XVVvsLGHETF Comparison
iShares ESG Select Screened S&P 500 ETF (XVV) belongs to the US Large Cap segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the Multi-Asset: Moderate segment. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. XVV is less expensive with a Total Expense Ratio (TER) of 0.08%, versus 1% for LGH. XVV is up 7.44% year-to-date (YTD) with -$3M in YTD flows. LGH performs worse with 1.86% YTD performance, and -$16M in YTD flows. Run a side-by-side ETF comparison of XVV and LGH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
XVV vs LGH performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XVV LGH | +0.19%+0.17% | +11.66%+6.62% | +7.44%+1.86% | +22.72%+20.75% | +77.27%+68.45% | +83.99%+64.05% |
| Flows | XVV LGH | -$17M-$3M | -$64M-$7M | -$3M-$16M | +$137M+$12M | +$270M+$93M | +$395M+$212M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XVV LGH | +16.23%+17.19% | +13.19%+16.12% | +15.74%+17.08% | +17.81%+16.74% |
| Max drawdown | XVV LGH | -6.04%-6.50% | -10.60%-11.23% | -19.53%-18.42% | -27.18%-29.00% |
| Max drawdown duration | XVV LGH | 21d10d | 92d120d | 126d206d | 709d806d |
XVV | LGH | |
Last sale 6/12/2026 at 1:30 PM | $56.39 | $63.12 |
| Previous close 06/11/2026 | $56.18 | $62.76 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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XVV | LGH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
XVV | LGH | |
|---|---|---|
| Last price | $56.39 | $63.12 |
| 1D performance | +0.37% | +0.57% |
| AuM | $637.71 M | $574.57 M |
| E/R | 0.08% | 1% |
XVV | LGH | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Howard Capital Management |
| Benchmark | S&P 500 Sustainability Screened Index | HCM Retirement Defender 100 Index |
| N° of holdings | 420 | 393 |
| Asset class | Equities | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | October 7, 2019 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
