IUSG vs. LGH ETF Comparison

Comparison of iShares Core U.S. Growth ETF (IUSG) to HCM Defender 500 Index ETF (LGH)
IUSG

iShares Core U.S. Growth ETF

IUSG Description

The investment seeks to track the investment results of a broad-based index composed of U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"), which measures the performance of the growth sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$137.37

Average Daily Volume

436,059

Number of Holdings *

487

* may have additional holdings in another (foreign) market
LGH

HCM Defender 500 Index ETF

LGH Description The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

Grade (RS Rating)

Last Trade

$53.26

Average Daily Volume

21,924

Number of Holdings *

452

* may have additional holdings in another (foreign) market
Performance
Period IUSG LGH
30 Days 3.53% 4.06%
60 Days 5.09% 5.93%
90 Days 6.52% 7.78%
12 Months 37.61% 37.26%
210 Overlapping Holdings
Symbol Grade Weight in IUSG Weight in LGH Overlap
AAPL C 11.43% 6.46% 6.46%
ABBV D 0.36% 0.44% 0.36%
ABNB C 0.1% 0.08% 0.08%
ACGL D 0.12% 0.05% 0.05%
ACN C 0.39% 0.34% 0.34%
ADBE C 0.73% 0.33% 0.33%
ADI D 0.2% 0.15% 0.15%
ADP B 0.16% 0.18% 0.16%
ADSK A 0.11% 0.09% 0.09%
AJG B 0.11% 0.09% 0.09%
AKAM D 0.02% 0.02% 0.02%
ALGN F 0.03% 0.02% 0.02%
AMAT F 0.46% 0.21% 0.21%
AMD F 0.74% 0.33% 0.33%
AME A 0.07% 0.06% 0.06%
AMP A 0.1% 0.08% 0.08%
AMT D 0.13% 0.13% 0.13%
AMZN C 6.3% 3.73% 3.73%
ANET C 0.32% 0.13% 0.13%
ANSS B 0.06% 0.04% 0.04%
AON A 0.14% 0.1% 0.1%
APH A 0.16% 0.12% 0.12%
AVGO D 2.54% 1.43% 1.43%
AVTR F 0.02% 0.02% 0.02%
AXON A 0.14% 0.05% 0.05%
AXP A 0.37% 0.23% 0.23%
AZO C 0.12% 0.07% 0.07%
BA F 0.15% 0.11% 0.11%
BKNG A 0.55% 0.24% 0.24%
BMRN D 0.02% 0.02% 0.02%
BR A 0.05% 0.04% 0.04%
BRO B 0.07% 0.03% 0.03%
BSX B 0.24% 0.18% 0.18%
BX A 0.32% 0.18% 0.18%
CARR D 0.1% 0.09% 0.09%
CAT B 0.35% 0.27% 0.27%
CBOE B 0.05% 0.03% 0.03%
CDNS B 0.27% 0.11% 0.11%
CDW F 0.03% 0.04% 0.03%
CEG D 0.11% 0.1% 0.1%
CF B 0.03% 0.02% 0.02%
CHD B 0.04% 0.03% 0.03%
CHTR C 0.06% 0.05% 0.05%
CL D 0.1% 0.11% 0.1%
CME A 0.1% 0.11% 0.1%
CMG B 0.27% 0.1% 0.1%
COP C 0.3% 0.19% 0.19%
COST B 0.57% 0.59% 0.57%
