LGH vs VOO
HCM Defender 500 Index ETF vs Vanguard S&P 500 ETF
Which is better, LGH or VOO?
Allocation/Balanced against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LGH | VOO |
|---|---|---|
| Expense Ratio | 1.00% | 0.03%Best |
| AUM | $589M | $997.4B |
| Dividend Yield | 0.36% | 1.04% |
| Holdings | 421 | 509 |
| YTD Return | +6.95% | +13.31%Best |
| 1Y Return | +10.82% | +17.07%Best |
| 3Y Return (annualized) | +21.03% | +22.72%Best |
| 5Y Return (annualized) | +10.03% | +13.19%Best |
| Volatility (annualized) | 18.4% | 16.8%Best |
| Max Drawdown | -29.6%Best | -34.3% |
| $10,000 over 5 years | $16,127 | $18,580Best |
| Top 10 Weight | 52.5% | 37.6%Best |
| Fund Family | Howard Capital Management | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Oct 9, 2019 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2019 to Sep 23, 2026 (7 years).
LGH vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7 years both funds cover.
LGH vs VOO Performance
HCM Defender 500 Index ETF (LGH) is an ETF from Howard Capital Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LGH returned +10.82% while VOO returned +17.07%. Year to date, LGH is up 6.95% versus a gain of 13.31% for VOO.
Over three years, LGH compounded at +21.03% per year against +22.72% for VOO; over five years the annualized figures are +10.03% and +13.19% respectively. Across the full 7-year window we track, VOO has the edge at +16.19% annualized vs +15.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGH has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 16.8% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.6% for LGH and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGH charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, LGH currently yields 0.36% against 1.04% for VOO.
Holdings Overlap
79.4% of LGH's money is in holdings VOO also owns. 97.2% of VOO's money is in holdings LGH also owns.
Most of VOO is already inside LGH. Owning both mostly buys the same companies twice.
392 positions in common, counted across the 416 positions we hold weights for in LGH and 494 in VOO, against full books of 421 and 509.
What only one of them owns
Our book lists 99 positions for VOO that do not appear in our book for LGH (2.3% of the fund), and 24 for LGH that do not appear in VOO (20.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LGH | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.31% | 7.55% | 0.24% |
| AAPLApple, Inc | 6.73% | 7.05% | 0.32% |
| MSFTMicrosoft Corp | 5.02% | 5.36% | 0.34% |
| AMZNAmazon.Com Inc | 3.44% | 4.13% | 0.69% |
| GOOGLAlphabet Inc,class A | 2.62% | 3.24% | 0.62% |
| AVGOBroadcom Inc | 2.33% | 2.86% | 0.53% |
| GOOGAlphabet Inc | 2.26% | 2.62% | 0.36% |
| METAMeta Platforms Inc | 1.71% | 1.90% | 0.19% |
| MUMicron Technology, Inc. | 1.42% | 1.44% | 0.02% |
| JPMJpmorgan Chase | 1.31% | 1.46% | 0.15% |
97.2% of VOO is already inside LGH.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LGH or VOO?
LGH has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, LGH or VOO?
Over the past year LGH returned +10.82% vs +17.07% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), LGH annualized +15.34% vs +16.19% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGH or VOO?
LGH has been the more volatile fund at 18.4% annualized versus 16.8% for VOO. Worst drawdown: LGH -29.6% vs VOO -34.3%.
Should I hold both LGH and VOO?
LGH and VOO have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LGH and VOO?
97.2% of VOO's money is in holdings LGH also owns. 97.2% of VOO's is in holdings LGH also owns. They hold 392 positions in common, counted across the 416 positions we hold weights for in LGH and 494 in VOO.
Which pays a higher dividend, LGH or VOO?
LGH yields 0.36% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than LGH?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 52.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.