ACWV vs. LGH ETF Comparison

Comparison of iShares MSCI All Country World Minimum Volatility Index Fund (ACWV) to HCM Defender 500 Index ETF (LGH)

ACWV

iShares MSCI All Country World Minimum Volatility Index Fund

ACWV Description

The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$113.84

Average Daily Volume

157,232

Number of Holdings ^*

138

* may have additional holdings in another (foreign) market

LGH

HCM Defender 500 Index ETF

LGH Description

The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

Grade (RS Rating)

Last Trade

$50.37

Average Daily Volume

22,967

Number of Holdings ^*

460

* may have additional holdings in another (foreign) market

Performance

Period	ACWV	LGH
30 Days	0.72%	5.61%
60 Days	7.43%	11.23%
90 Days	8.44%	-0.51%
12 Months	23.90%	37.30%

114 Overlapping Holdings

Symbol	Grade	Weight in ACWV	Weight in LGH	Overlap
ABBV	C	0.55%	0.54%	0.54%
ABT	C	0.1%	0.3%	0.1%
ACGL	A	0.64%	0.06%	0.06%
ACN	B	0.25%	0.36%	0.25%
AEE	A	0.1%	0.03%	0.03%
AEP	C	0.07%	0.08%	0.07%
AJG	C	0.31%	0.09%	0.09%
AKAM	D	0.3%	0.02%	0.02%
AMGN	D	0.37%	0.26%	0.26%
ANET	A	0.06%	0.14%	0.06%
AON	A	0.32%	0.1%	0.1%
APH	D	0.48%	0.11%	0.11%
AZO	D	0.77%	0.07%	0.07%
BAH	C	0.38%	0.03%	0.03%
BDX	C	0.23%	0.11%	0.11%
BMRN	F	0.2%	0.02%	0.02%
BMY	A	0.21%	0.18%	0.18%
BRK.A	B	0.87%	1.21%	0.87%
BRO	A	0.27%	0.03%	0.03%
CAG	D	0.05%	0.02%	0.02%
CAH	B	0.16%	0.04%	0.04%
CB	A	0.87%	0.18%	0.18%
CBOE	B	0.54%	0.04%	0.04%
CF	A	0.25%	0.02%	0.02%
CHD	D	0.44%	0.03%	0.03%
CI	D	0.25%	0.16%	0.16%
CL	D	0.39%	0.13%	0.13%
CME	A	0.22%	0.11%	0.11%
CMS	A	0.17%	0.03%	0.03%
COR	F	0.95%	0.06%	0.06%
CSCO	A	1.41%	0.33%	0.33%
CTSH	B	0.2%	0.06%	0.06%
CTVA	A	0.12%	0.07%	0.07%
DGX	D	0.15%	0.03%	0.03%
DPZ	D	0.19%	0.02%	0.02%
DUK	C	0.83%	0.14%	0.14%
EA	D	0.54%	0.06%	0.06%
ED	C	0.9%	0.05%	0.05%
