IWX vs. LGH ETF Comparison

Comparison of iShares Russell Top 200 Value ETF (IWX) to HCM Defender 500 Index ETF (LGH)

IWX

iShares Russell Top 200 Value ETF

IWX Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$82.66

Average Daily Volume

316,866

Number of Holdings ^*

158

* 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

$52.66

Average Daily Volume

23,282

Number of Holdings ^*

452

* may have additional holdings in another (foreign) market

Performance

Period	IWX	LGH
30 Days	-0.43%	1.31%
60 Days	2.88%	5.09%
90 Days	5.48%	6.71%
12 Months	26.36%	36.06%

156 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in LGH	Overlap
ABBV	F	1.0%	0.44%	0.44%
ABT	A	1.21%	0.29%	0.29%
ACN	C	1.34%	0.34%	0.34%
ADI	D	0.62%	0.15%	0.15%
ADP	B	0.05%	0.18%	0.05%
AEP	C	0.31%	0.07%	0.07%
AIG	C	0.3%	0.07%	0.07%
AMAT	F	0.07%	0.21%	0.07%
AMD	F	0.45%	0.33%	0.33%
AMGN	D	0.2%	0.23%	0.2%
AON	B	0.45%	0.1%	0.1%
APD	A	0.43%	0.09%	0.09%
APH	B	0.21%	0.12%	0.12%
APO	A	0.13%	0.09%	0.09%
AXP	B	0.61%	0.23%	0.23%
AZO	C	0.03%	0.07%	0.03%
BA	D	0.49%	0.11%	0.11%
BAC	A	1.91%	0.46%	0.46%
BDX	F	0.39%	0.1%	0.1%
BKNG	A	0.06%	0.24%	0.06%
BMY	A	0.69%	0.18%	0.18%
BRK.A	B	5.18%	1.15%	1.15%
BSX	A	0.77%	0.18%	0.18%
C	B	0.79%	0.18%	0.18%
CARR	D	0.38%	0.09%	0.09%
CAT	C	0.97%	0.27%	0.27%
CB	C	0.7%	0.16%	0.16%
CEG	C	0.36%	0.1%	0.1%
CI	D	0.49%	0.14%	0.14%
CL	D	0.21%	0.11%	0.11%
CMCSA	B	0.99%	0.26%	0.26%
CME	A	0.49%	0.11%	0.11%
COF	B	0.42%	0.1%	0.1%
COP	B	0.79%	0.19%	0.19%
CPRT	B	0.02%	0.07%	0.02%
CRM	B	0.28%	0.44%	0.28%
CSCO	B	1.4%	0.34%	0.34%
CSX	C	0.41%	0.1%	0.1%
CTAS	B	0.02%	0.1%	0.02%
CVS	F	0.4%	0.1%	0.1%
CVX	A	1.68%	0.38%	0.38%
D	C	0.29%	0.07%	0.07%
DASH	A	0.04%	0.07%	0.04%
DE	C	0.61%	0.14%	0.14%
DELL	B	0.18%	0.05%	0.05%
DHR	D	0.9%	0.23%	0.23%
DIS	B	1.27%	0.25%	0.25%
DUK	C	0.52%	0.12%	0.12%
ECL	D	0.05%	0.09%	0.05%
EL	F	0.06%	0.02%	0.02%
ELV	F	0.47%	0.14%	0.14%
EMR	A	0.44%	0.1%	0.1%
EOG	A	0.47%	0.1%	0.1%
EQIX	A	0.49%	0.11%	0.11%
ETN	B	0.86%	0.2%	0.2%
EW	C	0.2%	0.06%	0.06%
F	C	0.26%	0.06%	0.06%
FCX	F	0.37%	0.09%	0.09%
FDX	B	0.4%	0.09%	0.09%
FI	A	0.5%	0.18%	0.18%
FTNT	B	0.07%	0.09%	0.07%
GD	D	0.47%	0.1%	0.1%
GE	D	0.91%	0.27%	0.27%
GEV	A	0.54%	0.12%	0.12%
GILD	C	0.66%	0.17%	0.17%