CPAY A 0.08% 0.03% 0.03%
CPRT A 0.16% 0.07% 0.07%
CRM B 1.03% 0.44% 0.44%
CRWD B 0.27% 0.11% 0.11%
CSGP D 0.04% 0.04% 0.04%
CSL C 0.07% 0.04% 0.04%
CSX B 0.11% 0.1% 0.1%
CTAS B 0.14% 0.1% 0.1%
CTRA B 0.04% 0.03% 0.03%
DAL C 0.08% 0.05% 0.05%
DE A 0.19% 0.14% 0.14%
DECK A 0.09% 0.03% 0.03%
DELL C 0.07% 0.05% 0.05%
DFS B 0.08% 0.06% 0.06%
DHI D 0.16% 0.07% 0.07%
DLR B 0.08% 0.08% 0.08%
DPZ C 0.02% 0.02% 0.02%
DRI B 0.03% 0.03% 0.03%
DXCM D 0.06% 0.04% 0.04%
EA A 0.06% 0.06% 0.06%
ECL D 0.1% 0.09% 0.09%
EFX F 0.04% 0.05% 0.04%
EOG A 0.17% 0.1% 0.1%
EQIX A 0.14% 0.11% 0.11%
ETN A 0.3% 0.2% 0.2%
EW C 0.05% 0.06% 0.05%
EXPD D 0.02% 0.02% 0.02%
EXPE B 0.07% 0.03% 0.03%
FANG D 0.11% 0.04% 0.04%
FAST B 0.08% 0.07% 0.07%
FCX D 0.1% 0.09% 0.09%
FDS B 0.03% 0.02% 0.02%
FI A 0.21% 0.18% 0.18%
FICO B 0.18% 0.07% 0.07%
FTNT C 0.19% 0.09% 0.09%
FTV C 0.09% 0.04% 0.04%
GDDY A 0.09% 0.04% 0.04%
GE D 0.27% 0.27% 0.27%
GEV B 0.13% 0.12% 0.12%
GOOG C 2.84% 1.72% 1.72%
GOOGL C 3.44% 1.98% 1.98%
GRMN B 0.06% 0.05% 0.05%
GWW B 0.13% 0.06% 0.06%
HCA F 0.1% 0.11% 0.1%
HD A 0.49% 0.58% 0.49%
HES B 0.13% 0.05% 0.05%
HLT A 0.2% 0.09% 0.09%
HSY F 0.03% 0.04% 0.03%
HUBB B 0.04% 0.03% 0.03%
HWM A 0.09% 0.06% 0.06%
IDXX F 0.06% 0.05% 0.05%
INTU C 0.59% 0.26% 0.26%
IQV D 0.04% 0.05% 0.04%
IR B 0.1% 0.05% 0.05%
IRM D 0.06% 0.04% 0.04%
ISRG A 0.42% 0.27% 0.27%
IT C 0.13% 0.05% 0.05%
ITW B 0.11% 0.11% 0.11%
JBL B 0.03% 0.02% 0.02%
KKR A 0.34% 0.13% 0.13%
KLAC D 0.27% 0.12% 0.12%
KO D 0.31% 0.35% 0.31%
LEN D 0.08% 0.06% 0.06%
LIN D 0.37% 0.31% 0.31%
LLY F 1.9% 1.29% 1.29%
LRCX F 0.3% 0.13% 0.13%
LVS C 0.04% 0.02% 0.02%
MA C 1.02% 0.74% 0.74%
MAR B 0.21% 0.1% 0.1%
MAS D 0.03% 0.03% 0.03%
MCD D 0.3% 0.31% 0.3%
MCHP F 0.07% 0.05% 0.05%
MCO B 0.11% 0.1% 0.1%
MDLZ F 0.12% 0.13% 0.12%
META D 4.04% 2.45% 2.45%
MLM B 0.08% 0.05% 0.05%
MMC B 0.19% 0.15% 0.15%
MNST C 0.08% 0.04% 0.04%
MOH F 0.03% 0.02% 0.02%
MPC D 0.1% 0.09% 0.09%
MPWR F 0.09% 0.04% 0.04%
MRK F 0.32% 0.36% 0.32%
MRO B 0.03% 0.02% 0.02%
MSCI C 0.09% 0.06% 0.06%
MSFT F 10.23% 6.13% 6.13%
MSI B 0.16% 0.11% 0.11%
MTD D 0.03% 0.04% 0.03%
NFLX A 1.23% 0.48% 0.48%