ELV	F	0.53%	0.18%	0.18%
FANG	D	0.06%	0.04%	0.04%
FI	A	0.4%	0.17%	0.17%
FICO	C	0.1%	0.06%	0.06%
GD	C	0.19%	0.1%	0.1%
GDDY	B	0.53%	0.04%	0.04%
GEN	A	0.27%	0.02%	0.02%
GILD	A	0.42%	0.17%	0.17%
GIS	C	0.69%	0.07%	0.07%
GPC	D	0.05%	0.03%	0.03%
HOLX	D	0.05%	0.02%	0.02%
HSY	D	0.47%	0.04%	0.04%
HUM	F	0.35%	0.05%	0.05%
IBM	A	0.76%	0.31%	0.31%
IT	A	0.07%	0.05%	0.05%
JKHY	A	0.2%	0.02%	0.02%
JNJ	D	1.09%	0.7%	0.7%
K	B	0.55%	0.03%	0.03%
KDP	C	0.39%	0.05%	0.05%
KEYS	B	0.41%	0.04%	0.04%
KHC	F	0.36%	0.04%	0.04%
KMB	D	0.32%	0.07%	0.07%
KO	C	0.06%	0.42%	0.06%
KR	C	0.78%	0.07%	0.07%
LLY	D	0.57%	1.5%	0.57%
LMT	A	0.25%	0.23%	0.23%
LNG	A	0.13%	0.06%	0.06%
MA	A	0.17%	0.74%	0.17%
MCD	A	1.02%	0.33%	0.33%
MCK	F	1.11%	0.1%	0.1%
MDLZ	D	0.27%	0.15%	0.15%
MKL	B	0.39%	0.03%	0.03%
MMC	D	0.88%	0.16%	0.16%
MNST	D	0.11%	0.04%	0.04%
MOH	F	0.13%	0.03%	0.03%
MPC	D	0.15%	0.1%	0.1%
MRK	F	1.2%	0.44%	0.44%
MSFT	D	0.75%	6.46%	0.75%
MSI	A	1.66%	0.11%	0.11%
NEM	C	0.12%	0.07%	0.07%
NOC	B	0.79%	0.12%	0.12%
ORCL	A	0.48%	0.39%	0.39%
ORLY	A	0.56%	0.1%	0.1%
PCG	C	0.1%	0.07%	0.07%
PEP	F	1.09%	0.35%	0.35%
PG	D	0.83%	0.63%	0.63%
PGR	B	0.81%	0.22%	0.22%
PTC	B	0.2%	0.03%	0.03%
REGN	D	0.8%	0.16%	0.16%
ROP	D	1.3%	0.08%	0.08%
RSG	D	1.11%	0.06%	0.06%
SJM	D	0.29%	0.02%	0.02%
SO	A	0.82%	0.15%	0.15%
T	B	0.25%	0.24%	0.24%
TDY	A	0.1%	0.03%	0.03%
TJX	D	0.35%	0.2%	0.2%
TMUS	A	1.72%	0.16%	0.16%
TPL	A	0.07%	0.03%	0.03%
TRGP	A	0.06%	0.05%	0.05%
TRV	B	0.28%	0.08%	0.08%
TSN	D	0.29%	0.03%	0.03%
ULTA	D	0.17%	0.03%	0.03%
UNH	B	0.8%	1.07%	0.8%
V	B	0.52%	0.89%	0.52%
VRSN	C	0.36%	0.03%	0.03%
VRTX	D	1.06%	0.18%	0.18%
VZ	C	0.81%	0.29%	0.29%
WDAY	D	0.09%	0.07%	0.07%
WEC	B	0.66%	0.04%	0.04%
WM	B	1.36%	0.12%	0.12%
WMT	A	1.69%	0.51%	0.51%
WRB	C	0.38%	0.03%	0.03%
WTW	C	0.09%	0.04%	0.04%
XEL	C	0.1%	0.06%	0.06%
XOM	A	0.1%	1.07%	0.1%
YUM	C	0.24%	0.06%	0.06%

