LGH vs IEZ
Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).
5-Year PerformanceIEZ has outperformed LGH, delivering a return of +13.1% compared to +10.5%
LGH vs IEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGH
$556M
IEZ
$554M
Expense Ratio
LGH
1.00%
Winner
IEZ
0.38%
Max Drawdown
Winner
LGH
29.60%
IEZ
93.51%
Sharpe Ratio
LGH
1.10
Winner
IEZ
2.08
5Y Beta
Winner
LGH
0.97
IEZ
1.15
P/E Ratio
LGH
29.33
Winner
IEZ
5.61
Forward P/E
LGH
22.72
Winner
IEZ
18.83
PEG Ratio
LGH
0.47
IEZ
N/A
5Y Dividends CAGR
Winner
LGH
42.11%
IEZ
14.27%
5Y EPS CAGR
LGH
27.33%
IEZ
N/A
Debt to Equity
Winner
LGH
32.18%
IEZ
41.09%
P/S Ratio
LGH
4.02
Winner
IEZ
1.89
P/B Ratio
LGH
5.97
Winner
IEZ
2.50
LGH vs IEZ - Holdings Comparison
LGH and IEZ have 4 common holdings. Overlap is 0.20%
LGH's top 25 holdings weight is 65.39%. IEZ's top 25 holdings weight is 97.08%.
| Rank | LGH | IEZ |
|---|---|---|
| #1 | DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 20.14% | SLB LTD (SLB) - 23.18% |
| #2 | NVIDIA CORP (NVDA) - 7.04% | BAKER HUGHES CO CLASS A (BKR) - 21.83% |
| #3 | APPLE INC (AAPL) - 6.41% | HALLIBURTON CO (HAL) - 4.50% |
| #4 | MICROSOFT CORP (MSFT) - 4.18% | TECHNIPFMC PLC (FTI) - 4.30% |
| #5 | AMAZON.COM INC (AMZN) - 3.52% | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.75% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.07% | NOV INC (NOV) - 3.60% |
| #7 | BROADCOM INC (AVGO) - 2.71% | KODIAK GAS SERVICES INC (KGS) - 3.30% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.64% | TRANSOCEAN LTD (RIG) - 3.24% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.82% | ARCHROCK INC (AROC) - 3.14% |
| #10 | TESLA INC (TSLA) - 1.67% | NOBLE CORP PLC CLASS A (NE) - 3.14% |
| #11 | ELI LILLY AND CO (LLY) - 1.27% | VALARIS LTD (VAL) - 3.13% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.16% | LIBERTY ENERGY INC CLASS A (LBRT) - 2.48% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.15% | CACTUS INC CLASS A (WHD) - 2.06% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% | PATTERSON-UTI ENERGY INC (PTEN) - 2.04% |
| #15 | EXXON MOBIL CORP (XOM) - 0.94% | HELMERICH & PAYNE INC (HP) - 1.91% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | OCEANEERING INTERNATIONAL INC (OII) - 1.86% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.79% | TIDEWATER INC (TDW) - 1.76% |
| #18 | VISA INC CLASS A (V) - 0.76% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.64% |
| #19 | WALMART INC (WMT) - 0.75% | SEADRILL LTD (SDRL) - 1.53% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.66% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 1.04% |
| #21 | INTEL CORP (INTC) - 0.66% | PROPETRO HOLDING CORP (PUMP) - 0.77% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.59% | EXPRO GROUP HOLDINGS NV (XPRO) - 0.77% |
| #23 | NETFLIX INC (NFLX) - 0.55% | NABORS INDUSTRIES LTD (NBR) - 0.74% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.54% | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 0.70% |
| #25 | CATERPILLAR INC (CAT) - 0.51% | TETRA TECHNOLOGIES INC (TTI) - 0.67% |
| Total Holdings | 418 | 35 |
LGH vs IEZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGH
+2.25%
IEZ
-6.33%
3M
LGH
+2.70%
Winner
IEZ
+8.16%
6M
LGH
+0.50%
Winner
IEZ
+37.13%
1Y
LGH
+22.84%
Winner
IEZ
+81.47%
5Y(CAGR)
LGH
+10.48%
Winner
IEZ
+13.13%
10Y(CAGR)
LGH
N/A
IEZ
-1.19%
Max(CAGR)
Winner
LGH
+15.11%
IEZ
-1.58%
LGH vs IEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LGH | IEZ |
|---|---|---|
| 2026 | +1.14% | +37.45% |
| 2025 | +19.91% | +5.78% |
| 2024 | +28.12% | -7.41% |
| 2023 | +24.28% | +9.62% |
| 2022 | -28.20% | +55.82% |
| 2021 | +43.19% | +14.56% |
| 2020 | +17.20% | -43.00% |
| 2019 | +11.06% | -0.66% |
| 2018 | N/A | -43.44% |
| 2017 | N/A | -19.81% |
| 2016 | N/A | +26.99% |
| 2015 | N/A | -27.28% |
| 2014 | N/A | -20.72% |
| 2013 | N/A | +24.45% |
| 2012 | N/A | -4.05% |
| 2011 | N/A | -7.60% |
| 2010 | N/A | +27.08% |
| 2009 | N/A | +52.92% |
| 2008 | N/A | -59.48% |
| 2007 | N/A | +49.24% |
| 2006 | N/A | -14.02% |
LGH vs IEZ Drawdown Comparison
The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.
