HSMV vs. LCDS ETF Comparison
Comparison of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) to JPMorgan Fundamental Data Science Large Core ETF (LCDS)
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
LCDS
JPMorgan Fundamental Data Science Large Core ETF
LCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.58
Average Daily Volume
109
Number of Holdings
*
87
* may have additional holdings in another (foreign) market
Performance
| Period | HSMV | LCDS |
|---|---|---|
| 30 Days | 4.88% | 2.99% |
| 60 Days | 5.46% | 5.00% |
| 90 Days | 6.96% | 6.45% |
| 12 Months | 27.49% |
HSMV Overweight 144 Positions Relative to LCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| ATR | B | 2.09% | |
| DTM | B | 2.06% | |
| SEIC | B | 1.89% | |
| ORI | A | 1.76% | |
| IDA | A | 1.65% | |
| INGR | B | 1.65% | |
| OGE | B | 1.59% | |
| POST | C | 1.56% | |
| CTRE | D | 1.54% | |
| RLI | B | 1.42% | |
| MSGS | A | 1.4% | |
| ADC | B | 1.34% | |
| DCI | B | 1.33% | |
| CACI | D | 1.29% | |
| FHI | A | 1.26% | |
| AMH | D | 1.24% | |
| NJR | A | 1.24% | |
| AM | A | 1.21% | |
| NFG | A | 1.18% | |
| FLO | D | 1.17% | |
| CHE | D | 1.16% | |
| NWE | B | 1.13% | |
| OHI | C | 1.08% | |
| AFG | A | 1.08% | |
| POR | C | 1.07% | |
| GGG | B | 1.06% | |
| NNN | D | 1.01% | |
| GNTX | C | 0.99% | |
| GLPI | C | 0.99% | |
| NYT | C | 0.95% | |
| BKH | A | 0.9% | |
| EHC | B | 0.9% | |
| MMS | F | 0.89% | |
| FCPT | C | 0.86% | |
| DLB | B | 0.85% | |
| CBSH | A | 0.83% | |
| ELS | C | 0.81% | |
| MSA | D | 0.8% | |
| EPR | D | 0.79% | |
| PRI | A | 0.78% | |
| IDCC | A | 0.77% | |
| AVA | A | 0.76% | |
| LSTR | D | 0.76% | |
| PBH | A | 0.76% | |
| EFC | C | 0.76% | |
| KBR | F | 0.75% | |
| PECO | A | 0.74% | |
| LOPE | B | 0.74% | |
| ENSG | D | 0.73% | |
| AWR | B | 0.72% | |
| OGS | A | 0.72% | |
| SF | B | 0.72% | |
| RPM | A | 0.68% | |
| SLGN | A | 0.68% | |
| RNR | C | 0.67% | |
| CPK | A | 0.67% | |
| CW | B | 0.67% | |
| RGA | A | 0.67% | |
| AGO | B | 0.67% | |
| ESNT | D | 0.67% | |
| JHG | A | 0.66% | |
| EPRT | B | 0.65% | |
| MDU | D | 0.64% | |
| AMG | B | 0.63% | |
| CDP | C | 0.63% | |
| EGP | F | 0.63% | |
| SCI | B | 0.62% | |
| PRGS | A | 0.58% | |
| ACM | A | 0.57% | |
| FELE | B | 0.56% | |
| GATX | A | 0.56% | |
| CHH | A | 0.56% | |
| SBRA | C | 0.55% | |
| COLM | B | 0.55% | |
| NMIH | D | 0.55% | |
| RS | B | 0.54% | |
| BCPC | B | 0.53% | |
| FLS | B | 0.52% | |
| CWT | D | 0.51% | |
| FNF | B | 0.51% | |
| EPC | D | 0.49% | |
| AVT | C | 0.49% | |
| FCN | D | 0.49% | |
| BRX | A | 0.48% | |
| BWXT | B | 0.48% | |
| MUSA | A | 0.47% | |
| LANC | C | 0.46% | |
| JEF | A | 0.46% | |
| FR | C | 0.45% | |
| CHDN | B | 0.45% | |
| ARW | D | 0.45% | |
| PB | A | 0.45% | |
| CNO | A | 0.44% | |
| MSM | C | 0.44% | |
| LAMR | D | 0.43% | |
| ENR | B | 0.43% | |
| RYN | D | 0.42% | |
| BLKB | B | 0.41% | |
| RDN | C | 0.4% | |
| FAF | A | 0.4% | |
| FNB | A | 0.38% | |
| ITT | A | 0.38% | |
| CLH | B | 0.38% | |
| EXEL | B | 0.38% | |
| ASH | D | 0.36% | |
| GPK | C | 0.36% | |
| ABM | B | 0.36% | |
| COOP | B | 0.35% | |
| G | B | 0.35% | |
| IOSP | B | 0.35% | |
| SAIC | F | 0.35% | |
| LXP | D | 0.34% | |
| RGLD | C | 0.34% | |
| EVR | B | 0.34% | |
