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LGH vs SPDF

HCM Defender 500 Index ETF vs Defender Risk Adaptive 500 ETF

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

Key differences

  • SPDF costs 0.31% less per year.
  • LGH is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • LGH is classified as alternative, while SPDF is equity — different risk/return profiles.
  • LGH follows a tactical allocation strategy; SPDF uses active selection.
  • LGH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGHSPDF
Annual cost (TER)1.00%0.69%
Fund size (AUM)$555M$5M
Since20192026
Dividend yield0.39%
Asset classalternativeequity
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+27.9%N/A
CAGR 3Y+21.8%N/A
CAGR 5Y+11.5%N/A
Sharpe 3Y1.04N/A
Volatility 1Y15.64%
Max drawdown-29.60%-1.90%

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

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