ESG vs. LGH ETF Comparison

Comparison of FlexShares STOXX US ESG Impact Index Fund (ESG) to HCM Defender 500 Index ETF (LGH)

ESG

FlexShares STOXX US ESG Impact Index Fund

ESG Description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$138.03

Average Daily Volume

5,484

Number of Holdings ^*

259

* 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

$52.09

Average Daily Volume

23,282

Number of Holdings ^*

452

* may have additional holdings in another (foreign) market

Performance

Period	ESG	LGH
30 Days	0.51%	1.31%
60 Days	2.42%	5.09%
90 Days	4.79%	6.71%
12 Months	25.71%	36.06%

224 Overlapping Holdings

	Symbol	Grade	Weight in ESG	Weight in LGH	Overlap
	A	F	0.06%	0.06%	0.06%
	AAPL	C	4.84%	6.46%	4.84%
	ABT	A	0.66%	0.29%	0.29%
	ACN	C	1.12%	0.34%	0.34%
	ADBE	D	0.76%	0.33%	0.33%
	ADM	D	0.08%	0.04%	0.04%
	ADP	B	0.5%	0.18%	0.18%
	ADSK	B	0.33%	0.09%	0.09%
	AEP	C	0.2%	0.07%	0.07%
	AFL	C	0.23%	0.08%	0.08%
	AIG	C	0.08%	0.07%	0.07%
	AJG	B	0.16%	0.09%	0.09%
	AKAM	F	0.03%	0.02%	0.02%
	ALL	A	0.08%	0.07%	0.07%
	AMAT	F	0.5%	0.21%	0.21%
	AMD	F	0.74%	0.33%	0.33%
	AMT	D	0.37%	0.13%	0.13%
	AMZN	B	5.34%	3.73%	3.73%
	AON	B	0.27%	0.1%	0.1%
	APO	A	0.35%	0.09%	0.09%
	ARE	F	0.05%	0.02%	0.02%
	AVGO	C	1.95%	1.43%	1.43%
	AVTR	F	0.02%	0.02%	0.02%
	AWK	C	0.13%	0.04%	0.04%
	AZO	C	0.09%	0.07%	0.07%
	BAC	A	1.03%	0.46%	0.46%
	BALL	D	0.07%	0.03%	0.03%
	BAX	F	0.04%	0.03%	0.03%
	BBY	D	0.09%	0.03%	0.03%
	BDX	F	0.11%	0.1%	0.1%
	BG	D	0.03%	0.02%	0.02%
	BK	B	0.23%	0.08%	0.08%
	BKNG	A	0.55%	0.24%	0.24%
	BKR	B	0.1%	0.06%	0.06%
	BMY	A	0.39%	0.18%	0.18%
	BR	B	0.09%	0.04%	0.04%
	BRK.A	B	3.02%	1.15%	1.15%
	BSX	A	0.21%	0.18%	0.18%
	C	B	0.64%	0.18%	0.18%
	CAG	F	0.03%	0.02%	0.02%
	CAH	B	0.09%	0.04%	0.04%
	CAT	C	0.31%	0.27%	0.27%
	CB	C	0.26%	0.16%	0.16%
	CBRE	B	0.2%	0.06%	0.06%
	CDNS	B	0.13%	0.11%	0.11%
	CEG	C	0.18%	0.1%	0.1%
	CI	D	0.3%	0.14%	0.14%
	CL	D	0.31%	0.11%	0.11%
	CLX	A	0.1%	0.03%	0.03%
	CMG	C	0.27%	0.1%	0.1%
	CMI	A	0.17%	0.07%	0.07%
	CMS	C	0.05%	0.03%	0.03%
	COST	A	1.01%	0.59%	0.59%
	CRM	B	0.53%	0.44%	0.44%
	CRWD	B	0.26%	0.11%	0.11%
	CSCO	B	0.96%	0.34%	0.34%
