LCLG vs SCHD
Logan Capital Broad Innovative Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | LCLG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.06% | |
| AUM | $111M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 57 | 104 | |
| YTD Return | +13.49% | +26.50% | |
| 1Y Return | +21.02% | +31.25% | |
| 3Y Return (annualized) | +26.49% | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | 19.9% | 13.6% | |
| Max Drawdown | -25.8% | -33.4% | |
| Fund Family | Logan Capital | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | Oct 20, 2011 |
LCLG vs SCHD Performance
Logan Capital Broad Innovative Growth ETF (LCLG) is a ETF from Logan Capital and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LCLG returned +21.02% while SCHD returned +31.25%. Year to date, LCLG is up 13.49% versus a gain of 26.50% for SCHD.
Over three years, LCLG compounded at +26.49% per year against +16.34% for SCHD. Across the full 4-year window we track, LCLG has the edge at +21.65% annualized vs +11.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCLG has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.8% for LCLG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LCLG charges 0.90% per year while SCHD charges 0.06%. On a $10,000 position that is $90 vs $6 annually, a gap of $84 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
LCLG and SCHD share 3 holdings out of 153 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LCLG or SCHD?
LCLG has an expense ratio of 0.90% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, LCLG or SCHD?
Over the past year LCLG returned +21.02% vs +31.25% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), LCLG annualized +21.65% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, LCLG or SCHD?
LCLG has been the more volatile fund at 19.9% annualized versus 13.6% for SCHD. Worst drawdown: LCLG -25.8% vs SCHD -33.4%.
Should I hold both LCLG and SCHD?
LCLG and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LCLG and SCHD?
LCLG and SCHD share 3 common holdings with a 2.1% weight overlap. Combined, they hold 153 unique securities.
Which pays a higher dividend, LCLG or SCHD?
LCLG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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