NKE D 0.13% 0.13% 0.13%
NOW A 0.69% 0.29% 0.29%
NTAP C 0.03% 0.03% 0.03%
NUE C 0.07% 0.06% 0.06%
NVDA C 11.91% 7.02% 7.02%
NVR D 0.09% 0.03% 0.03%
ODFL B 0.13% 0.06% 0.06%
OKE A 0.14% 0.09% 0.09%
ON D 0.04% 0.04% 0.04%
ORCL B 0.99% 0.41% 0.41%
ORLY B 0.17% 0.1% 0.1%
OTIS C 0.05% 0.06% 0.05%
PANW C 0.41% 0.16% 0.16%
PAYX C 0.06% 0.06% 0.06%
PCAR B 0.14% 0.08% 0.08%
PEP F 0.26% 0.32% 0.26%
PG A 0.52% 0.57% 0.52%
PGR A 0.25% 0.21% 0.21%
PH A 0.23% 0.12% 0.12%
PHM D 0.09% 0.04% 0.04%
PLTR B 0.42% 0.15% 0.15%
PM B 0.25% 0.28% 0.25%
PODD C 0.02% 0.02% 0.02%
POOL C 0.03% 0.02% 0.02%
PSA D 0.07% 0.07% 0.07%
PTC A 0.05% 0.03% 0.03%
PWR A 0.11% 0.06% 0.06%
QCOM F 0.31% 0.25% 0.25%
RCL A 0.18% 0.07% 0.07%
REGN F 0.16% 0.12% 0.12%
ROK B 0.05% 0.04% 0.04%
ROP B 0.08% 0.08% 0.08%
ROST C 0.15% 0.06% 0.06%
RPM A 0.03% 0.02% 0.02%
RS B 0.06% 0.02% 0.02%
RSG A 0.08% 0.06% 0.06%
SBAC D 0.03% 0.03% 0.03%
SBUX A 0.22% 0.16% 0.16%
SHW A 0.14% 0.12% 0.12%
SMCI F 0.05% 0.02% 0.02%
SNPS B 0.27% 0.11% 0.11%
SPG B 0.07% 0.09% 0.07%
SPGI C 0.23% 0.22% 0.22%
STE F 0.04% 0.03% 0.03%
STLD B 0.04% 0.03% 0.03%
STX D 0.03% 0.03% 0.03%
SYK C 0.28% 0.18% 0.18%
TDG D 0.23% 0.08% 0.08%
TJX A 0.29% 0.19% 0.19%
TMO F 0.24% 0.3% 0.24%
TPL A 0.06% 0.05% 0.05%
TRGP B 0.15% 0.06% 0.06%
TSCO D 0.04% 0.04% 0.04%
TSLA B 3.16% 1.7% 1.7%
TT A 0.21% 0.13% 0.13%
TTWO A 0.05% 0.04% 0.04%
TXN C 0.22% 0.27% 0.22%
TYL C 0.08% 0.03% 0.03%
UBER D 0.48% 0.19% 0.19%
ULTA F 0.04% 0.03% 0.03%
UNH C 0.67% 1.04% 0.67%
UNP C 0.21% 0.2% 0.2%
URI B 0.18% 0.08% 0.08%
V A 1.13% 0.93% 0.93%
VMC B 0.08% 0.06% 0.06%
VRSK A 0.07% 0.06% 0.06%
VRSN F 0.02% 0.02% 0.02%
VRTX F 0.24% 0.18% 0.18%
WAT B 0.03% 0.03% 0.03%
WM A 0.12% 0.13% 0.12%
WMB A 0.09% 0.1% 0.09%
WST C 0.07% 0.03% 0.03%
YUM B 0.06% 0.05% 0.05%
ZTS D 0.14% 0.11% 0.11%
IUSG Overweight 277 Positions Relative to LGH
Symbol Grade Weight
VST B 0.18%
NXPI D 0.14%
LULU C 0.11%
EME C 0.08%
LII A 0.07%
BLDR D 0.07%
LYV A 0.07%
FIX A 0.06%
OC A 0.06%
TEL B 0.06%
WSM B 0.06%
CCL B 0.06%
WSO A 0.06%
GGG B 0.05%
CASY A 0.05%
DT C 0.05%
PSTG D 0.05%
TOL B 0.05%
MANH D 0.05%
FND C 0.04%
TTEK F 0.04%
NCLH B 0.04%
LECO B 0.04%
