Compare · 2 funds side by side · dividends reinvested

LCLG and SPYM

LCLGLogan×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

LCLG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

Logan Capital Broad Innovative Growth ETFUS Stock Styles · Growth0.90%0.00%+4.4%+3.0%+25.1%[…]−14.5%20.9%$99M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LCLG 2012 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Logan Capital Broad Innovative Growth ETF · $99M[…]

LCLG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

LCLGMeasureSPYM

+4.4%Year to dateJan 1 → Nov 6+8.8%

+3.0%1 yearTotal return+9.8%

+25.1%3 years · per year$10,000 became $19,579 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.90%Expense ratio$90 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−14.5%Worst dropSmaller is better−8.9%

20.9%VolatilityLower is calmer13.6%

LCLGSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCLG vs SPYM: Top 5 Holdings

Today

LCLG

24.1%in top 5

SPYM

in top 527.8%

LCLGStockSPYM

5.6%AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.4%APHnot top 5

4.6%MAnot top 5

4.4%AMZN4.0%

4.1%AVGOnot top 5

not top 5GOOGL2.6%

Held in common25.4%

End-of-day Nov 6, 2026 · share of each fund

LCLG vs SPYM Returns, Every Period

LoganLCLG

+3.0%

past year

SPYMSPDR

+9.8%

past year

LCLGSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LCLG vs SPYM

YTD

LoganLCLG

+4.4%

SPYMSPDR

+8.8%

+4.4%Year to date+8.8%

−14.5%Worst drop · 1Y−8.9%

20.9%Volatility · 1Y13.6%

0.0%Yield1.1%

$98.7MAssets$182B

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCLG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LCLG0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LCLG, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

LCLG0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

LCLG$0 − $90 = −$90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LCLG, SPYM

Today

25.4%most shared, LCLG and SPYM

LCLGSPYM

LCLG—25.4%

SPYM25.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

LCLGWorst drop−14.5%20.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMLCLG

+8.8%Year to date+4.4%

1.1%Yield0.0%

+9.8%Past year+3.0%

0.02%Fee0.90%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026