LGH vs. ESG ETF Comparison

Comparison of HCM Defender 500 Index ETF (LGH) to FlexShares STOXX US ESG Impact Index Fund (ESG)

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

$50.46

Average Daily Volume

22,828

Number of Holdings ^*

457

* may have additional holdings in another (foreign) market

ESG

FlexShares STOXX US ESG Impact Index Fund

ESG Description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$135.50

Average Daily Volume

5,334

Number of Holdings ^*

258

* may have additional holdings in another (foreign) market

Performance

Period	LGH	ESG
30 Days	3.13%	3.35%
60 Days	2.64%	5.15%
90 Days	2.00%	5.94%
12 Months	35.56%	29.79%

227 Overlapping Holdings

	Symbol	Grade	Weight in LGH	Weight in ESG	Overlap
	A	C	0.07%	0.07%	0.07%
	AAPL	C	6.94%	4.97%	4.97%
	ABT	C	0.29%	0.64%	0.29%
	ACN	C	0.35%	1.08%	0.35%
	ADBE	F	0.34%	0.76%	0.34%
	ADP	C	0.17%	0.46%	0.17%
	ADSK	B	0.09%	0.28%	0.09%
	AEP	C	0.08%	0.09%	0.08%
	AFL	A	0.09%	0.23%	0.09%
	AIG	D	0.08%	0.12%	0.08%
	AJG	D	0.09%	0.15%	0.09%
	AKAM	D	0.02%	0.04%	0.02%
	ALL	C	0.07%	0.08%	0.07%
	AMAT	D	0.25%	0.52%	0.25%
	AMD	C	0.41%	0.81%	0.41%
	AMT	C	0.17%	0.44%	0.17%
	AMZN	C	3.61%	4.87%	3.61%
	AON	B	0.1%	0.25%	0.1%
	APO	B	0.08%	0.26%	0.08%
	ARE	C	0.03%	0.08%	0.03%
	AVGO	C	1.53%	1.92%	1.53%
	AVTR	C	0.02%	0.03%	0.02%
	AWK	C	0.04%	0.11%	0.04%
	AZO	B	0.08%	0.09%	0.08%
	BAC	D	0.42%	0.89%	0.42%
	BALL	C	0.03%	0.1%	0.03%
	BAX	C	0.03%	0.04%	0.03%
	BBY	A	0.03%	0.1%	0.03%
	BDX	D	0.11%	0.1%	0.1%
	BG	F	0.02%	0.02%	0.02%
	BK	B	0.08%	0.22%	0.08%
	BKNG	B	0.22%	0.45%	0.22%
	BKR	C	0.05%	0.09%	0.05%
	BLK	B	0.2%	0.63%	0.2%
	BMY	C	0.16%	0.32%	0.16%
	BR	C	0.03%	0.08%	0.03%
	BRK.A	C	1.19%	2.88%	1.19%
	BSX	B	0.18%	0.2%	0.18%
	BX	C	0.16%	0.18%	0.16%
	C	C	0.17%	0.57%	0.17%
	CAG	B	0.03%	0.05%	0.03%
	CAH	C	0.04%	0.09%	0.04%
	CAT	B	0.29%	0.44%	0.29%
	CB	B	0.17%	0.36%	0.17%
	CBRE	B	0.06%	0.18%	0.06%
	CCI	C	0.07%	0.08%	0.07%
	CHD	C	0.03%	0.04%	0.03%
	CI	C	0.16%	0.33%	0.16%
	CL	C	0.13%	0.34%	0.13%
	CLX	C	0.03%	0.1%	0.03%
	CMG	D	0.1%	0.25%	0.1%
	CMI	B	0.07%	0.17%	0.07%
	COP	F	0.18%	0.2%	0.18%
	COST	C	0.61%	0.97%	0.61%
	CRM	C	0.38%	0.41%	0.38%
	CRWD	D	0.09%	0.22%	0.09%
