LGH vs. CGUS ETF Comparison

Comparison of HCM Defender 500 Index ETF (LGH) to Capital Group Core Equity ETF (CGUS)
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

$53.26

Average Daily Volume

21,924

Number of Holdings *

452

* may have additional holdings in another (foreign) market
CGUS

Capital Group Core Equity ETF

CGUS Description Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.05

Average Daily Volume

564,593

Number of Holdings *

81

* may have additional holdings in another (foreign) market
Performance
Period LGH CGUS
30 Days 4.06% 1.71%
60 Days 5.93% 2.77%
90 Days 7.78% 4.79%
12 Months 37.26% 30.95%
72 Overlapping Holdings
Symbol Grade Weight in LGH Weight in CGUS Overlap
AAPL C 6.76% 4.97% 4.97%
ABBV D 0.45% 1.78% 0.45%
ABT B 0.3% 1.03% 0.3%
ACN C 0.35% 1.85% 0.35%
ADP B 0.18% 1.49% 0.18%
AJG B 0.1% 0.33% 0.1%
AMZN C 3.64% 3.86% 3.64%
APD A 0.09% 1.34% 0.09%
AVGO D 1.37% 3.59% 1.37%
BA F 0.11% 0.99% 0.11%
BKR B 0.06% 1.11% 0.06%
BLK C 0.21% 1.1% 0.21%
BRK.A B 1.2% 0.53% 0.53%
CARR D 0.09% 1.15% 0.09%
CB C 0.17% 0.45% 0.17%
CMCSA B 0.26% 0.48% 0.26%
CNP B 0.02% 0.52% 0.02%
COF B 0.1% 0.84% 0.1%
CRM B 0.45% 0.97% 0.45%
CVX A 0.41% 0.49% 0.41%
DHR F 0.23% 0.84% 0.23%
EIX B 0.05% 0.56% 0.05%
EQIX A 0.12% 0.82% 0.12%
FCX D 0.09% 0.5% 0.09%
FIS C 0.07% 1.52% 0.07%
GD F 0.09% 0.73% 0.09%
GE D 0.28% 1.29% 0.28%
GEHC F 0.04% 1.43% 0.04%
GIS D 0.06% 0.46% 0.06%
GOOGL C 1.88% 2.79% 1.88%
HD A 0.6% 0.68% 0.6%
HON B 0.21% 0.64% 0.21%
IR B 0.05% 0.71% 0.05%
JPM A 1.34% 1.6% 1.34%
LIN D 0.32% 0.51% 0.32%
LLY F 1.21% 1.59% 1.21%
MA C 0.74% 1.67% 0.74%
MDLZ F 0.13% 0.38% 0.13%
META D 2.42% 5.37% 2.42%
MMC B 0.15% 0.55% 0.15%
MS A 0.26% 0.44% 0.26%
MSFT F 6.15% 6.35% 6.15%
NFLX A 0.54% 0.73% 0.54%
NKE D 0.14% 0.31% 0.14%
NOW A 0.29% 0.35% 0.29%
NVDA C 7.13% 2.47% 2.47%
ORCL B 0.43% 0.58% 0.43%
PANW C 0.17% 0.24% 0.17%
PCG A 0.07% 0.97% 0.07%
PM B 0.3% 0.74% 0.3%
PNC B 0.12% 0.86% 0.12%
RCL A 0.07% 0.87% 0.07%
RTX C 0.25% 2.06% 0.25%
RVTY F 0.02% 0.79% 0.02%
SPGI C 0.23% 0.84% 0.23%
SRE A 0.09% 0.39% 0.09%
STT A 0.04% 0.34% 0.04%
STX D 0.03% 0.28% 0.03%
STZ D 0.06% 0.41% 0.06%
TDG D 0.08% 0.42% 0.08%
TMO F 0.3% 0.96% 0.3%
TSLA B 1.8% 0.75% 0.75%
TXN C 0.26% 1.39% 0.26%
UNH C 1.04% 3.2% 1.04%
UNP C 0.21% 0.31% 0.21%
URI B 0.08% 0.75% 0.08%
V A 0.96% 0.63% 0.63%
VICI C 0.05% 0.91% 0.05%
VRTX F 0.17% 1.01% 0.17%
WELL A 0.1% 0.35% 0.1%
WFC A 0.39% 0.4% 0.39%
XOM B 1.03% 0.61% 0.61%
