Correlation
The correlation between LCLG and SPY is 0.94, 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.
LCLG vs. SPY
Compare and contrast key facts about Logan Capital Broad Innovative Growth ETF (LCLG) and SPDR S&P 500 ETF (SPY).
LCLG and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCLG is an actively managed fund by Logan. It was launched on Jun 28, 2012. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCLG or SPY.
Performance
LCLG vs. SPY - Performance Comparison
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Key characteristics
LCLG:
0.71
SPY:
0.70
LCLG:
1.12
SPY:
1.02
LCLG:
1.16
SPY:
1.15
LCLG:
0.69
SPY:
0.68
LCLG:
2.32
SPY:
2.57
LCLG:
7.73%
SPY:
4.93%
LCLG:
26.27%
SPY:
20.42%
LCLG:
-25.79%
SPY:
-55.19%
LCLG:
-6.04%
SPY:
-3.55%
Returns By Period
In the year-to-date period, LCLG achieves a 0.30% return, which is significantly lower than SPY's 0.87% return.
LCLG
0.30%
9.68%
-1.55%
18.61%
N/A
N/A
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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LCLG vs. SPY - Expense Ratio Comparison
LCLG has a 0.99% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LCLG vs. SPY — Risk-Adjusted Performance Rank
LCLG
SPY
LCLG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Logan Capital Broad Innovative Growth ETF (LCLG) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
LCLG vs. SPY - Dividend Comparison
LCLG's dividend yield for the trailing twelve months is around 0.06%, less than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCLG Logan Capital Broad Innovative Growth ETF | 0.06% | 0.06% | 0.97% | 2.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LCLG vs. SPY - Drawdown Comparison
The maximum LCLG drawdown since its inception was -25.79%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LCLG and SPY.
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Volatility
LCLG vs. SPY - Volatility Comparison
Logan Capital Broad Innovative Growth ETF (LCLG) has a higher volatility of 7.08% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that LCLG's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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