DUOL A 0.04%
OVV B 0.04%
IBKR A 0.04%
BWXT B 0.04%
PNR A 0.04%
NBIX C 0.04%
ITT A 0.04%
CLH B 0.04%
TXRH C 0.04%
NVT B 0.04%
SAIA B 0.04%
UFPI B 0.03%
EWBC A 0.03%
HRB D 0.03%
HLNE B 0.03%
CE F 0.03%
ONTO D 0.03%
MEDP D 0.03%
SKX D 0.03%
CHRD D 0.03%
APA D 0.03%
LNW D 0.03%
XPO B 0.03%
SRPT D 0.03%
ENSG D 0.03%
PLNT A 0.03%
RRC B 0.03%
COO D 0.03%
AXTA A 0.03%
NYT C 0.03%
PCTY B 0.03%
CR A 0.03%
SNA A 0.03%
ELS C 0.03%
WYNN D 0.03%
AAON B 0.03%
CW B 0.03%
FN D 0.03%
MORN B 0.03%
WMS D 0.03%
TPX B 0.03%
PEN B 0.03%
RBC A 0.03%
PR B 0.03%
EXEL B 0.03%
HLI B 0.03%
MUSA A 0.03%
WING D 0.03%
PRI A 0.03%
EXP A 0.03%
AIT A 0.03%
CHDN B 0.03%
WWD B 0.03%
KNSL B 0.03%
BURL A 0.03%
BLD D 0.03%
FIVE F 0.02%
HQY B 0.02%
EHC B 0.02%
MASI A 0.02%
RL B 0.02%
RLI B 0.02%
PAYC B 0.02%
ALLE D 0.02%
LOPE B 0.02%
CZR F 0.02%
WTRG B 0.02%
AYI B 0.02%
CCK C 0.02%
WH B 0.02%
CNM D 0.02%
WAL B 0.02%
CHE D 0.02%
BYD C 0.02%
CG A 0.02%
VVV F 0.02%
EGP F 0.02%
RGLD C 0.02%
BRBR A 0.02%
QLYS C 0.02%
NXT C 0.02%
APPF B 0.02%
DCI B 0.02%
EPAM C 0.02%
OLLI D 0.02%
AOS F 0.02%
LNTH D 0.02%
RMBS C 0.02%
HALO F 0.02%
WTS B 0.02%
CROX D 0.02%
VNT B 0.02%
MGM D 0.02%
CNX A 0.02%
GLPI C 0.02%
WFRD D 0.02%
DKS C 0.02%
CUBE D 0.02%
ALTR B 0.02%
ROL B 0.02%
SFM A 0.02%
ERIE D 0.02%
DBX B 0.02%
SCI B 0.02%
DTM B 0.02%
GNRC B 0.02%
DAY B 0.02%
FOUR B 0.02%
MTDR B 0.02%
ATR B 0.02%
LAMR D 0.02%
MSA D 0.02%
RGEN D 0.02%
LSCC D 0.02%
ACM B 0.02%
ELF C 0.02%
H B 0.02%
FCN D 0.02%
LW C 0.02%
ESAB B 0.02%
AMH D 0.02%
HST C 0.02%
COKE C 0.02%
GTLS B 0.02%
RYAN B 0.02%
UTHR C 0.02%
OLED D 0.02%
WEX D 0.02%
EVR B 0.02%
ANF C 0.02%
SSD D 0.02%
TREX C 0.02%
RNR C 0.02%
HGV B 0.01%
RYN D 0.01%
IBOC A 0.01%
WEN D 0.01%
ENS D 0.01%
IRDM D 0.01%
POWI D 0.01%
LANC C 0.01%
MSM C 0.01%
CAR C 0.01%
TKR D 0.01%
OPCH D 0.01%
TEX D 0.01%
BLKB B 0.01%
CHWY B 0.01%
GATX A 0.01%
RH B 0.01%
SHC F 0.01%
MUR D 0.01%
OLN D 0.01%
EPR D 0.01%
FFIN B 0.01%
YETI C 0.01%
SLM A 0.01%
SAIC F 0.01%
EEFT B 0.01%
ARWR F 0.01%
MTG C 0.01%
IDA A 0.01%
DLB B 0.01%
HXL D 0.01%
HWC B 0.01%
EQH B 0.01%
COTY F 0.01%
EXPO D 0.01%
CYTK F 0.01%
HAE C 0.01%
MAT D 0.01%
OZK B 0.01%
TNL A 0.01%
