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LGH vs QQH

HCM Defender 500 Index ETF vs HCM Defender 100 Index ETF

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

Key differences

  • LGH follows a tactical allocation strategy; QQH uses active selection.
  • Over the last 3 years, QQH has delivered higher annualized returns.

Side-by-side comparison

LGHQQH
Annual cost (TER)1.00%0.98%
Fund size (AUM)$555M$697M
Since20192019
Dividend yield0.39%0.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+27.9%+39.5%
CAGR 3Y+21.8%+27.9%
CAGR 5Y+11.5%+15.1%
Sharpe 3Y1.041.07
Volatility 1Y15.64%20.79%
Max drawdown-29.60%-41.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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