	CSCO	B	0.32%	0.68%	0.32%
	CSX	C	0.1%	0.11%	0.1%
	CTAS	C	0.1%	0.34%	0.1%
	CTSH	B	0.06%	0.15%	0.06%
	CTVA	B	0.07%	0.1%	0.07%
	CVS	D	0.12%	0.29%	0.12%
	CVX	F	0.37%	1.21%	0.37%
	DD	B	0.06%	0.11%	0.06%
	DE	A	0.16%	0.46%	0.16%
	DECK	C	0.03%	0.08%	0.03%
	DFS	C	0.05%	0.08%	0.05%
	DG	F	0.03%	0.04%	0.03%
	DIS	D	0.25%	0.69%	0.25%
	DLTR	F	0.02%	0.03%	0.02%
	DOV	B	0.04%	0.06%	0.04%
	DOW	C	0.06%	0.12%	0.06%
	DPZ	D	0.02%	0.04%	0.02%
	EBAY	B	0.05%	0.1%	0.05%
	ECL	B	0.09%	0.17%	0.09%
	EL	D	0.03%	0.08%	0.03%
	ELV	D	0.18%	0.5%	0.18%
	EMR	D	0.09%	0.1%	0.09%
	ESS	C	0.03%	0.06%	0.03%
	EW	F	0.06%	0.13%	0.06%
	EXPD	B	0.02%	0.03%	0.02%
	EXPE	C	0.03%	0.06%	0.03%
	F	F	0.06%	0.07%	0.06%
	FANG	F	0.04%	0.05%	0.04%
	FCX	C	0.11%	0.16%	0.11%
	FDS	C	0.02%	0.07%	0.02%
	FDX	D	0.09%	0.19%	0.09%
	FIS	C	0.07%	0.08%	0.07%
	FITB	B	0.05%	0.07%	0.05%
	FTV	C	0.04%	0.11%	0.04%
	GEHC	B	0.05%	0.18%	0.05%
	GILD	B	0.16%	0.25%	0.16%
	GIS	B	0.07%	0.21%	0.07%
	GLW	B	0.05%	0.06%	0.05%
	GM	C	0.1%	0.26%	0.1%
	GOOG	D	1.63%	1.49%	1.49%
	GS	B	0.25%	0.78%	0.25%
	GWW	B	0.06%	0.15%	0.06%
	HBAN	B	0.03%	0.05%	0.03%
	HD	B	0.6%	0.93%	0.6%
	HIG	B	0.06%	0.13%	0.06%
	HLT	B	0.08%	0.23%	0.08%
	HOLX	D	0.02%	0.06%	0.02%
	HPE	C	0.04%	0.1%	0.04%
	HPQ	C	0.05%	0.17%	0.05%
	HST	D	0.02%	0.03%	0.02%
	HSY	D	0.04%	0.12%	0.04%
	HUBS	D	0.03%	0.11%	0.03%
	IBM	B	0.31%	0.97%	0.31%
	ICE	C	0.13%	0.44%	0.13%
	IDXX	D	0.06%	0.08%	0.06%
	IEX	C	0.02%	0.04%	0.02%
	ILMN	D	0.04%	0.05%	0.04%
	INTC	D	0.15%	0.37%	0.15%
	INTU	D	0.25%	0.44%	0.25%
	IQV	D	0.06%	0.18%	0.06%
	IRM	C	0.04%	0.14%	0.04%
	IT	C	0.05%	0.15%	0.05%
	ITW	B	0.12%	0.12%	0.12%
	JBL	C	0.02%	0.05%	0.02%
	JNJ	C	0.69%	1.91%	0.69%
	JPM	D	1.19%	2.93%	1.19%
	K	A	0.03%	0.11%	0.03%
	KDP	B	0.05%	0.09%	0.05%
	KEY	C	0.02%	0.03%	0.02%
	KEYS	B	0.04%	0.04%	0.04%
	KHC	C	0.04%	0.1%	0.04%
	KLAC	D	0.15%	0.16%	0.15%
	KMB	C	0.07%	0.23%	0.07%
	KO	B	0.42%	1.36%	0.42%
	KR	B	0.06%	0.18%	0.06%
	LKQ	F	0.01%	0.01%	0.01%
	LLY	D	1.51%	2.51%	1.51%
	LNG	D	0.06%	0.07%	0.06%
	LNT	A	0.03%	0.02%	0.02%
	LOW	B	0.23%	0.59%	0.23%
	LRCX	D	0.15%	0.41%	0.15%
	LVS	C	0.02%	0.04%	0.02%
	MA	B	0.73%	0.98%	0.73%
	MAR	B	0.09%	0.25%	0.09%
	MAS	B	0.03%	0.05%	0.03%
