RAFE vs. LGH ETF Comparison
Comparison of PIMCO RAFI ESG U.S. ETF (RAFE) to HCM Defender 500 Index ETF (LGH)
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.
Grade (RS Rating)
Last Trade
$36.74
Average Daily Volume
4,418
235
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
$50.63
Average Daily Volume
22,967
460
Performance
Period | RAFE | LGH |
---|---|---|
30 Days | 2.44% | 5.61% |
60 Days | 9.67% | 11.23% |
90 Days | 4.22% | -0.51% |
12 Months | 29.08% | 37.30% |
193 Overlapping Holdings
Symbol | Grade | Weight in RAFE | Weight in LGH | Overlap | |
---|---|---|---|---|---|
A | B | 0.14% | 0.07% | 0.07% | |
AAPL | C | 5.24% | 6.97% | 5.24% | |
ABBV | C | 1.47% | 0.54% | 0.54% | |
ABT | C | 0.93% | 0.3% | 0.3% | |
ACN | B | 0.8% | 0.36% | 0.36% | |
ADBE | F | 0.52% | 0.34% | 0.34% | |
ADI | B | 0.33% | 0.17% | 0.17% | |
ADM | F | 0.3% | 0.05% | 0.05% | |
ADP | A | 0.35% | 0.17% | 0.17% | |
AKAM | D | 0.07% | 0.02% | 0.02% | |
ALL | A | 0.46% | 0.07% | 0.07% | |
AMAT | C | 0.78% | 0.24% | 0.24% | |
AMD | C | 0.06% | 0.39% | 0.06% | |
AMGN | D | 1.01% | 0.26% | 0.26% | |
AMP | A | 0.17% | 0.07% | 0.07% | |
AMT | D | 0.18% | 0.17% | 0.17% | |
ANET | A | 0.02% | 0.14% | 0.02% | |
APD | C | 0.3% | 0.09% | 0.09% | |
AVB | C | 0.13% | 0.05% | 0.05% | |
AVGO | B | 1.06% | 1.48% | 1.06% | |
AWK | D | 0.12% | 0.04% | 0.04% | |
AXP | A | 0.48% | 0.23% | 0.23% | |
BAC | B | 0.59% | 0.42% | 0.42% | |
BALL | C | 0.14% | 0.03% | 0.03% | |
BAX | D | 0.16% | 0.03% | 0.03% | |
BBY | C | 0.46% | 0.03% | 0.03% | |
BDX | C | 0.28% | 0.11% | 0.11% | |
BIIB | F | 0.27% | 0.04% | 0.04% | |
BK | A | 0.15% | 0.08% | 0.08% | |
BMY | A | 1.48% | 0.18% | 0.18% | |
BSX | A | 0.08% | 0.18% | 0.08% | |
C | B | 2.4% | 0.18% | 0.18% | |
CAG | D | 0.06% | 0.02% | 0.02% | |
CAH | B | 0.22% | 0.04% | 0.04% | |
CARR | A | 0.33% | 0.1% | 0.1% | |
CBRE | C | 0.29% | 0.06% | 0.06% | |
CCI | D | 0.25% | 0.07% | 0.07% | |
CDNS | D | 0.09% | 0.1% | 0.09% | |
CDW | D | 0.1% | 0.05% | 0.05% | |
CF | A | 0.13% | 0.02% | 0.02% | |
CHD | D | 0.05% | 0.03% | 0.03% | |
CI | D | 1.12% | 0.16% | 0.16% | |
CL | D | 0.33% | 0.13% | 0.13% | |
CMCSA | B | 1.23% | 0.26% | 0.26% | |
CMI | A | 0.15% | 0.07% | 0.07% | |
CNC | F | 0.14% | 0.06% | 0.06% | |
COR | F | 0.1% | 0.06% | 0.06% | |
CRM | B | 0.39% | 0.39% | 0.39% | |
CSCO | A | 2.21% | 0.33% | 0.33% | |
CTSH | B | 0.15% | 0.06% | 0.06% | |
CTVA | A | 0.04% | 0.07% | 0.04% | |
CVS | D | 0.37% | 0.12% | 0.12% | |
DD | C | 0.52% | 0.06% | 0.06% | |
DE | C | 0.46% | 0.16% | 0.16% | |
DELL | C | 0.09% | 0.05% | 0.05% | |
DG | F | 0.13% | 0.03% | 0.03% | |
DGX | D | 0.05% | 0.03% | 0.03% | |
DHR | D | 0.44% | 0.28% | 0.28% | |
DIS | D | 0.82% | 0.25% | 0.25% | |
