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LGHvsXVVETF 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

XVV

iShares ESG Select Screened S&P 500 ETF

This fund is part of

US Large Cap

+1.81%

Full XVV fund page

HCM Retirement Defender 100 Index ETF (LGH) belongs to the Multi-Asset: Moderate segment. iShares ESG Select Screened S&P 500 ETF (XVV) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. LGH is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.08% for XVV. LGH is up 4.34% year-to-date (YTD) with -$16M in YTD flows. XVV performs better with 9.39% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of LGH and XVV 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 XVV 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 XVV	+2.36%+1.83%	+8.74%+13.32%	+4.34%+9.39%	+24.01%+25.22%	+67.84%+76.66%	+68.61%+87.86%
Flows	LGH XVV	-$3M-$20M	-$7M-$64M	-$16M-$3M	+$7M+$137M	+$91M+$270M	+$212M+$391M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LGH XVV	+17.65%+16.49%	+16.19%+13.22%	+17.13%+15.78%	+16.77%+17.83%
Max drawdown	LGH XVV	-6.50%-6.04%	-11.23%-10.60%	-18.42%-19.53%	-29.00%-27.18%
Max drawdown duration	LGH XVV	13d21d	120d92d	206d126d	806d709d

Trading data

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	LGH	XVV
Last sale 6/15/2026 at 1:30 PM	$64.68	$57.33
Previous close 06/15/2026	$63.12	$56.39
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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	LGH	XVV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/15/2026 at 1:30 PM

Live

Closed

	LGH	XVV
Last price	$64.68	$57.33
1D performance	+2.48%	+1.67%
AuM	$588.59 M	$647.83 M
E/R	1%	0.08%

Characteristics

	LGH	XVV
Management strategy	Passive	Passive
Provider	Howard Capital Management	iShares
Benchmark	HCM Retirement Defender 100 Index	S&P 500 Sustainability Screened Index
N° of holdings	393	420
Asset class	Alternative	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 7, 2019	September 22, 2020
ESG	No	Yes

More LGH data on Trackinsight

More XVV data on Trackinsight

Exposure

Countries

LGH

USA

77.55%

Other

22.45%

XVV

USA

96.67%

Other

3.33%

Sectors

LGH

Information Techn.

30.71%

Communication Ser.

9.57%

Consumer Discreti.

8%

Financials

7.49%

Other

44.24%

XVV

Information Techn.

38.1%

Communication Ser.

12.2%

Consumer Discreti.

11.23%

Financials

11.03%

Health Care

8.33%

Other

19.11%

Diversification

LGH

Total weight of top 15 holdings out of 15

39.68%

XVV

Total weight of top 15 holdings out of 15

48.51%

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%

XVV

NVIDIA

8.74%

APPLE

7.18%

MICROSOFT-T

5.46%

AMAZON.COM INC

4.67%

ALPHABET INC-CL

4.04%

BROADCOM LIMITED

3.57%

ALPHABET INC-CL

3.22%

META PLATFORMS

2.41%

TESLA

1.94%

BERKSHIRE HATHWAY

1.57%

JPMORGAN CHASE

1.52%

LILLY

1.34%

MICRON TECHNOLOGY

1.05%

VISA INCORPORATION

1.00%

COSTCO WHOLESALE

0.81%

Frequently asked questions about LGH and XVV

How have the LGH and XVV ETFs performed in 2026?

As of June 15, 2026, LGH is up 4.34% year-to-date (YTD), while XVV has returned 9.39%. That puts XVV better performer ahead so far this year.

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

Year-to-date, the LGH ETF saw -$16M in flows, compared to -$3M for XVV.

Which ETF is more volatile: LGH or XVV?

Over the past year, LGH had a volatility of 16.19%, while XVV experienced 13.22%.

Which ETF is bigger: LGH or XVV?

As of June 15, 2026, LGH holds $588.59 M in assets under management (AUM), while XVV manages $647.83 M.

What sectors do the LGH and XVV ETFs invest in?

LGH leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, XVV focuses on Information Technology, Communication Services and Consumer Discretionary.

LGHvsXVVETF Comparison

HCM Retirement Defender 100 Index ETF

iShares ESG Select Screened S&P 500 ETF

LGH vs XVV 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 XVV ETFs performed in 2026?

As of June 15, 2026, LGH is up 4.34% year-to-date (YTD), while XVV has returned 9.39%. That puts XVV better performer ahead so far this year.

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

Year-to-date, the LGH ETF saw -$16M in flows, compared to -$3M for XVV.

Which ETF is more volatile: LGH or XVV?

Over the past year, LGH had a volatility of 16.19%, while XVV experienced 13.22%.

Which ETF is bigger: LGH or XVV?

As of June 15, 2026, LGH holds $588.59 M in assets under management (AUM), while XVV manages $647.83 M.

What sectors do the LGH and XVV ETFs invest in?

LGH leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, XVV focuses on Information Technology, Communication Services and Consumer Discretionary.

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

LGH top holdings include NVIDIA, APPLE and MICROSOFT-T. XVV holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: LGH or XVV?

LGH holds 406 securities with 39.68% of its assets in the top 15. XVV has 441 securities and a top 15 weight of 48.51%.

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