LGH vs IEO
Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF).
5-Year PerformanceIEO has outperformed LGH, delivering a return of +25.6% compared to +9.7%
LGH vs IEO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGH
$574M
IEO
$574M
Expense Ratio
LGH
1.00%
Winner
IEO
0.37%
Max Drawdown
Winner
LGH
29.60%
IEO
80.76%
Sharpe Ratio
LGH
0.73
Winner
IEO
1.52
5Y Beta
LGH
0.97
Winner
IEO
0.60
P/E Ratio
LGH
25.76
Winner
IEO
14.06
Forward P/E
LGH
20.70
Winner
IEO
10.68
PEG Ratio
LGH
0.34
IEO
N/A
5Y Dividends CAGR
Winner
LGH
42.11%
IEO
16.90%
5Y EPS CAGR
Winner
LGH
31.52%
IEO
27.75%
Debt to Equity
LGH
51.14%
Winner
IEO
27.27%
P/S Ratio
LGH
4.07
Winner
IEO
1.18
P/B Ratio
LGH
6.06
Winner
IEO
2.01
LGH vs IEO - Holdings Comparison
LGH and IEO have 10 common holdings. Overlap is 0.77%
LGH's top 25 holdings weight is 62.94%. IEO's top 25 holdings weight is 93.81%.
| Rank | LGH | IEO |
|---|---|---|
| #1 | DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 19.83% | CONOCOPHILLIPS (COP) - 17.15% |
| #2 | NVIDIA CORP (NVDA) - 7.13% | VALERO ENERGY CORP (VLO) - 10.91% |
| #3 | APPLE INC (AAPL) - 6.40% | MARATHON PETROLEUM CORP (MPC) - 10.55% |
| #4 | MICROSOFT CORP (MSFT) - 4.85% | EOG RESOURCES INC (EOG) - 6.51% |
| #5 | AMAZON.COM INC (AMZN) - 3.48% | EQT CORP (EQT) - 4.78% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.67% | PHILLIPS 66 (PSX) - 4.61% |
| #7 | BROADCOM INC (AVGO) - 2.40% | TEXAS PACIFIC LAND CORP (TPL) - 4.53% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.30% | DIAMONDBACK ENERGY INC (FANG) - 4.20% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.56% | DEVON ENERGY CORP (DVN) - 4.14% |
| #10 | ELI LILLY AND CO (LLY) - 1.41% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.03% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.39% | OVINTIV INC (OVV) - 2.70% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.33% | PERMIAN RESOURCES CORP CLASS A (PR) - 2.66% |
| #13 | TESLA INC (TSLA) - 1.28% | APA CORP (APA) - 2.12% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% | HF SINCLAIR CORP (DINO) - 2.09% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% | ANTERO RESOURCES CORP (AR) - 1.93% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | RANGE RESOURCES CORP (RRC) - 1.64% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.88% | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 1.51% |
| #18 | VISA INC CLASS A (V) - 0.82% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 1.18% |
| #19 | WALMART INC (WMT) - 0.69% | SM ENERGY CO (SM) - 1.10% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.60% | MATADOR RESOURCES CO (MTDR) - 1.08% |
| #21 | CHARLES SCHWAB CORP (SCHW) - 0.22% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.07% |
| #22 | ANALOG DEVICES INC (ADI) - 0.22% | CNX RESOURCES CORP (CNX) - 0.89% |
| #23 | GILEAD SCIENCES INC (GILD) - 0.22% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.87% |
| #24 | NEXTERA ENERGY INC (NEE) - 0.22% | MURPHY OIL CORP (MUR) - 0.80% |
| #25 | TJX COMPANIES INC (TJX) - 0.21% | PBF ENERGY INC CLASS A (PBF) - 0.76% |
| Total Holdings | 379 | 49 |
LGH vs IEO - Historical Returns
Returns include dividend reinvestment.
