LGH vs. ESGU ETF Comparison

Comparison of HCM Defender 500 Index ETF (LGH) to iShares MSCI USA ESG Optimized ETF (ESGU)
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

$53.40

Average Daily Volume

21,924

Number of Holdings *

452

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

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$131.60

Average Daily Volume

490,830

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period LGH ESGU
30 Days 4.06% 3.53%
60 Days 5.93% 4.75%
90 Days 7.78% 6.66%
12 Months 37.26% 32.83%
252 Overlapping Holdings
Symbol Grade Weight in LGH Weight in ESGU Overlap
A D 0.06% 0.11% 0.06%
AAPL C 6.76% 6.22% 6.22%
ABBV D 0.45% 0.41% 0.41%
ACGL D 0.05% 0.12% 0.05%
ACN C 0.35% 0.43% 0.35%
ADBE C 0.33% 0.56% 0.33%
ADI D 0.15% 0.12% 0.12%
ADM D 0.04% 0.09% 0.04%
ADP B 0.18% 0.69% 0.18%
ADSK A 0.09% 0.37% 0.09%
AFL B 0.09% 0.12% 0.09%
AJG B 0.1% 0.11% 0.1%
AKAM D 0.02% 0.09% 0.02%
ALNY D 0.04% 0.08% 0.04%
AMAT F 0.2% 0.46% 0.2%
AMD F 0.32% 0.44% 0.32%
AMGN D 0.22% 0.37% 0.22%
AMT D 0.14% 0.31% 0.14%
AMZN C 3.64% 3.61% 3.61%
ANET C 0.14% 0.2% 0.14%
ANSS B 0.04% 0.21% 0.04%
AVGO D 1.37% 1.37% 1.37%
AVTR F 0.02% 0.08% 0.02%
AXON A 0.06% 0.22% 0.06%
AXP A 0.24% 0.44% 0.24%
BAC A 0.48% 0.65% 0.48%
BALL D 0.03% 0.09% 0.03%
BBY D 0.03% 0.16% 0.03%
BG F 0.02% 0.18% 0.02%
BIIB F 0.03% 0.07% 0.03%
BK A 0.09% 0.42% 0.09%
BKNG A 0.26% 0.34% 0.26%
BKR B 0.06% 0.15% 0.06%
BLK C 0.21% 0.12% 0.12%
BMY B 0.18% 0.17% 0.17%
BR A 0.04% 0.45% 0.04%
BRK.A B 1.2% 0.41% 0.41%
C A 0.19% 0.34% 0.19%
CAH B 0.04% 0.15% 0.04%
CARR D 0.09% 0.17% 0.09%
CAT B 0.28% 0.32% 0.28%
CBRE B 0.06% 0.18% 0.06%
CCI D 0.06% 0.31% 0.06%
CDNS B 0.12% 0.22% 0.12%
CEG D 0.12% 0.11% 0.11%
CHD B 0.04% 0.21% 0.04%
CI F 0.14% 0.28% 0.14%
CL D 0.12% 0.09% 0.09%
CLX B 0.03% 0.26% 0.03%
CMCSA B 0.26% 0.2% 0.2%
CMG B 0.1% 0.13% 0.1%
CMI A 0.07% 0.46% 0.07%
CMS C 0.03% 0.18% 0.03%
CNC D 0.05% 0.07% 0.05%
COF B 0.1% 0.12% 0.1%