LGH Overweight 380 Positions Relative to CGUS
Symbol Grade Weight
SPXL B 18.71%
JNJ D 0.65%
COST B 0.63%
PG A 0.61%
WMT A 0.54%
BAC A 0.48%
MRK F 0.38%
KO D 0.36%
CSCO B 0.34%
ADBE C 0.33%
PEP F 0.32%
AMD F 0.32%
MCD D 0.31%
IBM C 0.3%
GS A 0.29%
DIS B 0.29%
CAT B 0.28%
ISRG A 0.28%
BKNG A 0.26%
VZ C 0.26%
INTU C 0.25%
NEE D 0.24%
QCOM F 0.24%
T A 0.24%
AXP A 0.24%
LOW D 0.23%
PGR A 0.22%
PFE D 0.22%
AMGN D 0.22%
TJX A 0.2%
BX A 0.2%
LMT D 0.2%
AMAT F 0.2%
ETN A 0.2%
C A 0.19%
BSX B 0.19%
FI A 0.19%
UBER D 0.19%
COP C 0.19%
BMY B 0.18%
SYK C 0.18%
SBUX A 0.17%
GILD C 0.17%
TMUS B 0.17%
MDT D 0.17%
MU D 0.16%
PLD D 0.16%
PLTR B 0.16%
SCHW B 0.16%
DE A 0.16%
INTC D 0.15%
MO A 0.15%
ADI D 0.15%
ELV F 0.14%
ANET C 0.14%
SO D 0.14%
AMT D 0.14%
KKR A 0.14%
UPS C 0.14%
CI F 0.14%
GEV B 0.13%
SHW A 0.13%
PH A 0.13%
WM A 0.13%
LRCX F 0.13%
DUK C 0.13%
TT A 0.13%
PYPL B 0.13%
CDNS B 0.12%
CL D 0.12%
ITW B 0.12%
KLAC D 0.12%
CRWD B 0.12%
CEG D 0.12%
ZTS D 0.12%
GM B 0.12%
APH A 0.12%
ICE C 0.12%
MCK B 0.12%
NOC D 0.11%
AON A 0.11%
CTAS B 0.11%
MCO B 0.11%
USB A 0.11%
WMB A 0.11%
REGN F 0.11%
CVS D 0.11%
EOG A 0.11%
MRVL B 0.11%
CME A 0.11%
SNPS B 0.11%
MSI B 0.11%
VRT B 0.1%
APO B 0.1%
MMM D 0.1%
CMG B 0.1%
CSX B 0.1%
TTD B 0.1%
OKE A 0.1%
BDX F 0.1%
MAR B 0.1%
ORLY B 0.1%
HCA F 0.1%
EMR A 0.1%
NSC B 0.09%
BK A 0.09%
TRV B 0.09%
KMI A 0.09%
ECL D 0.09%
AFL B 0.09%
SLB C 0.09%
HLT A 0.09%
SPG B 0.09%
COIN C 0.09%
TFC A 0.09%
FTNT C 0.09%
FDX B 0.09%
MPC D 0.09%
ADSK A 0.09%
AIG B 0.08%
SQ B 0.08%
ALL A 0.08%
PSA D 0.08%
ABNB C 0.08%
MET A 0.08%
ROP B 0.08%
TGT F 0.08%
AMP A 0.08%
JCI C 0.08%
PCAR B 0.08%
PSX C 0.08%
DLR B 0.08%
KR B 0.07%
ROST C 0.07%
CPRT A 0.07%
LHX C 0.07%
HWM A 0.07%
FAST B 0.07%
SNOW C 0.07%
PRU A 0.07%
AZO C 0.07%
TRGP B 0.07%
CTVA C 0.07%
PWR A 0.07%
FICO B 0.07%
DASH A 0.07%
AEP D 0.07%
CMI A 0.07%
VLO C 0.07%
D C 0.07%
LNG B 0.07%
WDAY B 0.07%
DHI D 0.07%
NUE C 0.06%
SYY B 0.06%
VMC B 0.06%
O D 0.06%
EXC C 0.06%
HIG B 0.06%
RSG A 0.06%
LEN D 0.06%
DDOG A 0.06%
HES B 0.06%
DFS B 0.06%
VRSK A 0.06%
CTSH B 0.06%
AXON A 0.06%
XEL A 0.06%
OTIS C 0.06%
COR B 0.06%
ODFL B 0.06%
TEAM A 0.06%
A D 0.06%
GWW B 0.06%
CCI D 0.06%
EA A 0.06%
KVUE A 0.06%
EW C 0.06%
PAYX C 0.06%
MSCI C 0.06%
F C 0.06%
CBRE B 0.06%
PEG A 0.06%
KMB D 0.06%
AME A 0.06%
WTW B 0.05%
XYL D 0.05%
DOW F 0.05%
ROK B 0.05%
GPN B 0.05%
RJF A 0.05%
ED D 0.05%
GDDY A 0.05%
NET B 0.05%
CNC D 0.05%
OXY D 0.05%
AVB B 0.05%
RMD C 0.05%
ACGL D 0.05%