	MCD	B	0.33%	0.34%	0.33%
	MCK	F	0.1%	0.21%	0.1%
	MCO	C	0.11%	0.13%	0.11%
	MDLZ	C	0.15%	0.4%	0.15%
	MDT	B	0.19%	0.38%	0.19%
	MET	B	0.08%	0.19%	0.08%
	META	B	2.51%	5.19%	2.51%
	MKC	C	0.03%	0.07%	0.03%
	MMC	C	0.16%	0.36%	0.16%
	MRK	F	0.44%	1.2%	0.44%
	MRNA	F	0.03%	0.06%	0.03%
	MRO	D	0.02%	0.05%	0.02%
	MS	B	0.2%	0.21%	0.2%
	MSCI	C	0.06%	0.1%	0.06%
	MSFT	C	6.62%	4.6%	4.6%
	MU	D	0.17%	0.49%	0.17%
	NDAQ	C	0.04%	0.11%	0.04%
	NEM	C	0.07%	0.25%	0.07%
	NKE	D	0.17%	0.33%	0.17%
	NOW	C	0.25%	0.47%	0.25%
	NTAP	D	0.04%	0.08%	0.04%
	NTRS	C	0.03%	0.03%	0.03%
	NUE	D	0.06%	0.06%	0.06%
	OMC	B	0.03%	0.1%	0.03%
	ORCL	B	0.38%	0.65%	0.38%
	OTIS	B	0.06%	0.16%	0.06%
	PANW	D	0.15%	0.26%	0.15%
	PEG	B	0.06%	0.07%	0.06%
	PEP	D	0.35%	0.38%	0.35%
	PFE	D	0.26%	0.4%	0.26%
	PFG	B	0.03%	0.08%	0.03%
	PG	C	0.63%	1.98%	0.63%
	PYPL	B	0.13%	0.25%	0.13%
	QCOM	D	0.28%	0.61%	0.28%
	RF	B	0.03%	0.04%	0.03%
	ROK	D	0.05%	0.05%	0.05%
	ROST	C	0.07%	0.21%	0.07%
	SBUX	C	0.17%	0.26%	0.17%
	SHW	B	0.13%	0.15%	0.13%
	SJM	C	0.02%	0.03%	0.02%
	SLB	F	0.08%	0.3%	0.08%
	SMCI	F	0.04%	0.11%	0.04%
	SNPS	F	0.11%	0.24%	0.11%
	SPGI	C	0.24%	0.67%	0.24%
	STT	B	0.04%	0.07%	0.04%
	STX	B	0.03%	0.03%	0.03%
	STZ	C	0.06%	0.07%	0.06%
	SUI	C	0.03%	0.06%	0.03%
	SWK	B	0.03%	0.05%	0.03%
	SWKS	F	0.02%	0.02%	0.02%
	SYK	C	0.18%	0.53%	0.18%
	SYY	C	0.06%	0.06%	0.06%
	TFC	D	0.08%	0.18%	0.08%
	TGT	C	0.11%	0.28%	0.11%
	TJX	C	0.2%	0.65%	0.2%
	TRV	C	0.08%	0.22%	0.08%
	TSCO	B	0.04%	0.12%	0.04%
	TSLA	C	1.39%	3.2%	1.39%
	TT	B	0.13%	0.35%	0.13%
	TXN	B	0.28%	0.6%	0.28%
	UBER	C	0.22%	0.49%	0.22%
	UNH	C	1.03%	1.28%	1.03%
	UNP	D	0.22%	0.6%	0.22%
	URI	B	0.08%	0.09%	0.08%
	USB	C	0.1%	0.35%	0.1%
	V	C	0.87%	1.8%	0.87%
	VICI	C	0.05%	0.17%	0.05%
	VLO	F	0.07%	0.11%	0.07%
	VRSK	D	0.06%	0.13%	0.06%
	VRTX	D	0.18%	0.39%	0.18%
	VTR	C	0.04%	0.08%	0.04%
	VZ	A	0.28%	0.45%	0.28%
	WAB	B	0.05%	0.08%	0.05%
	WBA	F	0.01%	0.03%	0.01%
	WDC	C	0.03%	0.1%	0.03%
	WELL	C	0.1%	0.3%	0.1%
	WMT	B	0.5%	1.68%	0.5%
	WST	D	0.03%	0.04%	0.03%
	WTW	B	0.04%	0.14%	0.04%
	WY	C	0.04%	0.12%	0.04%
	XOM	D	0.98%	2.49%	0.98%
	XYL	C	0.05%	0.08%	0.05%
	YUM	B	0.06%	0.12%	0.06%
	ZBH	F	0.03%	0.03%	0.03%
	ZBRA	B	0.02%	0.07%	0.02%
	ZTS	B	0.13%	0.36%	0.13%

