LCG vs. SPMO
Compare and contrast key facts about Sterling Capital Focus Equity ETF (LCG) and Invesco S&P 500® Momentum ETF (SPMO).
LCG and SPMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCG is an actively managed fund by Sterling Capital. It was launched on Aug 26, 2020. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCG or SPMO.
Correlation
The correlation between LCG and SPMO is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LCG vs. SPMO - Performance Comparison
Key characteristics
LCG:
0.40
SPMO:
2.07
LCG:
0.67
SPMO:
2.75
LCG:
1.08
SPMO:
1.37
LCG:
0.32
SPMO:
2.88
LCG:
0.97
SPMO:
11.60
LCG:
7.93%
SPMO:
3.27%
LCG:
19.13%
SPMO:
18.34%
LCG:
-44.50%
SPMO:
-30.95%
LCG:
-0.62%
SPMO:
-0.16%
Returns By Period
In the year-to-date period, LCG achieves a 10.25% return, which is significantly higher than SPMO's 8.50% return.
LCG
10.25%
6.34%
15.66%
10.38%
N/A
N/A
SPMO
8.50%
4.50%
15.08%
40.17%
19.81%
N/A
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LCG vs. SPMO - Expense Ratio Comparison
LCG has a 0.59% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Risk-Adjusted Performance
LCG vs. SPMO — Risk-Adjusted Performance Rank
LCG
SPMO
LCG vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Focus Equity ETF (LCG) and Invesco S&P 500® Momentum ETF (SPMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LCG vs. SPMO - Dividend Comparison
LCG has not paid dividends to shareholders, while SPMO's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LCG Sterling Capital Focus Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPMO Invesco S&P 500® Momentum ETF | 0.44% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
LCG vs. SPMO - Drawdown Comparison
The maximum LCG drawdown since its inception was -44.50%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for LCG and SPMO. For additional features, visit the drawdowns tool.
Volatility
LCG vs. SPMO - Volatility Comparison
Sterling Capital Focus Equity ETF (LCG) and Invesco S&P 500® Momentum ETF (SPMO) have volatilities of 4.85% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.