COP C 0.19% 0.36% 0.19%
COR B 0.06% 0.22% 0.06%
COST B 0.63% 0.79% 0.63%
CRM B 0.45% 0.72% 0.45%
CSCO B 0.34% 0.47% 0.34%
CVX A 0.41% 0.61% 0.41%
D C 0.07% 0.15% 0.07%
DAL C 0.05% 0.23% 0.05%
DE A 0.16% 0.22% 0.16%
DECK A 0.03% 0.2% 0.03%
DELL C 0.05% 0.11% 0.05%
DFS B 0.06% 0.24% 0.06%
DGX A 0.03% 0.14% 0.03%
DHI D 0.07% 0.09% 0.07%
DHR F 0.23% 0.31% 0.23%
DIS B 0.29% 0.47% 0.29%
DLR B 0.08% 0.23% 0.08%
DLTR F 0.02% 0.06% 0.02%
DXCM D 0.04% 0.1% 0.04%
EA A 0.06% 0.17% 0.06%
ECL D 0.09% 0.4% 0.09%
ED D 0.05% 0.09% 0.05%
EIX B 0.05% 0.11% 0.05%
ELV F 0.14% 0.34% 0.14%
EQIX A 0.12% 0.33% 0.12%
EQT B 0.03% 0.12% 0.03%
ES D 0.03% 0.1% 0.03%
ETN A 0.2% 0.19% 0.19%
EW C 0.06% 0.25% 0.06%
EXC C 0.06% 0.16% 0.06%
EXPD D 0.02% 0.25% 0.02%
FANG D 0.04% 0.09% 0.04%
FDS B 0.02% 0.16% 0.02%
FDX B 0.09% 0.11% 0.09%
FI A 0.19% 0.12% 0.12%
FICO B 0.07% 0.12% 0.07%
FIS C 0.07% 0.13% 0.07%
FSLR F 0.03% 0.08% 0.03%
FTV C 0.04% 0.14% 0.04%
GDDY A 0.05% 0.11% 0.05%
GE D 0.28% 0.45% 0.28%
GEV B 0.13% 0.17% 0.13%
GILD C 0.17% 0.48% 0.17%
GIS D 0.06% 0.35% 0.06%
GOOGL C 1.88% 1.19% 1.19%
GS A 0.29% 0.4% 0.29%
GWW B 0.06% 0.37% 0.06%
HBAN A 0.04% 0.17% 0.04%
HCA F 0.1% 0.13% 0.1%
HD A 0.6% 1.02% 0.6%
HES B 0.06% 0.32% 0.06%
HIG B 0.06% 0.26% 0.06%
HLT A 0.09% 0.11% 0.09%
HOLX D 0.02% 0.1% 0.02%
HON B 0.21% 0.39% 0.21%
HPE B 0.04% 0.17% 0.04%
HPQ B 0.05% 0.1% 0.05%
HUBB B 0.03% 0.11% 0.03%
HUBS A 0.04% 0.13% 0.04%
HWM A 0.07% 0.11% 0.07%
IBM C 0.3% 0.52% 0.3%
IDXX F 0.05% 0.23% 0.05%
IEX B 0.02% 0.11% 0.02%
IFF D 0.04% 0.08% 0.04%
INTC D 0.15% 0.29% 0.15%
INTU C 0.25% 0.61% 0.25%
IP B 0.03% 0.11% 0.03%
IQV D 0.05% 0.12% 0.05%
IR B 0.05% 0.11% 0.05%
IRM D 0.04% 0.15% 0.04%
ISRG A 0.28% 0.33% 0.28%
IT C 0.05% 0.16% 0.05%
J F 0.02% 0.13% 0.02%
JBHT C 0.02% 0.1% 0.02%
JCI C 0.08% 0.18% 0.08%
JNJ D 0.65% 0.62% 0.62%
JPM A 1.34% 1.34% 1.34%
K A 0.03% 0.48% 0.03%
KDP D 0.04% 0.09% 0.04%
KEYS A 0.04% 0.2% 0.04%
KHC F 0.03% 0.16% 0.03%