	CTAS	B	0.37%	0.1%	0.1%
	CTSH	C	0.1%	0.06%	0.06%
	CTVA	C	0.06%	0.06%	0.06%
	CVS	F	0.28%	0.1%	0.1%
	CVX	A	1.36%	0.38%	0.38%
	D	C	0.08%	0.07%	0.07%
	DD	D	0.12%	0.05%	0.05%
	DE	C	0.44%	0.14%	0.14%
	DECK	A	0.11%	0.03%	0.03%
	DFS	B	0.18%	0.06%	0.06%
	DG	F	0.02%	0.02%	0.02%
	DIS	B	0.81%	0.25%	0.25%
	DLTR	F	0.04%	0.02%	0.02%
	DOV	B	0.05%	0.04%	0.04%
	DOW	F	0.1%	0.04%	0.04%
	DPZ	C	0.04%	0.02%	0.02%
	DUK	C	0.21%	0.12%	0.12%
	EA	A	0.13%	0.06%	0.06%
	EBAY	D	0.1%	0.04%	0.04%
	ECL	D	0.17%	0.09%	0.09%
	ED	C	0.05%	0.04%	0.04%
	EIX	C	0.13%	0.04%	0.04%
	EL	F	0.06%	0.02%	0.02%
	ELV	F	0.39%	0.14%	0.14%
	EMR	A	0.12%	0.1%	0.1%
	ESS	A	0.06%	0.03%	0.03%
	ETR	A	0.08%	0.04%	0.04%
	EW	C	0.13%	0.06%	0.06%
	EXPD	D	0.03%	0.02%	0.02%
	EXPE	B	0.07%	0.03%	0.03%
	FANG	D	0.05%	0.04%	0.04%
	FCX	F	0.15%	0.09%	0.09%
	FDS	B	0.1%	0.02%	0.02%
	FDX	B	0.22%	0.09%	0.09%
	FITB	B	0.08%	0.05%	0.05%
	FTV	D	0.1%	0.04%	0.04%
	GEHC	D	0.17%	0.04%	0.04%
	GEN	B	0.07%	0.02%	0.02%
	GILD	C	0.28%	0.17%	0.17%
	GIS	F	0.18%	0.05%	0.05%
	GLW	B	0.06%	0.05%	0.05%
	GM	B	0.32%	0.12%	0.12%
	GS	B	0.92%	0.28%	0.28%
	GWW	B	0.17%	0.06%	0.06%
	HBAN	B	0.06%	0.04%	0.04%
	HD	A	0.99%	0.58%	0.58%
	HIG	B	0.14%	0.05%	0.05%
	HLT	A	0.25%	0.09%	0.09%
	HOLX	D	0.06%	0.02%	0.02%
	HPE	B	0.12%	0.04%	0.04%
	HPQ	B	0.17%	0.05%	0.05%
	HSY	F	0.1%	0.04%	0.04%
	HUBS	B	0.14%	0.04%	0.04%
	IBM	C	0.95%	0.27%	0.27%
	ICE	C	0.44%	0.12%	0.12%
	IDXX	F	0.06%	0.05%	0.05%
	IEX	B	0.04%	0.02%	0.02%
	INTC	C	0.53%	0.14%	0.14%
	INTU	B	0.48%	0.26%	0.26%
	IQV	F	0.12%	0.05%	0.05%
	IRM	C	0.13%	0.04%	0.04%
	IT	C	0.17%	0.05%	0.05%
	ITW	B	0.13%	0.11%	0.11%
	JBL	C	0.03%	0.02%	0.02%
	JNJ	D	1.79%	0.62%	0.62%
	JPM	A	3.38%	1.28%	1.28%
	K	B	0.09%	0.03%	0.03%
	KDP	D	0.06%	0.04%	0.04%
	KEY	B	0.05%	0.02%	0.02%
	KHC	F	0.09%	0.03%	0.03%
	KLAC	F	0.15%	0.12%	0.12%
	KMB	C	0.22%	0.06%	0.06%
	KO	D	1.2%	0.35%	0.35%
	KR	B	0.2%	0.07%	0.07%
	LLY	F	2.2%	1.29%	1.29%
	LNG	A	0.08%	0.07%	0.07%
	LNT	A	0.05%	0.03%	0.03%
	LOW	C	0.51%	0.22%	0.22%
	LRCX	F	0.24%	0.13%	0.13%
	LVS	B	0.04%	0.02%	0.02%
	MA	B	1.06%	0.74%	0.74%
	MAR	B	0.28%	0.1%	0.1%
	MAS	D	0.03%	0.03%	0.03%
	MCD	D	0.35%	0.31%	0.31%
