LGH vs TOTR
Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and T. ROWE PRICE TOTAL RETURN ETF (TOTR, ETF).
5-Year PerformanceLGH has outperformed TOTR, delivering a return of +9.9% compared to -0.3%
LGH vs TOTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGH
$581M
TOTR
$579M
Expense Ratio
LGH
1.00%
Winner
TOTR
0.31%
Max Drawdown
LGH
29.60%
Winner
TOTR
24.59%
Sharpe Ratio
Winner
LGH
0.74
TOTR
0.01
5Y Beta
LGH
0.98
Winner
TOTR
0.04
P/E Ratio
LGH
29.20
TOTR
N/A
Forward P/E
LGH
21.40
TOTR
N/A
PEG Ratio
LGH
0.38
TOTR
N/A
5Y Dividends CAGR
LGH
42.11%
TOTR
N/A
5Y EPS CAGR
LGH
27.27%
TOTR
N/A
Debt to Equity
LGH
32.19%
TOTR
N/A
P/S Ratio
LGH
4.05
TOTR
N/A
P/B Ratio
LGH
6.05
TOTR
N/A
LGH vs TOTR - Holdings Comparison
LGH and TOTR have 1 common holdings. Overlap is -4.30%
LGH's top 25 holdings weight is 64.69%. TOTR's top 25 holdings weight is 37.02%.
| Rank | LGH | TOTR |
|---|---|---|
| #1 | DIREXION DAILY S&P500® BULL 3X ETF (SPXL) - 19.41% | n/a (n/a) - 4.44% |
| #2 | NVIDIA CORP (NVDA) - 7.05% | n/a (n/a) - 4.27% |
| #3 | APPLE INC (AAPL) - 6.67% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 2.55% |
| #4 | MICROSOFT CORP (MSFT) - 3.97% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.43% |
| #5 | AMAZON.COM INC (AMZN) - 3.41% | UNITED STATES TREASURY BONDS 4.125% (n/a) - 2.27% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.86% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 1.93% |
| #7 | BROADCOM INC (AVGO) - 2.52% | n/a (n/a) - 1.85% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.47% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.68% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.95% | n/a (n/a) - 1.66% |
| #10 | TESLA INC (TSLA) - 1.54% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 1.56% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.49% | n/a (n/a) - 1.41% |
| #12 | ELI LILLY AND CO (LLY) - 1.36% | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.40% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.29% | T ROWE PRICE RESV INVT FDS (n/a) - 1.39% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.07% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 1.18% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.96% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.87% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.88% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.84% |
| #18 | VISA INC CLASS A (V) - 0.82% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 0.79% |
| #19 | WALMART INC (WMT) - 0.70% | n/a (n/a) - 0.60% |
| #20 | INTEL CORP (INTC) - 0.59% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.59% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.59% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.56% |
| #22 | COSTCO WHOLESALE CORP (COST) - 0.58% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.48% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.58% | UNITED STATES TREASURY NOTES 4.875% (n/a) - 0.44% |
| #24 | CISCO SYSTEMS INC (CSCO) - 0.57% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.44% |
| #25 | CATERPILLAR INC (CAT) - 0.54% | n/a (n/a) - 0.42% |
| Total Holdings | 421 | 797 |
LGH vs TOTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGH
+0.66%
TOTR
-0.46%
3M
Winner
LGH
+8.07%
TOTR
-0.63%
6M
Winner
LGH
+3.64%
TOTR
-0.19%
1Y
Winner
LGH
+15.41%
TOTR
+3.53%
5Y(CAGR)
Winner
LGH
+9.91%
TOTR
-0.32%
Max(CAGR)
Winner
LGH
+15.17%
TOTR
-0.32%
LGH vs TOTR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | LGH | TOTR |
|---|---|---|
| 2026 | +3.32% | +0.02% |
| 2025 | +19.91% | +7.38% |
| 2024 | +28.12% | +2.87% |
| 2023 | +24.28% | +5.73% |
| 2022 | -28.20% | -15.34% |
| 2021 | +43.19% | +0.14% |
| 2020 | +17.20% | N/A |
| 2019 | +11.06% | N/A |
LGH vs TOTR Drawdown Comparison
The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.
The maximum drawdown for TOTR was -19.62%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current LGH drawdown is -2.31%. The current TOTR drawdown is -2.26%.
| Rank | LGH | TOTR |
|---|---|---|
| #1 | -29.60% Feb 19, 2020 - Aug 26, 2020 | -19.62% Nov 9, 2021 - Oct 24, 2022 |
| #2 | -29.38% Dec 29, 2021 - Mar 21, 2024 | -0.88% Oct 1, 2021 - Nov 5, 2021 |
| #3 | -18.42% Dec 6, 2024 - Jul 3, 2025 | -0.22% Nov 5, 2021 - Nov 9, 2021 |
| #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 | -6.48% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #12 | -6.09% Mar 28, 2024 - May 14, 2024 | N/A |
| #13 | -5.28% Apr 29, 2021 - Jun 4, 2021 | N/A |
| #14 | -4.55% Jan 21, 2021 - Feb 4, 2021 | N/A |
| #15 | -4.37% Jul 12, 2021 - Jul 23, 2021 | N/A |
Correlation
Correlation between LGH and TOTR is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2019 - 2026)
LGH vs TOTR dividend yield comparison.
| Year | LGH | TOTR |
|---|---|---|
| 2026 | 0.00% | 2.60% |
| 2025 | 0.38% | 5.14% |
| 2024 | 0.40% | 5.32% |
| 2023 | 0.63% | 4.71% |
| 2022 | 0.61% | 3.45% |
| 2021 | 0.14% | 0.56% |
| 2020 | 0.23% | 0.00% |
| 2019 | 0.01% | 0.00% |
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