KBH D 0.01%
TDC D 0.01%
VAL D 0.01%
NNN D 0.01%
ENPH F 0.01%
CGNX C 0.01%
PK B 0.01%
ROIV C 0.01%
DOCS C 0.01%
VOYA B 0.01%
AM A 0.01%
CRUS D 0.01%
JAZZ B 0.01%
BC C 0.01%
PSN D 0.01%
SLAB D 0.01%
BRKR D 0.01%
AZPN A 0.01%
KEX C 0.01%
SIGI C 0.01%
ALTM C 0.01%
STAG F 0.01%
FR D 0.01%
INGR B 0.01%
MKSI C 0.01%
TKO B 0.01%
VNOM A 0.01%
ACHC F 0.01%
MIDD C 0.01%
NOVT D 0.01%
FBIN D 0.01%
CBSH A 0.01%
MMS F 0.01%
REXR F 0.01%
FLS B 0.01%
WMG C 0.01%
KBR F 0.01%
CACI D 0.01%
CFR B 0.01%
CIEN B 0.01%
EXLS B 0.01%
PNFP B 0.01%
BCO D 0.01%
DVA B 0.01%
KNF A 0.01%
FCFS F 0.01%
BRX A 0.01%
SEIC B 0.01%
CHX C 0.01%
WLK D 0.01%
CBT C 0.01%
TTC D 0.01%
NEU C 0.01%
OHI C 0.01%
CELH F 0.01%
ALV C 0.01%
MTN C 0.01%
LFUS F 0.01%
LSTR D 0.01%
MTSI B 0.01%
GNTX C 0.01%
LPX B 0.01%
GXO B 0.01%
CVLT B 0.01%
CIVI D 0.01%
IPGP D 0.0%
ZI D 0.0%
LIVN F 0.0%
ALGM D 0.0%
VC D 0.0%
CPRI F 0.0%
AZTA D 0.0%
SYNA C 0.0%
SMG D 0.0%
AMED F 0.0%
NSP D 0.0%
CDP C 0.0%
SAM C 0.0%
COLM B 0.0%
NSA D 0.0%
CHH A 0.0%
IUSG Underweight 242 Positions Relative to LGH
Symbol Grade Weight
SPXL B -18.6%
JPM A -1.28%
BRK.A B -1.15%
XOM B -0.99%
JNJ D -0.62%
WMT A -0.5%
BAC A -0.46%
CVX A -0.38%
WFC A -0.37%
CSCO B -0.34%
ABT B -0.29%
GS A -0.28%
IBM C -0.27%
CMCSA B -0.26%
DIS B -0.25%
RTX C -0.25%
VZ C -0.24%
MS A -0.24%
AMGN D -0.23%
T A -0.23%
DHR F -0.23%
HON B -0.22%
NEE D -0.22%
PFE D -0.22%
LOW D -0.22%
LMT D -0.2%
BMY B -0.18%
C A -0.18%
TMUS B -0.17%
GILD C -0.17%
MDT D -0.17%
CB C -0.16%
SCHW B -0.15%
PLD D -0.15%
MU D -0.15%
ELV F -0.14%
UPS C -0.14%
MO A -0.14%
INTC D -0.14%
CI F -0.14%
PYPL B -0.13%
SO D -0.13%
ICE C -0.12%
MCK B -0.12%
GM B -0.12%
PNC B -0.12%
DUK C -0.12%
MRVL B -0.11%
NOC D -0.11%
MMM D -0.1%
GD F -0.1%
WELL A -0.1%
TTD B -0.1%
COF B -0.1%
TGT F -0.1%
CVS D -0.1%
BDX F -0.1%
EMR A -0.1%
USB A -0.1%
SLB C -0.09%
APD A -0.09%
TFC A -0.09%
FDX B -0.09%
APO B -0.09%
COIN C -0.09%
MET A -0.08%
PSX C -0.08%
KMI A -0.08%
JCI C -0.08%
VRT B -0.08%
SRE A -0.08%
BK A -0.08%
TRV B -0.08%
AFL B -0.08%
NSC B -0.08%
AEP D -0.07%
KR B -0.07%
PRU A -0.07%
CMI A -0.07%
LNG B -0.07%
LHX C -0.07%
VLO C -0.07%
PCG A -0.07%
FIS C -0.07%
