LOGO vs. IMCB
LOGO (Alpha Brands Consumption Leaders ETF) and IMCB (iShares Morningstar Mid-Cap ETF) are both Mid Cap Blend Equities funds. LOGO is actively managed, while IMCB is passively managed. Over the past year, LOGO returned -1.07% vs 22.88% for IMCB. A 0.69 correlation means they provide meaningful diversification when combined. LOGO charges 0.69%/yr vs 0.04%/yr for IMCB.
Performance
LOGO vs. IMCB - Performance Comparison
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Returns By Period
In the year-to-date period, LOGO achieves a -4.41% return, which is significantly lower than IMCB's 16.15% return.
LOGO
- 1D
- 0.00%
- 1M
- -3.87%
- YTD
- -4.41%
- 6M
- -5.79%
- 1Y
- -1.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMCB
- 1D
- 0.49%
- 1M
- 4.00%
- YTD
- 16.15%
- 6M
- 14.45%
- 1Y
- 22.88%
- 3Y*
- 17.88%
- 5Y*
- 8.89%
- 10Y*
- 11.77%
LOGO vs. IMCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LOGO Alpha Brands Consumption Leaders ETF | -4.41% | 4.84% |
IMCB iShares Morningstar Mid-Cap ETF | 16.15% | 8.19% |
Correlation
The correlation between LOGO and IMCB is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since May 28, 2025 | 0.69 |
The correlation between LOGO and IMCB has been stable across timeframes, ranging from 0.69 to 0.69 - a consistent structural relationship.
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Return for Risk
LOGO vs. IMCB — Risk / Return Rank
LOGO
IMCB
LOGO vs. IMCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpha Brands Consumption Leaders ETF (LOGO) and iShares Morningstar Mid-Cap ETF (IMCB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LOGO | IMCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.80 | ||
| Sortino ratioReturn per unit of downside risk | -2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.30 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.06 | 2.86 | -2.91 |
| Martin ratioReturn relative to average drawdown | -0.14 | 11.18 | -11.32 |
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Drawdowns
LOGO vs. IMCB - Drawdown Comparison
The maximum LOGO drawdown since its inception was -18.34%, smaller than the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for LOGO and IMCB.
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Drawdown Indicators
| LOGO | IMCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.34% | -58.80% | +40.46% |
Max Drawdown (1Y)Largest decline over 1 year | -18.34% | -8.05% | -10.29% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.80% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.99% | — |
Current DrawdownCurrent decline from peak | -10.90% | -0.35% | -10.55% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -7.71% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 2.05% | +5.59% |
Volatility
LOGO vs. IMCB - Volatility Comparison
Alpha Brands Consumption Leaders ETF (LOGO) has a higher volatility of 8.75% compared to iShares Morningstar Mid-Cap ETF (IMCB) at 4.70%. This indicates that LOGO's price experiences larger fluctuations and is considered to be riskier than IMCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOGO | IMCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.75% | 4.70% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 10.27% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 13.30% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 17.64% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 19.66% | -3.91% |
LOGO vs. IMCB - Expense Ratio Comparison
LOGO has a 0.69% expense ratio, which is higher than IMCB's 0.04% expense ratio.
Dividends
LOGO vs. IMCB - Dividend Comparison
LOGO has not paid dividends to shareholders, while IMCB's dividend yield for the trailing twelve months is around 1.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMCB iShares Morningstar Mid-Cap ETF | 1.23% | 1.42% | 1.43% | 1.55% | 1.70% | 1.08% | 1.12% | 1.32% | 1.80% | 1.31% | 1.79% | 1.47% |
LOGO Alpha Brands Consumption Leaders ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LOGO and IMCB have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LOGO has higher volatility (8.75%) compared to IMCB (4.70%). In terms of maximum drawdown, LOGO dropped -18.34% vs IMCB's -58.80%.
On 1-year performance, IMCB leads with 22.88% vs -1.07% for LOGO. On fees, IMCB is cheaper at 0.04% per year. On volatility, IMCB has been the lower-risk option at 4.70%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IMCB has performed better with a 22.88% return vs -1.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMCB is cheaper with a 0.04% expense ratio, compared with 0.69% for LOGO.
IMCB has the higher dividend yield at 1.23%, compared with 0.00% for LOGO.
They also come from different issuers: Alpha Brands and iShares. Their fees differ too: 0.69% for LOGO and 0.04% for IMCB.
IMCB currently has the higher Sharpe Ratio (1.73 vs -0.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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