KKR A 0.14% 0.12% 0.12%
KMB D 0.06% 0.15% 0.06%
KMI A 0.09% 0.32% 0.09%
KO D 0.36% 0.85% 0.36%
KR B 0.07% 0.22% 0.07%
LDOS C 0.03% 0.1% 0.03%
LH C 0.03% 0.1% 0.03%
LIN D 0.32% 0.34% 0.32%
LLY F 1.21% 1.21% 1.21%
LNG B 0.07% 0.2% 0.07%
LOW D 0.23% 0.39% 0.23%
LRCX F 0.13% 0.29% 0.13%
MA C 0.74% 0.95% 0.74%
MCD D 0.31% 0.31% 0.31%
MCK B 0.12% 0.32% 0.12%
MCO B 0.11% 0.3% 0.11%
MDB C 0.03% 0.1% 0.03%
MET A 0.08% 0.31% 0.08%
META D 2.42% 2.19% 2.19%
MKC D 0.03% 0.1% 0.03%
MMC B 0.15% 0.17% 0.15%
MMM D 0.1% 0.32% 0.1%
MOH F 0.02% 0.08% 0.02%
MRK F 0.38% 0.47% 0.38%
MRNA F 0.02% 0.04% 0.02%
MRO B 0.02% 0.1% 0.02%
MRVL B 0.11% 0.16% 0.11%
MS A 0.26% 0.54% 0.26%
MSFT F 6.15% 5.77% 5.77%
MTD D 0.04% 0.08% 0.04%
MU D 0.16% 0.18% 0.16%
NDAQ A 0.04% 0.2% 0.04%
NEE D 0.24% 0.41% 0.24%
NEM D 0.05% 0.15% 0.05%
NFLX A 0.54% 0.6% 0.54%
NOC D 0.11% 0.19% 0.11%
NOW A 0.29% 0.66% 0.29%
NTAP C 0.04% 0.08% 0.04%
NTRS A 0.03% 0.12% 0.03%
NUE C 0.06% 0.12% 0.06%
NVDA C 7.13% 6.91% 6.91%
ODFL B 0.06% 0.1% 0.06%
OKE A 0.1% 0.39% 0.1%
ORCL B 0.43% 0.59% 0.43%
PANW C 0.17% 0.27% 0.17%
PAYX C 0.06% 0.11% 0.06%
PEG A 0.06% 0.48% 0.06%
PEP F 0.32% 0.38% 0.32%
PFE D 0.22% 0.24% 0.22%
PFG D 0.03% 0.11% 0.03%
PG A 0.61% 0.69% 0.61%
PGR A 0.22% 0.42% 0.22%
PHM D 0.04% 0.1% 0.04%
PLD D 0.16% 0.13% 0.13%
PNC B 0.12% 0.36% 0.12%
POOL C 0.02% 0.1% 0.02%
PPG F 0.04% 0.21% 0.04%
PRU A 0.07% 0.54% 0.07%
PSX C 0.08% 0.13% 0.08%
PTC A 0.04% 0.15% 0.04%
PWR A 0.07% 0.11% 0.07%
PYPL B 0.13% 0.14% 0.13%
QCOM F 0.24% 0.28% 0.24%
RCL A 0.07% 0.14% 0.07%
REGN F 0.11% 0.15% 0.11%
RTX C 0.25% 0.42% 0.25%
SBAC D 0.04% 0.13% 0.04%
SBUX A 0.17% 0.24% 0.17%
SCHW B 0.16% 0.2% 0.16%
SLB C 0.09% 0.1% 0.09%
SNOW C 0.07% 0.09% 0.07%
SNPS B 0.11% 0.21% 0.11%
SPGI C 0.23% 0.47% 0.23%
STE F 0.03% 0.15% 0.03%
STLD B 0.03% 0.11% 0.03%
STX D 0.03% 0.09% 0.03%
SYF B 0.03% 0.22% 0.03%
SYK C 0.18% 0.11% 0.11%
SYY B 0.06% 0.09% 0.06%
T A 0.24% 0.16% 0.16%
TEAM A 0.06% 0.15% 0.06%
