LGH vs IPKW
Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).
5-Year PerformanceIPKW has outperformed LGH, delivering a return of +11.7% compared to +9.7%
LGH vs IPKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGH
$574M
IPKW
$573M
Expense Ratio
LGH
1.00%
Winner
IPKW
0.55%
Max Drawdown
Winner
LGH
29.60%
IPKW
50.31%
Sharpe Ratio
LGH
0.71
Winner
IPKW
1.08
5Y Beta
LGH
0.97
Winner
IPKW
0.70
P/E Ratio
LGH
25.76
IPKW
N/A
Forward P/E
LGH
20.62
IPKW
N/A
PEG Ratio
LGH
0.34
IPKW
N/A
5Y Dividends CAGR
Winner
LGH
42.11%
IPKW
28.27%
5Y EPS CAGR
LGH
31.52%
IPKW
N/A
Debt to Equity
LGH
51.14%
IPKW
N/A
P/S Ratio
LGH
4.07
IPKW
N/A
P/B Ratio
LGH
6.06
IPKW
N/A
LGH vs IPKW - Holdings Comparison
LGH and IPKW have 1 common holdings. Overlap is -0.01%
LGH's top 25 holdings weight is 62.94%. IPKW's top 25 holdings weight is 73.62%.
| Rank | LGH | IPKW |
|---|---|---|
| #1 | DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 19.83% | MEITUAN CLASS B (n/a) - 5.75% |
| #2 | NVIDIA CORP (NVDA) - 7.13% | SHELL PLC (n/a) - 5.44% |
| #3 | APPLE INC (AAPL) - 6.40% | MITSUBISHI CORP (n/a) - 5.03% |
| #4 | MICROSOFT CORP (MSFT) - 4.85% | ING GROEP NV (n/a) - 5.02% |
| #5 | AMAZON.COM INC (AMZN) - 3.48% | STANDARD CHARTERED PLC (n/a) - 4.82% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.67% | SOCIETE GENERALE SA (n/a) - 4.64% |
| #7 | BROADCOM INC (AVGO) - 2.40% | NOVARTIS AG REGISTERED SHARES (n/a) - 4.64% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.30% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 3.91% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.56% | EQUINOR ASA (n/a) - 3.04% |
| #10 | ELI LILLY AND CO (LLY) - 1.41% | VODAFONE GROUP PLC (n/a) - 2.80% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.39% | ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 2.72% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.33% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 2.65% |
| #13 | TESLA INC (TSLA) - 1.28% | HONDA MOTOR CO LTD (n/a) - 2.60% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% | AIB GROUP PLC (n/a) - 2.38% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% | SOMPO HOLDINGS INC (n/a) - 2.10% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | CANON INC (n/a) - 2.04% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.88% | IMPERIAL BRANDS PLC (n/a) - 2.02% |
| #18 | VISA INC CLASS A (V) - 0.82% | GEBERIT AG (n/a) - 1.96% |
| #19 | WALMART INC (WMT) - 0.69% | SEVEN & I HOLDINGS CO LTD (n/a) - 1.66% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.60% | BANCO DE SABADELL SA (n/a) - 1.62% |
| #21 | CHARLES SCHWAB CORP (SCHW) - 0.22% | KYOCERA CORP (n/a) - 1.62% |
| #22 | ANALOG DEVICES INC (ADI) - 0.22% | n/a (n/a) - 1.56% |
| #23 | GILEAD SCIENCES INC (GILD) - 0.22% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.37% |
| #24 | NEXTERA ENERGY INC (NEE) - 0.22% | CGI INC CLASS A (n/a) - 1.17% |
| #25 | TJX COMPANIES INC (TJX) - 0.21% | A P MOLLER MAERSK AS CLASS B (n/a) - 1.06% |
| Total Holdings | 379 | 193 |
LGH vs IPKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGH
+4.95%
IPKW
+2.46%
3M
LGH
+2.31%
Winner
IPKW
+3.67%
6M
Winner
LGH
+5.32%
IPKW
+3.59%
1Y
LGH
+14.78%
Winner
IPKW
+20.66%
5Y(CAGR)
LGH
+9.75%
Winner
IPKW
+11.70%
10Y(CAGR)
LGH
N/A
IPKW
+11.73%
Max(CAGR)
Winner
LGH
+15.41%
IPKW
+10.56%
LGH vs IPKW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LGH | IPKW |
|---|---|---|
| 2026 | +6.29% | +10.12% |
| 2025 | +19.91% | +46.10% |
| 2024 | +28.12% | +11.33% |
| 2023 | +24.28% | +15.49% |
| 2022 | -28.20% | -13.61% |
| 2021 | +43.19% | +11.57% |
| 2020 | +17.20% | +15.28% |
| 2019 | +11.06% | +19.76% |
| 2018 | N/A | -21.98% |
| 2017 | N/A | +33.30% |
| 2016 | N/A | +13.54% |
| 2015 | N/A | +7.30% |
| 2014 | N/A | -0.62% |
LGH vs IPKW Drawdown Comparison
The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.
