HSMV vs. XJH ETF Comparison
Comparison of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
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
$36.57
Average Daily Volume
1,236
Number of Holdings
*
196
* may have additional holdings in another (foreign) market
XJH
iShares ESG Screened S&P Mid-Cap ETF
XJH Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$42.45
Average Daily Volume
17,731
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
Performance
| Period | HSMV | XJH |
|---|---|---|
| 30 Days | 3.36% | 4.38% |
| 60 Days | 4.98% | 4.26% |
| 90 Days | 9.57% | 7.64% |
| 12 Months | 20.43% | 23.56% |
135 Overlapping Holdings
| Symbol | Grade | Weight in HSMV | Weight in XJH | Overlap | |
|---|---|---|---|---|---|
| ACHC | C | 0.55% | 1.0% | 0.55% | |
| ADC | C | 0.63% | 1.0% | 0.63% | |
| AFG | B | 0.5% | 1.0% | 0.5% | |
| AGCO | D | 0.42% | 1.0% | 0.42% | |
| ALV | F | 0.37% | 1.0% | 0.37% | |
| AM | C | 0.48% | 1.0% | 0.48% | |
| AMG | C | 0.49% | 1.0% | 0.49% | |
| AMH | C | 0.52% | 1.0% | 0.52% | |
| ARW | C | 0.46% | 1.0% | 0.46% | |
| ASH | D | 0.42% | 1.0% | 0.42% | |
| ATR | B | 0.49% | 1.0% | 0.49% | |
| AVT | C | 0.47% | 1.0% | 0.47% | |
| BJ | D | 0.55% | 1.0% | 0.55% | |
| BLKB | C | 0.3% | 1.0% | 0.3% | |
| BRX | B | 0.59% | 1.0% | 0.59% | |
| CASY | D | 0.55% | 1.0% | 0.55% | |
| CBSH | C | 0.49% | 1.0% | 0.49% | |
| CHDN | C | 0.45% | 1.0% | 0.45% | |
| CHE | C | 0.48% | 1.0% | 0.48% | |
| CHH | C | 0.48% | 1.0% | 0.48% | |
| CLH | A | 0.58% | 1.0% | 0.58% | |
| CNO | B | 0.57% | 1.0% | 0.57% | |
| COLM | C | 0.49% | 1.0% | 0.49% | |
| CRI | D | 0.47% | 1.0% | 0.47% | |
| CRUS | D | 0.42% | 1.0% | 0.42% | |
| CSL | B | 0.54% | 1.0% | 0.54% | |
| CUBE | B | 0.78% | 1.0% | 0.78% | |
| CVLT | B | 0.69% | 1.0% | 0.69% | |
| CW | B | 0.55% | 1.0% | 0.55% | |
| DCI | C | 0.46% | 1.0% | 0.46% | |
| DLB | D | 0.41% | 1.0% | 0.41% | |
| DTM | B | 0.56% | 1.0% | 0.56% | |
| EGP | B | 0.56% | 1.0% | 0.56% | |
| EHC | C | 0.52% | 1.0% | 0.52% | |
| ELS | C | 0.59% | 1.0% | 0.59% | |
| EME | B | 0.55% | 1.0% | 0.55% | |
| ENOV | D | 0.34% | 1.0% | 0.34% | |
| EPR | B | 0.55% | 1.0% | 0.55% | |
| ESNT | B | 0.56% | 1.0% | 0.56% | |
| EVR | A | 0.67% | 1.0% | 0.67% | |
| EXEL | C | 0.56% | 1.0% | 0.56% | |
| EXP | B | 0.57% | 1.0% | 0.57% | |
| EXPO | A | 0.32% | 1.0% | 0.32% | |
| FAF | B | 0.64% | 1.0% | 0.64% | |
| FCN | D | 0.3% | 1.0% | 0.3% | |
| FHI | A | 0.5% | 1.0% | 0.5% | |
| FLO | C | 0.45% | 1.0% | 0.45% | |
| FLS | D | 0.46% | 1.0% | 0.46% | |