IDXX F 0.05%
EXR D 0.05%
HPQ B 0.05%
EFX F 0.05%
WAB B 0.05%
TPL A 0.05%
MCHP D 0.05%
GLW B 0.05%
IQV D 0.05%
GRMN B 0.05%
DD D 0.05%
MTB A 0.05%
CHTR C 0.05%
IT C 0.05%
DAL C 0.05%
YUM B 0.05%
DELL C 0.05%
FITB A 0.05%
HUM C 0.05%
NEM D 0.05%
MLM B 0.05%
VEEV C 0.05%
NTAP C 0.04%
CSL C 0.04%
SBAC D 0.04%
DTE C 0.04%
CHD B 0.04%
UAL A 0.04%
PTC A 0.04%
IFF D 0.04%
MTD D 0.04%
CDW F 0.04%
WY D 0.04%
DVN F 0.04%
BR A 0.04%
TROW B 0.04%
HBAN A 0.04%
WBD C 0.04%
RF A 0.04%
MPWR F 0.04%
HSY F 0.04%
TSCO D 0.04%
PPL B 0.04%
HPE B 0.04%
EQR B 0.04%
AWK D 0.04%
DXCM D 0.04%
KEYS A 0.04%
PPG F 0.04%
FANG D 0.04%
ILMN D 0.04%
HAL C 0.04%
CAH B 0.04%
ADM D 0.04%
FTV C 0.04%
CSGP D 0.04%
MNST C 0.04%
ANSS B 0.04%
IRM D 0.04%
VTR C 0.04%
DOV A 0.04%
ALNY D 0.04%
ON D 0.04%
EBAY D 0.04%
ETR B 0.04%
NDAQ A 0.04%
KDP D 0.04%
TTWO A 0.04%
WEC A 0.04%
PHM D 0.04%
HUBS A 0.04%
RS B 0.03%
ZBRA B 0.03%
GPC D 0.03%
MKC D 0.03%
IP B 0.03%
EQT B 0.03%
TER D 0.03%
PFG D 0.03%
CMS C 0.03%
DGX A 0.03%
CFG B 0.03%
BALL D 0.03%
TRU D 0.03%
PINS D 0.03%
RBLX C 0.03%
CLX B 0.03%
MAA B 0.03%
LNT A 0.03%
ATO A 0.03%
ZM B 0.03%
STLD B 0.03%
BAX D 0.03%
OMC C 0.03%
BBY D 0.03%
CTRA B 0.03%
TSN B 0.03%
MDB C 0.03%
FSLR F 0.03%
TYL B 0.03%
WRB A 0.03%
MAS D 0.03%
LPLA A 0.03%
ZBH C 0.03%
LUV C 0.03%
ESS B 0.03%
STE F 0.03%
INVH D 0.03%
DRI B 0.03%
MKL A 0.03%
WAT B 0.03%
SMCI F 0.03%
LYB F 0.03%
HUBB B 0.03%
WDC D 0.03%
SYF B 0.03%
VLTO D 0.03%
DECK A 0.03%
BRO B 0.03%
WST C 0.03%
EXPE B 0.03%
LH C 0.03%
NTRS A 0.03%
ES D 0.03%
CINF A 0.03%
PKG A 0.03%
K A 0.03%
TDY B 0.03%
LDOS C 0.03%
KHC F 0.03%
FE C 0.03%
CBOE B 0.03%
CPAY A 0.03%
NVR D 0.03%
BIIB F 0.03%
AEE A 0.03%
ARES A 0.03%
AVTR F 0.02%
BMRN D 0.02%
JKHY D 0.02%
AKAM D 0.02%
BG F 0.02%
EVRG A 0.02%
RPM A 0.02%
MRNA F 0.02%
KIM A 0.02%
SWKS F 0.02%
SSNC B 0.02%
VTRS A 0.02%
DLTR F 0.02%
CAG D 0.02%
EL F 0.02%
J F 0.02%
JBL B 0.02%
EXPD D 0.02%
SWK D 0.02%
DG F 0.02%
JBHT C 0.02%
LVS C 0.02%
POOL C 0.02%
GEN B 0.02%
FDS B 0.02%
ULTA F 0.02%
SUI D 0.02%
HOLX D 0.02%
ARE D 0.02%
ENTG D 0.02%
MOH F 0.02%
TXT D 0.02%
PODD C 0.02%
AVY D 0.02%
DPZ C 0.02%
IEX B 0.02%
MRO B 0.02%
TRMB B 0.02%
ALGN D 0.02%
CF B 0.02%
KEY B 0.02%
BAH F 0.02%
VRSN F 0.02%
WPC D 0.01%
LGH Underweight 9 Positions Relative to CGUS
Symbol Grade Weight
GOOG C -1.81%
WH B -1.17%
WWD B -0.6%
CE F -0.52%
XPO B -0.47%
EMN D -0.46%
TSM B -0.4%
TPR B -0.37%
CHDN B -0.37%
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