1M
LGH
+4.95%
Winner
IEO
+10.44%
3M
LGH
+2.31%
Winner
IEO
+16.63%
6M
LGH
+5.32%
Winner
IEO
+27.36%
1Y
LGH
+14.78%
Winner
IEO
+49.95%
5Y(CAGR)
LGH
+9.75%
Winner
IEO
+25.59%
10Y(CAGR)
LGH
N/A
IEO
+11.14%
Max(CAGR)
Winner
LGH
+15.41%
IEO
+6.53%
LGH vs IEO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LGH | IEO |
|---|---|---|
| 2026 | +6.29% | +48.55% |
| 2025 | +19.91% | +0.46% |
| 2024 | +28.12% | -2.43% |
| 2023 | +24.28% | +8.96% |
| 2022 | -28.20% | +53.26% |
| 2021 | +43.19% | +75.45% |
| 2020 | +17.20% | -32.94% |
| 2019 | +11.06% | +6.86% |
| 2018 | N/A | -20.73% |
| 2017 | N/A | -1.32% |
| 2016 | N/A | +25.14% |
| 2015 | N/A | -25.07% |
| 2014 | N/A | -10.77% |
| 2013 | N/A | +28.27% |
| 2012 | N/A | +0.81% |
| 2011 | N/A | -4.14% |
| 2010 | N/A | +14.30% |
| 2009 | N/A | +33.23% |
| 2008 | N/A | -42.93% |
| 2007 | N/A | +44.84% |
| 2006 | N/A | -6.54% |
LGH vs IEO Drawdown Comparison
The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.
The maximum drawdown for IEO was -79.16%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The current LGH drawdown is -2.23%. The current IEO drawdown is -2.17%.
| Rank | LGH | IEO |
|---|---|---|
| #1 | -29.60% Feb 19, 2020 - Aug 26, 2020 | -79.16% Jun 23, 2014 - Mar 25, 2022 |
| #2 | -29.38% Dec 29, 2021 - Mar 21, 2024 | -66.42% Jun 23, 2008 - Mar 28, 2014 |
| #3 | -18.42% Dec 6, 2024 - Jul 3, 2025 | -31.45% Apr 5, 2024 - Feb 20, 2026 |
| #4 | -13.53% Sep 2, 2020 - Nov 16, 2020 | -30.63% Jun 7, 2022 - Nov 7, 2022 |
| #5 | -12.50% Jul 16, 2024 - Nov 6, 2024 | -24.27% Nov 15, 2022 - Mar 14, 2024 |
| #6 | -11.29% Jan 12, 2026 - May 13, 2026 | -18.95% May 10, 2006 - Dec 1, 2006 |
| #7 | -8.69% Sep 3, 2021 - Oct 28, 2021 | -16.30% Mar 27, 2026 - Aug 11, 2026 |
| #8 | -7.29% Oct 29, 2025 - Dec 24, 2025 | -15.55% Jan 3, 2008 - Feb 20, 2008 |
| #9 | -7.20% Nov 23, 2021 - Dec 27, 2021 | -15.50% Jun 18, 2007 - Oct 9, 2007 |
| #10 | -6.95% Feb 12, 2021 - Mar 15, 2021 | -13.97% Dec 1, 2006 - Mar 28, 2007 |
| #11 | -6.48% Jun 2, 2026 - Aug 4, 2026 | -10.39% Feb 28, 2008 - Apr 7, 2008 |
| #12 | -6.09% Mar 28, 2024 - May 14, 2024 | -10.25% Nov 6, 2007 - Dec 26, 2007 |
| #13 | -5.28% Apr 29, 2021 - Jun 4, 2021 | -9.78% May 6, 2022 - May 25, 2022 |
| #14 | -4.55% Jan 21, 2021 - Feb 4, 2021 | -9.76% Apr 18, 2022 - May 4, 2022 |
| #15 | -4.37% Jul 12, 2021 - Jul 23, 2021 | -6.93% May 20, 2008 - Jun 9, 2008 |
Correlation
Correlation between LGH and IEO is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2006 - 2026)
LGH vs IEO dividend yield comparison.
| Year | LGH | IEO |
|---|---|---|
| 2026 | 0.00% | 0.79% |
| 2025 | 0.38% | 2.61% |
| 2024 | 0.40% | 2.63% |
| 2023 | 0.63% | 3.00% |
| 2022 | 0.61% | 3.77% |
| 2021 | 0.14% | 2.62% |
| 2020 | 0.23% | 3.17% |
| 2019 | 0.01% | 1.85% |
| 2018 | 0.00% | 1.67% |
| 2017 | 0.00% | 0.94% |
| 2016 | 0.00% | 0.98% |
| 2015 | 0.00% | 2.03% |
| 2014 | 0.00% | 1.30% |
| 2013 | 0.00% | 0.88% |
| 2012 | 0.00% | 0.78% |
| 2011 | 0.00% | 0.62% |
| 2010 | 0.00% | 0.28% |
| 2009 | 0.00% | 0.44% |
| 2008 | 0.00% | 0.58% |
| 2007 | 0.00% | 0.23% |
| 2006 | 0.00% | 0.19% |
Select Stocks to Compare
Popular: LGH vs SPYIEO vs SPY
More Comparisons
Compare with similar stocks