BRTR vs LGH

Comparison between BlackRock Total Return ETF (BRTR, ETF) and HCM DEFENDER 500 INDEX ETF (LGH, ETF).

BRTR vs LGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRTR(ETF)	LGH(ETF)
Net Assets	$557M	$556M
Expense Ratio	0.38%	1.00%
Max Drawdown	7.15%	29.60%
Sharpe Ratio	0.36	1.10
5Y Beta	0.05	0.97
P/E Ratio	0.11	29.33
Forward P/E	384.62	22.72
PEG Ratio	0.94	0.47
5Y Dividends CAGR	N/A	42.11%
5Y EPS CAGR	N/A	27.33%
Debt to Equity	73.31%	32.18%
P/S Ratio	6.05	4.02
P/B Ratio	4.68	5.97

Net Assets

Winner

BRTR

$557M

LGH

$556M

Expense Ratio

Winner

BRTR

0.38%

LGH

1.00%

Max Drawdown

Winner

BRTR

7.15%

LGH

29.60%

Sharpe Ratio

BRTR

0.36

Winner

LGH

1.10

5Y Beta

Winner

BRTR

0.05

LGH

0.97

P/E Ratio

Winner

BRTR

0.11

LGH

29.33

Forward P/E

BRTR

384.62

Winner

LGH

22.72

PEG Ratio

BRTR

0.94

Winner

LGH

0.47

5Y Dividends CAGR

BRTR

N/A

LGH

42.11%

5Y EPS CAGR

BRTR

N/A

LGH

27.33%

Debt to Equity

BRTR

73.31%

Winner

LGH

32.18%

P/S Ratio

BRTR

6.05

Winner

LGH

4.02

P/B Ratio

Winner

BRTR

4.68

LGH

5.97

BRTR vs LGH - Holdings Comparison

BRTR and LGH have 3 common holdings. Overlap is -36.65%

BRTR's top 25 holdings weight is 140.61%. LGH's top 25 holdings weight is 65.39%.

Rank	BRTR	LGH
#1	n/a (n/a) - 36.65%	DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 20.14%
#2	CASH OFFSET (n/a) - 36.08%	NVIDIA CORP (NVDA) - 7.04%
#3	n/a (n/a) - 14.44%	APPLE INC (AAPL) - 6.41%
#4	n/a (n/a) - 8.38%	MICROSOFT CORP (MSFT) - 4.18%
#5	UNITED STATES TREASURY NOTES 4% (n/a) - 8.36%	AMAZON.COM INC (AMZN) - 3.52%
#6	n/a (n/a) - 7.23%	ALPHABET INC CLASS A (GOOGL) - 3.07%
#7	EUR/USD PURCHASED (n/a) - 3.93%	BROADCOM INC (AVGO) - 2.71%
#8	BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 3.48%	ALPHABET INC CLASS C (GOOG) - 2.64%
#9	FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 2.69%	META PLATFORMS INC CLASS A (META) - 1.82%
#10	n/a (n/a) - 2.65%	TESLA INC (TSLA) - 1.67%
#11	UNITED STATES TREASURY BONDS 4.75% (n/a) - 2.39%	ELI LILLY AND CO (LLY) - 1.27%
#12	ISHARES IBOXX $ HIGH YIELD CORP BD ETF (HYG) - 2.20%	JPMORGAN CHASE & CO (JPM) - 1.16%
#13	n/a (n/a) - 1.85%	MICRON TECHNOLOGY INC (MU) - 1.15%
#14	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.66%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94%
#15	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.24%	EXXON MOBIL CORP (XOM) - 0.94%
#16	UNITED STATES TREASURY NOTES 1.625% (n/a) - 1.15%	ADVANCED MICRO DEVICES INC (AMD) - 0.92%
#17	FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.87%	JOHNSON & JOHNSON (JNJ) - 0.79%
#18	UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.85%	VISA INC CLASS A (V) - 0.76%
#19	FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.78%	WALMART INC (WMT) - 0.75%
#20	2Y RTP 3.850000 21-OCT-2026 2 (n/a) - 0.71%	COSTCO WHOLESALE CORP (COST) - 0.66%
#21	UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.65%	INTEL CORP (INTC) - 0.66%
#22	FNMA PASS-THRU I 5.5% (n/a) - 0.64%	CISCO SYSTEMS INC (CSCO) - 0.59%
#23	UNITED STATES TREASURY BONDS 4.375% (n/a) - 0.62%	NETFLIX INC (NFLX) - 0.55%
#24	UNITED STATES TREASURY NOTES 3.625% (n/a) - 0.58%	MASTERCARD INC CLASS A (MA) - 0.54%
#25	FEDERAL HOME LOAN MORTGAGE CORP. 1.5% (n/a) - 0.53%	CATERPILLAR INC (CAT) - 0.51%
Total Holdings	1489	418

