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ITA vs LGH
iShares U.S. Aerospace & Defense ETF vs HCM Defender 500 Index ETF
Key differences
- ITA costs 0.62% less per year.
- ITA is significantly larger than LGH — larger funds tend to be more liquid and less likely to close.
- ITA is classified as equity, while LGH is alternative — different risk/return profiles.
- ITA follows a index tracking strategy; LGH uses tactical allocation.
- Over the last 3 years, ITA has delivered higher annualized returns.
- ITA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITA | LGH | |
|---|---|---|
| Annual cost (TER) | 0.38% | 1.00% |
| Fund size (AUM) | $13.6B | $555M |
| Since | 2006 | 2019 |
| Dividend yield | 0.49% | 0.39% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +32.7% | +27.9% |
| CAGR 3Y | +26.8% | +21.8% |
| CAGR 5Y | +17.2% | +11.5% |
| Sharpe 3Y | 1.15 | 1.04 |
| Volatility 1Y | 20.61% | 15.64% |
| Max drawdown | -51.00% | -29.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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