| FNB | C | 0.46% | 1.0% | 0.46% | |
| FNF | B | 0.55% | 1.0% | 0.55% | |
| FR | B | 0.58% | 1.0% | 0.58% | |
| G | C | 0.59% | 1.0% | 0.59% | |
| GATX | D | 0.5% | 1.0% | 0.5% | |
| GGG | C | 0.47% | 1.0% | 0.47% | |
| GLPI | C | 0.58% | 1.0% | 0.58% | |
| GMED | D | 0.64% | 1.0% | 0.64% | |
| GNTX | F | 0.4% | 1.0% | 0.4% | |
| GPK | B | 0.5% | 1.0% | 0.5% | |
| HRB | C | 0.64% | 1.0% | 0.64% | |
| HXL | F | 0.42% | 1.0% | 0.42% | |
| INGR | B | 0.56% | 1.0% | 0.56% | |
| IRT | B | 0.37% | 1.0% | 0.37% | |
| ITT | B | 0.47% | 1.0% | 0.47% | |
| JAZZ | D | 0.39% | 1.0% | 0.39% | |
| JHG | B | 0.53% | 1.0% | 0.53% | |
| KEX | C | 0.49% | 1.0% | 0.49% | |
| KNX | C | 0.48% | 1.0% | 0.48% | |
| LAMR | B | 0.46% | 1.0% | 0.46% | |
| LANC | D | 0.5% | 1.0% | 0.5% | |
| LECO | F | 0.37% | 1.0% | 0.37% | |
| LFUS | C | 0.55% | 1.0% | 0.55% | |
| LII | B | 0.53% | 1.0% | 0.53% | |
| LOPE | D | 0.5% | 1.0% | 0.5% | |
| LSTR | D | 0.49% | 1.0% | 0.49% | |
| MAN | C | 0.44% | 1.0% | 0.44% | |
| MDU | C | 0.48% | 1.0% | 0.48% | |
| MIDD | D | 0.47% | 1.0% | 0.47% | |
| MMS | C | 0.51% | 1.0% | 0.51% | |
| MSA | D | 0.43% | 1.0% | 0.43% | |
| MSM | D | 0.4% | 1.0% | 0.4% | |
| MTG | B | 0.58% | 1.0% | 0.58% | |
| MTN | D | 0.52% | 1.0% | 0.52% | |
| MUSA | D | 0.58% | 1.0% | 0.58% | |
| NBIX | F | 0.5% | 1.0% | 0.5% | |
| NJR | B | 0.51% | 1.0% | 0.51% | |
| NNN | C | 0.57% | 1.0% | 0.57% | |
| NSA | B | 0.42% | 1.0% | 0.42% | |
| NVT | D | 0.41% | 1.0% | 0.41% | |
| NYT | C | 0.57% | 1.0% | 0.57% | |
| OGS | B | 0.52% | 1.0% | 0.52% | |
| OHI | B | 0.62% | 1.0% | 0.62% | |
| ONB | C | 0.32% | 1.0% | 0.32% | |
| ORA | C | 0.32% | 1.0% | 0.32% | |
| ORI | B | 0.56% | 1.0% | 0.56% | |
| OSK | F | 0.4% | 1.0% | 0.4% | |
| PB | B | 0.41% | 1.0% | 0.41% | |
| PCH | C | 0.5% | 1.0% | 0.5% | |
| POR | C | 0.53% | 1.0% | 0.53% | |
| POST | C | 0.51% | 1.0% | 0.51% | |
| PRI | B | 0.56% | 1.0% | 0.56% | |
| R | A | 0.44% | 1.0% | 0.44% | |
| REXR | C | 0.53% | 1.0% | 0.53% | |
| RGA | C | 0.52% | 1.0% | 0.52% | |
| RGLD | C | 0.42% | 1.0% | 0.42% | |
| RLI | B | 0.51% | 1.0% | 0.51% | |
| RNR | C | 0.51% | 1.0% | 0.51% | |
| RPM | B | 0.52% | 1.0% | 0.52% | |
| RS | D | 0.44% | 1.0% | 0.44% | |
| RYN | C | 0.49% | 1.0% | 0.49% | |
| SBRA | C | 0.59% | 1.0% | 0.59% | |
| SCI | B | 0.52% | 1.0% | 0.52% | |
| SEIC | C | 0.48% | 1.0% | 0.48% | |
| SF | A | 0.5% | 1.0% | 0.5% | |
| SFM | B | 0.63% | 1.0% | 0.63% | |
| SIGI | D | 0.42% | 1.0% | 0.42% | |
| SLGN | B | 0.5% | 1.0% | 0.5% | |
