LGH - ETF AI Analysis
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HCM Defender 500 Index ETF (LGH)
LGH, the HCM Defender 500 Index ETF, has a solid overall rating driven largely by heavy exposure to high-quality tech leaders like Apple, Microsoft, and Alphabet, whose strong financial performance, profitability, and growth in areas like cloud and AI support the fund’s quality. However, several major holdings such as Nvidia, Amazon, Broadcom, Meta, and Eli Lilly face risks from high valuations, mixed technical signals, and issues like cash flow or leverage, which introduce volatility and help explain why the fund’s rating is not higher; the main risk is its concentration in a relatively small group of large, growth-oriented technology and communication names.
LGH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 587.93M
- Region
- North America
- Expense Ratio
- 1.00%
- Beta
- 1.05
- Issuer
- HCM
- Inception Date
- Oct 10, 2019
- Dividend Yield
- 0.36%
- Asset Class
- Equity
- Index Tracked
- HCM Defender 500 Index
LGH Summary
The HCM Defender 500 Index ETF (LGH) follows the HCM Defender 500 Index, focusing on large U.S. companies across many industries, with a big tilt toward technology. It holds well-known names like Apple, Microsoft, Amazon, and Nvidia, giving investors an easy way to own a broad slice of major American businesses in one investment. Someone might consider LGH for long-term growth and diversification, since it spreads money across many leading companies rather than betting on just one stock. A key risk is that it is heavily exposed to tech and large U.S. stocks, so its value can rise or fall sharply with market swings.
How much will it cost me?
This ETF has an expense ratio of 1.00%, which means you’ll pay about $10 per year for every $1,000 you invest. That’s higher than the average index ETF because it uses a more dynamic, actively managed approach rather than a simple passive strategy.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and communication companies like Apple, Nvidia, Microsoft, Amazon, Alphabet, and Meta, so continued innovation, strong earnings, and a healthy U.S. economy could support future growth. On the negative side, higher interest rates, tighter regulations on big tech, or a downturn in U.S. stocks could hurt performance, and its concentration in a few large tech names means it may be more sensitive to bad news in that sector.
LGH Top 10 Holdings
LGH is riding the Big Tech and AI wave, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Nvidia and Apple have been steadily rising, while Microsoft’s gains have been strong over the past few months, even if it’s more subdued lately. Meta has surged, giving the fund an extra boost, but Amazon and Broadcom have been mixed, occasionally dragging on returns. With a heavy tilt toward U.S. mega-cap tech and AI-related names, this ETF is firmly anchored in the American innovation story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.28% | $42.48M | $5.07T | 33.96% | 79Outperform |
 NVDA | Nvidia | 6.94% | $40.51M | $5.08T | 15.81% | 76Outperform |
 MSFT | Microsoft | 5.35% | $31.25M | $3.90T | 0.76% | 79Outperform |
 AMZN | Amazon | 3.38% | $19.71M | $2.68T | 12.17% | 71Outperform |
 GOOGL | Alphabet Class A | 2.52% | $14.69M | $3.90T | 26.53% | 85Outperform |
 GOOG | Alphabet Class C | 2.17% | $12.64M | $3.90T | 25.05% | 82Outperform |
 AVGO | Broadcom | 2.06% | $12.04M | $1.54T | -6.57% | 76Outperform |
 META | Meta Platforms | 1.87% | $10.93M | $1.64T | -12.45% | 76Outperform |
 LLY | Eli Lilly & Co | 1.48% | $8.66M | $1.20T | 55.10% | 72Outperform |
LGH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGH, the sentiment is Neutral. The current price of 65.21 is below the 20-day moving average (MA) of 66.55, below the 50-day MA of 66.22, and above the 200-day MA of 63.10, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 41.54 is Neutral, neither overbought nor oversold. The STOCH value of 23.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LGH.
LGH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LGH | $65.21 | $69.00(5.82% Upside) | $587.93M | 1.00% | 60Neutral |
 CVLC | $93.73 | $116.05(23.81% Upside) | $994.42M | 0.15% | 73Outperform |
 INFO | $27.91 | $34.01(21.85% Upside) | $946.38M | 0.35% | 74Outperform |
 XVV | $57.98 | $71.06(22.56% Upside) | $890.25M | 0.08% | 74Outperform |
 PTL | $267.80 | $344.06(28.48% Upside) | $872.88M | 0.09% | 70Neutral |
 ROCY | $54.60 | $66.89(22.52% Upside) | $863.26M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LGH | HCM Defender 500 Index ETF | 65.21 | 2.68 | 4.28% | |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 93.73 | 10.17 | 12.17% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.91 | 3.48 | 14.23% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.98 | 5.59 | 10.67% | |
| PTL | Inspire 500 ETF | 267.80 | 15.61 | 6.19% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.60 | 6.55 | 13.64% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.