LGH vs PCQ

Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and Pimco California Municipal Income Fund (PCQ, ETF).

5-Year PerformanceLGH has outperformed PCQ, delivering a return of +10.5% compared to -9.7%

LGH vs PCQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGH(ETF)	PCQ(ETF)
Net Assets	$556M	$556M
Expense Ratio	1.00%	N/A
Max Drawdown	29.60%	60.60%
Sharpe Ratio	1.10	0.81
5Y Beta	0.97	0.14
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%	-8.38%
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

LGH

$556M

Winner

PCQ

$556M

Expense Ratio

LGH

1.00%

PCQ

N/A

Max Drawdown

Winner

LGH

29.60%

PCQ

60.60%

Sharpe Ratio

Winner

LGH

1.10

PCQ

0.81

5Y Beta

LGH

0.97

Winner

PCQ

0.14

P/E Ratio

LGH

29.33

PCQ

N/A

Forward P/E

LGH

22.72

PCQ

N/A

PEG Ratio

LGH

0.47

PCQ

N/A

5Y Dividends CAGR

Winner

LGH

42.11%

PCQ

-8.38%

5Y EPS CAGR

LGH

27.33%

PCQ

N/A

Debt to Equity

LGH

32.18%

PCQ

N/A

P/S Ratio

LGH

4.02

PCQ

N/A

P/B Ratio

LGH

5.97

PCQ

N/A

LGH vs PCQ - Historical Returns

Returns include dividend reinvestment.

Period	LGH	PCQ
1 month	+2.25%	+1.55%
3 months	+2.70%	+0.33%
6 months	+0.50%	+3.64%
1 year	+22.84%	+9.78%
5 years(CAGR)	+10.48%	-9.71%
10 years(CAGR)	N/A	-1.43%
Max(CAGR)	+15.11%	+3.76%

Winner

LGH

+2.25%

PCQ

+1.55%

Winner

LGH

+2.70%

PCQ

+0.33%

LGH

+0.50%

Winner

PCQ

+3.64%

Winner

LGH

+22.84%

PCQ

+9.78%

5Y(CAGR)

Winner

LGH

+10.48%

PCQ

-9.71%

10Y(CAGR)

LGH

N/A

PCQ

-1.43%

Max(CAGR)

Winner

LGH

+15.11%

PCQ

+3.76%

LGH vs PCQ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	LGH	PCQ
2026	+1.14%	+3.33%
2025	+19.91%	+0.17%
2024	+28.12%	+1.28%
2023	+24.28%	-36.42%
2022	-28.20%	-15.26%
2021	+43.19%	+7.87%
2020	+17.20%	-6.19%
2019	+11.06%	+26.15%
2018	N/A	-1.10%
2017	N/A	+16.44%
2016	N/A	+5.62%
2015	N/A	+6.94%
2014	N/A	+26.59%
2013	N/A	-14.10%
2012	N/A	+25.62%
2011	N/A	+18.97%
2010	N/A	+6.14%
2009	N/A	+45.10%
2008	N/A	-41.29%
2007	N/A	-3.73%
2006	N/A	+16.83%
2005	N/A	+24.28%
2004	N/A	+8.38%
2003	N/A	+0.07%
2002	N/A	+2.59%
2001	N/A	+0.78%

LGH vs PCQ Drawdown Comparison

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

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The current LGH drawdown is -4.37%. The current PCQ drawdown is -44.87%.

Rank	LGH	PCQ
#1	-29.60% Feb 19, 2020 - Aug 26, 2020	-56.28% May 11, 2007 - Sep 9, 2010
#2	-29.38% Dec 29, 2021 - Mar 21, 2024	-54.86% Nov 12, 2021 - Oct 6, 2023
#3	-18.42% Dec 6, 2024 - Jul 3, 2025	-37.82% Dec 9, 2019 - Jul 15, 2021
#4	-13.53% Sep 2, 2020 - Nov 16, 2020	-22.43% Jan 23, 2013 - Nov 20, 2014
#5	-12.50% Jul 16, 2024 - Nov 6, 2024	-17.69% Oct 15, 2010 - Sep 29, 2011
#6	-11.29% Jan 12, 2026 - May 13, 2026	-17.09% Dec 11, 2017 - Jul 9, 2018
#7	-8.69% Sep 3, 2021 - Oct 28, 2021	-14.13% Aug 13, 2018 - Jan 28, 2019
#8	-7.29% Oct 29, 2025 - Dec 24, 2025	-13.13% Sep 8, 2016 - May 8, 2017
#9	-7.20% Nov 23, 2021 - Dec 27, 2021	-12.06% Jun 13, 2003 - Apr 1, 2004
#10	-6.95% Feb 12, 2021 - Mar 15, 2021	-11.35% Feb 2, 2015 - Oct 20, 2015
#11	-6.09% Mar 28, 2024 - May 14, 2024	-10.17% Jul 11, 2012 - Nov 28, 2012
#12	-5.28% Apr 29, 2021 - Jun 4, 2021	-9.02% Jan 30, 2012 - Apr 24, 2012
#13	-4.55% Jan 21, 2021 - Feb 4, 2021	-8.76% Apr 1, 2004 - Aug 6, 2004
#14	-4.37% Jul 12, 2021 - Jul 23, 2021	-8.05% Sep 13, 2002 - May 22, 2003
#15	-4.37% Jun 2, 2026 - Jun 5, 2026	-7.19% Aug 16, 2001 - Aug 6, 2002

Correlation

Correlation between LGH and PCQ is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2001 - 2026)

LGH vs PCQ dividend yield comparison.

Year	LGH	PCQ
2026	0.00%	2.03%
2025	0.38%	4.95%
2024	0.40%	4.78%
2023	0.63%	4.64%
2022	0.61%	5.29%
2021	0.14%	4.20%
2020	0.23%	4.39%
2019	0.01%	4.65%
2018	0.00%	5.72%
2017	0.00%	5.35%
2016	0.00%	5.89%
2015	0.00%	5.89%
2014	0.00%	5.90%
2013	0.00%	7.10%
2012	0.00%	5.80%
2011	0.00%	6.87%
2010	0.00%	7.45%
2009	0.00%	7.46%
2008	0.00%	10.68%
2007	0.00%	5.95%
2006	0.00%	5.25%
2005	0.00%	5.83%
2004	0.00%	6.83%
2003	0.00%	6.90%
2002	0.00%	6.45%
2001	0.00%	2.53%