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LCO vs UCBG

LOGIQ Contrarian Opportunities ETF

LCODNYSE Arca

State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF

UCBGANYSE Arca

Overlap

Expense ratio

UCBG −1.07pt a year

LCO1.13%UCBG0.06%

Avg volume · 30D

UCBG 14024.8×the volume

LCO296UCBG4.15M

LCO vs UCBG Performance

Sep 30, 2026 – Oct 30, 2026

−9.0%LCO−0.9%UCBG

Sep 30, 2026 to Oct 30, 2026. LCO −9.0%. UCBG −0.9%. Use the arrow keys to read each point.−7.5%−5%−2.5%2.5%Sep 30Oct 15Oct 30
Expense ratio
LCO 1.13%
UCBG 0.06%, better
Fund size
LCO $53M
UCBG $2.52B
Holdings
LCO 87
UCBG 868
Avg volume (30D)
LCO 296 sh
UCBG 4.15M sh, better
NAV per share
LCO $25.14
UCBG $50.56
52W range

ETF.net Grade

LCO: Cost 8, Risk 17, Mission not scored, Tradability 30, Holdings 84, Durability 21. UCBG: Cost 100, Risk not scored, Mission 99, Tradability 99, Holdings 79, Durability 66.
Pillar letters and Scores for LCO, UCBG, with each pillar’s weight
PillarLCOUCBG
Cost30% weightF8A100Higher
Mission25% weightNot scoredA99
Risk15% weightF17Not scored
Tradability15% weightD30A99Higher
Holdings10% weightA84HigherA79
Durability5% weightF21B66Higher

Rank among Multi-Asset Allocation funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. LCO and UCBG are both graded against the same 37 Multi-Asset Allocation funds, so their Grades compare head to head.

Multi-Asset Allocation⁠

Category · 37 funds
See all 37 ›

UCBG ranks 1st and LCO 35th of 37 funds in the Multi-Asset Allocation Category.

  1. Rank 1AUCBGState Street SPDR UC Investments 90/10 Endowment Strategy Index ETFScore 95
  2. Rank 2AAOAiShares Core 80/20 Aggressive Allocation ETFScore 88
  3. Rank 34DAGOXAdaptive Alpha Opportunities ETFScore 31
  4. Rank 35DLCOLOGIQ Contrarian Opportunities ETFScore 25
  5. Rank 36FESBGFirst Trust Enhanced Stocks, Bonds & Gold ETFScore 17

Our read on each fund

ETF.net Research

LCODLOGIQ Contrarian Opportunities ETF

UCBGAState Street SPDR UC Investments 90/10 Endowment Strategy Index ETF

In short

LCO Most allocation ETFs follow a recipe. LCO hands a manager the whole menu (US, foreign and emerging stocks, preferreds, bonds, cash) to buy what the crowd has walked away from. Launched in 2026 and priced like the active fund it is.

UCBG No data

Stated mandate

LCO The Fund seeks total return through capital appreciation and income. It actively invests across domestic and foreign equities, preferred stocks, fixed-income securities, cash equivalents, and other investment companies.

UCBG No data

Why people hold it

  • LCO One ticket, whole menu: US, foreign and emerging-market stocks plus preferred shares, bonds, cash equivalents and other funds, with the manager free to shift the mix.
  • Contrarian isn't garnish here. It's the stated style, paired with value, quality, profitability and growth screens, so out-of-favor names still face a fundamentals test.
  • Holdings are spread across regions and asset classes rather than crowded into one bet, a stronger diversification profile than much of the allocation field.
  • Total return is the mandate, appreciation and income both, so the manager can lean on dividend payers, preferreds and bonds when equities look pricey.

UCBG No data

Worth knowing

  • LCO 1.13% a year is active-manager pricing. Index-built allocation rivals like AOA and IRTR charge a fraction of that, so the stock picking carries a higher bar.
  • It opened in January 2026. There's no long record to study and no published rulebook to back-test, just a manager's judgment call by call.
  • A small, lightly traded fund, so spreads can run wider than at the index giants. Income sits in the objective without a set payout rhythm.

UCBG No data

Full LCO profile⁠

Full UCBG profile⁠

LCO vs UCBG Holdings

As of
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.

LCO vs UCBG Cost

Overpaying LCO vs UCBG

$19,494

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • LCO 1.13%

    $20,764

  • UCBG 0.06%

    $1,270

$10,000
30 years

Cost over time

  • LCO 1.13%
  • UCBG 0.06%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K$25K051015202530LCO $20,764UCBG $1,270

Year by year

YearLCOUCBGOverpaying
10$1,981$110$1,871
20$7,403$432$6,971
30$20,764$1,270$19,494

Expense ratio

  • 1.13%LCO
  • 0.06%UCBG, cheaper
  • Middle half of Multi-Asset Allocation funds
  • Median 0.57%

UCBG cheapest of 37 funds

LCO 34th cheapest of 37 funds

LCO vs UCBG Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
LCO None
UCBG No data
Last payment
LCO No data
UCBG $0.04
Ex-dividend
LCO No data
UCBG Sep 21, 2026
Paid on
LCO No data
UCBG Sep 23, 2026
Frequency
LCO No data
UCBG Irregular

Distribution history

Per share, 2026, same scale for both

LCOAll LCO payments⁠

No distribution history available.

UCBGIrregular · 1 paymentAll UCBG payments⁠
One bar per payment. 1 payment in 2026 YTD. Sep 21, 2026 $0.04. Use the arrow keys to read each point.$0$0.052026YTD

LCO vs UCBG Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
LCO 0.89UCBG 0.00

LCO and UCBG in the news

All news⁠

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