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LGHvsAOAETF Comparison

ETF 1

LGH

HCM Retirement Defender 100 Index ETF

This fund is part of

Multi-Asset: Moderate

+0.53%

Full LGH fund page

VS

ETF 2

AOA

iShares Core 80/20 Aggressive Allocation ETF

This fund is part of

Multi-Asset: Aggressive

+0.52%

Full AOA fund page

HCM Retirement Defender 100 Index ETF (LGH) belongs to the Multi-Asset: Moderate segment. iShares Core 80/20 Aggressive Allocation ETF (AOA) is part of the Multi-Asset: Aggressive segment. LGH's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, AOA's top sector exposures are Technology, Finance and Industrials. LGH is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.19% for AOA. LGH is up 7.05% year-to-date (YTD) with -$26M in YTD flows. AOA performs better with 10.11% YTD performance, and +$366M in YTD flows. Run a side-by-side ETF comparison of LGH and AOA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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LGH vs AOA performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	LGH AOA	+0.44%-0.20%	+5.62%+1.66%	+7.05%+10.11%	+6.11%+10.54%	+88.82%+70.92%	+56.36%+50.83%
Flows	LGH AOA	-$3M+$92M	-$3M+$151M	-$26M+$366M	-$19M+$437M	+$77M+$773M	+$115M+$1.04B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LGH AOA	+15.38%+9.55%	+16.47%+11.57%	+17.09%+11.82%	+16.74%+13.22%
Max drawdown	LGH AOA	-4.30%-3.23%	-11.23%-8.19%	-18.42%-13.09%	-29.00%-23.60%
Max drawdown duration	LGH AOA	53d75d	120d50d	206d85d	806d763d

Trading data

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	LGH	AOA
Last sale 10/28/2026 at 1:30 PM	$66.60	$97.53
Previous close 10/27/2026	$66.39	$97.27
Consolidated volume 10/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of September 30, 2026

1-year trailing difference

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	LGH	AOA
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/28/2026 at 1:30 PM

Live

Closed

	LGH	AOA
Last price	$66.60	$97.53
1D performance	+0.31%	+0.27%
AuM	$593.92 M	$3.36 B
E/R	1%	0.19%

Characteristics

	LGH	AOA
Management strategy	Passive	Passive
Provider	Howard Capital Management	iShares
Benchmark	HCM Retirement Defender 100 Index	S&P Target Risk Aggressive Index
N° of holdings	414	2
Asset class	Alternative	Alternative
Trailing 12m distribution yield	Join	Join
Inception date	October 7, 2019	November 4, 2008
ESG	No	No

More LGH data on Trackinsight

More AOA data on Trackinsight

Exposure

Countries

LGH

USA

78.54%

Other

21.46%

AOA

USA

60.35%

Other

39.65%

Sectors

LGH

Technology

38.72%

Finance

10.26%

Consumer Non-Cycl.

7.45%

Healthcare

7.09%

Other

36.48%

AOA

Technology

28.01%

Finance

18.26%

Industrials

9.15%

Sovereign

8.56%

Healthcare

7.04%

Other

28.99%

Diversification

LGH

Total weight of top 15 holdings out of 15

58.29%

AOA

Total weight of top 8 holdings out of 8

100%

Top 15 holdings

Data as of August 31, 2026

LGH

US25459W8626

19.74%

NVIDIA Corp.

7.17%

Apple, Inc.

6.55%

Microsoft Corp.

5.11%

Amazon.com, Inc.

3.49%

Alphabet, Inc.

2.63%

Broadcom Inc.

2.34%

Alphabet, Inc.

2.26%

Meta Platforms, Inc.

1.65%

Micron Technology, Inc.

1.42%

Tesla, Inc.

1.40%

Eli Lilly & Co.

1.33%

JPMorgan Chase & Co.

1.31%

ExxonMobil Holdings Corp.

0.95%

Berkshire Hathaway, Inc.

0.94%

AOA

US4642872000

45.91%

US46435G3267

22.82%

US46434V6130

15.78%

US46434G1031

8.77%

US46435G6724

2.83%

US4642875078

2.51%

US4642878049

1.23%

BlackRock Cash Funds - Treasury

0.14%

Frequently asked questions about LGH and AOA

How have the LGH and AOA ETFs performed in 2026?

As of October 27, 2026, LGH is up 7.05% year-to-date (YTD), while AOA has returned 10.11%. That puts AOA better performer ahead so far this year.

Which ETF is attracting more investor money: LGH or AOA?

Year-to-date, the LGH ETF saw -$26M in flows, compared to +$366M for AOA.

Which ETF is more volatile: LGH or AOA?

Over the past year, LGH had a volatility of 16.47%, while AOA experienced 11.57%.

Which ETF is bigger: LGH or AOA?

As of October 27, 2026, LGH holds $593.92 M in assets under management (AUM), while AOA manages $3.36 B.

What sectors do the LGH and AOA ETFs invest in?

LGH leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, AOA focuses on Technology, Finance and Industrials.

What are the top holdings of the LGH ETF and AOA ETF?

LGH top holdings include US25459W8626, NVIDIA Corp. and Apple, Inc.. AOA holds in its top three: US4642872000, US46435G3267 and US46434V6130.

Which ETF is more diversified: LGH or AOA?

LGH holds 416 securities with 58.29% of its assets in the top 15. AOA has 33202 securities and a top 15 weight of 100%.

Multi-Asset Class ETFs – minimize the stress of asset allocation

June 10, 2022

AOA

LGHvsAOAETF Comparison

HCM Retirement Defender 100 Index ETF

iShares Core 80/20 Aggressive Allocation ETF

LGH vs AOA performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the LGH and AOA ETFs performed in 2026?

As of October 27, 2026, LGH is up 7.05% year-to-date (YTD), while AOA has returned 10.11%. That puts AOA better performer ahead so far this year.

Which ETF is attracting more investor money: LGH or AOA?

Year-to-date, the LGH ETF saw -$26M in flows, compared to +$366M for AOA.

Which ETF is more volatile: LGH or AOA?

Over the past year, LGH had a volatility of 16.47%, while AOA experienced 11.57%.

Which ETF is bigger: LGH or AOA?

As of October 27, 2026, LGH holds $593.92 M in assets under management (AUM), while AOA manages $3.36 B.

What sectors do the LGH and AOA ETFs invest in?

LGH leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, AOA focuses on Technology, Finance and Industrials.

What are the top holdings of the LGH ETF and AOA ETF?

LGH top holdings include US25459W8626, NVIDIA Corp. and Apple, Inc.. AOA holds in its top three: US4642872000, US46435G3267 and US46434V6130.

Which ETF is more diversified: LGH or AOA?

LGH holds 416 securities with 58.29% of its assets in the top 15. AOA has 33202 securities and a top 15 weight of 100%.

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