LGCF vs. HDV
LGCF (Themes US Cash Flow Champions ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - LGCF is a Large Cap Value Equities fund tracking the Solactive US Cash Flow Champions Index, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. Both are passively managed. Over the past year, LGCF returned 21.52% vs 25.63% for HDV. Their 0.69 correlation means they have sometimes moved together and sometimes differently. LGCF charges 0.29%/yr vs 0.08%/yr for HDV.
Performance
LGCF vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, LGCF achieves a 9.78% return, which is significantly lower than HDV's 20.03% return.
LGCF
- 1D
- -0.06%
- 1M
- 2.97%
- 6M
- 8.45%
- YTD
- 9.78%
- 1Y
- 21.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 17.94%
HDV
- 1D
- 0.03%
- 1M
- 2.79%
- 6M
- 10.43%
- YTD
- 20.03%
- 1Y
- 25.63%
- 3Y*
- 15.43%
- 5Y*
- 12.05%
- 10Y*
- 9.66%
- ALL TIME*
- 10.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $196.84M | $160.55M | $106.56M | |
| $3.08K | $4.14K | $25.50K |
LGCF vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LGCF Themes US Cash Flow Champions ETF | 9.78% | 15.71% | 17.65% | 3.29% |
HDV iShares Core High Dividend ETF | 20.03% | 11.90% | 14.16% | 2.64% |
Correlation
The correlation between LGCF and HDV is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2023 | 0.69 |
The correlation between LGCF and HDV shifts across timeframes, from 0.57 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.
LGCF vs. HDV - Sectors Allocation Comparison
Sectors
LGCF
HDV
Financial Services
Energy
Healthcare
Technology
Consumer Cyclical
Consumer Defensive
Communication Services
Basic Materials
Industrials
Real Estate
-
-
Utilities
-
Financial Services
LGCF
HDV
Energy
LGCF
HDV
Healthcare
LGCF
HDV
Technology
LGCF
HDV
Consumer Cyclical
LGCF
HDV
Consumer Defensive
LGCF
HDV
Communication Services
LGCF
HDV
Basic Materials
LGCF
HDV
Industrials
LGCF
HDV
Real Estate
LGCF
-
HDV
-
Utilities
LGCF
-
HDV
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Return for Risk
LGCF vs. HDV — Risk / Return Rank
LGCF
HDV
LGCF vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes US Cash Flow Champions ETF (LGCF) and iShares Core High Dividend ETF (HDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGCF | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.42 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 4.98 | -1.44 |
| Martin ratioReturn relative to average drawdown | 11.15 | 13.63 | -2.48 |
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Drawdowns
LGCF vs. HDV - Drawdown Comparison
The maximum LGCF drawdown since its inception was -16.67%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for LGCF and HDV.
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Drawdown Indicators
| LGCF | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.67% | -37.04% | +20.37% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -5.18% | -0.57% |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -1.12% | -1.41% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -2.12% | -3.06% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 1.89% | -0.07% |
Volatility
LGCF vs. HDV - Volatility Comparison
The current volatility for Themes US Cash Flow Champions ETF (LGCF) is 2.55%, while iShares Core High Dividend ETF (HDV) has a volatility of 4.98%. This indicates that LGCF experiences smaller price fluctuations and is considered to be less risky than HDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGCF | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 4.98% | -2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 8.72% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 10.85% | +1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.89% | 12.95% | +1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 15.78% | -0.89% |
LGCF vs. HDV - Expense Ratio Comparison
LGCF has a 0.29% expense ratio, which is higher than HDV's 0.08% expense ratio.
Dividends
LGCF vs. HDV - Dividend Comparison
LGCF's dividend yield for the trailing twelve months is around 1.67%, less than HDV's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDV iShares Core High Dividend ETF | 3.07% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
LGCF Themes US Cash Flow Champions ETF | 1.67% | 1.84% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LGCF and HDV have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HDV has higher volatility (4.98%) compared to LGCF (2.55%). In terms of maximum drawdown, LGCF dropped -16.67% vs HDV's -37.04%.
On 1-year performance, HDV leads with 25.63% vs 21.52% for LGCF. On fees, HDV is cheaper at 0.08% per year. On volatility, LGCF has been the lower-risk option at 2.55%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, HDV has performed better with a 25.63% return vs 21.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HDV is cheaper with a 0.08% expense ratio, compared with 0.29% for LGCF.
HDV has the higher dividend yield at 3.07%, compared with 1.67% for LGCF.
LGCF is categorized as Large Cap Value Equities, while HDV is Dividend. LGCF tracks Solactive US Cash Flow Champions Index, while HDV tracks Morningstar Dividend Yield Focus Index. They also come from different issuers: Themes and iShares. Their fees differ too: 0.29% for LGCF and 0.08% for HDV.
HDV currently has the higher Sharpe Ratio (2.39 vs 1.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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