LOGO ranks 6th and BREW 7th of 10 funds in the Consumer Lifestyle Category.
BREW vs LOGO
BREW −0.34pt a year
0.35%0.69%
LOGO 2.9×the volume
8142.35K
BREW vs LOGO Performance
+2.3%−2.2%
- BREW 0.35%, better
- LOGO 0.69%
- BREW $1M
- LOGO $32M
- BREW
- LOGO −7.6%
- BREW 21
- LOGO 46
- BREW 814 sh
- LOGO 2.35K sh, better
- BREW $27.68
- LOGO $19.89
ETF.net Grade
| Pillar | BREW | LOGO |
|---|---|---|
| Cost | A90Higher | F12 |
| Mission | ||
| Risk | A80Higher | C43 |
| Tradability | D33 | B66Higher |
| Holdings | D32 | A84Higher |
| Durability | F20 | C54Higher |
Rank among Consumer Lifestyle funds
Same Category. BREW and LOGO are both graded against the same 10 Consumer Lifestyle funds, so their Grades compare head to head.
Our read on each fund
BREWC
LOGOC
In short
LOGO Most consumer-theme funds ride the upswing and wear the downswing. LOGO writes both sides into its objective: long-term capital appreciation, plus an aim to preserve capital when conditions turn adverse. A young, focused take on where people spend.
Stated mandate
LOGO The Fund seeks long-term capital appreciation and also seeks to preserve capital during adverse market conditions.
Why people hold it
Worth knowing
BREW vs LOGO Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BREW vs LOGO Cost
Overpaying LOGO vs BREW
$6,303
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BREW 0.35%
$7,126
LOGO 0.69%
$13,429
Cost over time
Year by year
| Year | BREW | LOGO | Overpaying |
|---|---|---|---|
| 10 | $634 | $1,232 | $598 |
| 20 | $2,454 | $4,697 | $2,243 |
| 30 | $7,126 | $13,429 | $6,303 |
- 0.35%BREW, cheaper
- 0.69%LOGO
- Middle half of Consumer Lifestyle funds
- Median 0.54%
BREW cheapest of 10 funds
LOGO 9th cheapest of 10 funds
BREW vs LOGO Dividends
- BREW None
- LOGO None
Distribution history
BREW vs LOGO Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BREW LOGO 12.4%
- Return per unit of risk
- BREW LOGO −0.29
- Worst fall
- BREW LOGO −18.4%
- Market sensitivity
- BREW −0.80LOGO 0.96
Popular comparisons
- 0.35% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.58%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.58%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.35% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.