DOV | C | 0.04% | 0.04% | 0.04% | |
DOW | B | 0.51% | 0.06% | 0.06% | |
EA | D | 0.22% | 0.06% | 0.06% | |
EBAY | A | 0.35% | 0.05% | 0.05% | |
ECL | C | 0.22% | 0.09% | 0.09% | |
EIX | C | 0.2% | 0.05% | 0.05% | |
EL | D | 0.14% | 0.03% | 0.03% | |
ELV | F | 0.93% | 0.18% | 0.18% | |
EQIX | C | 0.19% | 0.12% | 0.12% | |
EQR | C | 0.13% | 0.04% | 0.04% | |
ESS | D | 0.04% | 0.03% | 0.03% | |
EW | F | 0.12% | 0.06% | 0.06% | |
F | D | 0.88% | 0.06% | 0.06% | |
FAST | C | 0.07% | 0.06% | 0.06% | |
FDX | F | 0.34% | 0.09% | 0.09% | |
FI | A | 0.2% | 0.17% | 0.17% | |
FIS | A | 0.28% | 0.07% | 0.07% | |
FITB | C | 0.1% | 0.05% | 0.05% | |
GEHC | C | 0.24% | 0.05% | 0.05% | |
GEN | A | 0.03% | 0.02% | 0.02% | |
GILD | A | 0.76% | 0.17% | 0.17% | |
GIS | C | 0.31% | 0.07% | 0.07% | |
GM | D | 1.43% | 0.1% | 0.1% | |
GPC | D | 0.07% | 0.03% | 0.03% | |
GS | B | 0.65% | 0.24% | 0.24% | |
GWW | B | 0.13% | 0.06% | 0.06% | |
HCA | C | 0.09% | 0.13% | 0.09% | |
HD | A | 1.45% | 0.63% | 0.63% | |
HIG | A | 0.22% | 0.06% | 0.06% | |
HLT | A | 0.11% | 0.08% | 0.08% | |
HOLX | D | 0.09% | 0.02% | 0.02% | |
HPE | B | 0.54% | 0.04% | 0.04% | |
HPQ | B | 0.56% | 0.05% | 0.05% | |
HST | D | 0.09% | 0.02% | 0.02% | |
HSY | D | 0.05% | 0.04% | 0.04% | |
HUM | F | 0.3% | 0.05% | 0.05% | |
IBM | A | 1.54% | 0.31% | 0.31% | |
IFF | D | 0.12% | 0.04% | 0.04% | |
ILMN | B | 0.06% | 0.04% | 0.04% | |
INTC | D | 2.15% | 0.14% | 0.14% | |
IP | C | 0.29% | 0.02% | 0.02% | |
IRM | B | 0.16% | 0.04% | 0.04% | |
ISRG | C | 0.1% | 0.26% | 0.1% | |
ITW | C | 0.24% | 0.12% | 0.12% | |
JCI | C | 0.41% | 0.08% | 0.08% | |
JNJ | D | 2.73% | 0.7% | 0.7% | |
JPM | C | 2.84% | 1.18% | 1.18% | |
K | B | 0.14% | 0.03% | 0.03% | |
KDP | C | 0.13% | 0.05% | 0.05% | |
KEYS | B | 0.09% | 0.04% | 0.04% | |
KHC | F | 0.18% | 0.04% | 0.04% | |
KIM | C | 0.03% | 0.02% | 0.02% | |
KLAC | B | 0.21% | 0.15% | 0.15% | |
KMB | D | 0.25% | 0.07% | 0.07% | |
KO | C | 0.91% | 0.42% | 0.42% | |
LIN | C | 0.98% | 0.34% | 0.34% | |
LKQ | F | 0.07% | 0.01% | 0.01% | |
LLY | D | 0.66% | 1.5% | 0.66% | |
LOW | C | 0.97% | 0.24% | 0.24% | |
MA | A | 0.61% | 0.74% | 0.61% | |
MAA | D | 0.06% | 0.03% | 0.03% | |
MAR | A | 0.2% | 0.09% | 0.09% | |
MCHP | F | 0.06% | 0.06% | 0.06% | |
MCK | F | 0.28% | 0.1% | 0.1% | |
MCO | D | 0.13% | 0.11% | 0.11% | |
MDLZ | D | 0.27% | 0.15% | 0.15% | |
MET | A | 0.57% | 0.08% | 0.08% | |
META | A | 1.0% | 2.56% | 1.0% | |
MMM | C | 0.92% | 0.11% | 0.11% | |
MRK | F | 1.6% | 0.44% | 0.44% | |
MRVL | C | 0.09% | 0.09% | 0.09% | |
MSFT | D | 4.62% | 6.46% | 4.62% | |
MSI | A | 0.16% | 0.11% | 0.11% | |
MU | D | 0.79% | 0.16% | 0.16% | |
NDAQ | C | 0.03% | 0.04% | 0.03% | |