GM	B	0.38%	0.12%	0.12%
GS	B	0.83%	0.28%	0.28%
HCA	F	0.29%	0.11%	0.11%
HD	A	0.49%	0.58%	0.49%
HON	B	0.76%	0.22%	0.22%
IBM	C	1.13%	0.27%	0.27%
ICE	C	0.53%	0.12%	0.12%
INTC	C	0.62%	0.14%	0.14%
ITW	B	0.3%	0.11%	0.11%
JCI	B	0.34%	0.08%	0.08%
JNJ	D	2.24%	0.62%	0.62%
JPM	A	4.24%	1.28%	1.28%
KDP	D	0.21%	0.04%	0.04%
KHC	F	0.17%	0.03%	0.03%
KKR	A	0.43%	0.13%	0.13%
KMB	C	0.16%	0.06%	0.06%
KO	D	0.62%	0.35%	0.35%
LIN	D	1.3%	0.31%	0.31%
LMT	D	0.47%	0.2%	0.2%
LOW	C	0.93%	0.22%	0.22%
MAR	B	0.38%	0.1%	0.1%
MCD	D	1.19%	0.31%	0.31%
MCK	A	0.27%	0.12%	0.12%
MDLZ	F	0.52%	0.13%	0.13%
MDT	D	0.68%	0.17%	0.17%
MET	A	0.3%	0.08%	0.08%
MMC	D	0.57%	0.15%	0.15%
MMM	D	0.35%	0.1%	0.1%
MNST	C	0.04%	0.04%	0.04%
MO	A	0.58%	0.14%	0.14%
MPC	D	0.33%	0.09%	0.09%
MRNA	F	0.07%	0.02%	0.02%
MRVL	B	0.42%	0.11%	0.11%
MS	A	0.88%	0.24%	0.24%
MSI	B	0.26%	0.11%	0.11%
MU	D	0.64%	0.15%	0.15%
NEE	C	0.95%	0.22%	0.22%
NEM	D	0.28%	0.05%	0.05%
NKE	F	0.21%	0.13%	0.13%
NOC	D	0.41%	0.11%	0.11%
NSC	B	0.36%	0.08%	0.08%
ORLY	B	0.03%	0.1%	0.03%
OXY	F	0.2%	0.05%	0.05%
PCAR	C	0.35%	0.08%	0.08%
PEP	F	0.28%	0.32%	0.28%
PFE	F	0.85%	0.22%	0.22%
PG	C	1.87%	0.57%	0.57%
PGR	B	0.14%	0.21%	0.14%
PH	B	0.54%	0.12%	0.12%
PLD	D	0.63%	0.15%	0.15%
PM	A	1.2%	0.28%	0.28%
PNC	B	0.5%	0.12%	0.12%
PSA	C	0.27%	0.07%	0.07%
PSX	C	0.33%	0.08%	0.08%
PYPL	B	0.53%	0.13%	0.13%
QCOM	F	0.07%	0.25%	0.07%
REGN	F	0.44%	0.12%	0.12%
ROP	C	0.35%	0.08%	0.08%
RSG	A	0.26%	0.06%	0.06%
RTX	D	0.95%	0.25%	0.25%
SBUX	A	0.15%	0.16%	0.15%
SCHW	A	0.65%	0.15%	0.15%
SHW	C	0.05%	0.12%	0.05%
SLB	C	0.37%	0.09%	0.09%
SO	C	0.58%	0.13%	0.13%
SPGI	D	0.95%	0.22%	0.22%
SRE	A	0.35%	0.08%	0.08%
STZ	D	0.23%	0.05%	0.05%
SYK	A	0.6%	0.18%	0.18%
T	A	0.98%	0.23%	0.23%
TDG	D	0.33%	0.08%	0.08%
TFC	A	0.37%	0.09%	0.09%
TGT	B	0.42%	0.1%	0.1%
TJX	A	0.33%	0.19%	0.19%
TMO	F	1.18%	0.3%	0.3%
TMUS	B	0.69%	0.17%	0.17%
TRV	A	0.36%	0.08%	0.08%
TT	A	0.37%	0.13%	0.13%
TXN	C	0.97%	0.27%	0.27%
UNH	C	3.06%	1.04%	1.04%
UNP	D	0.45%	0.2%	0.2%
UPS	C	0.59%	0.14%	0.14%
USB	B	0.47%	0.1%	0.1%
VLO	C	0.27%	0.07%	0.07%
VRTX	D	0.36%	0.18%	0.18%
VZ	C	1.06%	0.24%	0.24%
WELL	A	0.49%	0.1%	0.1%
WFC	A	1.57%	0.37%	0.37%
WMT	A	2.2%	0.5%	0.5%
XOM	B	3.23%	0.99%	0.99%
ZTS	D	0.08%	0.11%	0.08%

