Compare · 2 funds side by side · dividends reinvested

LCLG and SPY

LCLGLogan×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,923 · 2022SPY$17,099Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two
02 / 04

LCLG and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.1
Logan Capital Broad Innovative Growth ETFUS Stock Styles · Growth0.90%0.00%+3.5%+3.5%+24.8%[…]−14.5%20.9%$103M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: LCLG 2012 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
Logan Capital Broad Innovative Growth ETF · $103M[…]
LCLG
SPY
State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 25.3% in common

LCLGMeasureSPY
+3.5%Year to dateJan 1 → Nov 5+8.3%
+3.5%1 yearTotal return+9.7%
+24.8%3 years · per year$10,000 became $19,453 · $18,174+22.0%
[…]5 years · per year$10,000 became […] · $17,099+11.3%
0.90%Expense ratio$90 · $9 a year on $10k · lower is better0.09%
0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%
−14.5%Worst dropSmaller is better−8.9%
20.9%VolatilityLower is calmer13.6%
LCLGSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
1–6SPY wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

LCLG vs SPY: Top 5 Holdings

Today
24.6%in top 5
SPY
in top 527.7%
LCLGStockSPY
5.5%AAPL7.7%
not top 5NVDA7.3%
not top 5MSFT6.2%
5.7%APHnot top 5
4.6%MUnot top 5
4.5%MAnot top 5
4.4%AVGOnot top 5
not top 5AMZN3.9%
not top 5GOOGL2.6%
Held in common25.3%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

LCLG vs SPY Returns, Every Period

1Y
LoganLCLG
+3.5%
past year
SPYSPDR
+9.7%
past year
0%+10%+20%+30%+3.5%+8.3%YTD+3.5%+9.7%1 year+24.8%+22.0%3 yrs · yr
LCLGSPYFaded: behind in that period
1–2SPY wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Core: LCLG vs SPY

YTD
LoganLCLG
+3.5%
SPYSPDR
+8.3%
Jan 1Nov 5+3.5%+8.3%
+3.5%Year to date+8.3%
−14.5%Worst drop · 1Y−8.9%
20.9%Volatility · 1Y13.6%
0.0%Yield1.0%
$103MAssets$819B
4–0SPY wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: LCLG, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
LCLG0.90%$90
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: LCLG, SPY

1Y
1.03%highest, SPY
FundTrailing yieldYield$10k
SPY1.03%$103
LCLG0.00%$0
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$94most kept, SPY
SPY$103 − $9 = $94
LCLG$0 − $90 = −$90
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: LCLG, SPY

Today
25.3%most shared, LCLG and SPY
LCLGSPY
LCLG—25.3%
SPY25.3%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+9.7%SPY, at 13.6% volatility
0%+2.5%+5%+7.5%+10%+12.5%10%15%20%25%Volatility · 1 year → bumpierSPY +9.7%LCLG +3.5%
SPYWorst drop−8.9%13.6% vol
LCLGWorst drop−14.5%20.9% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+8.3%+3.5%
+8.3%Year to date+3.5%
1.0%Yield0.0%
+9.7%Past year+3.5%
0.09%Fee0.90%
4–0SPY wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com