LGH vs VOO
LGH vs VOO
HCM Defender 500 Index ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LGH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $565M | $979.0B | |
| Dividend Yield | 0.37% | 1.09% | |
| Holdings | 417 | 509 | |
| YTD Return | +7.96% | +13.80% | |
| 1Y Return | +19.54% | +23.71% | |
| 3Y Return (annualized) | +19.43% | +21.50% | |
| 5Y Return (annualized) | +10.37% | +13.44% | |
| Volatility (annualized) | 18.5% | 14.1% | |
| Max Drawdown | -29.6% | -34.3% | |
| Fund Family | Howard Capital Management | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 9, 2019 | Sep 7, 2010 |
LGH vs VOO Performance
HCM Defender 500 Index ETF (LGH) is a ETF from Howard Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LGH returned +19.54% while VOO returned +23.71%. Year to date, LGH is up 7.96% versus a gain of 13.80% for VOO.
Over three years, LGH compounded at +19.43% per year against +21.50% for VOO; over five years the annualized figures are +10.37% and +13.44% respectively. Across the full 7-year window we track, LGH has the edge at +15.81% annualized vs +13.58%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGH has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.6% for LGH and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGH charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, LGH currently yields 0.37% against 1.09% for VOO.
Holdings Overlap
LGH and VOO share 393 holdings out of 527 unique holdings combined, representing a 40.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LGH | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 3.26% | 7.51% | 4.25% |
| AAPL | 2.93% | 6.59% | 3.66% |
| MSFT | 2.16% | 4.30% | 2.14% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings LGH shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, LGH or VOO?
LGH has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, LGH or VOO?
Over the past year LGH returned +19.54% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), LGH annualized +15.81% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, LGH or VOO?
LGH has been the more volatile fund at 18.5% annualized versus 14.1% for VOO. Worst drawdown: LGH -29.6% vs VOO -34.3%.
Should I hold both LGH and VOO?
LGH and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LGH and VOO?
LGH and VOO share 393 common holdings with a 40.1% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, LGH or VOO?
LGH yields 0.37% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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