TFC A 0.09% 0.13% 0.09%
TGT F 0.08% 0.23% 0.08%
TMO F 0.3% 0.2% 0.2%
TRGP B 0.07% 0.28% 0.07%
TRMB B 0.02% 0.12% 0.02%
TRV B 0.09% 0.21% 0.09%
TSCO D 0.04% 0.14% 0.04%
TSLA B 1.8% 1.78% 1.78%
TT A 0.13% 0.47% 0.13%
TXN C 0.26% 0.7% 0.26%
UBER D 0.19% 0.23% 0.19%
ULTA F 0.02% 0.09% 0.02%
UNH C 1.04% 0.95% 0.95%
UNP C 0.21% 0.29% 0.21%
UPS C 0.14% 0.16% 0.14%
URI B 0.08% 0.13% 0.08%
USB A 0.11% 0.17% 0.11%
V A 0.96% 1.05% 0.96%
VEEV C 0.05% 0.11% 0.05%
VLO C 0.07% 0.09% 0.07%
VLTO D 0.03% 0.19% 0.03%
VRTX F 0.17% 0.32% 0.17%
VZ C 0.26% 0.37% 0.26%
WAT B 0.03% 0.17% 0.03%
WDAY B 0.07% 0.17% 0.07%
WDC D 0.03% 0.09% 0.03%
WELL A 0.1% 0.24% 0.1%
WFC A 0.39% 0.13% 0.13%
WST C 0.03% 0.1% 0.03%
WTW B 0.05% 0.11% 0.05%
WY D 0.04% 0.1% 0.04%
XOM B 1.03% 0.58% 0.58%
XYL D 0.05% 0.22% 0.05%
ZBH C 0.03% 0.1% 0.03%
ZTS D 0.12% 0.34% 0.12%
LGH Overweight 200 Positions Relative to ESGU
Symbol Grade Weight
SPXL B 18.71%
WMT A 0.54%
ABT B 0.3%
PM B 0.3%
TJX A 0.2%
BX A 0.2%
LMT D 0.2%
BSX B 0.19%
CB C 0.17%
TMUS B 0.17%
MDT D 0.17%
PLTR B 0.16%
MO A 0.15%
NKE D 0.14%
SO D 0.14%
SHW A 0.13%
MDLZ F 0.13%
PH A 0.13%
WM A 0.13%
DUK C 0.13%
ITW B 0.12%
KLAC D 0.12%
CRWD B 0.12%
GM B 0.12%
APH A 0.12%
ICE C 0.12%
AON A 0.11%
CTAS B 0.11%
WMB A 0.11%
CVS D 0.11%
EOG A 0.11%
CME A 0.11%
BA F 0.11%
MSI B 0.11%
VRT B 0.1%
APO B 0.1%
CSX B 0.1%
TTD B 0.1%
BDX F 0.1%
MAR B 0.1%
ORLY B 0.1%
EMR A 0.1%
NSC B 0.09%
SRE A 0.09%
SPG B 0.09%
COIN C 0.09%
GD F 0.09%
FTNT C 0.09%
FCX D 0.09%
MPC D 0.09%
APD A 0.09%
TDG D 0.08%
AIG B 0.08%
SQ B 0.08%
ALL A 0.08%
PSA D 0.08%
ABNB C 0.08%
ROP B 0.08%
AMP A 0.08%
PCAR B 0.08%
ROST C 0.07%
CPRT A 0.07%
LHX C 0.07%
FAST B 0.07%
AZO C 0.07%
CTVA C 0.07%
DASH A 0.07%
AEP D 0.07%
PCG A 0.07%
VMC B 0.06%
O D 0.06%
STZ D 0.06%
RSG A 0.06%
LEN D 0.06%
DDOG A 0.06%
VRSK A 0.06%
CTSH B 0.06%
XEL A 0.06%
OTIS C 0.06%
KVUE A 0.06%
MSCI C 0.06%
F C 0.06%
AME A 0.06%
DOW F 0.05%
ROK B 0.05%
GPN B 0.05%