IWX Overweight 2 Positions Relative to LGH

	Symbol	Grade	Weight
	BLK	B	0.93%
	CRH	B	0.41%

IWX Underweight 296 Positions Relative to LGH

Symbol	Grade	Weight
SPXL	B	-18.6%
NVDA	A	-7.02%
AAPL	C	-6.46%
MSFT	D	-6.13%
AMZN	B	-3.73%
META	C	-2.45%
GOOGL	B	-1.98%
GOOG	B	-1.72%
TSLA	A	-1.7%
AVGO	C	-1.43%
LLY	F	-1.29%
V	A	-0.93%
MA	B	-0.74%
COST	A	-0.59%
NFLX	A	-0.48%
ORCL	A	-0.41%
MRK	F	-0.36%
ADBE	D	-0.33%
NOW	B	-0.29%
ISRG	A	-0.27%
INTU	B	-0.26%
UBER	F	-0.19%
BX	A	-0.18%
PANW	B	-0.16%
PLTR	A	-0.15%
WM	B	-0.13%
LRCX	F	-0.13%
ANET	C	-0.13%
AMT	D	-0.13%
KLAC	F	-0.12%
CRWD	B	-0.11%
CDNS	B	-0.11%
SNPS	C	-0.11%
CMG	C	-0.1%
TTD	B	-0.1%
WMB	A	-0.1%
MCO	D	-0.1%
SPG	A	-0.09%
HLT	A	-0.09%
AJG	B	-0.09%
ADSK	B	-0.09%
OKE	A	-0.09%
COIN	A	-0.09%
URI	B	-0.08%
ABNB	D	-0.08%
DLR	A	-0.08%
AMP	A	-0.08%
KMI	A	-0.08%
VRT	A	-0.08%
BK	B	-0.08%
AFL	C	-0.08%
KR	B	-0.07%
PRU	B	-0.07%
FAST	B	-0.07%
CMI	A	-0.07%
LNG	A	-0.07%
RCL	A	-0.07%
LHX	B	-0.07%
PCG	A	-0.07%
FICO	B	-0.07%
FIS	C	-0.07%
SQ	A	-0.07%
WDAY	C	-0.07%
ALL	A	-0.07%
DHI	D	-0.07%
NUE	D	-0.06%
XEL	A	-0.06%
SYY	D	-0.06%
VMC	B	-0.06%
LEN	D	-0.06%
TEAM	A	-0.06%
VRSK	B	-0.06%
PEG	C	-0.06%
VEEV	C	-0.06%
DFS	B	-0.06%
EA	A	-0.06%
OTIS	C	-0.06%
CCI	C	-0.06%
KVUE	A	-0.06%
COR	B	-0.06%
CTSH	C	-0.06%
A	F	-0.06%
GWW	B	-0.06%
BKR	B	-0.06%
ODFL	B	-0.06%
AME	A	-0.06%
PAYX	B	-0.06%
CBRE	B	-0.06%
TRGP	A	-0.06%
CTVA	C	-0.06%
MSCI	B	-0.06%
ROST	D	-0.06%
HWM	A	-0.06%
PWR	A	-0.06%
CNC	F	-0.05%
TPL	A	-0.05%
VICI	C	-0.05%
ALNY	D	-0.05%
EXR	C	-0.05%
HPQ	B	-0.05%
AVB	B	-0.05%
RMD	C	-0.05%
IDXX	F	-0.05%
WAB	B	-0.05%
ACGL	D	-0.05%
SNOW	C	-0.05%
MCHP	F	-0.05%
GLW	B	-0.05%
DDOG	A	-0.05%
DD	D	-0.05%
HUM	D	-0.05%
MTB	A	-0.05%
GRMN	B	-0.05%
EFX	F	-0.05%
CHTR	B	-0.05%
YUM	D	-0.05%
DAL	A	-0.05%
FITB	B	-0.05%
IR	B	-0.05%
IQV	F	-0.05%
EXC	C	-0.05%
IT	C	-0.05%
GIS	F	-0.05%
MLM	B	-0.05%
O	C	-0.05%
HES	B	-0.05%
AXON	A	-0.05%
HIG	B	-0.05%
CSL	C	-0.04%
BR	B	-0.04%
WY	D	-0.04%
TROW	B	-0.04%
HBAN	B	-0.04%
BIIB	F	-0.04%
RF	A	-0.04%
PPL	A	-0.04%
