LGH — HCM Defender 500 Index ETF
HCM Defender 500 Index ETF (LGH)
LGH pays a 0.35% distribution rate, annual, on a 1.00% expense ratio. Its Distribution Safety Score™ is 95 (Safe), giving a Safety-Adjusted Yield of 0.33%. Total return is 173.7% over the past 6.8 years, 18.2 points behind SPY at 191.9%. Its deepest 1-year drawdown was 11.3%.
HCM Defender 500 Index ETF is an equity fund that invests at least 80% of its assets in securities within the HCM 500 Index, which uses a proprietary methodology to seek outperformance of the Solactive US Large Cap Index. The fund carries a 1.00% expense ratio and makes annual distributions at a modest rate. It appeals to equity investors seeking large-cap exposure through an actively managed index approach.
LGH key facts
- Distribution Safety Score™
- 95 · Safe
- Safety-Adjusted Yield
- 0.33%
- Issuer
- Howard Capital Management
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 10/09/2019
- Expense ratio
- 1.00%
- Distribution rate
- 0.35%
- Distribution frequency
- Annual
- Trailing yield
- 0.35%
- Last close
- $67.17
- AUM
- $575,241,486
- Average volume
- 13400.0
- Last dividend
- $0.2370
- Ex-dividend date
- 12/16/2025
- Payment date
- 12/22/2025
- Beta
- 1.17
- P/E ratio
- 26.7197
More funds from Howard Capital Management.
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