LCLG vs MMLG

LCLG vs MMLG

Which is better, LCLG or MMLG?

Each has led over a different period.

MMLG has a lower expense ratio. LCLG led over the full window, MMLG over 1Y. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: MMLGHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLCLGMMLG
Expense Ratio0.90%0.85%Best
AUM$108M$95M
Dividend Yield0.00%0.00%
Holdings11475
Volatility (annualized)19.8%Best20.0%
Max Drawdown-25.8%Best-26.6%
$10,000 over 3.8 years$22,751Best$18,648
Fund FamilyLogan CapitalFirst Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionAug 8, 2022Jul 20, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 132 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LCLG has data through Oct 14, 2026 and MMLG through Jun 4, 2026.

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Aug 8, 2022 to Jun 4, 2026 (3.8 years).

Compare LCLG against instead:LCLG vs SPYLCLG vs QQQLCLG vs VOOLCLG vs VTIMMLG against:MMLG vs VXUS

Risk: Volatility and Drawdowns

MMLG has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 19.8% for LCLG. 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 -26.6% for MMLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. 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 MMLG charges 0.85%. On a $10,000 position that is $90 vs $85 annually, a gap of $5 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 0.00% for MMLG.

Holdings Overlap

LCLG already in MMLG52.8%

At least 52.8% of LCLG's money is in holdings MMLG also owns.

Stated as a floor: for MMLG, our book for it covers 94.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

The two holdings books were reported 154 days apart, LCLG as of Oct 1, 2026 and MMLG as of Apr 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

17 positions in common, counted across the 55 positions we hold weights for in LCLG and 76 in MMLG, against full books of 114 and 75.

Top Shared Holdings

StockWeight in LCLGWeight in MMLGDifference
GOOGLAlphabet Inc3.67%6.30%2.63%
AMZNAmazon.Com Inc3.86%5.49%1.63%
AAPLApple, Inc4.98%4.14%0.84%
AVGOBroadcom Inc4.43%4.62%0.19%
METAMeta Platforms Inc4.03%4.20%0.17%
APHAmphenol Corp. Class A5.98%0.65%5.33%
MUMicron Technology, Inc.6.09%0.31%5.78%
KLACKla-tencor4.80%0.91%3.89%
NFLXNetflix, Inc.2.55%2.28%0.27%
MAMastercard Inc3.56%1.19%2.37%

52.8% of LCLG is already inside MMLG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LCLGMMLG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LCLG or MMLG?

LCLG has an expense ratio of 0.90% while MMLG charges 0.85%. MMLG is the cheaper option, by $5 a year on a $10,000 investment.

Which is riskier, LCLG or MMLG?

MMLG has been the more volatile fund at 20.0% annualized versus 19.8% for LCLG. Worst drawdown: LCLG -25.8% vs MMLG -26.6%.

Should I hold both LCLG and MMLG?

LCLG and MMLG have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between LCLG and MMLG?

At least 52.8% of LCLG's money is in holdings MMLG also owns. Our book for MMLG is partial, so the real figure is this or higher. They hold 17 positions in common, counted across the 55 positions we hold weights for in LCLG and 76 in MMLG.

Which pays a higher dividend, LCLG or MMLG?

LCLG yields 0.00% while MMLG yields 0.00%, so MMLG currently pays the higher dividend yield.

Is MMLG better than LCLG?

MMLG has a lower expense ratio. LCLG led over the full window, MMLG over 1Y. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.