	MCK	A	0.26%	0.12%	0.12%
	MCO	D	0.13%	0.1%	0.1%
	MDLZ	F	0.36%	0.13%	0.13%
	MDT	D	0.36%	0.17%	0.17%
	MET	A	0.2%	0.08%	0.08%
	META	C	5.19%	2.45%	2.45%
	MKC	D	0.06%	0.02%	0.02%
	MMC	D	0.27%	0.15%	0.15%
	MRK	F	1.02%	0.36%	0.36%
	MRNA	F	0.04%	0.02%	0.02%
	MRO	A	0.05%	0.02%	0.02%
	MS	A	0.26%	0.24%	0.24%
	MSCI	B	0.12%	0.06%	0.06%
	MSFT	D	4.72%	6.13%	4.72%
	MU	D	0.54%	0.15%	0.15%
	NDAQ	A	0.13%	0.04%	0.04%
	NEM	D	0.19%	0.05%	0.05%
	NKE	F	0.22%	0.13%	0.13%
	NOW	B	0.36%	0.29%	0.29%
	NTAP	C	0.08%	0.03%	0.03%
	OMC	C	0.1%	0.03%	0.03%
	ORCL	A	0.74%	0.41%	0.41%
	OTIS	C	0.16%	0.06%	0.06%
	PANW	B	0.32%	0.16%	0.16%
	PEG	C	0.14%	0.06%	0.06%
	PFE	F	0.36%	0.22%	0.22%
	PFG	C	0.08%	0.03%	0.03%
	PG	C	1.94%	0.57%	0.57%
	PPL	A	0.04%	0.04%	0.04%
	PSA	C	0.09%	0.07%	0.07%
	PYPL	B	0.29%	0.13%	0.13%
	QCOM	F	0.6%	0.25%	0.25%
	RF	A	0.06%	0.04%	0.04%
	ROK	B	0.13%	0.04%	0.04%
	ROST	D	0.2%	0.06%	0.06%
	RSG	A	0.07%	0.06%	0.06%
	SBUX	A	0.19%	0.16%	0.16%
	SHW	C	0.15%	0.12%	0.12%
	SLB	C	0.31%	0.09%	0.09%
	SMCI	F	0.05%	0.02%	0.02%
	SNPS	C	0.21%	0.11%	0.11%
	SPGI	D	0.65%	0.22%	0.22%
	SRE	A	0.14%	0.08%	0.08%
	STT	B	0.07%	0.04%	0.04%
	STX	D	0.03%	0.03%	0.03%
	STZ	D	0.07%	0.05%	0.05%
	SUI	C	0.05%	0.02%	0.02%
	SWK	F	0.04%	0.02%	0.02%
	SYK	A	0.56%	0.18%	0.18%
	TFC	A	0.21%	0.09%	0.09%
	TGT	B	0.29%	0.1%	0.1%
	TJX	A	0.67%	0.19%	0.19%
	TRV	A	0.24%	0.08%	0.08%
	TSCO	D	0.12%	0.04%	0.04%
	TSLA	A	2.83%	1.7%	1.7%
	TSN	B	0.03%	0.03%	0.03%
	TT	A	0.38%	0.13%	0.13%
	TXN	C	0.62%	0.27%	0.27%
	UBER	F	0.49%	0.19%	0.19%
	UNH	C	0.91%	1.04%	0.91%
	UNP	D	0.58%	0.2%	0.2%
	USB	B	0.39%	0.1%	0.1%
	V	A	2.11%	0.93%	0.93%
	VICI	C	0.17%	0.05%	0.05%
	VLO	C	0.11%	0.07%	0.07%
	VRSK	B	0.13%	0.06%	0.06%
	VRTX	D	0.4%	0.18%	0.18%
	VTR	B	0.07%	0.04%	0.04%
	VZ	C	0.28%	0.24%	0.24%
	WAB	B	0.09%	0.05%	0.05%
	WDC	F	0.11%	0.03%	0.03%
	WELL	A	0.32%	0.1%	0.1%
	WM	B	0.13%	0.13%	0.13%
	WMT	A	1.82%	0.5%	0.5%
	WST	D	0.04%	0.03%	0.03%
	WTW	B	0.15%	0.04%	0.04%
	WY	D	0.11%	0.04%	0.04%
	XEL	A	0.06%	0.06%	0.06%
	XOM	B	2.63%	0.99%	0.99%
	XYL	D	0.1%	0.04%	0.04%
	YUM	D	0.12%	0.05%	0.05%
	ZBH	C	0.04%	0.03%	0.03%
	ZBRA	B	0.07%	0.03%	0.03%
	ZTS	D	0.32%	0.11%	0.11%

