HSMV vs. IVOO ETF Comparison
Comparison of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) to Vanguard S&P Mid-Cap 400 ETF (IVOO)
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV Description
The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.
Grade (RS Rating)
Last Trade
$38.50
Average Daily Volume
1,335
Number of Holdings
*
147
* may have additional holdings in another (foreign) market
IVOO
Vanguard S&P Mid-Cap 400 ETF
IVOO Description
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Grade (RS Rating)
Last Trade
$113.17
Average Daily Volume
61,743
Number of Holdings
*
392
* may have additional holdings in another (foreign) market
Performance
| Period | HSMV | IVOO |
|---|---|---|
| 30 Days | 4.88% | 7.18% |
| 60 Days | 5.46% | 7.23% |
| 90 Days | 6.96% | 8.27% |
| 12 Months | 27.49% | 33.00% |
116 Overlapping Holdings
| Symbol | Grade | Weight in HSMV | Weight in IVOO | Overlap | |
|---|---|---|---|---|---|
| ACM | A | 0.57% | 0.49% | 0.49% | |
| ADC | B | 1.34% | 0.26% | 0.26% | |
| AFG | A | 1.08% | 0.32% | 0.32% | |
| AGCO | D | 0.31% | 0.21% | 0.21% | |
| ALV | C | 0.29% | 0.23% | 0.23% | |
| AM | A | 1.21% | 0.17% | 0.17% | |
| AMG | B | 0.63% | 0.2% | 0.2% | |
| AMH | D | 1.24% | 0.38% | 0.38% | |
| ARW | D | 0.45% | 0.22% | 0.22% | |
| ASH | D | 0.36% | 0.14% | 0.14% | |
| ATR | B | 2.09% | 0.38% | 0.38% | |
| AVT | C | 0.49% | 0.16% | 0.16% | |
| BJ | A | 0.36% | 0.39% | 0.36% | |
| BKH | A | 0.9% | 0.14% | 0.14% | |
| BLKB | B | 0.41% | 0.1% | 0.1% | |
| BRX | A | 0.48% | 0.28% | 0.28% | |
| BWXT | B | 0.48% | 0.38% | 0.38% | |
| CACI | D | 1.29% | 0.42% | 0.42% | |
| CASY | A | 0.26% | 0.5% | 0.26% | |
| CBSH | A | 0.83% | 0.25% | 0.25% | |
| CDP | C | 0.63% | 0.12% | 0.12% | |
| CHDN | B | 0.45% | 0.35% | 0.35% | |
| CHE | D | 1.16% | 0.28% | 0.28% | |
| CHH | A | 0.56% | 0.11% | 0.11% | |
| CLH | B | 0.38% | 0.4% | 0.38% | |
| CNO | A | 0.44% | 0.13% | 0.13% | |
| COLM | B | 0.55% | 0.09% | 0.09% | |
| CRI | D | 0.21% | 0.07% | 0.07% | |
| CSL | C | 0.33% | 0.67% | 0.33% | |
| CUBE | D | 0.24% | 0.37% | 0.24% | |
| CW | B | 0.67% | 0.45% | 0.45% | |
| DCI | B | 1.33% | 0.3% | 0.3% | |
| DLB | B | 0.85% | 0.15% | 0.15% | |
| DTM | B | 2.06% | 0.3% | 0.3% | |
| EGP | F | 0.63% | 0.29% | 0.29% | |
| EHC | B | 0.9% | 0.34% | 0.34% | |
| ELS | C | 0.81% | 0.45% | 0.45% | |
| ENSG | D | 0.73% | 0.3% | 0.3% | |
| EPR | D | 0.79% | 0.12% | 0.12% | |
| ESNT | D | 0.67% | 0.22% | 0.22% | |
| EVR | B | 0.34% | 0.32% | 0.32% | |
| EXEL | B | 0.38% | 0.33% | 0.33% | |
| FAF | A | 0.4% | 0.23% | 0.23% | |
| FCN | D | 0.49% | 0.24% | 0.24% | |
| FHI | A | 1.26% | 0.11% | 0.11% | |
| FLO | D | 1.17% | 0.15% | 0.15% | |
| FLS | B | 0.52% | 0.24% | 0.24% | |