LGH Overweight 230 Positions Relative to ESG

	Symbol	Grade	Weight
	SPXL	B	17.38%
	NVDA	C	6.21%
	GOOGL	D	1.88%
	ABBV	B	0.52%
	NFLX	B	0.44%
	TMO	B	0.37%
	LIN	B	0.34%
	WFC	D	0.3%
	PM	C	0.29%
	GE	C	0.29%
	DHR	B	0.28%
	NEE	B	0.27%
	RTX	B	0.26%
	ISRG	C	0.26%
	CMCSA	C	0.25%
	AMGN	D	0.25%
	AXP	B	0.23%
	T	B	0.23%
	PGR	C	0.22%
	LMT	A	0.22%
	HON	C	0.2%
	ETN	C	0.19%
	PLD	C	0.18%
	ADI	C	0.17%
	REGN	D	0.16%
	UPS	D	0.15%
	TMUS	B	0.15%
	MO	C	0.14%
	SO	B	0.14%
	BA	F	0.13%
	HCA	B	0.13%
	SCHW	D	0.13%
	DUK	B	0.13%
	ANET	C	0.13%
	EQIX	B	0.12%
	PH	B	0.12%
	KKR	B	0.12%
	CEG	C	0.12%
	WM	D	0.12%
	MSI	B	0.11%
	CDNS	D	0.11%
	MMM	B	0.11%
	CME	B	0.11%
	PNC	C	0.11%
	APH	C	0.11%
	NOC	B	0.11%
	GEV	B	0.1%
	PLTR	C	0.1%
	GD	C	0.1%
	MPC	F	0.1%
	EOG	D	0.1%
	ORLY	B	0.1%
	CARR	B	0.1%
	TTD	B	0.09%
	TDG	B	0.09%
	APD	B	0.09%
	MRVL	D	0.09%
	DHI	C	0.09%
	JCI	B	0.08%
	SRE	B	0.08%
	FTNT	B	0.08%
	ABNB	D	0.08%
	OKE	C	0.08%
	NSC	C	0.08%
	ROP	C	0.08%
	COF	B	0.08%
	SPG	B	0.08%
	WMB	C	0.08%
	PSX	F	0.08%
	PSA	C	0.08%
	LHX	C	0.07%
	LEN	B	0.07%
	PRU	C	0.07%
	KMI	C	0.07%
	PCG	C	0.07%
	AMP	B	0.07%
	WDAY	D	0.07%
	VRT	C	0.07%
	PCAR	D	0.07%
	DLR	B	0.07%
	D	C	0.07%
	XEL	B	0.06%
	RCL	B	0.06%
	RSG	D	0.06%
	COIN	F	0.06%
	ODFL	D	0.06%
	SQ	D	0.06%
	ACGL	B	0.06%
	EFX	C	0.06%
	AME	C	0.06%
	HUM	F	0.06%
	HWM	B	0.06%
	EXC	B	0.06%
	PAYX	C	0.06%
	DASH	B	0.06%
	CNC	D	0.06%
	FAST	C	0.06%
	FICO	B	0.06%
	KVUE	B	0.06%
	MCHP	D	0.06%
	PWR	B	0.06%
	CPRT	D	0.06%
	O	B	0.06%
	MPWR	B	0.06%
	PPG	C	0.05%
	SNOW	F	0.05%
	MTD	C	0.05%
	CDW	D	0.05%
	ADM	D	0.05%
	ON	D	0.05%
	OXY	F	0.05%
	DDOG	D	0.05%
	AVB	C	0.05%
	EIX	B	0.05%
	RMD	C	0.05%
	ALNY	C	0.05%
	PHM	B	0.05%
	TRGP	C	0.05%
	DELL	C	0.05%
	ED	B	0.05%
	MLM	D	0.05%
	IR	B	0.05%
	VMC	C	0.05%
	EXR	C	0.05%
	HES	F	0.05%
	EA	D	0.05%
	VEEV	C	0.05%
	ES	B	0.04%
	FE	B	0.04%
	RJF	C	0.04%
	CSL	B	0.04%
	DVN	F	0.04%
	DXCM	F	0.04%
	DTE	A	0.04%
	TTWO	D	0.04%
	HAL	F	0.04%
	LYB	D	0.04%
	PPL	A	0.04%
	AXON	B	0.04%
	NET	D	0.04%
	ETR	A	0.04%
	GDDY	C	0.04%
	NVR	B	0.04%
	SBAC	C	0.04%
	GPN	D	0.04%
	EQR	C	0.04%
	TEAM	D	0.04%
	ANSS	D	0.04%
	MNST	D	0.04%
	CSGP	D	0.04%
	FSLR	C	0.04%
	WEC	B	0.04%
	IFF	A	0.04%
	MTB	C	0.04%
	GRMN	D	0.04%
	BIIB	F	0.04%
	CHTR	D	0.04%
	DAL	C	0.04%
	STLD	C	0.03%
	RBLX	C	0.03%
	J	A	0.03%
	DGX	B	0.03%
	VRSN	C	0.03%
	MDB	D	0.03%
	ATO	B	0.03%
	ENTG	D	0.03%
	AVY	C	0.03%
	CMS	B	0.03%
	BAH	B	0.03%
	WRB	D	0.03%
	MOH	D	0.03%
	ALGN	D	0.03%
	TSN	D	0.03%
	MAA	C	0.03%
	CPAY	B	0.03%
	LUV	C	0.03%
	ULTA	D	0.03%
	TRU	B	0.03%
	TYL	C	0.03%
	CINF	C	0.03%
	PKG	B	0.03%
	MKL	C	0.03%
	TPL	C	0.03%
	GPC	D	0.03%
	HUBB	B	0.03%
	WAT	B	0.03%
	WBD	D	0.03%
	BRO	C	0.03%
	PINS	D	0.03%
	TDY	B	0.03%
	ARES	B	0.03%
	DRI	C	0.03%
	INVH	D	0.03%
	AEE	B	0.03%
	LDOS	A	0.03%
	STE	B	0.03%
	CBOE	C	0.03%
	VLTO	B	0.03%
	PTC	C	0.03%
	TER	C	0.03%
	TROW	C	0.03%
	LW	D	0.02%
	WPC	C	0.02%
	JKHY	B	0.02%
	ALB	D	0.02%
	EVRG	B	0.02%
	RPM	B	0.02%
	BMRN	F	0.02%
	VTRS	D	0.02%
	EPAM	F	0.02%
	KIM	C	0.02%
	EQT	C	0.02%
	SSNC	C	0.02%
	ENPH	D	0.02%
	TRMB	C	0.02%
	JBHT	D	0.02%
	LPLA	D	0.02%
	IP	C	0.02%
	PODD	C	0.02%
	UAL	B	0.02%
	CNP	C	0.02%
	POOL	C	0.02%
	CF	B	0.02%
	CFG	D	0.02%
	RS	D	0.02%
	SYF	C	0.02%
	ZM	C	0.02%
	CTRA	F	0.02%
	TXT	D	0.02%
	APA	F	0.01%