| LECO | B | 0.34% | |
| JAZZ | B | 0.33% | |
| CSL | C | 0.33% | |
| MAN | D | 0.32% | |
| KEX | C | 0.31% | |
| AGCO | D | 0.31% | |
| JJSF | B | 0.31% | |
| ONB | B | 0.31% | |
| R | B | 0.3% | |
| KFY | B | 0.29% | |
| MTN | C | 0.29% | |
| ALV | C | 0.29% | |
| MIDD | C | 0.28% | |
| EVTC | B | 0.28% | |
| OSK | B | 0.28% | |
| ORA | B | 0.27% | |
| PLXS | B | 0.27% | |
| CASY | A | 0.26% | |
| LII | A | 0.26% | |
| HRB | D | 0.26% | |
| FSS | B | 0.24% | |
| LFUS | F | 0.24% | |
| CUBE | D | 0.24% | |
| AIN | C | 0.24% | |
| IRT | A | 0.23% | |
| HXL | D | 0.22% | |
| CRI | D | 0.21% | |
| REXR | F | 0.2% | |
| PCH | D | 0.19% | |
| NSA | D | 0.13% |
HSMV Underweight 84 Positions Relative to LCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.58% | |
| MSFT | F | -7.47% | |
| AAPL | C | -5.88% | |
| AMZN | C | -4.7% | |
| META | D | -3.39% | |
| GOOGL | C | -3.04% | |
| WFC | A | -2.44% | |
| UNH | C | -2.16% | |
| MA | C | -1.98% | |
| XOM | B | -1.79% | |
| ABBV | D | -1.51% | |
| BMY | B | -1.47% | |
| SYK | C | -1.47% | |
| AXP | A | -1.46% | |
| PM | B | -1.45% | |
| BAC | A | -1.34% | |
| LOW | D | -1.33% | |
| TT | A | -1.32% | |
| AVGO | D | -1.31% | |
| CRM | B | -1.25% | |
| CMCSA | B | -1.24% | |
| UPS | C | -1.22% | |
| HWM | A | -1.15% | |
| TSLA | B | -1.14% | |
| EOG | A | -1.14% | |
| AMP | A | -1.13% | |
| HON | B | -1.12% | |
| LLY | F | -1.11% | |
| CSX | B | -1.1% | |
| PGR | A | -1.02% | |
| COP | C | -1.02% | |
| MDLZ | F | -0.99% | |
| NXPI | D | -0.93% | |
| MET | A | -0.91% | |
| REGN | F | -0.89% | |
| INTU | C | -0.88% | |
| NOC | D | -0.87% | |
| SO | D | -0.87% | |
| MU | D | -0.87% | |
| MCD | D | -0.87% | |
| CME | A | -0.76% | |
| DHR | F | -0.76% | |
| BRK.A | B | -0.75% | |
| SQ | B | -0.75% | |
| NEE | D | -0.73% | |
| KO | D | -0.73% | |
| DOV | A | -0.71% | |
| FICO | B | -0.71% | |
| DD | D | -0.71% | |
| DLR | B | -0.7% | |
| STX | D | -0.7% | |
| TMUS | B | -0.69% | |
| PCG | A | -0.69% | |
| APH | A | -0.68% | |
| MS | A | -0.66% | |
| MDT | D | -0.66% | |
| AXTA | A | -0.66% | |
| TFC | A | -0.64% | |
| HLT | A | -0.63% | |
| SPOT | B | -0.62% | |
| PLD | D | -0.61% | |
| CI | F | -0.6% | |
| CMS | C | -0.59% | |
| HPE | B | -0.58% | |
| CMG | B | -0.55% | |
| DE | A | -0.54% | |
| AZO | C | -0.54% | |
| LDOS | C | -0.53% | |
| TJX | A | -0.53% | |
| CTSH | B | -0.48% | |
| VRTX | F | -0.45% | |
| FCNCA | A | -0.41% | |
| ELAN | D | -0.39% | |
| WEX | D | -0.38% | |
| COST | B | -0.34% | |
| SNPS | B | -0.32% | |
| CHD | B | -0.3% | |
| EQIX | A | -0.25% | |
| LRCX | F | -0.22% | |
| MSI | B | -0.21% | |
| SBUX | A | -0.14% | |
| LIN | D | -0.13% | |
| APTV | D | -0.11% | |
| EL | F | -0.1% |
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
LCDS: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Internet Content & Information
Restaurants
Semiconductors
Specialty Retail
Banks - Global
Banks - Regional - US
Biotechnology
Communication Equipment
Credit Services
Diversified Industrials
Health Care Plans
Household & Personal Products
Information Technology Services
Medical Devices
Oil & Gas E&P
Software - Infrastructure
Specialty Chemicals
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