| FNB | A | 0.38% | 0.18% | 0.18% | |
| FNF | B | 0.51% | 0.54% | 0.51% | |
| FR | C | 0.45% | 0.24% | 0.24% | |
| G | B | 0.35% | 0.22% | 0.22% | |
| GATX | A | 0.56% | 0.17% | 0.17% | |
| GGG | B | 1.06% | 0.47% | 0.47% | |
| GLPI | C | 0.99% | 0.47% | 0.47% | |
| GNTX | C | 0.99% | 0.24% | 0.24% | |
| GPK | C | 0.36% | 0.29% | 0.29% | |
| HRB | D | 0.26% | 0.29% | 0.26% | |
| HXL | D | 0.22% | 0.17% | 0.17% | |
| IDA | A | 1.65% | 0.19% | 0.19% | |
| INGR | B | 1.65% | 0.3% | 0.3% | |
| IRT | A | 0.23% | 0.15% | 0.15% | |
| ITT | A | 0.38% | 0.39% | 0.38% | |
| JAZZ | B | 0.33% | 0.23% | 0.23% | |
| JEF | A | 0.46% | 0.36% | 0.36% | |
| JHG | A | 0.66% | 0.18% | 0.18% | |
| KBR | F | 0.75% | 0.31% | 0.31% | |
| KEX | C | 0.31% | 0.23% | 0.23% | |
| LAMR | D | 0.43% | 0.4% | 0.4% | |
| LANC | C | 0.46% | 0.12% | 0.12% | |
| LECO | B | 0.34% | 0.38% | 0.34% | |
| LFUS | F | 0.24% | 0.21% | 0.21% | |
| LII | A | 0.26% | 0.67% | 0.26% | |
| LOPE | B | 0.74% | 0.14% | 0.14% | |
| LSTR | D | 0.76% | 0.21% | 0.21% | |
| MAN | D | 0.32% | 0.1% | 0.1% | |
| MIDD | C | 0.28% | 0.24% | 0.24% | |
| MMS | F | 0.89% | 0.18% | 0.18% | |
| MSA | D | 0.8% | 0.23% | 0.23% | |
| MSM | C | 0.44% | 0.12% | 0.12% | |
| MTG | C | 0.55% | 0.22% | 0.22% | |
| MTN | C | 0.29% | 0.21% | 0.21% | |
| MUSA | A | 0.47% | 0.31% | 0.31% | |
| NFG | A | 1.18% | 0.19% | 0.19% | |
| NJR | A | 1.24% | 0.16% | 0.16% | |
| NNN | D | 1.01% | 0.27% | 0.27% | |
| NSA | D | 0.13% | 0.1% | 0.1% | |
| NWE | B | 1.13% | 0.11% | 0.11% | |
| NYT | C | 0.95% | 0.31% | 0.31% | |
| OGE | B | 1.59% | 0.28% | 0.28% | |
| OGS | A | 0.72% | 0.14% | 0.14% | |
| OHI | C | 1.08% | 0.38% | 0.38% | |
| ONB | B | 0.31% | 0.21% | 0.21% | |
| ORA | B | 0.27% | 0.15% | 0.15% | |
| ORI | A | 1.76% | 0.29% | 0.29% | |
| OSK | B | 0.28% | 0.23% | 0.23% | |
| PB | A | 0.45% | 0.24% | 0.24% | |
| PCH | D | 0.19% | 0.1% | 0.1% | |
| PFGC | B | 0.45% | 0.44% | 0.44% | |
| POR | C | 1.07% | 0.17% | 0.17% | |
| POST | C | 1.56% | 0.18% | 0.18% | |
| PRI | A | 0.78% | 0.32% | 0.32% | |
| R | B | 0.3% | 0.22% | 0.22% | |
| REXR | F | 0.2% | 0.32% | 0.2% | |
| RGA | A | 0.67% | 0.48% | 0.48% | |
| RGLD | C | 0.34% | 0.33% | 0.33% | |
| RLI | B | 1.42% | 0.22% | 0.22% | |
| RNR | C | 0.67% | 0.47% | 0.47% | |
| RPM | A | 0.68% | 0.56% | 0.56% | |
| RS | B | 0.54% | 0.54% | 0.54% | |
| RYN | D | 0.42% | 0.14% | 0.14% | |
| SAIC | F | 0.35% | 0.25% | 0.25% | |
| SBRA | C | 0.55% | 0.16% | 0.16% | |
| SCI | B | 0.62% | 0.41% | 0.41% | |
| SEIC | B | 1.89% | 0.25% | 0.25% | |
| SF | B | 0.72% | 0.37% | 0.37% | |
| SLGN | A | 0.68% | 0.14% | 0.14% |
HSMV Overweight 31 Positions Relative to IVOO
| Symbol | Grade | Weight | |
