LGH vs. FTHI
Compare and contrast key facts about HCM Defender 500 Index ETF (LGH) and First Trust BuyWrite Income ETF (FTHI).
LGH and FTHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LGH is a passively managed fund by Howard Capital Management that tracks the performance of the HCM Defender 500 Index. It was launched on Oct 10, 2019. FTHI is an actively managed fund by First Trust. It was launched on Jan 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGH or FTHI.
Correlation
The correlation between LGH and FTHI is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LGH vs. FTHI - Performance Comparison
Key characteristics
LGH:
1.86
FTHI:
2.41
LGH:
2.41
FTHI:
3.17
LGH:
1.34
FTHI:
1.52
LGH:
2.40
FTHI:
3.59
LGH:
9.19
FTHI:
19.50
LGH:
3.42%
FTHI:
1.07%
LGH:
16.86%
FTHI:
8.65%
LGH:
-29.60%
FTHI:
-32.65%
LGH:
-1.22%
FTHI:
-0.71%
Returns By Period
In the year-to-date period, LGH achieves a 31.81% return, which is significantly higher than FTHI's 21.21% return.
LGH
31.81%
0.66%
9.20%
31.32%
14.49%
N/A
FTHI
21.21%
0.26%
10.17%
20.71%
8.17%
7.76%
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LGH vs. FTHI - Expense Ratio Comparison
LGH has a 1.23% expense ratio, which is higher than FTHI's 0.85% expense ratio.
Risk-Adjusted Performance
LGH vs. FTHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Defender 500 Index ETF (LGH) and First Trust BuyWrite Income ETF (FTHI). 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.
Dividends
LGH vs. FTHI - Dividend Comparison
LGH's dividend yield for the trailing twelve months is around 0.38%, less than FTHI's 8.46% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
HCM Defender 500 Index ETF | 0.38% | 0.63% | 0.61% | 0.14% | 0.23% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
First Trust BuyWrite Income ETF | 8.46% | 8.50% | 9.06% | 4.37% | 4.76% | 4.21% | 4.76% | 4.02% | 4.43% | 4.98% | 3.96% |
Drawdowns
LGH vs. FTHI - Drawdown Comparison
The maximum LGH drawdown since its inception was -29.60%, smaller than the maximum FTHI drawdown of -32.65%. Use the drawdown chart below to compare losses from any high point for LGH and FTHI. For additional features, visit the drawdowns tool.
Volatility
LGH vs. FTHI - Volatility Comparison
HCM Defender 500 Index ETF (LGH) has a higher volatility of 5.56% compared to First Trust BuyWrite Income ETF (FTHI) at 3.01%. This indicates that LGH's price experiences larger fluctuations and is considered to be riskier than FTHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.