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LGHvsJUSAETF Comparison
HCM Retirement Defender 100 Index ETF (LGH) and JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) belong to the same industry segment: US Large Cap. LGH's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, JUSA's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. LGH is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.2% for JUSA. LGH is down -2.31% year-to-date (YTD) with -$3M in YTD flows. JUSA performs better with -0.92% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of LGH and JUSA 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 JUSA performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LGH JUSA | -3.15%-2.59% | -3.24%-1.82% | -2.31%-0.92% | +24.68%+20.52% | +84.98%n/a | +79.44%n/a |
| Flows | LGH JUSA | -- | -$3M+$6M | -$3M+$5M | +$26M+$28M | +$110M- | +$244M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LGH JUSA | +16.11%+11.24% | +17.89%+18.16% | +16.87%n/a | +16.76%n/a |
| Max drawdown | LGH JUSA | -5.38%-3.33% | -11.27%-13.90% | -18.42%n/a | -29.00%n/a |
| Max drawdown duration | LGH JUSA | 57d30d | 48d45d | 206dn/a | 806dn/a |
LGH | JUSA | |
Last sale 3/12/2026 at 1:30 PM | $59.21 | $60.16 |
| Previous close 03/11/2026 | $60.44 | $61.08 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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LGH | JUSA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
LGH | JUSA | |
|---|---|---|
| Last price | $59.21 | $60.16 |
| 1D performance | -2.04% | -1.50% |
| AuM | $563.21 M | $32.07 M |
| E/R | 1% | 0.2% |
LGH | JUSA | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Howard Capital Management | J.P. Morgan Asset Management |
| Benchmark | HCM Retirement Defender 100 Index | - |
| N° of holdings | 393 | 222 |
| Asset class | Alternative | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 7, 2019 | March 13, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the LGH and JUSA ETFs performed in 2026?
As of March 10, 2026, LGH is down -2.31% year-to-date (YTD), while JUSA has lost -0.92%. That puts JUSA better performer ahead so far this year.
Which ETF is attracting more investor money: LGH or JUSA?
Year-to-date, the LGH ETF saw -$3M in flows, compared to +$5M for JUSA.
Which ETF is more volatile: LGH or JUSA?
Over the past year, LGH had a volatility of 17.89%, while JUSA experienced 18.16%.
Which ETF is bigger: LGH or JUSA?
As of March 10, 2026, LGH holds $563.21 M in assets under management (AUM), while JUSA manages $32.07 M.
What sectors do the LGH and JUSA ETFs invest in?
LGH leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, JUSA focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the LGH ETF and JUSA ETF?
LGH top holdings include NVIDIA, APPLE and MICROSOFT-T. JUSA holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: LGH or JUSA?
LGH holds 405 securities with 41.6% of its assets in the top 15. JUSA has 232 securities and a top 15 weight of 45.84%.
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