AWK	C	-0.04%
KEYS	C	-0.04%
EQR	C	-0.04%
MTD	F	-0.04%
CDW	F	-0.04%
HPE	B	-0.04%
HAL	C	-0.04%
DXCM	C	-0.04%
FANG	D	-0.04%
TSCO	D	-0.04%
HSY	F	-0.04%
PPG	F	-0.04%
ADM	D	-0.04%
STT	B	-0.04%
FTV	D	-0.04%
LDOS	C	-0.04%
CSGP	F	-0.04%
IRM	C	-0.04%
NET	B	-0.04%
CAH	B	-0.04%
ANSS	B	-0.04%
MPWR	F	-0.04%
TTWO	A	-0.04%
WEC	A	-0.04%
NDAQ	A	-0.04%
VTR	B	-0.04%
ETR	A	-0.04%
DOV	B	-0.04%
GEHC	D	-0.04%
HUBS	B	-0.04%
EBAY	D	-0.04%
ILMN	C	-0.04%
ON	F	-0.04%
PHM	D	-0.04%
XYL	D	-0.04%
DOW	F	-0.04%
GDDY	A	-0.04%
WTW	B	-0.04%
ROK	B	-0.04%
GPN	C	-0.04%
RJF	A	-0.04%
ED	C	-0.04%
EIX	C	-0.04%
CMS	C	-0.03%
DGX	A	-0.03%
ULTA	F	-0.03%
LNT	A	-0.03%
ZBRA	B	-0.03%
CLX	A	-0.03%
CFG	B	-0.03%
TER	F	-0.03%
CTRA	B	-0.03%
BALL	D	-0.03%
PFG	C	-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%
TSN	B	-0.03%
LPLA	A	-0.03%
FSLR	F	-0.03%
STX	D	-0.03%
OMC	C	-0.03%
BAX	F	-0.03%
ESS	A	-0.03%
RBLX	B	-0.03%
MAS	D	-0.03%
ZM	B	-0.03%
LUV	B	-0.03%
BBY	D	-0.03%
ZBH	C	-0.03%
MKL	A	-0.03%
INVH	D	-0.03%
BAH	D	-0.03%
TYL	B	-0.03%
WDC	F	-0.03%
STE	D	-0.03%
VLTO	C	-0.03%
DRI	C	-0.03%
HUBB	B	-0.03%
DECK	A	-0.03%
SYF	B	-0.03%
LYB	F	-0.03%
ES	C	-0.03%
CBOE	C	-0.03%
CINF	A	-0.03%
EXPE	B	-0.03%
NTRS	A	-0.03%
WAT	C	-0.03%
PKG	B	-0.03%
BRO	B	-0.03%
WST	D	-0.03%
K	B	-0.03%
FE	C	-0.03%
WBD	B	-0.03%
LH	B	-0.03%
UAL	A	-0.03%
NTAP	C	-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%
AVTR	F	-0.02%
AKAM	F	-0.02%
BG	D	-0.02%
EVRG	A	-0.02%
RPM	B	-0.02%
DLTR	F	-0.02%
KIM	A	-0.02%
VTRS	A	-0.02%
SSNC	C	-0.02%
RVTY	D	-0.02%
SWKS	F	-0.02%
CAG	F	-0.02%
EXPD	D	-0.02%
SWK	F	-0.02%
LVS	B	-0.02%
POOL	D	-0.02%
JBL	C	-0.02%
FDS	B	-0.02%
DG	F	-0.02%
SUI	C	-0.02%
SMCI	F	-0.02%
CF	A	-0.02%
GEN	B	-0.02%
J	D	-0.02%
JBHT	C	-0.02%
ALGN	D	-0.02%
HOLX	D	-0.02%
ENTG	F	-0.02%
CNP	A	-0.02%
EQT	A	-0.02%
ARE	F	-0.02%
DPZ	C	-0.02%
MRO	A	-0.02%
AVY	D	-0.02%
TXT	D	-0.02%
IEX	B	-0.02%
KEY	B	-0.02%
IP	A	-0.02%
PODD	B	-0.02%
TRMB	B	-0.02%
VRSN	F	-0.02%
MKC	D	-0.02%
MOH	F	-0.02%
GPC	F	-0.02%
RS	B	-0.02%
WPC	C	-0.01%