NEM | C | 0.47% | 0.07% | 0.07% | |
NFLX | A | 0.06% | 0.45% | 0.06% | |
NKE | D | 0.44% | 0.16% | 0.16% | |
NTAP | D | 0.23% | 0.04% | 0.04% | |
NTRS | B | 0.05% | 0.03% | 0.03% | |
NVDA | B | 0.74% | 6.01% | 0.74% | |
O | C | 0.02% | 0.06% | 0.02% | |
OMC | C | 0.12% | 0.03% | 0.03% | |
ON | F | 0.09% | 0.05% | 0.05% | |
ORCL | A | 1.22% | 0.39% | 0.39% | |
ORLY | A | 0.02% | 0.1% | 0.02% | |
OTIS | A | 0.1% | 0.07% | 0.07% | |
PAYX | B | 0.09% | 0.06% | 0.06% | |
PEP | F | 0.25% | 0.35% | 0.25% | |
PFE | D | 2.15% | 0.26% | 0.26% | |
PFG | A | 0.16% | 0.03% | 0.03% | |
PG | D | 2.33% | 0.63% | 0.63% | |
PGR | B | 0.2% | 0.22% | 0.2% | |
PKG | B | 0.11% | 0.03% | 0.03% | |
PLD | D | 0.07% | 0.18% | 0.07% | |
PPG | D | 0.18% | 0.04% | 0.04% | |
PRU | B | 0.39% | 0.07% | 0.07% | |
PYPL | A | 0.47% | 0.13% | 0.13% | |
QCOM | D | 1.33% | 0.27% | 0.27% | |
ROK | D | 0.04% | 0.05% | 0.04% | |
RSG | D | 0.03% | 0.06% | 0.03% | |
SHW | C | 0.13% | 0.13% | 0.13% | |
SJM | D | 0.08% | 0.02% | 0.02% | |
SNPS | F | 0.06% | 0.11% | 0.06% | |
SPGI | C | 0.09% | 0.24% | 0.09% | |
STT | A | 0.19% | 0.04% | 0.04% | |
SWK | C | 0.11% | 0.03% | 0.03% | |
SYK | C | 0.09% | 0.17% | 0.09% | |
SYY | D | 0.2% | 0.06% | 0.06% | |
T | B | 1.91% | 0.24% | 0.24% | |
TER | C | 0.1% | 0.03% | 0.03% | |
TGT | C | 0.92% | 0.1% | 0.1% | |
TJX | D | 0.39% | 0.2% | 0.2% | |
TMUS | A | 0.34% | 0.16% | 0.16% | |
TROW | D | 0.07% | 0.03% | 0.03% | |
TSCO | A | 0.1% | 0.04% | 0.04% | |
TSLA | C | 0.29% | 1.37% | 0.29% | |
TSN | D | 0.06% | 0.03% | 0.03% | |
TXN | C | 0.69% | 0.28% | 0.28% | |
UNH | B | 0.49% | 1.07% | 0.49% | |
UPS | D | 0.44% | 0.15% | 0.15% | |
V | B | 0.79% | 0.89% | 0.79% | |
VTR | C | 0.19% | 0.04% | 0.04% | |
VTRS | D | 0.06% | 0.02% | 0.02% | |
VZ | C | 1.48% | 0.29% | 0.29% | |
WAB | A | 0.05% | 0.05% | 0.05% | |
WAT | B | 0.09% | 0.03% | 0.03% | |
WBA | F | 0.08% | 0.01% | 0.01% | |
WDC | C | 0.3% | 0.03% | 0.03% | |
WELL | C | 0.25% | 0.1% | 0.1% | |
WFC | B | 1.73% | 0.3% | 0.3% | |
WM | B | 0.33% | 0.12% | 0.12% | |
WY | C | 0.23% | 0.04% | 0.04% | |
ZTS | C | 0.13% | 0.13% | 0.13% |
RAFE Overweight 42 Positions Relative to LGH
Symbol | Grade | Weight | |
---|---|---|---|
JLL | C | 0.18% | |
JNPR | C | 0.17% | |
OC | C | 0.16% | |
PARA | F | 0.16% | |
WHR | C | 0.16% | |
MOS | F | 0.16% | |
LUMN | C | 0.15% | |
VFC | A | 0.15% | |
ARW | C | 0.14% | |
DVA | C | 0.14% | |
KSS | D | 0.13% | |
FOXA | B | 0.12% | |
TPR | B | 0.11% | |
PVH | D | 0.09% | |
GAP | F | 0.09% | |
AVT | B | 0.08% | |
LEA | F | 0.08% | |
HUN | B | 0.07% | |
USFD | C | 0.07% | |
SOLV | C | 0.07% | |
DOX | B | 0.07% | |
LNC | B | 0.06% | |
FL | F | 0.05% | |
HAS | A | 0.05% | |
MHK | C | 0.05% | |
HSIC | D | 0.05% | |