RJF A 0.05%
NET B 0.05%
OXY D 0.05%
AVB B 0.05%
RMD C 0.05%
VICI C 0.05%
EXR D 0.05%
EFX F 0.05%
WAB B 0.05%
TPL A 0.05%
MCHP D 0.05%
GLW B 0.05%
GRMN B 0.05%
DD D 0.05%
MTB A 0.05%
CHTR C 0.05%
YUM B 0.05%
FITB A 0.05%
HUM C 0.05%
MLM B 0.05%
CSL C 0.04%
DTE C 0.04%
UAL A 0.04%
CDW F 0.04%
DVN F 0.04%
TROW B 0.04%
WBD C 0.04%
RF A 0.04%
MPWR F 0.04%
HSY F 0.04%
PPL B 0.04%
EQR B 0.04%
AWK D 0.04%
STT A 0.04%
ILMN D 0.04%
HAL C 0.04%
CSGP D 0.04%
MNST C 0.04%
GEHC F 0.04%
VTR C 0.04%
DOV A 0.04%
ON D 0.04%
EBAY D 0.04%
ETR B 0.04%
TTWO A 0.04%
WEC A 0.04%
RS B 0.03%
ZBRA B 0.03%
GPC D 0.03%
TER D 0.03%
CFG B 0.03%
TRU D 0.03%
PINS D 0.03%
RBLX C 0.03%
MAA B 0.03%
LNT A 0.03%
ATO A 0.03%
ZM B 0.03%
BAX D 0.03%
OMC C 0.03%
CTRA B 0.03%
TSN B 0.03%
TYL B 0.03%
WRB A 0.03%
MAS D 0.03%
LPLA A 0.03%
LUV C 0.03%
ESS B 0.03%
INVH D 0.03%
DRI B 0.03%
MKL A 0.03%
SMCI F 0.03%
LYB F 0.03%
BRO B 0.03%
EXPE B 0.03%
CINF A 0.03%
PKG A 0.03%
TDY B 0.03%
FE C 0.03%
CBOE B 0.03%
CPAY A 0.03%
NVR D 0.03%
AEE A 0.03%
ARES A 0.03%
BMRN D 0.02%
JKHY D 0.02%
EVRG A 0.02%
RVTY F 0.02%
RPM A 0.02%
KIM A 0.02%
SWKS F 0.02%
SSNC B 0.02%
VTRS A 0.02%
CAG D 0.02%
EL F 0.02%
JBL B 0.02%
SWK D 0.02%
DG F 0.02%
LVS C 0.02%
GEN B 0.02%
SUI D 0.02%
ARE D 0.02%
ENTG D 0.02%
TXT D 0.02%
PODD C 0.02%
AVY D 0.02%
DPZ C 0.02%
ALGN D 0.02%
CF B 0.02%
KEY B 0.02%
CNP B 0.02%
BAH F 0.02%
VRSN F 0.02%
WPC D 0.01%
LGH Underweight 32 Positions Relative to ESGU
Symbol Grade Weight
GOOG C -2.34%
CRH A -0.39%
NI A -0.38%
PNR A -0.32%
NXPI D -0.26%
FLUT A -0.25%
LKQ D -0.23%
FERG B -0.2%
CHRW C -0.2%
TAP C -0.19%
COO D -0.17%
MELI D -0.17%
TWLO A -0.15%
OVV B -0.14%
WSM B -0.13%
EME C -0.13%
LII A -0.13%
LULU C -0.12%
AIZ A -0.12%
CNH C -0.12%
OC A -0.11%
FOX A -0.11%
JNPR F -0.1%
FBIN D -0.1%
DVA B -0.1%
HRL D -0.09%
WTRG B -0.09%
PARA C -0.09%
TFX F -0.08%
IPG D -0.08%
CPB D -0.08%
HII D -0.07%
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