| SNX | D | 0.44% | 1.0% | 0.44% | |
| SON | C | 0.45% | 1.0% | 0.45% | |
| SR | B | 0.52% | 1.0% | 0.52% | |
| STAG | C | 0.55% | 1.0% | 0.55% | |
| SWX | C | 0.54% | 1.0% | 0.54% | |
| THG | B | 0.53% | 1.0% | 0.53% | |
| TTEK | C | 0.57% | 1.0% | 0.57% | |
| TXRH | C | 0.48% | 1.0% | 0.48% | |
| USFD | B | 0.53% | 1.0% | 0.53% | |
| UTHR | C | 0.68% | 1.0% | 0.68% | |
| VNT | F | 0.37% | 1.0% | 0.37% | |
| VOYA | B | 0.49% | 1.0% | 0.49% | |
| VVV | D | 0.43% | 1.0% | 0.43% | |
| WEN | C | 0.39% | 1.0% | 0.39% | |
| WH | B | 0.49% | 1.0% | 0.49% | |
| WPC | C | 0.53% | 1.0% | 0.53% | |
| WTRG | D | 0.52% | 1.0% | 0.52% | |
| WTS | C | 0.45% | 1.0% | 0.45% | |
| WU | F | 0.49% | 1.0% | 0.49% |
HSMV Overweight 61 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| LXP | B | 0.72% | |
| IDCC | B | 0.7% | |
| CPK | B | 0.67% | |
| PLXS | A | 0.62% | |
| NMIH | B | 0.61% | |
| ENSG | B | 0.61% | |
| JEF | B | 0.61% | |
| INVA | B | 0.6% | |
| FCPT | C | 0.59% | |
| CTRE | C | 0.58% | |
| EPRT | B | 0.58% | |
| AWR | B | 0.57% | |
| JJSF | C | 0.57% | |
| BCPC | C | 0.57% | |
| PECO | B | 0.55% | |
| CACI | B | 0.55% | |
| OGE | C | 0.55% | |
| NFG | B | 0.54% | |
| ROIC | B | 0.54% | |
| KFY | B | 0.54% | |
| RDN | C | 0.54% | |
| EFC | B | 0.54% | |
| PRGS | C | 0.54% | |
| CWT | C | 0.54% | |
| MAT | C | 0.53% | |
| UNF | C | 0.53% | |
| PNM | B | 0.53% | |
| MCRI | C | 0.52% | |
| VRRM | D | 0.52% | |
| NWE | B | 0.52% | |
| IDA | C | 0.52% | |
| COOP | C | 0.52% | |
| BKH | B | 0.52% | |
| AIN | D | 0.51% | |
| MSGS | B | 0.51% | |
| ALE | B | 0.51% | |
| AVA | C | 0.51% | |
| NSIT | D | 0.51% | |
| WERN | D | 0.5% | |
| MOG.A | B | 0.49% | |
| SAIC | C | 0.49% | |
| PFGC | B | 0.49% | |
| ACM | B | 0.48% | |
| PBH | B | 0.48% | |
| FSS | D | 0.47% | |
| BWXT | D | 0.47% | |
| EPC | F | 0.46% | |
| AGO | C | 0.46% | |
| KBR | D | 0.44% | |
| FELE | C | 0.44% | |
| TNC | F | 0.41% | |
| IOSP | D | 0.41% | |
| ENR | D | 0.39% | |
| EVTC | D | 0.39% | |
| AIR | C | 0.33% | |
| ABM | D | 0.32% | |
| CCOI | C | 0.31% | |
| GO | F | 0.25% | |
| PDCO | F | 0.23% | |
| PZZA | D | 0.22% | |
| LEG | D | 0.18% |
HSMV Underweight 220 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| WOLF | F | -1.0% | |
| UA | D | -1.0% | |
| CAR | F | -1.0% | |
| HELE | D | -1.0% | |
| UAA | C | -1.0% | |
| GEF | D | -1.0% | |
| PPC | D | -1.0% | |
| IPGP | F | -1.0% | |
| MP | D | -1.0% | |
| ADNT | F | -1.0% | |
| PGNY | F | -1.0% | |
| ALGM | F | -1.0% | |