CPB | D | 0.05% | |
XRX | D | 0.05% | |
GT | F | 0.05% | |
DXC | C | 0.05% | |
NWSA | D | 0.04% | |
OGN | F | 0.04% | |
KD | D | 0.04% | |
EQH | B | 0.04% | |
M | D | 0.03% | |
MAN | D | 0.03% | |
AAP | F | 0.03% | |
NWL | D | 0.03% | |
FLEX | B | 0.03% | |
WU | D | 0.03% | |
AGCO | D | 0.03% | |
HRL | F | 0.01% |
RAFE Underweight 267 Positions Relative to LGH
Symbol | Grade | Weight | |
---|---|---|---|
SPXL | A | -17.18% | |
AMZN | C | -3.52% | |
GOOGL | B | -1.93% | |
GOOG | B | -1.68% | |
BRK.A | B | -1.21% | |
XOM | A | -1.07% | |
COST | C | -0.6% | |
WMT | A | -0.51% | |
CVX | B | -0.4% | |
TMO | D | -0.37% | |
MCD | A | -0.33% | |
GE | B | -0.3% | |
PM | D | -0.29% | |
CAT | A | -0.29% | |
RTX | A | -0.27% | |
NEE | C | -0.27% | |
NOW | B | -0.26% | |
INTU | F | -0.24% | |
LMT | 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% | |
CB | A | -0.18% | |
VRTX | D | -0.18% | |
SBUX | B | -0.17% | |
MMC | D | -0.16% | |
REGN | D | -0.16% | |
BX | C | -0.16% | |
SO | A | -0.15% | |
LRCX | D | -0.15% | |
DUK | C | -0.14% | |
MO | D | -0.14% | |
PANW | B | -0.14% | |
BA | F | -0.13% | |
TT | A | -0.13% | |
CEG | A | -0.13% | |
SCHW | D | -0.13% | |
ICE | A | -0.13% | |
PH | A | -0.12% | |
NOC | B | -0.12% | |
KKR | A | -0.12% | |
APH | D | -0.11% | |
EOG | B | -0.11% | |
PNC | C | -0.11% | |
FCX | B | -0.11% | |
CME | A | -0.11% | |
USB | C | -0.1% | |
CMG | C | -0.1% | |
GEV | A | -0.1% | |
CSX | D | -0.1% | |
AON | A | -0.1% | |
PLTR | A | -0.1% | |
GD | C | -0.1% | |
MPC | D | -0.1% | |
CTAS | C | -0.1% | |
PSA | C | -0.09% | |
SPG | A | -0.09% | |
PSX | D | -0.09% | |
TTD | A | -0.09% | |
WMB | A | -0.09% | |
SLB | D | -0.09% | |
DHI | C | -0.09% | |
TDG | A | -0.09% | |
AFL | A | -0.09% | |
AJG | C | -0.09% | |
EMR | B | -0.09% | |
CRWD | D | -0.09% | |
AIG | C | -0.08% | |
URI | C | -0.08% | |
D | A | -0.08% | |
AEP | C | -0.08% | |
ABNB | D | -0.08% | |
SRE | C | -0.08% | |
FTNT | A | -0.08% | |
APO | A | -0.08% | |
TRV | B | -0.08% | |
NSC | C | -0.08% | |
COF | A | -0.08% | |
ROP | D | -0.08% | |
TFC | D | -0.08% | |
ADSK | B | -0.08% | |
OKE | A | -0.08% | |
PEG | A | -0.07% | |
KR | C | -0.07% | |
MSCI | B | -0.07% | |
WDAY | D | -0.07% | |
LEN | C | -0.07% | |
LHX | A | -0.07% | |
PCG | C | -0.07% | |
ROST | D | -0.07% | |
VRT | B | -0.07% | |
KMI | A | -0.07% | |
PCAR | D | -0.07% | |
VLO | F | -0.07% | |
DLR | C | -0.07% | |
AZO | D | -0.07% | |
BKR | B | -0.06% | |
SQ | D | -0.06% | |
ODFL | F | -0.06% | |
XEL | C | -0.06% | |
YUM | C | -0.06% | |
AME | C | -0.06% | |
VRSK | D | -0.06% | |
ACGL | A | -0.06% | |
HES | D | -0.06% | |
NUE | D | -0.06% | |
IDXX | D | -0.06% | |
EFX | D | -0.06% | |
HWM | A | -0.06% | |
KVUE | C | -0.06% | |