ACWV Overweight 24 Positions Relative to LGH

Symbol	Grade	Weight
L	C	0.38%
CHT	C	0.38%
UTHR	C	0.37%
WCN	D	0.37%
ERIE	A	0.34%
INCY	B	0.32%
JNPR	C	0.32%
FFIV	B	0.32%
NBIX	F	0.29%
HRL	F	0.24%
CPB	D	0.24%
ROL	C	0.21%
FWONK	D	0.2%
FCNCA	D	0.19%
WIT	C	0.11%
AIZ	B	0.11%
AZPN	A	0.1%
EG	A	0.1%
HSIC	D	0.06%
CHRW	C	0.06%
DINO	F	0.06%
ACI	F	0.05%
KNX	D	0.05%
HKD	C	0.0%

ACWV Underweight 346 Positions Relative to LGH

Symbol	Grade	Weight
SPXL	A	-17.18%
AAPL	C	-6.97%
NVDA	B	-6.01%
AMZN	C	-3.52%
META	A	-2.56%
GOOGL	B	-1.93%
GOOG	B	-1.68%
AVGO	B	-1.48%
TSLA	C	-1.37%
JPM	C	-1.18%
HD	A	-0.63%
COST	C	-0.6%
NFLX	A	-0.45%
BAC	B	-0.42%
CVX	B	-0.4%
CRM	B	-0.39%
AMD	C	-0.39%
TMO	D	-0.37%
ADBE	F	-0.34%
LIN	C	-0.34%
GE	B	-0.3%
WFC	B	-0.3%
PM	D	-0.29%
CAT	A	-0.29%
DHR	D	-0.28%
TXN	C	-0.28%
RTX	A	-0.27%
QCOM	D	-0.27%
NEE	C	-0.27%
CMCSA	B	-0.26%
NOW	B	-0.26%
PFE	D	-0.26%
ISRG	C	-0.26%
DIS	D	-0.25%
INTU	F	-0.24%
AMAT	C	-0.24%
SPGI	C	-0.24%
LOW	C	-0.24%
GS	B	-0.24%
AXP	A	-0.23%
UNP	F	-0.22%
MS	A	-0.21%
UBER	C	-0.21%
BKNG	B	-0.21%
COP	D	-0.2%
HON	C	-0.2%
ETN	B	-0.19%
MDT	C	-0.19%
C	B	-0.18%
PLD	D	-0.18%
BSX	A	-0.18%
SBUX	B	-0.17%
ADI	B	-0.17%
AMT	D	-0.17%
ADP	A	-0.17%
SYK	C	-0.17%
NKE	D	-0.16%
MU	D	-0.16%
BX	C	-0.16%
DE	C	-0.16%
LRCX	D	-0.15%
KLAC	B	-0.15%
UPS	D	-0.15%
MO	D	-0.14%
INTC	D	-0.14%
PANW	B	-0.14%
BA	F	-0.13%
PYPL	A	-0.13%
TT	A	-0.13%
CEG	A	-0.13%
SCHW	D	-0.13%
SHW	C	-0.13%
HCA	C	-0.13%
ICE	A	-0.13%
ZTS	C	-0.13%
ITW	C	-0.12%
EQIX	C	-0.12%
PH	A	-0.12%
KKR	A	-0.12%
CVS	D	-0.12%
SNPS	F	-0.11%
MMM	C	-0.11%
EOG	B	-0.11%
MCO	D	-0.11%
PNC	C	-0.11%
FCX	B	-0.11%
USB	C	-0.1%
CMG	C	-0.1%
GEV	A	-0.1%
WELL	C	-0.1%
CSX	D	-0.1%
GM	D	-0.1%
PLTR	A	-0.1%
CTAS	C	-0.1%
TGT	C	-0.1%
CARR	A	-0.1%
CDNS	D	-0.1%
PSA	C	-0.09%
SPG	A	-0.09%
APD	C	-0.09%
PSX	D	-0.09%
TTD	A	-0.09%
FDX	F	-0.09%
MRVL	C	-0.09%
WMB	A	-0.09%
SLB	D	-0.09%
DHI	C	-0.09%
TDG	A	-0.09%
AFL	A	-0.09%
MAR	A	-0.09%
EMR	B	-0.09%
ECL	C	-0.09%
CRWD	D	-0.09%
AIG	C	-0.08%
URI	C	-0.08%
D	A	-0.08%
JCI	C	-0.08%
ABNB	D	-0.08%
SRE	C	-0.08%
FTNT	A	-0.08%
MET	A	-0.08%
BK	A	-0.08%
APO	A	-0.08%
NSC	C	-0.08%
COF	A	-0.08%
TFC	D	-0.08%
HLT	A	-0.08%
ADSK	B	-0.08%
OKE	A	-0.08%
PEG	A	-0.07%
OTIS	A	-0.07%
CMI	A	-0.07%
MSCI	B	-0.07%
PRU	B	-0.07%
LEN	C	-0.07%
LHX	A	-0.07%
A	B	-0.07%
FIS	A	-0.07%
ROST	D	-0.07%
CCI	D	-0.07%
AMP	A	-0.07%
VRT	B	-0.07%
KMI	A	-0.07%
PCAR	D	-0.07%
VLO	F	-0.07%
DLR	C	-0.07%
ALL	A	-0.07%
BKR	B	-0.06%
SQ	D	-0.06%
GWW	B	-0.06%
ODFL	F	-0.06%
DD	C	-0.06%
DOW	B	-0.06%
AME	C	-0.06%
VRSK	D	-0.06%
HES	D	-0.06%
HIG	A	-0.06%
NUE	D	-0.06%
