG
1 month	+4.61%	-3.61%
3 months	+8.03%	+8.31%
6 months	+11.18%	+11.73%
1 year	+28.38%	+26.44%
5 years(CAGR)	+12.01%	N/A
10 years(CAGR)	+12.15%	N/A
Max(CAGR)	+11.93%	+22.42%

Winner

SPVM

+4.61%

LCLG

-3.61%

SPVM

+8.03%

Winner

LCLG

+8.31%

SPVM

+11.18%

Winner

LCLG

+11.73%

Winner

SPVM

+28.38%

LCLG

+26.44%

5Y(CAGR)

SPVM

+12.01%

LCLG

N/A

10Y(CAGR)

SPVM

+12.15%

LCLG

N/A

Max(CAGR)

SPVM

+11.93%

Winner

LCLG

+22.42%

SPVM vs LCLG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPVM	LCLG
2026	+13.38%	+14.60%
2025	+20.83%	+18.14%
2024	+14.64%	+34.33%
2023	+6.81%	+35.31%
2022	-3.10%	-8.62%
2021	+30.60%	N/A
2020	-3.42%	N/A
2019	+28.98%	N/A
2018	-8.78%	N/A
2017	+13.67%	N/A
2016	+25.92%	N/A
2015	-4.77%	N/A
2014	+11.59%	N/A
2013	+30.94%	N/A
2012	+16.63%	N/A
2011	-3.07%	N/A

SPVM vs LCLG Drawdown Comparison

The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.

The maximum drawdown for LCLG was -25.79%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.

The current SPVM drawdown is -0.12%. The current LCLG drawdown is -4.83%.

Rank	SPVM	LCLG
#1	-45.33% Feb 12, 2020 - Jan 20, 2021	-25.79% Feb 14, 2025 - Jul 9, 2025
#2	-20.52% Jul 7, 2011 - Mar 13, 2012	-20.03% Aug 16, 2022 - Feb 2, 2023
#3	-19.50% Apr 20, 2022 - Mar 7, 2024	-13.75% Jan 13, 2026 - Apr 15, 2026
#4	-18.67% Nov 29, 2024 - Jul 23, 2025	-12.76% Jul 31, 2023 - Dec 1, 2023
#5	-17.51% Jan 26, 2018 - Apr 16, 2019	-9.76% Feb 2, 2023 - Jun 8, 2023
#6	-16.13% Dec 23, 2014 - Jul 12, 2016	-9.62% Jul 16, 2024 - Sep 19, 2024
#7	-13.40% Mar 26, 2012 - Sep 7, 2012	-8.52% Mar 21, 2024 - Jun 13, 2024
#8	-9.46% Jul 26, 2019 - Oct 28, 2019	-8.14% Oct 29, 2025 - Dec 10, 2025
#9	-8.43% Sep 19, 2014 - Nov 6, 2014	-6.40% Jun 30, 2026 - Jul 20, 2026
#10	-7.70% May 10, 2021 - Aug 11, 2021	-5.73% Dec 16, 2024 - Jan 22, 2025
#11	-7.54% Feb 9, 2022 - Mar 24, 2022	-5.69% Jun 3, 2026 - Jun 22, 2026
#12	-7.39% Oct 17, 2012 - Dec 18, 2012	-4.94% Dec 11, 2025 - Jan 9, 2026
#13	-7.25% Jul 30, 2024 - Aug 29, 2024	-4.80% Dec 27, 2023 - Jan 22, 2024
#14	-6.90% Jan 14, 2022 - Feb 9, 2022	-4.37% Oct 2, 2025 - Oct 24, 2025
#15	-6.59% Nov 16, 2021 - Jan 3, 2022	-4.02% May 14, 2026 - May 26, 2026

Correlation

Correlation between SPVM and LCLG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2011 - 2026)

SPVM vs LCLG dividend yield comparison.

Year	SPVM	LCLG
2026	0.94%	0.00%
2025	2.02%	0.00%
2024	1.91%	0.06%
2023	2.45%	0.97%
2022	2.33%	2.03%
2021	1.41%	0.00%
2020	2.11%	0.00%
2019	2.40%	0.00%
2018	3.10%	0.00%
2017	1.68%	0.00%
2016	2.80%	0.00%
2015	2.67%	0.00%
2014	1.94%	0.00%
2013	1.92%	0.00%
2012	2.24%	0.00%
2011	1.02%	0.00%