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SHLD vs LGH
Global X Defense Tech ETF vs HCM Defender 500 Index ETF
Key differences
- SHLD costs 0.50% less per year.
- SHLD is significantly larger than LGH — larger funds tend to be more liquid and less likely to close.
- SHLD is classified as equity, while LGH is alternative — different risk/return profiles.
- SHLD follows a index tracking strategy; LGH uses tactical allocation.
Side-by-side comparison
| SHLD | LGH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.00% |
| Fund size (AUM) | $8.1B | $555M |
| Since | 2023 | 2019 |
| Dividend yield | 0.52% | 0.39% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | tactical allocation |
| CAGR 1Y | +19.2% | +27.9% |
| CAGR 3Y | N/A | +21.8% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 23.58% | 15.64% |
| Max drawdown | -20.10% | -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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