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