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Upturn AI SWOT - About
HCM Defender 500 Index ETF (LGH)
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Upturn Advisory Summary
08/29/2025: LGH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 43.05% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 43.96 - 54.80 | Updated Date 06/30/2025 |
52 Weeks Range 43.96 - 54.80 | Updated Date 06/30/2025 |
Upturn AI SWOT
HCM Defender 500 Index ETF
ETF Overview
Overview
The HCM Defender 500 Index ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the HCM Defender 500 Index. The index focuses on large-cap U.S. equities, emphasizing risk management and downside protection.
Reputation and Reliability
Information regarding the issuer's reputation and reliability is not readily available.
Management Expertise
Details about the management team's experience and expertise for this specific ETF are not readily available.
Investment Objective
Goal
To track the performance of the HCM Defender 500 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the HCM Defender 500 Index, which uses a proprietary methodology to select and weight stocks to reduce downside risk.
Composition The ETF holds a basket of large-cap U.S. equities selected based on the HCM Defender 500 Index methodology.
Market Position
Market Share: Data regarding this specific ETFu2019s market share is not available.
Total Net Assets (AUM): Data regarding the total AUM for this ETF is not available.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The competitive landscape is dominated by large S&P 500 ETFs like SPY, IVV, and VOO. HCM Defender 500 Index ETF differentiates itself through its proprietary risk management methodology. However, it may face challenges in gaining market share due to the established presence and lower expense ratios of its larger competitors. The fund's success depends on demonstrating superior risk-adjusted returns compared to standard S&P 500 ETFs.
Financial Performance
Historical Performance: Historical financial performance data is not readily available.
Benchmark Comparison: Comparative performance data versus the benchmark is not readily available.
Expense Ratio: The expense ratio is not readily available.
Liquidity
Average Trading Volume
Data on average trading volume is unavailable.
Bid-Ask Spread
Information on the bid-ask spread is unavailable.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions will influence the performance of the underlying large-cap U.S. equities held by the ETF.
Growth Trajectory
Information on growth trends and changes in strategy and holdings is not readily available.
Moat and Competitive Advantages
Competitive Edge
The HCM Defender 500 Index ETF's competitive edge lies in its unique index methodology, which aims to provide downside protection during market downturns. This approach is appealing to investors seeking to reduce portfolio volatility while still participating in market gains. It differentiates itself from standard market-cap weighted S&P 500 ETFs. However, this may come at the cost of potentially underperforming during strong bull markets. The success of the ETF hinges on the effectiveness of its risk management strategy.
Risk Analysis
Volatility
Volatility data for this specific ETF is not readily available.
Market Risk
The ETF is subject to the market risks associated with large-cap U.S. equities, including economic downturns, sector-specific challenges, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to large-cap U.S. equities with a focus on downside protection and risk management.
Market Risk
The ETF is likely best for long-term investors who are concerned about market volatility and seek a more conservative approach to investing in the S&P 500.
Summary
The HCM Defender 500 Index ETF aims to track the HCM Defender 500 Index, focusing on risk management within the large-cap U.S. equity space. Its competitive advantage is its unique index methodology, designed to provide downside protection. The ETF is likely suited for long-term investors seeking to mitigate market volatility. Limited availability of detailed data makes performance analysis difficult but further investor and market confidence in the fund will determine its success. More information on expense ratios and AUM would assist investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About HCM Defender 500 Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.