BRTR vs LGH - Historical Returns

Returns include dividend reinvestment.

Period	BRTR	LGH
1 month	-0.04%	+2.25%
3 months	-0.95%	+2.70%
6 months	+0.27%	+0.50%
1 year	+5.14%	+22.84%
5 years(CAGR)	N/A	+10.48%
Max(CAGR)	+3.95%	+15.11%

BRTR

-0.04%

Winner

LGH

+2.25%

BRTR

-0.95%

Winner

LGH

+2.70%

BRTR

+0.27%

Winner

LGH

+0.50%

BRTR

+5.14%

Winner

LGH

+22.84%

5Y(CAGR)

BRTR

N/A

LGH

+10.48%

Max(CAGR)

BRTR

+3.95%

Winner

LGH

+15.11%

BRTR vs LGH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BRTR	LGH
2026	+0.12%	+1.14%
2025	+8.01%	+19.91%
2024	+1.78%	+28.12%
2023	+0.43%	+24.28%
2022	N/A	-28.20%
2021	N/A	+43.19%
2020	N/A	+17.20%
2019	N/A	+11.06%

BRTR vs LGH Drawdown Comparison

The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.

The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.

The current BRTR drawdown is -2.00%. The current LGH drawdown is -4.37%.

Rank	BRTR	LGH
#1	-5.07% Sep 16, 2024 - Jun 26, 2025	-29.60% Feb 19, 2020 - Aug 26, 2020
#2	-3.43% Feb 1, 2024 - Jun 13, 2024	-29.38% Dec 29, 2021 - Mar 21, 2024
#3	-3.26% Feb 27, 2026 - Mar 27, 2026	-18.42% Dec 6, 2024 - Jul 3, 2025
#4	-1.82% Dec 28, 2023 - Feb 1, 2024	-13.53% Sep 2, 2020 - Nov 16, 2020
#5	-1.40% Jun 25, 2024 - Jul 8, 2024	-12.50% Jul 16, 2024 - Nov 6, 2024
#6	-1.21% Jun 30, 2025 - Aug 1, 2025	-11.29% Jan 12, 2026 - May 13, 2026
#7	-1.13% Aug 5, 2024 - Aug 14, 2024	-8.69% Sep 3, 2021 - Oct 28, 2021
#8	-1.05% Oct 28, 2025 - Jan 9, 2026	-7.29% Oct 29, 2025 - Dec 24, 2025
#9	-0.81% Sep 16, 2025 - Oct 14, 2025	-7.20% Nov 23, 2021 - Dec 27, 2021
#10	-0.76% Jul 17, 2024 - Jul 30, 2024	-6.95% Feb 12, 2021 - Mar 15, 2021
#11	-0.68% Jan 14, 2026 - Feb 5, 2026	-6.09% Mar 28, 2024 - May 14, 2024
#12	-0.58% Aug 27, 2024 - Sep 4, 2024	-5.28% Apr 29, 2021 - Jun 4, 2021
#13	-0.56% Aug 13, 2025 - Aug 26, 2025	-4.55% Jan 21, 2021 - Feb 4, 2021
#14	-0.41% Aug 21, 2024 - Aug 27, 2024	-4.37% Jul 12, 2021 - Jul 23, 2021
#15	-0.38% Aug 5, 2025 - Aug 13, 2025	-4.37% Jun 2, 2026 - Jun 5, 2026