LCLG vs. GQGU
LCLG (Logan Capital Broad Innovative Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.22, they often move in opposite directions. LCLG charges 0.99%/yr vs 0.49%/yr for GQGU.
Performance
LCLG vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, LCLG achieves a 19.42% return, which is significantly higher than GQGU's 6.60% return.
LCLG
- 1D
- 0.47%
- 1M
- 11.82%
- YTD
- 19.42%
- 6M
- 17.86%
- 1Y
- 39.05%
- 3Y*
- 30.13%
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- -1.06%
- 1M
- -1.65%
- YTD
- 6.60%
- 6M
- 7.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LCLG vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LCLG Logan Capital Broad Innovative Growth ETF | 19.42% | 10.94% |
GQGU GQG US Equity ETF | 6.60% | -1.14% |
Correlation
The correlation between LCLG and GQGU is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025 | -0.22 |
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Return for Risk
LCLG vs. GQGU — Risk / Return Rank
LCLG
GQGU
LCLG vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Logan Capital Broad Innovative Growth ETF (LCLG) and GQG US Equity ETF (GQGU). 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.
| LCLG | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | — | — |
| Martin ratioReturn relative to average drawdown | 11.52 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCLG | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.60 | +0.54 |
Drawdowns
LCLG vs. GQGU - Drawdown Comparison
The maximum LCLG drawdown since its inception was -25.79%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for LCLG and GQGU.
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Drawdown Indicators
| LCLG | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.79% | -6.65% | -19.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -25.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.66% | +4.66% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -2.54% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | — | — |
Volatility
LCLG vs. GQGU - Volatility Comparison
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Volatility by Period
| LCLG | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.77% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 10.14% | +8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 10.14% | +11.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 10.14% | +11.46% |
LCLG vs. GQGU - Expense Ratio Comparison
LCLG has a 0.99% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
LCLG vs. GQGU - Dividend Comparison
LCLG has not paid dividends to shareholders, while GQGU's dividend yield for the trailing twelve months is around 0.96%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% | 0.00% |
LCLG Logan Capital Broad Innovative Growth ETF | 0.00% | 0.00% | 0.06% | 0.97% | 2.03% |
Frequently Asked Questions
LCLG and GQGU have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 0.99% for LCLG.
GQGU has the higher dividend yield at 0.96%, compared with 0.00% for LCLG.
They also come from different issuers: Logan and GQG Partners. Their fees differ too: 0.99% for LCLG and 0.49% for GQGU.
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