LGH vs GDE
Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF).
LGH vs GDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGH
$596M
GDE
$595M
Expense Ratio
LGH
1.00%
Winner
GDE
0.20%
Max Drawdown
Winner
LGH
29.60%
GDE
32.01%
Sharpe Ratio
LGH
0.99
Winner
GDE
1.21
5Y Beta
Winner
LGH
0.98
GDE
1.12
P/E Ratio
LGH
28.86
Winner
GDE
28.57
Forward P/E
LGH
22.15
Winner
GDE
22.13
PEG Ratio
Winner
LGH
0.41
GDE
0.43
5Y Dividends CAGR
LGH
42.11%
GDE
N/A
5Y EPS CAGR
Winner
LGH
30.55%
GDE
26.29%
Debt to Equity
LGH
40.55%
Winner
GDE
33.22%
P/S Ratio
LGH
4.14
Winner
GDE
3.79
P/B Ratio
LGH
6.13
Winner
GDE
5.84
LGH vs GDE - Holdings Comparison
LGH and GDE have 370 common holdings. Overlap is 61.44%
LGH's top 25 holdings weight is 64.05%. GDE's top 25 holdings weight is 55.33%.
| Rank | LGH | GDE |
|---|---|---|
| #1 | DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 19.83% | NVIDIA CORP (NVDA) - 8.36% |
| #2 | NVIDIA CORP (NVDA) - 6.95% | APPLE INC (AAPL) - 7.18% |
| #3 | APPLE INC (AAPL) - 6.54% | ALPHABET INC CLASS A (GOOGL) - 6.58% |
| #4 | MICROSOFT CORP (MSFT) - 4.60% | MICROSOFT CORP (MSFT) - 4.91% |
| #5 | AMAZON.COM INC (AMZN) - 3.69% | AMAZON.COM INC (AMZN) - 3.99% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.99% | BROADCOM INC (AVGO) - 3.20% |
| #7 | BROADCOM INC (AVGO) - 2.87% | META PLATFORMS INC CLASS A (META) - 2.22% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.57% | TESLA INC (TSLA) - 1.88% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.84% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | TESLA INC (TSLA) - 1.68% | ELI LILLY AND CO (LLY) - 1.57% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.54% |
| #12 | ELI LILLY AND CO (LLY) - 1.29% | WALMART INC (WMT) - 1.34% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.12% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.00% | JPMORGAN CHASE & CO (JPM) - 1.25% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.90% | EXXON MOBIL CORP (XOM) - 0.98% |
| #16 | EXXON MOBIL CORP (XOM) - 0.86% | VISA INC CLASS A (V) - 0.96% |
| #17 | VISA INC CLASS A (V) - 0.74% | ORACLE CORP (ORCL) - 0.91% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.74% | JOHNSON & JOHNSON (JNJ) - 0.76% |
| #19 | WALMART INC (WMT) - 0.71% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #20 | INTEL CORP (INTC) - 0.62% | INTEL CORP (INTC) - 0.73% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.21% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #22 | MARVELL TECHNOLOGY INC (MRVL) - 0.21% | CATERPILLAR INC (CAT) - 0.63% |
| #23 | SALESFORCE INC (CRM) - 0.21% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.21% | NETFLIX INC (NFLX) - 0.62% |
| #25 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.21% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| Total Holdings | 378 | 504 |
LGH vs GDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGH
+0.13%
GDE
-9.19%
3M
Winner
LGH
+6.60%
GDE
-8.08%
6M
LGH
+2.22%
Winner
GDE
+4.00%
1Y
LGH
+20.75%
Winner
GDE
+41.37%
5Y(CAGR)
LGH
+10.45%
Winner
GDE
+27.77%
Max(CAGR)
LGH
+15.18%
Winner
GDE
+27.77%
LGH vs GDE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | LGH | GDE |
|---|---|---|
| 2026 | +1.81% | +2.93% |
| 2025 | +19.91% | +73.61% |
| 2024 | +28.12% | +46.71% |
| 2023 | +24.28% | +32.98% |
| 2022 | -28.20% | -18.68% |
| 2021 | +43.19% | N/A |
| 2020 | +17.20% | N/A |
| 2019 | +11.06% | N/A |
LGH vs GDE Drawdown Comparison
The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The current LGH drawdown is -3.74%. The current GDE drawdown is -16.53%.
| Rank | LGH | GDE |
|---|---|---|
| #1 | -29.60% Feb 19, 2020 - Aug 26, 2020 | -32.01% Mar 30, 2022 - Dec 1, 2023 |
| #2 | -29.38% Dec 29, 2021 - Mar 21, 2024 | -22.66% Jan 28, 2026 - Mar 26, 2026 |
| #3 | -18.42% Dec 6, 2024 - Jul 3, 2025 | -16.45% Feb 13, 2025 - Apr 24, 2025 |
| #4 | -13.53% Sep 2, 2020 - Nov 16, 2020 | -10.73% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -12.50% Jul 16, 2024 - Nov 6, 2024 | -8.96% Oct 20, 2025 - Dec 19, 2025 |
| #6 | -11.29% Jan 12, 2026 - May 13, 2026 | -7.89% Dec 11, 2024 - Jan 22, 2025 |
| #7 | -8.69% Sep 3, 2021 - Oct 28, 2021 | -7.30% Oct 30, 2024 - Dec 11, 2024 |
| #8 | -7.29% Oct 29, 2025 - Dec 24, 2025 | -5.98% Apr 11, 2024 - May 15, 2024 |
| #9 | -7.20% Nov 23, 2021 - Dec 27, 2021 | -5.94% Aug 27, 2024 - Sep 13, 2024 |
| #10 | -6.95% Feb 12, 2021 - Mar 15, 2021 | -5.62% Dec 26, 2025 - Jan 12, 2026 |
| #11 | -6.48% Jun 2, 2026 - Jun 10, 2026 | -5.25% May 21, 2024 - Jul 5, 2024 |
| #12 | -6.09% Mar 28, 2024 - May 14, 2024 | -4.77% Feb 9, 2024 - Mar 1, 2024 |
| #13 | -5.28% Apr 29, 2021 - Jun 4, 2021 | -4.40% Jul 22, 2025 - Aug 8, 2025 |
| #14 | -4.55% Jan 21, 2021 - Feb 4, 2021 | -4.08% Dec 27, 2023 - Jan 29, 2024 |
| #15 | -4.37% Jul 12, 2021 - Jul 23, 2021 | -3.85% Aug 8, 2025 - Aug 28, 2025 |
Correlation
Correlation between LGH and GDE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2025)
LGH vs GDE dividend yield comparison.
| Year | LGH | GDE |
|---|---|---|
| 2025 | 0.38% | 4.32% |
| 2024 | 0.40% | 7.14% |
| 2023 | 0.63% | 2.22% |
| 2022 | 0.61% | 0.81% |
| 2021 | 0.14% | 0.00% |
| 2020 | 0.23% | 0.00% |
| 2019 | 0.01% | 0.00% |
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