LCLG vs SPY
Logan Capital Broad Innovative Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. LCLG delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LCLG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.09% | |
| AUM | $111M | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 57 | 505 | |
| YTD Return | +12.91% | +12.68% | |
| 1Y Return | +22.66% | +21.82% | |
| 3Y Return (annualized) | +26.59% | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 19.9% | 15.3% | |
| Max Drawdown | -25.8% | -56.5% | |
| Fund Family | Logan Capital | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | Jan 22, 1993 |
LCLG vs SPY Performance
Logan Capital Broad Innovative Growth ETF (LCLG) is a ETF from Logan Capital and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year LCLG returned +22.66% while SPY returned +21.82%. Year to date, LCLG is up 12.91% versus a gain of 12.68% for SPY.
Over three years, LCLG compounded at +26.59% per year against +21.98% for SPY. Across the full 4-year window we track, LCLG has the edge at +21.45% annualized vs +8.81%. 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 15.3% for SPY. 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 -56.5% for SPY. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LCLG charges 0.90% per year while SPY charges 0.09%. On a $10,000 position that is $90 vs $9 annually, a gap of $81 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
LCLG and SPY share 40 holdings out of 520 unique holdings combined, representing a 26.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LCLG or SPY?
LCLG has an expense ratio of 0.90% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, LCLG or SPY?
Over the past year LCLG returned +22.66% vs +21.82% for SPY, so LCLG leads on 1-year performance. Over the longest common window we track (4 years), LCLG annualized +21.45% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, LCLG or SPY?
LCLG has been the more volatile fund at 19.9% annualized versus 15.3% for SPY. Worst drawdown: LCLG -25.8% vs SPY -56.5%.
Should I hold both LCLG and SPY?
LCLG and SPY have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LCLG and SPY?
LCLG and SPY share 40 common holdings with a 26.4% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, LCLG or SPY?
LCLG yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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