Screener
LGH vs ITA
HCM Defender 500 Index ETF vs iShares U.S. Aerospace & Defense 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.
- LGH is classified as alternative, while ITA is equity — different risk/return profiles.
- LGH follows a tactical allocation strategy; ITA uses index tracking.
- 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
| LGH | ITA | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.38% |
| Fund size (AUM) | $555M | $13.6B |
| Since | 2019 | 2006 |
| Dividend yield | 0.39% | 0.49% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +27.9% | +32.7% |
| CAGR 3Y | +21.8% | +26.8% |
| CAGR 5Y | +11.5% | +17.2% |
| Sharpe 3Y | 1.04 | 1.15 |
| Volatility 1Y | 15.64% | 20.61% |
| Max drawdown | -29.60% | -51.00% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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