LGHvsBAMAETF Comparison
HCM Retirement Defender 100 Index ETF (LGH) belongs to the Multi-Asset: Moderate segment. Brookstone Active ETF (BAMA) is part of the Multi-Asset: Other segment. LGH's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, BAMA's top sector exposures are Technology, Sovereign and Finance. LGH is less expensive with a Total Expense Ratio (TER) of 1%, versus 1.03% for BAMA. LGH is up 7.05% year-to-date (YTD) with -$26M in YTD flows. BAMA performs better with 7.88% YTD performance, and -$4M in YTD flows. Run a side-by-side ETF comparison of LGH and BAMA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
LGH vs BAMA performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LGH BAMA | +0.44%-0.93% | +5.62%+1.83% | +7.05%+7.88% | +6.11%+7.75% | +88.82%+54.99% | +56.36%n/a |
| Flows | LGH BAMA | -$3M-$2M | -$3M-$4M | -$26M-$4M | -$19M-$5M | +$77M+$25M | +$115M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LGH BAMA | +15.38%+9.55% | +16.47%+10.87% | +17.09%+10.40% | +16.74%n/a |
| Max drawdown | LGH BAMA | -4.30%-3.10% | -11.23%-7.36% | -18.42%-12.33% | -29.00%n/a |
| Max drawdown duration | LGH BAMA | 53d35d | 120d48d | 206d124d | 806dn/a |
LGH | BAMA | |
Last sale 10/28/2026 at 1:30 PM | $66.60 | $36.44 |
| Previous close 10/27/2026 | $66.39 | $36.35 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
LGH | BAMA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
LGH | BAMA | |
|---|---|---|
| Last price | $66.60 | $36.44 |
| 1D performance | +0.31% | +0.26% |
| AuM | $593.92 M | $46.15 M |
| E/R | 1% | 1.03% |
LGH | BAMA | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Howard Capital Management | Brookstone Asset Management |
| Benchmark | HCM Retirement Defender 100 Index | - |
| N° of holdings | 414 | 1 |
| Asset class | Alternative | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 7, 2019 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 6 holdings out of 6
