HDMV vs. NBCC ETF Comparison

Comparison of First Trust Horizon Managed Volatility Developed International ETF (HDMV) to Neuberger Berman Next Generation Connected Consumer ETF (NBCC)
HDMV

First Trust Horizon Managed Volatility Developed International ETF

HDMV Description

The First Trust Horizon Managed Volatility Developed International ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks and depositary receipts of developed market companies listed and traded on non-U.S. exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.

Grade (RS Rating)

Last Trade

$31.32

Average Daily Volume

8,848

Number of Holdings *

7

* may have additional holdings in another (foreign) market
NBCC

Neuberger Berman Next Generation Connected Consumer ETF

NBCC Description Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.12

Average Daily Volume

180

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period HDMV NBCC
30 Days 0.77% 4.54%
60 Days 7.55% 8.59%
90 Days 10.33% 6.63%
12 Months 21.77% 18.95%
1 Overlapping Holdings
Symbol Grade Weight in HDMV Weight in NBCC Overlap
UL B 1.5% 1.48% 1.48%
HDMV Overweight 6 Positions Relative to NBCC
Symbol Grade Weight
NVS D 0.87%
CCEP D 0.74%
CHKP C 0.71%
QGEN D 0.54%
E D 0.39%
ABBV A 0.37%
HDMV Underweight 23 Positions Relative to NBCC
Symbol Grade Weight
MCD A -5.25%
CCL C -5.02%
HD A -4.83%
SPOT B -4.76%
ULTA D -4.67%
PM B -4.49%
TMUS A -3.83%
ALL C -3.7%
WIX D -3.65%
LVS B -3.59%
DKNG D -3.59%
NKE D -3.14%
TJX C -3.13%
WRBY C -3.07%
KDP C -3.04%
GOOG C -2.83%
MTCH C -2.4%
GE C -2.18%
NFLX C -2.12%
DLTR F -2.05%
WMT A -1.32%
CMG C -0.97%
SNAP D -0.89%
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