The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current LGH drawdown is -4.37%. The current IEZ drawdown is -52.81%.
| Rank | LGH | IEZ |
|---|---|---|
| #1 | -29.60% Feb 19, 2020 - Aug 26, 2020 | -92.52% Jun 30, 2014 - Mar 18, 2020 |
| #2 | -29.38% Dec 29, 2021 - Mar 21, 2024 | -72.24% Jun 23, 2008 - Jun 30, 2014 |
| #3 | -18.42% Dec 6, 2024 - Jul 3, 2025 | -26.92% May 10, 2006 - May 16, 2007 |
| #4 | -13.53% Sep 2, 2020 - Nov 16, 2020 | -19.42% Oct 15, 2007 - Apr 16, 2008 |
| #5 | -12.50% Jul 16, 2024 - Nov 6, 2024 | -13.60% Jul 23, 2007 - Sep 18, 2007 |
| #6 | -11.29% Jan 12, 2026 - May 13, 2026 | -7.12% Apr 21, 2008 - May 8, 2008 |
| #7 | -8.69% Sep 3, 2021 - Oct 28, 2021 | -4.85% May 20, 2008 - Jun 9, 2008 |
| #8 | -7.29% Oct 29, 2025 - Dec 24, 2025 | -3.86% Jun 9, 2008 - Jun 17, 2008 |
| #9 | -7.20% Nov 23, 2021 - Dec 27, 2021 | -3.55% Jun 4, 2007 - Jun 14, 2007 |
| #10 | -6.95% Feb 12, 2021 - Mar 15, 2021 | -3.26% Jun 22, 2007 - Jul 6, 2007 |
| #11 | -6.09% Mar 28, 2024 - May 14, 2024 | -3.16% May 21, 2007 - Jun 4, 2007 |
| #12 | -5.28% Apr 29, 2021 - Jun 4, 2021 | -2.31% Sep 21, 2007 - Oct 10, 2007 |
| #13 | -4.55% Jan 21, 2021 - Feb 4, 2021 | -1.75% Jul 12, 2007 - Jul 19, 2007 |
| #14 | -4.37% Jul 12, 2021 - Jul 23, 2021 | -1.70% May 13, 2008 - May 15, 2008 |
| #15 | -4.37% Jun 2, 2026 - Jun 5, 2026 | -1.53% Jun 19, 2007 - Jun 22, 2007 |
Correlation
Correlation between LGH and IEZ is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2006 - 2026)
LGH vs IEZ dividend yield comparison.
| Year | LGH | IEZ |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 0.38% | 1.87% |
| 2024 | 0.40% | 1.76% |
| 2023 | 0.63% | 0.97% |
| 2022 | 0.61% | 0.65% |
| 2021 | 0.14% | 1.20% |
| 2020 | 0.23% | 2.07% |
| 2019 | 0.01% | 2.28% |
| 2018 | 0.00% | 1.81% |
| 2017 | 0.00% | 3.42% |
| 2016 | 0.00% | 0.91% |
| 2015 | 0.00% | 2.40% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 0.75% |
| 2012 | 0.00% | 0.64% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.50% |
| 2009 | 0.00% | 0.72% |
| 2008 | 0.00% | 0.30% |
| 2007 | 0.00% | 0.14% |
| 2006 | 0.00% | 0.07% |
Select Stocks to Compare
Popular: LGH vs SPYIEZ vs SPY
More Comparisons
Compare with similar stocks