ESG Overweight 35 Positions Relative to LGH

	Symbol	Grade	Weight
	BLK	B	0.72%
	FLUT	A	0.23%
	NXPI	F	0.23%
	LULU	C	0.19%
	LII	A	0.09%
	DOC	D	0.08%
	NU	C	0.08%
	CCEP	D	0.08%
	WSM	D	0.08%
	CCL	A	0.08%
	XPO	B	0.07%
	PNR	B	0.07%
	NVT	C	0.06%
	IPG	F	0.06%
	ACM	B	0.06%
	BURL	A	0.05%
	DOX	D	0.05%
	RPRX	F	0.05%
	APTV	F	0.04%
	NI	A	0.04%
	AES	F	0.04%
	SNAP	D	0.04%
	NDSN	D	0.04%
	NRG	B	0.04%
	OC	A	0.03%
	LECO	C	0.03%
	OKTA	D	0.02%
	HST	D	0.02%
	SJM	D	0.02%
	DKS	D	0.02%
	LKQ	F	0.02%
	FFIV	B	0.02%
	TFX	F	0.02%
	RNR	C	0.02%
	PSTG	F	0.02%

ESG Underweight 228 Positions Relative to LGH

	Symbol	Grade	Weight
	SPXL	B	-18.6%
	NVDA	A	-7.02%
	GOOGL	B	-1.98%
	GOOG	B	-1.72%
	NFLX	A	-0.48%
	ABBV	F	-0.44%
	WFC	A	-0.37%
	PEP	F	-0.32%
	LIN	D	-0.31%
	TMO	F	-0.3%
	PM	A	-0.28%
	ISRG	A	-0.27%
	GE	D	-0.27%
	CMCSA	B	-0.26%
	RTX	D	-0.25%
	AMGN	D	-0.23%
	T	A	-0.23%
	DHR	D	-0.23%
	AXP	B	-0.23%
	HON	B	-0.22%
	NEE	C	-0.22%
	PGR	B	-0.21%
	ETN	B	-0.2%
	LMT	D	-0.2%
	COP	B	-0.19%
	BX	A	-0.18%
	FI	A	-0.18%
	TMUS	B	-0.17%
	SCHW	A	-0.15%
	PLD	D	-0.15%
	PLTR	A	-0.15%
	ADI	D	-0.15%
	UPS	C	-0.14%
	MO	A	-0.14%
	ANET	C	-0.13%
	SO	C	-0.13%
	KKR	A	-0.13%
	APH	B	-0.12%
	GEV	A	-0.12%
	REGN	F	-0.12%
	PNC	B	-0.12%
	PH	B	-0.12%
	HCA	F	-0.11%
	MRVL	B	-0.11%
	CME	A	-0.11%
	NOC	D	-0.11%
	MSI	B	-0.11%
	BA	D	-0.11%
	EQIX	A	-0.11%
	MMM	D	-0.1%
	GD	D	-0.1%
	CSX	C	-0.1%
	TTD	B	-0.1%
	COF	B	-0.1%
	WMB	A	-0.1%
	ORLY	B	-0.1%
	EOG	A	-0.1%
	SPG	A	-0.09%
	APD	A	-0.09%
	MPC	D	-0.09%
	CARR	D	-0.09%
	OKE	A	-0.09%
	COIN	A	-0.09%
	FTNT	B	-0.09%
	URI	B	-0.08%
	ABNB	D	-0.08%
	DLR	A	-0.08%
	PSX	C	-0.08%
	AMP	A	-0.08%
	ROP	C	-0.08%
	KMI	A	-0.08%
	TDG	D	-0.08%
	JCI	B	-0.08%
	VRT	A	-0.08%
	PCAR	C	-0.08%
	NSC	B	-0.08%
	CPRT	B	-0.07%
	PRU	B	-0.07%
	FAST	B	-0.07%
	RCL	A	-0.07%
	LHX	B	-0.07%
	PCG	A	-0.07%
	FICO	B	-0.07%
	FIS	C	-0.07%
	DASH	A	-0.07%
	SQ	A	-0.07%
	WDAY	C	-0.07%
	DHI	D	-0.07%
	NUE	D	-0.06%
	SYY	D	-0.06%
	VMC	B	-0.06%
	LEN	D	-0.06%
	TEAM	A	-0.06%
	VEEV	C	-0.06%
	CCI	C	-0.06%
	KVUE	A	-0.06%
	COR	B	-0.06%
	ODFL	B	-0.06%
	AME	A	-0.06%
	PAYX	B	-0.06%
	F	C	-0.06%
	TRGP	A	-0.06%
	HWM	A	-0.06%
	PWR	A	-0.06%
	CNC	F	-0.05%
	TPL	A	-0.05%
	OXY	F	-0.05%
	ALNY	D	-0.05%
	EXR	C	-0.05%
	AVB	B	-0.05%
	RMD	C	-0.05%
	ACGL	D	-0.05%
	SNOW	C	-0.05%
	MCHP	F	-0.05%
	DDOG	A	-0.05%
	HUM	D	-0.05%
	MTB	A	-0.05%
	GRMN	B	-0.05%
	EFX	F	-0.05%
	DELL	B	-0.05%
	CHTR	B	-0.05%
	DAL	A	-0.05%
	IR	B	-0.05%
	EXC	C	-0.05%
	MLM	B	-0.05%
	O	C	-0.05%
	HES	B	-0.05%
	AXON	A	-0.05%
	CSL	C	-0.04%
	TROW	B	-0.04%
	BIIB	F	-0.04%
	KEYS	C	-0.04%
	EQR	C	-0.04%
	MTD	F	-0.04%
	CDW	F	-0.04%
	HAL	C	-0.04%
	DXCM	C	-0.04%
	PPG	F	-0.04%
	LDOS	C	-0.04%
	CSGP	F	-0.04%
	NET	B	-0.04%