|---|---|---|---|
| CTRE | D | 1.54% | |
| MSGS | A | 1.4% | |
| FCPT | C | 0.86% | |
| IDCC | A | 0.77% | |
| AVA | A | 0.76% | |
| PBH | A | 0.76% | |
| EFC | C | 0.76% | |
| PECO | A | 0.74% | |
| AWR | B | 0.72% | |
| CPK | A | 0.67% | |
| AGO | B | 0.67% | |
| EPRT | B | 0.65% | |
| MDU | D | 0.64% | |
| PRGS | A | 0.58% | |
| FELE | B | 0.56% | |
| NMIH | D | 0.55% | |
| BCPC | B | 0.53% | |
| CWT | D | 0.51% | |
| EPC | D | 0.49% | |
| ENR | B | 0.43% | |
| RDN | C | 0.4% | |
| ABM | B | 0.36% | |
| COOP | B | 0.35% | |
| IOSP | B | 0.35% | |
| LXP | D | 0.34% | |
| JJSF | B | 0.31% | |
| KFY | B | 0.29% | |
| EVTC | B | 0.28% | |
| PLXS | B | 0.27% | |
| FSS | B | 0.24% | |
| AIN | C | 0.24% |
HSMV Underweight 276 Positions Relative to IVOO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ILMN | D | -0.79% | |
| TPL | A | -0.76% | |
| EME | C | -0.72% | |
| WSM | B | -0.59% | |
| WSO | A | -0.57% | |
| IBKR | A | -0.57% | |
| UTHR | C | -0.57% | |
| MANH | D | -0.56% | |
| DT | C | -0.55% | |
| RBA | A | -0.54% | |
| BURL | A | -0.54% | |
| OC | A | -0.53% | |
| PSTG | D | -0.53% | |
| TOL | B | -0.52% | |
| USFD | A | -0.52% | |
| XPO | B | -0.52% | |
| AVTR | F | -0.52% | |
| THC | D | -0.51% | |
| EQH | B | -0.5% | |
| COHR | B | -0.49% | |
| DOCU | A | -0.49% | |
| FIX | A | -0.48% | |
| EWBC | A | -0.47% | |
| SAIA | B | -0.45% | |
| TTEK | F | -0.45% | |
| TXRH | C | -0.44% | |
| SFM | A | -0.44% | |
| JLL | D | -0.44% | |
| NVT | B | -0.43% | |
| BMRN | D | -0.43% | |
| NBIX | C | -0.42% | |
| WPC | D | -0.42% | |
| SRPT | D | -0.41% | |
| DKS | C | -0.39% | |
| UNM | A | -0.38% | |
| DUOL | A | -0.38% | |
| FND | C | -0.38% | |
| RRX | B | -0.38% | |
| CCK | C | -0.38% | |
| FBIN | D | -0.36% | |
| OVV | B | -0.36% | |
| AA | B | -0.36% | |
| CG | A | -0.36% | |
| WMS | D | -0.36% | |
| BLD | D | -0.36% | |
| WWD | B | -0.34% | |
| ONTO | D | -0.34% | |
| CNH | C | -0.34% | |
| ARMK | B | -0.34% | |
| KNSL | B | -0.33% | |
| EXP | A | -0.33% | |
| ALLY | C | -0.33% | |
| WTRG | B | -0.33% | |
| HLI | B | -0.32% | |
| FHN | A | -0.32% | |
| AYI | B | -0.32% | |
| MORN | B | -0.31% | |
| AIT | A | -0.31% | |
| WBS | A | -0.31% | |
| LAD | A | -0.31% | |
| PEN | B | -0.31% | |
| FLR | B | -0.31% | |
| WAL | B | -0.31% | |
| CIEN | B | -0.31% | |
| WCC | B | -0.3% | |
| GME | C | -0.3% | |
| PR | B | -0.3% | |
| X | C | -0.3% | |
| FN | D | -0.3% | |
| SNX | C | -0.3% | |
| AAL | B | -0.3% | |
| GMED | A | -0.29% | |
| AXTA | A | -0.29% | |
| LNW | D | -0.29% | |
| TPX | B | -0.29% | |
| TTC | D | -0.29% | |
| WING | D | -0.29% | |
| KNX | B | -0.29% | |
| BRBR | A | -0.29% | |
| CNM | D | -0.29% | |
| PCTY | B | -0.28% | |
| PNFP | B | -0.28% | |
