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LGHvsJUSAETF Comparison

ETF 1

LGH

HCM Retirement Defender 100 Index ETF

This fund is part of

Multi-Asset: Moderate

+1.23%

Full LGH fund page

VS

ETF 2

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

This fund is part of

US Large Cap

+1.81%

Full JUSA fund page

HCM Retirement Defender 100 Index ETF (LGH) belongs to the Multi-Asset: Moderate segment. JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) is part of the US Large Cap segment. 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 0.18% for JUSA. LGH is up 4.34% year-to-date (YTD) with -$16M in YTD flows. JUSA performs better with 10.08% YTD performance, and +$378M 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.

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LGH vs JUSA 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 06/15/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	LGH JUSA	+2.36%+1.79%	+8.74%+12.24%	+4.34%+10.08%	+24.01%+25.17%	+67.84%n/a	+68.61%n/a
Flows	LGH JUSA	-$3M+$219M	-$7M+$373M	-$16M+$378M	+$7M+$381M	+$91M-	+$212M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LGH JUSA	+17.65%+15.30%	+16.19%+12.26%	+17.13%n/a	+16.77%n/a
Max drawdown	LGH JUSA	-6.50%-5.50%	-11.23%-8.92%	-18.42%n/a	-29.00%n/a
Max drawdown duration	LGH JUSA	13d21d	120d63d	206dn/a	806dn/a

Trading data

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	LGH	JUSA
Last sale 6/15/2026 at 7:59 PM	$64.63	$67.82
Previous close 06/15/2026	$63.12	$66.62
Consolidated volume 06/15/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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JUSA

is actively managed and doesn’t replicate an index

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

Main metrics

Last update 6/15/2026 at 7:59 PM

Live

Closed

	LGH	JUSA
Last price	$64.63	$67.82
1D performance	+2.39%	+1.80%
AuM	$588.59 M	$414.95 M
E/R	1%	0.18%

Characteristics

	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	231
Asset class	Alternative	-
Trailing 12m distribution yield	Join	Join
Inception date	October 7, 2019	March 13, 2025
ESG	No	No

More LGH data on Trackinsight

More JUSA data on Trackinsight

Exposure

Countries

LGH

USA

77.55%

Other

22.45%

JUSA

USA

95.56%

Other

4.44%

Sectors

LGH

Information Techn.

30.71%

Communication Ser.

9.57%

Consumer Discreti.

8%

Financials

7.49%

Other

44.24%

JUSA

Information Techn.

36.51%

Consumer Discreti.

11.13%

Communication Ser.

10.5%

Financials

9.33%

Health Care

8.41%

Industrials

8.07%

Other

16.05%

Diversification

LGH

Total weight of top 15 holdings out of 15

39.68%

JUSA

Total weight of top 15 holdings out of 15

45.61%

Top 15 holdings

Data as of April 30, 2026

LGH

NVIDIA

7.43%

APPLE

5.99%

MICROSOFT-T

4.57%

AMAZON.COM INC

3.66%

ALPHABET INC-CL

2.99%

BROADCOM LIMITED

2.79%

ALPHABET INC-CL

2.58%

META PLATFORMS

2.13%

TESLA

1.57%

JPMORGAN CHASE

1.26%

LILLY

1.11%

BERKSHIRE HATHWAY

0.98%

EXXON

0.97%

MICRON TECHNOLOGY

0.82%

JOHNSON&JOHNSON

0.82%

JUSA

NVIDIA

8.69%

APPLE

6.47%

MICROSOFT-T

5.49%

AMAZON.COM INC

4.65%

BROADCOM LIMITED

3.46%

ALPHABET INC-CL

3.28%

META PLATFORMS

2.64%

ALPHABET INC-CL

2.33%

TESLA

1.57%

BERKSHIRE HATHWAY

1.34%

EXXON

1.34%

JOHNSON&JOHNSON

1.15%

VISA INCORPORATION

1.13%

MASTERCARD

1.04%

MICRON TECHNOLOGY

1.04%

Frequently asked questions about LGH and JUSA

How have the LGH and JUSA ETFs performed in 2026?

As of June 15, 2026, LGH is up 4.34% year-to-date (YTD), while JUSA has returned 10.08%. 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 -$16M in flows, compared to +$378M for JUSA.

Which ETF is more volatile: LGH or JUSA?

Over the past year, LGH had a volatility of 16.19%, while JUSA experienced 12.26%.

Which ETF is bigger: LGH or JUSA?

As of June 15, 2026, LGH holds $588.59 M in assets under management (AUM), while JUSA manages $414.95 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.

LGHvsJUSAETF Comparison

HCM Retirement Defender 100 Index ETF

JPMorgan U.S. Research Enhanced Large Cap ETF

LGH vs JUSA 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 JUSA ETFs performed in 2026?

As of June 15, 2026, LGH is up 4.34% year-to-date (YTD), while JUSA has returned 10.08%. 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 -$16M in flows, compared to +$378M for JUSA.

Which ETF is more volatile: LGH or JUSA?

Over the past year, LGH had a volatility of 16.19%, while JUSA experienced 12.26%.

Which ETF is bigger: LGH or JUSA?

As of June 15, 2026, LGH holds $588.59 M in assets under management (AUM), while JUSA manages $414.95 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 406 securities with 39.68% of its assets in the top 15. JUSA has 242 securities and a top 15 weight of 45.61%.

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