	ANSS	B	-0.04%
	MPWR	F	-0.04%
	TTWO	A	-0.04%
	WEC	A	-0.04%
	MNST	C	-0.04%
	ILMN	C	-0.04%
	ON	F	-0.04%
	PHM	D	-0.04%
	GDDY	A	-0.04%
	GPN	C	-0.04%
	RJF	A	-0.04%
	DGX	A	-0.03%
	ULTA	F	-0.03%
	CFG	B	-0.03%
	TER	F	-0.03%
	CTRA	B	-0.03%
	MDB	C	-0.03%
	ATO	A	-0.03%
	MAA	A	-0.03%
	TRU	D	-0.03%
	PINS	F	-0.03%
	STLD	B	-0.03%
	WRB	B	-0.03%
	LPLA	A	-0.03%
	FSLR	F	-0.03%
	RBLX	B	-0.03%
	ZM	B	-0.03%
	LUV	B	-0.03%
	MKL	A	-0.03%
	INVH	D	-0.03%
	BAH	D	-0.03%
	TYL	B	-0.03%
	STE	D	-0.03%
	VLTO	C	-0.03%
	DRI	C	-0.03%
	HUBB	B	-0.03%
	SYF	B	-0.03%
	LYB	F	-0.03%
	ES	C	-0.03%
	CBOE	C	-0.03%
	CINF	A	-0.03%
	NTRS	A	-0.03%
	WAT	C	-0.03%
	PKG	B	-0.03%
	BRO	B	-0.03%
	FE	C	-0.03%
	WBD	B	-0.03%
	LH	B	-0.03%
	UAL	A	-0.03%
	CPAY	A	-0.03%
	AEE	A	-0.03%
	CHD	A	-0.03%
	TDY	B	-0.03%
	ARES	A	-0.03%
	DTE	C	-0.03%
	SBAC	D	-0.03%
	PTC	B	-0.03%
	IFF	D	-0.03%
	NVR	D	-0.03%
	DVN	F	-0.03%
	JKHY	D	-0.02%
	BMRN	F	-0.02%
	EVRG	A	-0.02%
	RPM	B	-0.02%
	KIM	A	-0.02%
	VTRS	A	-0.02%
	SSNC	C	-0.02%
	RVTY	D	-0.02%
	SWKS	F	-0.02%
	POOL	D	-0.02%
	CF	A	-0.02%
	J	D	-0.02%
	JBHT	C	-0.02%
	ALGN	D	-0.02%
	ENTG	F	-0.02%
	CNP	A	-0.02%
	EQT	A	-0.02%
	AVY	D	-0.02%
	TXT	D	-0.02%
	IP	A	-0.02%
	PODD	B	-0.02%
	TRMB	B	-0.02%
	VRSN	F	-0.02%
	MOH	F	-0.02%
	GPC	F	-0.02%
	RS	B	-0.02%
	WPC	C	-0.01%

ESG: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Specialty Retail Banks - Regional - US Capital Markets Discount Stores Drug Manufacturers - Major Medical Devices Packaged Foods Semiconductors Software - Infrastructure Business Services Household & Personal Products Medical Instruments & Supplies Restaurants Utilities - Diversified Asset Management Credit Services Data Storage

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Natural Gas Electricity Electronics Bank Banking Medicine Semiconductor Work From Home Integrated Circuits Investment Bank Mining Pharmaceutical Products Retailing Insurance Products Plastic

LGH: Top Represented Industries & Keywords

Industries: Software - Application Utilities - Regulated Electric Business Services Diversified Industrials Diagnostics & Research Semiconductors Asset Management Banks - Regional - US Capital Markets Drug Manufacturers - Major Oil & Gas E&P Aerospace & Defense Medical Devices Specialty Chemicals Specialty Retail Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Medical Instruments & Supplies

Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Dow Jones Component Electricity Insurance Electronics Aerospace Medicine Bank Semiconductor Telecommunications Banking Chemical Cloud Computing Investment Bank Mining Real Estate Investment Trust Insurance Products