LGH vs VKQ

Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and Invesco Municipal Trust (VKQ, ETF).

5-Year PerformanceLGH has outperformed VKQ, delivering a return of +10.5% compared to -0.9%

LGH vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGH(ETF)	VKQ(ETF)
Net Assets	$556M	$556M
Expense Ratio	1.00%	N/A
Max Drawdown	29.60%	55.10%
Sharpe Ratio	1.10	1.20
5Y Beta	0.97	0.20
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%	4.14%
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

VKQ

$556M

Expense Ratio

LGH

1.00%

VKQ

N/A

Max Drawdown

Winner

LGH

29.60%

VKQ

55.10%

Sharpe Ratio

LGH

1.10

Winner

VKQ

1.20

5Y Beta

LGH

0.97

Winner

VKQ

0.20

P/E Ratio

LGH

29.33

VKQ

N/A

Forward P/E

LGH

22.72

VKQ

N/A

PEG Ratio

LGH

0.47

VKQ

N/A

5Y Dividends CAGR

Winner

LGH

42.11%

VKQ

4.14%

5Y EPS CAGR

LGH

27.33%

VKQ

N/A

Debt to Equity

LGH

32.18%

VKQ

N/A

P/S Ratio

LGH

4.02

VKQ

N/A

P/B Ratio

LGH

5.97

VKQ

N/A

LGH vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	LGH	VKQ
1 month	+2.25%	+1.17%
3 months	+2.70%	+0.82%
6 months	+0.50%	+4.80%
1 year	+22.84%	+14.19%
5 years(CAGR)	+10.48%	-0.89%
10 years(CAGR)	N/A	+2.27%
Max(CAGR)	+15.11%	+4.97%

Winner

LGH

+2.25%

VKQ

+1.17%

Winner

LGH

+2.70%

VKQ

+0.82%

LGH

+0.50%

Winner

VKQ

+4.80%

Winner

LGH

+22.84%

VKQ

+14.19%

5Y(CAGR)

Winner

LGH

+10.48%

VKQ

-0.89%

10Y(CAGR)

LGH

N/A

VKQ

+2.27%

Max(CAGR)

Winner

LGH

+15.11%

VKQ

+4.97%

LGH vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LGH	VKQ
2026	+1.14%	+3.37%
2025	+19.91%	+5.95%
2024	+28.12%	+9.60%
2023	+24.28%	+1.27%
2022	-28.20%	-22.51%
2021	+43.19%	+10.50%
2020	+17.20%	+8.50%
2019	+11.06%	+15.02%
2018	N/A	-6.10%
2017	N/A	+7.88%
2016	N/A	+1.23%
2015	N/A	+7.45%
2014	N/A	+16.72%
2013	N/A	-16.55%
2012	N/A	+10.08%
2011	N/A	+20.62%
2010	N/A	+3.27%
2009	N/A	+49.36%
2008	N/A	-36.79%
2007	N/A	+1.29%
2006	N/A	+18.83%
2005	N/A	+3.17%
2004	N/A	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

LGH vs VKQ Drawdown Comparison

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

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current LGH drawdown is -4.37%. The current VKQ drawdown is -8.02%.

Rank	LGH	VKQ
#1	-29.60% Feb 19, 2020 - Aug 26, 2020	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-29.38% Dec 29, 2021 - Mar 21, 2024	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-18.42% Dec 6, 2024 - Jul 3, 2025	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-13.53% Sep 2, 2020 - Nov 16, 2020	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-12.50% Jul 16, 2024 - Nov 6, 2024	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-11.29% Jan 12, 2026 - May 13, 2026	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-8.69% Sep 3, 2021 - Oct 28, 2021	-14.76% May 11, 2007 - Jan 23, 2008
#8	-7.29% Oct 29, 2025 - Dec 24, 2025	-14.41% Aug 12, 2016 - May 13, 2019
#9	-7.20% Nov 23, 2021 - Dec 27, 2021	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-6.95% Feb 12, 2021 - Mar 15, 2021	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-6.09% Mar 28, 2024 - May 14, 2024	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-5.28% Apr 29, 2021 - Jun 4, 2021	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-4.55% Jan 21, 2021 - Feb 4, 2021	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-4.37% Jul 12, 2021 - Jul 23, 2021	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-4.37% Jun 2, 2026 - Jun 5, 2026	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between LGH and VKQ is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2000 - 2026)

LGH vs VKQ dividend yield comparison.

Year	LGH	VKQ
2026	0.00%	3.23%
2025	0.38%	7.81%
2024	0.40%	6.43%
2023	0.63%	4.60%
2022	0.61%	5.63%
2021	0.14%	4.71%
2020	0.23%	4.65%
2019	0.01%	4.96%
2018	0.00%	5.98%
2017	0.00%	5.78%
2016	0.00%	6.44%
2015	0.00%	6.39%
2014	0.00%	6.38%
2013	0.00%	7.38%
2012	0.00%	6.64%
2011	0.00%	6.86%
2010	0.00%	7.69%
2009	0.00%	6.76%
2008	0.00%	9.27%
2007	0.00%	5.28%
2006	0.00%	4.92%
2005	0.00%	7.90%
2004	0.00%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%