| BERY | B | -0.28% | |
| RBC | A | -0.28% | |
| SKX | D | -0.28% | |
| CFR | B | -0.28% | |
| WTFC | A | -0.27% | |
| TREX | C | -0.27% | |
| CHRD | D | -0.27% | |
| TKO | B | -0.27% | |
| VOYA | B | -0.27% | |
| FYBR | D | -0.27% | |
| OLED | D | -0.27% | |
| MEDP | D | -0.27% | |
| HQY | B | -0.26% | |
| SSB | B | -0.26% | |
| UFPI | B | -0.26% | |
| MTZ | B | -0.26% | |
| AR | B | -0.26% | |
| SSD | D | -0.26% | |
| LNTH | D | -0.26% | |
| CR | A | -0.26% | |
| AAON | B | -0.26% | |
| ZION | B | -0.26% | |
| TMHC | B | -0.25% | |
| GXO | B | -0.25% | |
| SNV | B | -0.25% | |
| RRC | B | -0.25% | |
| HLNE | B | -0.25% | |
| CVLT | B | -0.24% | |
| VNO | B | -0.24% | |
| BIO | D | -0.24% | |
| CGNX | C | -0.24% | |
| MAT | D | -0.24% | |
| WH | B | -0.24% | |
| LSCC | D | -0.24% | |
| RGEN | D | -0.24% | |
| ESAB | B | -0.24% | |
| WEX | D | -0.24% | |
| H | B | -0.23% | |
| COKE | C | -0.23% | |
| PLNT | A | -0.23% | |
| MKSI | C | -0.23% | |
| EXLS | B | -0.23% | |
| RYAN | B | -0.23% | |
| ANF | C | -0.23% | |
| STAG | F | -0.23% | |
| BRKR | D | -0.22% | |
| DINO | D | -0.22% | |
| STWD | C | -0.22% | |
| VMI | B | -0.22% | |
| MASI | A | -0.22% | |
| CROX | D | -0.22% | |
| HALO | F | -0.22% | |
| MTSI | B | -0.22% | |
| COLB | A | -0.21% | |
| CYTK | F | -0.21% | |
| CLF | F | -0.21% | |
| MTDR | B | -0.21% | |
| CADE | B | -0.21% | |
| NOV | C | -0.21% | |
| NOVT | D | -0.21% | |
| DBX | B | -0.21% | |
| DAR | C | -0.21% | |
| CMC | B | -0.21% | |
| ALTR | B | -0.21% | |
| LPX | B | -0.21% | |
| KBH | D | -0.2% | |
| WHR | B | -0.2% | |
| SRCL | C | -0.2% | |
| VNT | B | -0.2% | |
| WFRD | D | -0.2% | |
| CRUS | D | -0.2% | |
| GBCI | B | -0.2% | |
| CBT | C | -0.2% | |
| ELF | C | -0.2% | |
| CHX | C | -0.19% | |
| PVH | C | -0.19% | |
| KNF | A | -0.19% | |
| THO | B | -0.19% | |
| SIGI | C | -0.19% | |
| OLLI | D | -0.19% | |
| KRG | B | -0.19% | |
| GTLS | B | -0.18% | |
| UBSI | B | -0.18% | |
| RMBS | C | -0.18% | |
| UGI | A | -0.18% | |
| CNX | A | -0.18% | |
| SON | D | -0.18% | |
| FIVE | F | -0.18% | |
| ST | F | -0.18% | |
| VVV | F | -0.18% | |
| WTS | B | -0.18% | |
| DOCS | C | -0.18% | |
| BC | C | -0.18% | |
| KD | B | -0.18% | |
| TKR | D | -0.18% | |
| THG | A | -0.18% | |
| NXST | C | -0.18% | |
| LEA | D | -0.18% | |
| EXPO | D | -0.17% | |
| SLM | A | -0.17% | |
| OLN | D | -0.17% | |
| UMBF | B | -0.17% | |
| ROIV | C | -0.17% | |
| PSN | D | -0.17% | |
| HOMB | A | -0.17% | |
| HWC | B | -0.16% | |
| WMG | C | -0.16% | |
| BCO | D | -0.16% | |
| GAP | C | -0.16% | |
| OZK | B | -0.16% | |
| FFIN | B | -0.16% | |
| BDC | B | -0.16% | |
| XRAY | F | -0.16% | |
| CUZ | B | -0.16% | |
| CELH | F | -0.16% | |
| RH | B | -0.16% | |
