LGH vs IBTL

Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).

5-Year PerformanceLGH has outperformed IBTL, delivering a return of +10.5% compared to -1.6%

LGH vs IBTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGH(ETF)	IBTL(ETF)
Net Assets	$556M	$555M
Expense Ratio	1.00%	0.07%
Max Drawdown	29.60%	24.74%
Sharpe Ratio	1.10	-0.22
5Y Beta	0.97	-0.02
P/E Ratio	29.33	N/A
Forward P/E	22.72	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	42.11%	N/A
5Y EPS CAGR	27.33%	N/A
Debt to Equity	32.18%	N/A
P/S Ratio	4.02	N/A
P/B Ratio	5.97	N/A

Net Assets

Winner

LGH

$556M

IBTL

$555M

Expense Ratio

LGH

1.00%

Winner

IBTL

0.07%

Max Drawdown

LGH

29.60%

Winner

IBTL

24.74%

Sharpe Ratio

Winner

LGH

1.10

IBTL

-0.22

5Y Beta

LGH

0.97

Winner

IBTL

-0.02

P/E Ratio

LGH

29.33

IBTL

N/A

Forward P/E

LGH

22.72

IBTL

N/A

PEG Ratio

LGH

0.47

IBTL

N/A

5Y Dividends CAGR

LGH

42.11%

IBTL

N/A

5Y EPS CAGR

LGH

27.33%

IBTL

N/A

Debt to Equity

LGH

32.18%

IBTL

N/A

P/S Ratio

LGH

4.02

IBTL

N/A

P/B Ratio

LGH

5.97

IBTL

N/A

LGH vs IBTL - Historical Returns

Returns include dividend reinvestment.

Period	LGH	IBTL
1 month	+2.25%	-0.55%
3 months	+2.70%	-1.46%
6 months	+0.50%	-0.56%
1 year	+22.84%	+3.13%
5 years(CAGR)	+10.48%	-1.60%
Max(CAGR)	+15.11%	-1.60%

Winner

LGH

+2.25%

IBTL

-0.55%

Winner

LGH

+2.70%

IBTL

-1.46%

Winner

LGH

+0.50%

IBTL

-0.56%

Winner

LGH

+22.84%

IBTL

+3.13%

5Y(CAGR)

Winner

LGH

+10.48%

IBTL

-1.60%

Max(CAGR)

Winner

LGH

+15.11%

IBTL

-1.60%

LGH vs IBTL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	LGH	IBTL
2026	+1.14%	-0.71%
2025	+19.91%	+7.90%
2024	+28.12%	+0.67%
2023	+24.28%	+2.84%
2022	-28.20%	-15.60%
2021	+43.19%	-1.38%
2020	+17.20%	N/A
2019	+11.06%	N/A

LGH vs IBTL Drawdown Comparison

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

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current LGH drawdown is -4.37%. The current IBTL drawdown is -7.54%.

Rank	LGH	IBTL
#1	-29.60% Feb 19, 2020 - Aug 26, 2020	-20.93% Sep 1, 2021 - Oct 19, 2023
#2	-29.38% Dec 29, 2021 - Mar 21, 2024	N/A
#3	-18.42% Dec 6, 2024 - Jul 3, 2025	N/A
#4	-13.53% Sep 2, 2020 - Nov 16, 2020	N/A
#5	-12.50% Jul 16, 2024 - Nov 6, 2024	N/A
#6	-11.29% Jan 12, 2026 - May 13, 2026	N/A
#7	-8.69% Sep 3, 2021 - Oct 28, 2021	N/A
#8	-7.29% Oct 29, 2025 - Dec 24, 2025	N/A
#9	-7.20% Nov 23, 2021 - Dec 27, 2021	N/A
#10	-6.95% Feb 12, 2021 - Mar 15, 2021	N/A
#11	-6.09% Mar 28, 2024 - May 14, 2024	N/A
#12	-5.28% Apr 29, 2021 - Jun 4, 2021	N/A
#13	-4.55% Jan 21, 2021 - Feb 4, 2021	N/A
#14	-4.37% Jul 12, 2021 - Jul 23, 2021	N/A
#15	-4.37% Jun 2, 2026 - Jun 5, 2026	N/A