LGH vs. VOO
Compare and contrast key facts about HCM Defender 500 Index ETF (LGH) and Vanguard S&P 500 ETF (VOO).
LGH and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both LGH and VOO 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 VOO.
Performance
LGH vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, LGH achieves a 29.41% return, which is significantly higher than VOO's 26.58% return.
LGH
29.41%
4.06%
12.53%
37.26%
15.15%
N/A
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| LGH | VOO | |
|---|---|---|
| Sharpe Ratio | 2.26 | 2.69 |
| Sortino Ratio | 2.92 | 3.59 |
| Omega Ratio | 1.41 | 1.50 |
| Calmar Ratio | 2.25 | 3.88 |
| Martin Ratio | 11.03 | 17.58 |
| Ulcer Index | 3.38% | 1.86% |
| Daily Std Dev | 16.48% | 12.19% |
| Max Drawdown | -29.60% | -33.99% |
| Current Drawdown | -0.80% | -0.53% |
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LGH vs. VOO - Expense Ratio Comparison
LGH has a 1.23% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between LGH and VOO is 0.92, 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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Defender 500 Index ETF (LGH) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
LGH's dividend yield for the trailing twelve months is around 0.48%, less than VOO's 1.24% 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% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
LGH vs. VOO - Drawdown Comparison
The maximum LGH drawdown since its inception was -29.60%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LGH and VOO. For additional features, visit the drawdowns tool.
Volatility
LGH vs. VOO - Volatility Comparison
HCM Defender 500 Index ETF (LGH) has a higher volatility of 5.61% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that LGH's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.