LCLG vs VTI
Logan Capital Broad Innovative Growth ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. LCLG delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LCLG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.03% | |
| AUM | $111M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 57 | 3,543 | |
| YTD Return | +12.91% | +13.14% | |
| 1Y Return | +22.66% | +22.35% | |
| 3Y Return (annualized) | +26.59% | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 19.9% | 15.3% | |
| Max Drawdown | -25.8% | -56.6% | |
| Fund Family | Logan Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | May 24, 2001 |
LCLG vs VTI Performance
Logan Capital Broad Innovative Growth ETF (LCLG) is a ETF from Logan Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LCLG returned +22.66% while VTI returned +22.35%. Year to date, LCLG is up 12.91% versus a gain of 13.14% for VTI.
Over three years, LCLG compounded at +26.59% per year against +21.83% for VTI. Across the full 4-year window we track, LCLG has the edge at +21.45% annualized vs +8.09%. 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 VTI. 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 -56.6% for VTI. 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 0.95. 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 VTI charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
LCLG and VTI share 47 holdings out of 2796 unique holdings combined, representing a 24.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LCLG or VTI?
LCLG has an expense ratio of 0.90% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, LCLG or VTI?
Over the past year LCLG returned +22.66% vs +22.35% for VTI, so LCLG leads on 1-year performance. Over the longest common window we track (4 years), LCLG annualized +21.45% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, LCLG or VTI?
LCLG has been the more volatile fund at 19.9% annualized versus 15.3% for VTI. Worst drawdown: LCLG -25.8% vs VTI -56.6%.
Should I hold both LCLG and VTI?
LCLG and VTI have a monthly-return correlation of 0.95, 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 VTI?
LCLG and VTI share 47 common holdings with a 24.4% weight overlap. Combined, they hold 2796 unique securities.
Which pays a higher dividend, LCLG or VTI?
LCLG yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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