The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The current LGH drawdown is -2.23%. The current IPKW drawdown is -1.68%.
| Rank | LGH | IPKW |
|---|---|---|
| #1 | -29.60% Feb 19, 2020 - Aug 26, 2020 | -47.21% Jan 26, 2018 - Dec 2, 2020 |
| #2 | -29.38% Dec 29, 2021 - Mar 21, 2024 | -33.13% Jun 7, 2021 - May 14, 2024 |
| #3 | -18.42% Dec 6, 2024 - Jul 3, 2025 | -19.10% May 15, 2015 - Apr 19, 2016 |
| #4 | -13.53% Sep 2, 2020 - Nov 16, 2020 | -17.78% Mar 19, 2025 - May 16, 2025 |
| #5 | -12.50% Jul 16, 2024 - Nov 6, 2024 | -13.05% Apr 20, 2016 - Sep 6, 2016 |
| #6 | -11.29% Jan 12, 2026 - May 13, 2026 | -12.29% Jul 3, 2014 - Mar 19, 2015 |
| #7 | -8.69% Sep 3, 2021 - Oct 28, 2021 | -9.14% Feb 9, 2026 - May 6, 2026 |
| #8 | -7.29% Oct 29, 2025 - Dec 24, 2025 | -8.01% Oct 7, 2024 - Feb 6, 2025 |
| #9 | -7.20% Nov 23, 2021 - Dec 27, 2021 | -7.53% Jul 17, 2024 - Aug 19, 2024 |
| #10 | -6.95% Feb 12, 2021 - Mar 15, 2021 | -6.36% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -6.48% Jun 2, 2026 - Aug 4, 2026 | -5.94% May 6, 2026 - Jul 29, 2026 |
| #12 | -6.09% Mar 28, 2024 - May 14, 2024 | -5.62% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -5.28% Apr 29, 2021 - Jun 4, 2021 | -5.08% Mar 6, 2014 - May 12, 2014 |
| #14 | -4.55% Jan 21, 2021 - Feb 4, 2021 | -4.99% Jan 21, 2021 - Feb 8, 2021 |
| #15 | -4.37% Jul 12, 2021 - Jul 23, 2021 | -4.71% May 7, 2021 - May 27, 2021 |
Correlation
Correlation between LGH and IPKW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
LGH vs IPKW dividend yield comparison.
| Year | LGH | IPKW |
|---|---|---|
| 2026 | 0.00% | 1.67% |
| 2025 | 0.38% | 3.55% |
| 2024 | 0.40% | 4.12% |
| 2023 | 0.63% | 2.66% |
| 2022 | 0.61% | 3.77% |
| 2021 | 0.14% | 7.37% |
| 2020 | 0.23% | 1.45% |
| 2019 | 0.01% | 2.41% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.41% |
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