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XVVvsLGHETF Comparison
HCM Retirement Defender 100 Index ETF
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 segment. XVV's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, LGH's top sector exposures are 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 down -4.48% year-to-date (YTD) with +$61M in YTD flows. LGH performs better with -2.44% YTD performance, and -$9M 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 | -3.09%-3.22% | -3.99%-3.58% | -4.48%-2.44% | +20.22%+25.08% | +80.11%+84.57% | +76.46%+76.39% |
| Flows | XVV LGH | -$50M-$6M | +$169M-$9M | +$61M-$9M | +$270M+$20M | +$354M+$104M | +$498M+$238M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XVV LGH | +12.87%+16.10% | +18.99%+17.88% | +15.55%+16.87% | +17.64%+16.75% |
| Max drawdown | XVV LGH | -6.12%-5.38% | -14.04%-11.27% | -19.53%-18.42% | -27.18%-29.00% |
| Max drawdown duration | XVV LGH | 60d58d | 45d48d | 126d206d | 709d806d |
XVV | LGH | |
Last sale 3/13/2026 at 1:30 PM | $50.33 | $58.68 |
| Previous close 03/12/2026 | $50.65 | $59.21 |
| Consolidated volume 03/12/2026 | ||
| 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 | $50.33 | $58.68 |
| 1D performance | -0.63% | -0.90% |
| AuM | $628.66 M | $556.42 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 | 421 | 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
Top 15 holdings
How have the XVV and LGH ETFs performed in 2026?
As of March 13, 2026, XVV is down -4.48% year-to-date (YTD), while LGH has lost -2.44%. That puts LGH better performer ahead so far this year.
Which ETF is attracting more investor money: XVV or LGH?
Year-to-date, the XVV ETF saw +$61M in flows, compared to -$9M for LGH.
Which ETF is more volatile: XVV or LGH?
Over the past year, XVV had a volatility of 18.99%, while LGH experienced 17.88%.
Which ETF is bigger: XVV or LGH?
As of March 13, 2026, XVV holds $628.66 M in assets under management (AUM), while LGH manages $556.42 M.
What sectors do the XVV and LGH ETFs invest in?
XVV leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, LGH focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the XVV ETF and LGH ETF?
XVV top holdings include NVIDIA, APPLE and MICROSOFT-T. LGH holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: XVV or LGH?
XVV holds 441 securities with 48.36% of its assets in the top 15. LGH has 405 securities and a top 15 weight of 41.6%.
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