D C -0.07%
DASH A -0.07%
SQ A -0.07%
WDAY B -0.07%
ALL A -0.07%
AIG B -0.07%
XEL A -0.06%
SYY B -0.06%
TEAM A -0.06%
PEG A -0.06%
VEEV C -0.06%
CCI D -0.06%
KVUE A -0.06%
COR B -0.06%
CTSH B -0.06%
KMB D -0.06%
A D -0.06%
BKR B -0.06%
F C -0.06%
CBRE B -0.06%
CTVA C -0.06%
CNC D -0.05%
VICI C -0.05%
OXY D -0.05%
ALNY D -0.05%
EXR D -0.05%
HPQ A -0.05%
AVB B -0.05%
RMD C -0.05%
WAB B -0.05%
SNOW C -0.05%
GLW B -0.05%
DDOG A -0.05%
DD D -0.05%
HUM C -0.05%
MTB A -0.05%
NEM D -0.05%
FITB A -0.05%
EXC C -0.05%
GIS D -0.05%
O D -0.05%
STZ D -0.05%
HIG B -0.05%
WY D -0.04%
TROW B -0.04%
HBAN A -0.04%
BIIB F -0.04%
RF A -0.04%
PPL B -0.04%
AWK D -0.04%
KEYS A -0.04%
EQR B -0.04%
HPE B -0.04%
HAL C -0.04%
PPG F -0.04%
ADM D -0.04%
STT A -0.04%
LDOS C -0.04%
NET B -0.04%
CAH B -0.04%
WEC A -0.04%
NDAQ A -0.04%
VTR C -0.04%
ETR B -0.04%
DOV A -0.04%
GEHC F -0.04%
HUBS A -0.04%
EBAY D -0.04%
ILMN D -0.04%
XYL D -0.04%
DOW F -0.04%
WTW B -0.04%
KDP D -0.04%
GPN B -0.04%
RJF A -0.04%
ED D -0.04%
EIX B -0.04%
CMS C -0.03%
DGX A -0.03%
LNT A -0.03%
ZBRA B -0.03%
CLX B -0.03%
CFG B -0.03%
TER D -0.03%
BALL D -0.03%
PFG D -0.03%
MDB C -0.03%
ATO A -0.03%
MAA B -0.03%
TRU D -0.03%
PINS D -0.03%
WRB A -0.03%
TSN B -0.03%
LPLA A -0.03%
FSLR F -0.03%
OMC C -0.03%
BAX D -0.03%
ESS B -0.03%
RBLX C -0.03%
ZM B -0.03%
LUV C -0.03%
BBY D -0.03%
ZBH C -0.03%
MKL A -0.03%
INVH D -0.03%
BAH F -0.03%
WDC D -0.03%
VLTO D -0.03%
SYF B -0.03%
LYB F -0.03%
ES D -0.03%
CINF A -0.03%
NTRS A -0.03%
PKG A -0.03%
K A -0.03%
FE C -0.03%
WBD C -0.03%
LH C -0.03%
UAL A -0.03%
AEE A -0.03%
TDY B -0.03%
ARES A -0.03%
DTE C -0.03%
KHC F -0.03%
IFF D -0.03%
DVN F -0.03%
JKHY D -0.02%
BG F -0.02%
EVRG A -0.02%
DLTR F -0.02%
KIM A -0.02%
EL F -0.02%
VTRS A -0.02%
SSNC B -0.02%
RVTY F -0.02%
SWKS F -0.02%
CAG D -0.02%
SWK D -0.02%
MRNA F -0.02%
DG F -0.02%
SUI D -0.02%
GEN B -0.02%
J F -0.02%
JBHT C -0.02%
HOLX D -0.02%
ENTG D -0.02%
CNP B -0.02%
EQT B -0.02%
ARE D -0.02%
AVY D -0.02%
TXT D -0.02%
IEX B -0.02%
KEY B -0.02%
IP B -0.02%
TRMB B -0.02%
MKC D -0.02%
GPC D -0.02%
WPC D -0.01%
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