LGH vs. VOOG
Compare and contrast key facts about HCM Defender 500 Index ETF (LGH) and Vanguard S&P 500 Growth ETF (VOOG).
LGH and VOOG 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. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010. Both LGH and VOOG 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 VOOG.
Performance
LGH vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, LGH achieves a 29.41% return, which is significantly lower than VOOG's 33.08% return.
LGH
29.41%
4.06%
12.53%
37.26%
15.15%
N/A
VOOG
33.08%
3.16%
13.95%
37.77%
17.51%
14.87%
Key characteristics
| LGH | VOOG | |
|---|---|---|
| Sharpe Ratio | 2.26 | 2.21 |
| Sortino Ratio | 2.92 | 2.88 |
| Omega Ratio | 1.41 | 1.41 |
| Calmar Ratio | 2.25 | 2.82 |
| Martin Ratio | 11.03 | 11.72 |
| Ulcer Index | 3.38% | 3.22% |
| Daily Std Dev | 16.48% | 17.05% |
| Max Drawdown | -29.60% | -32.73% |
| Current Drawdown | -0.80% | -1.62% |
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LGH vs. VOOG - Expense Ratio Comparison
LGH has a 1.23% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Correlation
The correlation between LGH and VOOG is 0.88, 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. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
LGH's dividend yield for the trailing twelve months is around 0.48%, less than VOOG's 0.60% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
LGH vs. VOOG - Drawdown Comparison
The maximum LGH drawdown since its inception was -29.60%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for LGH and VOOG. For additional features, visit the drawdowns tool.
Volatility
LGH vs. VOOG - Volatility Comparison
HCM Defender 500 Index ETF (LGH) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 5.61% and 5.39%, 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.