LGH vs BGY

Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and BlackRock Enhanced International Dividend Trust (BGY, ETF).

5-Year PerformanceLGH has outperformed BGY, delivering a return of +9.9% compared to +5.8%

LGH vs BGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGH(ETF)	BGY(ETF)
Net Assets	$581M	$579M
Expense Ratio	1.00%	N/A
Max Drawdown	29.60%	80.86%
Sharpe Ratio	0.74	0.35
5Y Beta	0.98	0.59
P/E Ratio	29.20	N/A
Forward P/E	21.40	N/A
PEG Ratio	0.38	N/A
5Y Dividends CAGR	42.11%	6.43%
5Y EPS CAGR	27.27%	N/A
Debt to Equity	32.19%	N/A
P/S Ratio	4.05	N/A
P/B Ratio	6.05	N/A

Net Assets

Winner

LGH

$581M

BGY

$579M

Expense Ratio

LGH

1.00%

BGY

N/A

Max Drawdown

Winner

LGH

29.60%

BGY

80.86%

Sharpe Ratio

Winner

LGH

0.74

BGY

0.35

5Y Beta

LGH

0.98

Winner

BGY

0.59

P/E Ratio

LGH

29.20

BGY

N/A

Forward P/E

LGH

21.40

BGY

N/A

PEG Ratio

LGH

0.38

BGY

N/A

5Y Dividends CAGR

Winner

LGH

42.11%

BGY

6.43%

5Y EPS CAGR

LGH

27.27%

BGY

N/A

Debt to Equity

LGH

32.19%

BGY

N/A

P/S Ratio

LGH

4.05

BGY

N/A

P/B Ratio

LGH

6.05

BGY

N/A

LGH vs BGY - Historical Returns

Returns include dividend reinvestment.

Period	LGH	BGY
1 month	+0.66%	+0.39%
3 months	+8.07%	+2.25%
6 months	+3.64%	+0.81%
1 year	+15.41%	+8.46%
5 years(CAGR)	+9.91%	+5.77%
10 years(CAGR)	N/A	+7.74%
Max(CAGR)	+15.17%	+3.51%

Winner

LGH

+0.66%

BGY

+0.39%

Winner

LGH

+8.07%

BGY

+2.25%

Winner

LGH

+3.64%

BGY

+0.81%

Winner

LGH

+15.41%

BGY

+8.46%

5Y(CAGR)

Winner

LGH

+9.91%

BGY

+5.77%

10Y(CAGR)

LGH

N/A

BGY

+7.74%

Max(CAGR)

Winner

LGH

+15.17%

BGY

+3.51%

LGH vs BGY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LGH	BGY
2026	+3.32%	+2.06%
2025	+19.91%	+20.70%
2024	+28.12%	+9.08%
2023	+24.28%	+12.19%
2022	-28.20%	-14.82%
2021	+43.19%	+15.55%
2020	+17.20%	+7.61%
2019	+11.06%	+26.35%
2018	N/A	-18.23%
2017	N/A	+28.36%
2016	N/A	-0.73%
2015	N/A	+1.22%
2014	N/A	-8.93%
2013	N/A	+17.93%
2012	N/A	+11.15%
2011	N/A	-20.35%
2010	N/A	+1.55%
2009	N/A	+55.35%
2008	N/A	-39.38%
2007	N/A	-11.49%

LGH vs BGY Drawdown Comparison

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

The maximum drawdown for BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.

The current LGH drawdown is -2.31%. The current BGY drawdown is -4.56%.

Rank	LGH	BGY
#1	-29.60% Feb 19, 2020 - Aug 26, 2020	-64.31% May 30, 2007 - Dec 24, 2013
#2	-29.38% Dec 29, 2021 - Mar 21, 2024	-34.09% Feb 10, 2020 - Nov 11, 2020
#3	-18.42% Dec 6, 2024 - Jul 3, 2025	-28.45% Jun 15, 2021 - Mar 8, 2024
#4	-13.53% Sep 2, 2020 - Nov 16, 2020	-25.58% Jul 3, 2014 - Jul 14, 2017
#5	-12.50% Jul 16, 2024 - Nov 6, 2024	-23.66% Jan 22, 2018 - Jan 16, 2020
#6	-11.29% Jan 12, 2026 - May 13, 2026	-15.46% Feb 25, 2026 - Mar 27, 2026
#7	-8.69% Sep 3, 2021 - Oct 28, 2021	-15.00% Mar 18, 2025 - May 15, 2025
#8	-7.29% Oct 29, 2025 - Dec 24, 2025	-9.13% Nov 25, 2024 - Mar 3, 2025
#9	-7.20% Nov 23, 2021 - Dec 27, 2021	-7.19% Jan 21, 2014 - Feb 28, 2014
#10	-6.95% Feb 12, 2021 - Mar 15, 2021	-6.63% Mar 28, 2024 - May 15, 2024
#11	-6.48% Jun 2, 2026 - Jun 10, 2026	-6.17% Jul 16, 2024 - Aug 16, 2024
#12	-6.09% Mar 28, 2024 - May 14, 2024	-5.82% Sep 30, 2024 - Nov 25, 2024
#13	-5.28% Apr 29, 2021 - Jun 4, 2021	-5.38% Oct 8, 2025 - Dec 10, 2025
#14	-4.55% Jan 21, 2021 - Feb 4, 2021	-4.78% Jul 25, 2017 - Sep 8, 2017
#15	-4.37% Jul 12, 2021 - Jul 23, 2021	-4.21% May 22, 2025 - Jul 24, 2025

Correlation

Correlation between LGH and BGY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

LGH vs BGY dividend yield comparison.

Year	LGH	BGY
2026	0.00%	5.22%
2025	0.38%	8.69%
2024	0.40%	7.80%
2023	0.63%	7.70%
2022	0.61%	8.08%
2021	0.14%	6.46%
2020	0.23%	6.91%
2019	0.01%	6.89%
2018	0.00%	8.90%
2017	0.00%	6.99%
2016	0.00%	9.47%
2015	0.00%	9.42%
2014	0.00%	9.86%
2013	0.00%	8.26%
2012	0.00%	10.55%
2011	0.00%	18.99%
2010	0.00%	14.50%
2009	0.00%	15.75%
2008	0.00%	25.19%
2007	0.00%	5.41%