Compare · 2 funds side by side · dividends reinvested

LGH and SPY

LGHHCM×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

LGH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.0

HCM Defender 500 Index ETFUnsorted1.00%0.37%+3.7%+6.0%+21.5%+8.3%−11.3%17.3%$565M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LGH 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

HCM Defender 500 Index ETF · $565M$14,869

LGH

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 80.0% in common

LGHMeasureSPY

+3.7%Year to dateJan 1 → Nov 9+11.2%

+6.0%1 yearTotal return+13.5%

+21.5%3 years · per year$10,000 became $17,935 · $18,118+21.9%

+8.3%5 years · per year$10,000 became $14,869 · $17,493+11.8%

1.00%Expense ratio$100 · $9 a year on $10k · lower is better0.09%

0.37%Trailing 12-mo yield$37 · $101 a year on $10k1.01%

−11.3%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer13.7%

LGHSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LGH vs SPY: Top 5 Holdings

Today

LGH

25.3%in top 5

SPY

in top 527.8%

LGHStockSPY

7.4%AAPL7.9%

6.3%NVDA7.1%

5.6%MSFT6.2%

3.6%AMZN4.0%

2.3%GOOGL2.6%

Held in common80.0%

End-of-day Nov 9, 2026 · share of each fund

LGH vs SPY Returns, Every Period

HCMLGH

+8.3%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

LGHSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LGH vs SPY

YTD

HCMLGH

+3.7%

SPYSPDR

+11.2%

+3.7%Year to date+11.2%

−11.3%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y13.7%

0.4%Yield1.0%

$565MAssets$778B

4–0SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LGH1.00%$100

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LGH, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

LGH0.37%$37

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

LGH$37 − $100 = −$63

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LGH, SPY

Today

80.0%most shared, LGH and SPY

LGHSPY

LGH—80.0%

SPY80.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

LGHWorst drop−11.3%17.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYLGH

+11.2%Year to date+3.7%

1.0%Yield0.4%

+13.5%Past year+6.0%

0.09%Fee1.00%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026