IDXX	D	-0.06%
EFX	D	-0.06%
CNC	F	-0.06%
EW	F	-0.06%
SYY	D	-0.06%
HWM	A	-0.06%
KVUE	C	-0.06%
MCHP	F	-0.06%
DASH	A	-0.06%
EXC	C	-0.06%
IQV	F	-0.06%
FAST	C	-0.06%
STZ	D	-0.06%
CBRE	C	-0.06%
PAYX	B	-0.06%
PWR	A	-0.06%
F	D	-0.06%
MPWR	B	-0.06%
O	C	-0.06%
CPRT	B	-0.06%
SMCI	F	-0.05%
SNOW	F	-0.05%
DELL	C	-0.05%
ROK	D	-0.05%
CDW	D	-0.05%
CHTR	D	-0.05%
WAB	A	-0.05%
ON	F	-0.05%
HPQ	B	-0.05%
ADM	F	-0.05%
MTD	C	-0.05%
EBAY	A	-0.05%
DFS	A	-0.05%
AVB	C	-0.05%
GEHC	C	-0.05%
GLW	C	-0.05%
RMD	C	-0.05%
ALNY	C	-0.05%
FITB	C	-0.05%
DDOG	B	-0.05%
MLM	F	-0.05%
VMC	D	-0.05%
XYL	C	-0.05%
EIX	C	-0.05%
VICI	C	-0.05%
PHM	C	-0.05%
COIN	F	-0.05%
OXY	D	-0.05%
IR	A	-0.05%
RCL	B	-0.05%
EXR	D	-0.05%
VEEV	C	-0.05%
NTAP	D	-0.04%
BR	B	-0.04%
ES	D	-0.04%
FE	C	-0.04%
RJF	B	-0.04%
DXCM	F	-0.04%
CSL	A	-0.04%
LYB	B	-0.04%
TTWO	D	-0.04%
NET	D	-0.04%
STT	A	-0.04%
DTE	B	-0.04%
HPE	B	-0.04%
PPL	C	-0.04%
FSLR	C	-0.04%
DVN	F	-0.04%
AXON	A	-0.04%
GPN	F	-0.04%
ETR	A	-0.04%
EQR	C	-0.04%
NVR	C	-0.04%
ANSS	D	-0.04%
TEAM	D	-0.04%
HAL	D	-0.04%
SBAC	C	-0.04%
NDAQ	C	-0.04%
WY	C	-0.04%
DAL	C	-0.04%
DOV	C	-0.04%
CSGP	F	-0.04%
IFF	D	-0.04%
BIIB	F	-0.04%
AWK	D	-0.04%
MTB	A	-0.04%
GRMN	D	-0.04%
ILMN	B	-0.04%
FTV	C	-0.04%
VTR	C	-0.04%
TSCO	A	-0.04%
IRM	B	-0.04%
PPG	D	-0.04%
SUI	D	-0.03%
TXT	F	-0.03%
DG	F	-0.03%
STLD	C	-0.03%
ENTG	D	-0.03%
ALGN	D	-0.03%
CTRA	D	-0.03%
ARE	D	-0.03%
AVY	D	-0.03%
ATO	A	-0.03%
EXPE	B	-0.03%
PFG	A	-0.03%
CLX	C	-0.03%
LNT	B	-0.03%
NTRS	B	-0.03%
MKC	C	-0.03%
MAA	D	-0.03%
SWK	C	-0.03%
LUV	B	-0.03%
DECK	B	-0.03%
CPAY	A	-0.03%
PKG	B	-0.03%
TRU	C	-0.03%
WBD	F	-0.03%
TYL	D	-0.03%
ESS	D	-0.03%
OMC	C	-0.03%
ZBH	F	-0.03%
CINF	A	-0.03%
BALL	C	-0.03%
HBAN	B	-0.03%
HUBB	A	-0.03%
WAT	B	-0.03%
WST	D	-0.03%
EL	D	-0.03%
DRI	C	-0.03%
PINS	D	-0.03%
INVH	D	-0.03%
BAX	D	-0.03%
MAS	C	-0.03%
ARES	A	-0.03%
WDC	C	-0.03%
STX	C	-0.03%
RF	B	-0.03%
TER	C	-0.03%
HUBS	D	-0.03%
MRNA	F	-0.03%
STE	D	-0.03%
TROW	D	-0.03%
BBY	C	-0.03%
VLTO	A	-0.03%
LDOS	A	-0.03%
LW	D	-0.02%
HST	D	-0.02%
WPC	C	-0.02%
ALB	D	-0.02%
EVRG	C	-0.02%
EPAM	F	-0.02%
VTRS	D	-0.02%
RPM	A	-0.02%
KIM	C	-0.02%
ENPH	F	-0.02%
BG	F	-0.02%
JBL	C	-0.02%
AVTR	D	-0.02%
SSNC	C	-0.02%
EQT	C	-0.02%
JBHT	D	-0.02%
IP	C	-0.02%
KEY	B	-0.02%
UAL	A	-0.02%
PODD	C	-0.02%
FDS	C	-0.02%
RVTY	C	-0.02%
LPLA	D	-0.02%
TRMB	B	-0.02%
J	F	-0.02%
DLTR	F	-0.02%
CFG	C	-0.02%
IEX	D	-0.02%
RS	D	-0.02%
EXPD	D	-0.02%
POOL	D	-0.02%
LVS	B	-0.02%
SWKS	F	-0.02%
ZM	B	-0.02%
MDB	D	-0.02%
CNP	B	-0.02%
RBLX	D	-0.02%
MRO	B	-0.02%
SYF	A	-0.02%
ZBRA	B	-0.02%
WBA	F	-0.01%
APA	F	-0.01%
LKQ	F	-0.01%