LGH vs. IWY
Compare and contrast key facts about HCM Defender 500 Index ETF (LGH) and iShares Russell Top 200 Growth ETF (IWY).
LGH and IWY 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. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009. Both LGH and IWY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGH or IWY.
Performance
LGH vs. IWY - Performance Comparison
Returns By Period
In the year-to-date period, LGH achieves a 29.41% return, which is significantly lower than IWY's 30.89% return.
LGH
29.41%
4.06%
12.53%
37.26%
15.15%
N/A
IWY
30.89%
3.21%
13.40%
35.63%
20.83%
17.45%
Key characteristics
| LGH | IWY | |
|---|---|---|
| Sharpe Ratio | 2.26 | 2.06 |
| Sortino Ratio | 2.92 | 2.69 |
| Omega Ratio | 1.41 | 1.38 |
| Calmar Ratio | 2.25 | 2.57 |
| Martin Ratio | 11.03 | 9.76 |
| Ulcer Index | 3.38% | 3.65% |
| Daily Std Dev | 16.48% | 17.32% |
| Max Drawdown | -29.60% | -32.68% |
| Current Drawdown | -0.80% | -1.63% |
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LGH vs. IWY - Expense Ratio Comparison
LGH has a 1.23% expense ratio, which is higher than IWY's 0.20% expense ratio.
Correlation
The correlation between LGH and IWY is 0.87, 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.
Risk-Adjusted Performance
LGH vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Defender 500 Index ETF (LGH) and iShares Russell Top 200 Growth ETF (IWY). 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. IWY - Dividend Comparison
LGH's dividend yield for the trailing twelve months is around 0.48%, less than IWY's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGH HCM Defender 500 Index ETF | 0.48% | 0.63% | 0.61% | 0.14% | 0.23% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.50% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
Drawdowns
LGH vs. IWY - Drawdown Comparison
The maximum LGH drawdown since its inception was -29.60%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for LGH and IWY. For additional features, visit the drawdowns tool.
Volatility
LGH vs. IWY - Volatility Comparison
HCM Defender 500 Index ETF (LGH) and iShares Russell Top 200 Growth ETF (IWY) have volatilities of 5.61% and 5.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.