LGH Underweight 31 Positions Relative to ESG

	Symbol	Grade	Weight
	NXPI	D	-0.24%
	LULU	D	-0.16%
	TEL	D	-0.11%
	WSM	C	-0.09%
	LII	C	-0.09%
	CCEP	C	-0.08%
	NU	C	-0.08%
	SW	B	-0.08%
	DOC	B	-0.08%
	RPRX	C	-0.06%
	PNR	B	-0.06%
	IPG	C	-0.06%
	NDSN	C	-0.05%
	XPO	D	-0.05%
	BURL	C	-0.05%
	DOX	C	-0.05%
	NVT	C	-0.05%
	OC	C	-0.04%
	APTV	D	-0.04%
	PSTG	F	-0.03%
	LECO	D	-0.03%
	CCL	C	-0.03%
	OKTA	F	-0.03%
	MGM	D	-0.03%
	SNAP	D	-0.03%
	AES	C	-0.03%
	ACM	B	-0.02%
	CPT	C	-0.02%
	DKS	D	-0.02%
	FLEX	B	-0.02%
	RNR	B	-0.02%

LGH: Top Represented Industries & Keywords

Industries: Software - Application Utilities - Regulated Electric Diversified Industrials Business Services Semiconductors Asset Management Diagnostics & Research Oil & Gas E&P Banks - Regional - US Capital Markets Drug Manufacturers - Major Specialty Chemicals Aerospace & Defense Medical Devices Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services Insurance - Property & Casualty

Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Dow Jones Component Insurance Electricity Electronics Aerospace Bank Medicine Semiconductor Banking Chemical Telecommunications Cloud Computing Real Estate Investment Trust Investment Bank Mining Petroleum Industry

ESG: Top Represented Industries & Keywords

Industries: Diversified Industrials Software - Application Semiconductors Specialty Retail Asset Management Banks - Regional - US Business Services Capital Markets Discount Stores Drug Manufacturers - Major Household & Personal Products Medical Devices Packaged Foods Restaurants Software - Infrastructure Beverages - Soft Drinks Credit Services Data Storage Diagnostics & Research Health Care Plans

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Electronics Banking Bank Natural Gas Semiconductor Work From Home Investment Bank Medicine Aerospace Mining Pharmaceutical Products Retailing Transport Beverage Cash Management