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LGHvsXVVETF Comparison
HCM Retirement Defender 100 Index ETF (LGH) and iShares ESG Select Screened S&P 500 ETF (XVV) 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, XVV's top sector exposures are Information Technology, Communication Services and Financials. LGH is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.08% for XVV. LGH is down -2.08% year-to-date (YTD) with -$3M in YTD flows. XVV performs better with -2.04% YTD performance, and +$61M 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.
LGH vs XVV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LGH XVV | -3.37%-2.41% | -2.24%-2.61% | -2.08%-2.04% | +24.97%+21.28% | +82.49%+84.51% | +81.33%+84.23% |
| Flows | LGH XVV | --$45M | -$3M+$172M | -$3M+$61M | +$26M+$270M | +$110M+$354M | +$244M+$498M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LGH XVV | +16.20%+12.54% | +17.92%+18.98% | +16.90%+15.53% | +16.76%+17.63% |
| Max drawdown | LGH XVV | -5.38%-4.40% | -11.27%-14.04% | -18.42%-19.53% | -29.00%-27.18% |
| Max drawdown duration | LGH XVV | 56d57d | 48d45d | 206d126d | 806d709d |
LGH | XVV | |
Last sale 3/11/2026 at 1:30 PM | $60.44 | $51.38 |
| Previous close 03/10/2026 | $60.46 | $51.63 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
LGH | XVV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
LGH | XVV | |
|---|---|---|
| Last price | $60.44 | $51.38 |
| 1D performance | -0.03% | -0.47% |
| AuM | $564.51 M | $644.76 M |
| E/R | 1% | 0.08% |
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 | 421 |
| Asset class | Alternative | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 7, 2019 | September 22, 2020 |
| ESG | No | Yes |
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 XVV ETFs performed in 2026?
As of March 9, 2026, LGH is down -2.08% year-to-date (YTD), while XVV has lost -2.04%. 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 -$3M in flows, compared to +$61M for XVV.
Which ETF is more volatile: LGH or XVV?
Over the past year, LGH had a volatility of 17.92%, while XVV experienced 18.98%.
Which ETF is bigger: LGH or XVV?
As of March 9, 2026, LGH holds $564.51 M in assets under management (AUM), while XVV manages $644.76 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 Financials.
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 405 securities with 41.6% of its assets in the top 15. XVV has 441 securities and a top 15 weight of 48.36%.
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