| BYD | C | -0.16% | |
| APPF | B | -0.16% | |
| KRC | C | -0.15% | |
| M | D | -0.15% | |
| AVNT | B | -0.15% | |
| LITE | B | -0.15% | |
| CIVI | D | -0.15% | |
| QLYS | C | -0.15% | |
| SWX | B | -0.15% | |
| WLK | D | -0.15% | |
| MUR | D | -0.15% | |
| PNM | F | -0.14% | |
| OPCH | D | -0.14% | |
| ACHC | F | -0.14% | |
| NEU | C | -0.14% | |
| VLY | B | -0.14% | |
| AN | C | -0.14% | |
| ASGN | F | -0.14% | |
| EEFT | B | -0.14% | |
| PII | D | -0.13% | |
| WU | D | -0.13% | |
| HAE | C | -0.13% | |
| ALE | A | -0.13% | |
| SR | A | -0.13% | |
| SMG | D | -0.13% | |
| KMPR | B | -0.13% | |
| HOG | D | -0.13% | |
| ENS | D | -0.13% | |
| TNL | A | -0.12% | |
| SLAB | D | -0.12% | |
| VAL | D | -0.12% | |
| POWI | D | -0.12% | |
| IRDM | D | -0.12% | |
| TEX | D | -0.12% | |
| PRGO | B | -0.12% | |
| ASB | B | -0.12% | |
| TCBI | B | -0.12% | |
| NVST | B | -0.12% | |
| AMED | F | -0.11% | |
| TDC | D | -0.11% | |
| ZI | D | -0.11% | |
| ALGM | D | -0.11% | |
| WEN | D | -0.11% | |
| IBOC | A | -0.11% | |
| LIVN | F | -0.1% | |
| NSP | D | -0.1% | |
| PBF | D | -0.1% | |
| PAG | B | -0.1% | |
| NEOG | F | -0.1% | |
| PK | B | -0.1% | |
| BHF | B | -0.1% | |
| AMKR | D | -0.1% | |
| GHC | C | -0.1% | |
| YETI | C | -0.1% | |
| VC | D | -0.09% | |
| SAM | C | -0.09% | |
| CXT | B | -0.09% | |
| SYNA | C | -0.09% | |
| CC | C | -0.09% | |
| COTY | F | -0.09% | |
| JWN | C | -0.08% | |
| RCM | F | -0.08% | |
| IPGP | D | -0.08% | |
| GT | C | -0.08% | |
| ENOV | C | -0.08% | |
| CPRI | F | -0.08% | |
| HGV | B | -0.08% | |
| ARWR | F | -0.08% | |
| SHC | F | -0.08% | |
| VAC | B | -0.08% | |
| VSH | D | -0.07% | |
| PPC | C | -0.07% | |
| AZTA | D | -0.07% | |
| CNXC | F | -0.07% | |
| GEF | A | -0.06% | |
| UAA | C | -0.06% | |
| CAR | C | -0.05% | |
| UA | C | -0.04% |
HSMV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Insurance - Specialty
Packaged Foods
REIT - Diversified
REIT - Industrial
REIT - Retail
Banks - Regional - US
Business Services
Insurance - Property & Casualty
Packaging & Containers
REIT - Healthcare Facilities
REIT - Residential
Specialty Chemicals
Specialty Finance
Utilities - Diversified
Utilities - Regulated Electric
Utilities - Regulated Gas
Aerospace & Defense
Apparel Manufacturing
IVOO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Biotechnology
Software - Application
Business Services
Oil & Gas E&P
Specialty Chemicals
Asset Management
Packaging & Containers
Semiconductors
Building Materials
Diagnostics & Research
Engineering & Construction
Specialty Retail
Apparel Manufacturing
Medical Care
Packaged Foods
REIT - Diversified
REIT - Industrial
Scientific & Technical Instruments
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