DASH | A | -0.06% | |
EXC | C | -0.06% | |
IQV | F | -0.06% | |
FICO | C | -0.06% | |
STZ | D | -0.06% | |
LNG | A | -0.06% | |
PWR | A | -0.06% | |
MPWR | B | -0.06% | |
CPRT | B | -0.06% | |
SMCI | F | -0.05% | |
SNOW | F | -0.05% | |
CHTR | D | -0.05% | |
MTD | C | -0.05% | |
DFS | A | -0.05% | |
GLW | C | -0.05% | |
RMD | C | -0.05% | |
ALNY | C | -0.05% | |
DDOG | B | -0.05% | |
MLM | F | -0.05% | |
VMC | D | -0.05% | |
XYL | C | -0.05% | |
VICI | C | -0.05% | |
ED | C | -0.05% | |
PHM | C | -0.05% | |
COIN | F | -0.05% | |
OXY | D | -0.05% | |
TRGP | A | -0.05% | |
IT | A | -0.05% | |
IR | A | -0.05% | |
RCL | B | -0.05% | |
EXR | D | -0.05% | |
VEEV | C | -0.05% | |
CBOE | B | -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% | |
DTE | B | -0.04% | |
PPL | C | -0.04% | |
FSLR | C | -0.04% | |
GDDY | B | -0.04% | |
DVN | F | -0.04% | |
AXON | A | -0.04% | |
GPN | F | -0.04% | |
ETR | A | -0.04% | |
NVR | C | -0.04% | |
ANSS | D | -0.04% | |
TEAM | D | -0.04% | |
HAL | D | -0.04% | |
SBAC | C | -0.04% | |
MNST | D | -0.04% | |
FANG | D | -0.04% | |
DAL | C | -0.04% | |
CSGP | F | -0.04% | |
MTB | A | -0.04% | |
GRMN | D | -0.04% | |
FTV | C | -0.04% | |
WEC | B | -0.04% | |
WTW | C | -0.04% | |
SUI | D | -0.03% | |
TXT | F | -0.03% | |
STLD | C | -0.03% | |
ENTG | D | -0.03% | |
VRSN | C | -0.03% | |
ALGN | D | -0.03% | |
CTRA | D | -0.03% | |
ARE | D | -0.03% | |
AVY | D | -0.03% | |
ULTA | D | -0.03% | |
ATO | A | -0.03% | |
EXPE | B | -0.03% | |
CLX | C | -0.03% | |
MOH | F | -0.03% | |
LNT | B | -0.03% | |
BAH | C | -0.03% | |
MKC | C | -0.03% | |
CMS | A | -0.03% | |
WRB | C | -0.03% | |
LUV | B | -0.03% | |
DECK | B | -0.03% | |
CPAY | A | -0.03% | |
TRU | C | -0.03% | |
WBD | F | -0.03% | |
TYL | D | -0.03% | |
MKL | B | -0.03% | |
ZBH | F | -0.03% | |
CINF | A | -0.03% | |
HBAN | B | -0.03% | |
HUBB | A | -0.03% | |
WST | D | -0.03% | |
DRI | C | -0.03% | |
PINS | D | -0.03% | |
BRO | A | -0.03% | |
INVH | D | -0.03% | |
TDY | A | -0.03% | |
TPL | A | -0.03% | |
MAS | C | -0.03% | |
ARES | A | -0.03% | |
STX | C | -0.03% | |
RF | B | -0.03% | |
AEE | A | -0.03% | |
HUBS | D | -0.03% | |
MRNA | F | -0.03% | |
STE | D | -0.03% | |
PTC | B | -0.03% | |
VLTO | A | -0.03% | |
LDOS | A | -0.03% | |
LW | D | -0.02% | |
WPC | C | -0.02% | |
JKHY | A | -0.02% | |
ALB | D | -0.02% | |
EVRG | C | -0.02% | |
EPAM | F | -0.02% | |
BMRN | F | -0.02% | |
RPM | A | -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% | |
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% | |
DPZ | D | -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% | |
APA | F | -0.01% |
RAFE: Top Represented Industries & Keywords
LGH: Top Represented Industries & Keywords