| GT | F | -1.0% | |
| JWN | C | -1.0% | |
| ZD | D | -1.0% | |
| VSH | F | -1.0% | |
| VAC | F | -1.0% | |
| ALTM | F | -1.0% | |
| HGV | F | -1.0% | |
| TGNA | D | -1.0% | |
| SAM | F | -1.0% | |
| AZTA | F | -1.0% | |
| LIVN | D | -1.0% | |
| VC | F | -1.0% | |
| NYCB | D | -1.0% | |
| GHC | B | -1.0% | |
| ARWR | F | -1.0% | |
| TDC | F | -1.0% | |
| BHF | F | -1.0% | |
| CXT | D | -1.0% | |
| ZI | D | -1.0% | |
| SYNA | F | -1.0% | |
| RCM | C | -1.0% | |
| SMG | C | -1.0% | |
| PK | D | -1.0% | |
| PAG | D | -1.0% | |
| NVST | D | -1.0% | |
| AMKR | F | -1.0% | |
| TNL | D | -1.0% | |
| NEOG | D | -1.0% | |
| YETI | D | -1.0% | |
| AMED | C | -1.0% | |
| NSP | F | -1.0% | |
| TCBI | B | -1.0% | |
| IRDM | D | -1.0% | |
| POWI | F | -1.0% | |
| COTY | F | -1.0% | |
| CDP | B | -1.0% | |
| CNXC | F | -1.0% | |
| ASB | D | -1.0% | |
| IBOC | D | -1.0% | |
| TEX | F | -1.0% | |
| SLAB | D | -1.0% | |
| VAL | F | -1.0% | |
| PBF | F | -1.0% | |
| LITE | B | -1.0% | |
| VLY | C | -1.0% | |
| KMPR | D | -1.0% | |
| KRC | B | -1.0% | |
| PRGO | D | -1.0% | |
| RH | B | -1.0% | |
| HAE | F | -1.0% | |
| ENS | D | -1.0% | |
| AN | D | -1.0% | |
| NEU | D | -1.0% | |
| M | F | -1.0% | |
| BYD | C | -1.0% | |
| BDC | B | -1.0% | |
| ROIV | C | -1.0% | |
| AVNT | B | -1.0% | |
| PII | D | -1.0% | |
| GAP | F | -1.0% | |
| RMBS | F | -1.0% | |
| HOG | C | -1.0% | |
| OZK | D | -1.0% | |
| EEFT | D | -1.0% | |
| ASGN | D | -1.0% | |
| HWC | D | -1.0% | |
| CADE | C | -1.0% | |
| KNF | B | -1.0% | |
| CUZ | B | -1.0% | |
| CPRI | D | -1.0% | |
| WLK | D | -1.0% | |
| DOCS | B | -1.0% | |
| GTLS | F | -1.0% | |
| QLYS | F | -1.0% | |
| UMBF | B | -1.0% | |
| UBSI | B | -1.0% | |
| SLM | D | -1.0% | |
| FIVE | D | -1.0% | |
| FFIN | B | -1.0% | |
| APPF | D | -1.0% | |
| BCO | B | -1.0% | |
| CELH | F | -1.0% | |
| GBCI | B | -1.0% | |
| UGI | C | -1.0% | |
| COLB | B | -1.0% | |
| BC | C | -1.0% | |
| HOMB | B | -1.0% | |
| NXST | D | -1.0% | |
| TKR | D | -1.0% | |
| MASI | F | -1.0% | |
| CLF | F | -1.0% | |
| ST | D | -1.0% | |
| XRAY | D | -1.0% | |
| THO | D | -1.0% | |
| KD | D | -1.0% | |
| MTSI | D | -1.0% | |
| PVH | F | -1.0% | |
| WHR | D | -1.0% | |
| CHX | F | -1.0% | |
| VNO | B | -1.0% | |
| VMI | D | -1.0% | |
| ESAB | C | -1.0% | |
| DAR | F | -1.0% | |
| CBT | B | -1.0% | |
| OPCH | C | -1.0% | |
| DBX | D | -1.0% | |
| CMC | D | -1.0% | |
| KRG | B | -1.0% | |
| OLLI | C | -1.0% | |
| SRCL | A | -1.0% | |
| EXLS | B | -1.0% | |
| GXO | D | -1.0% | |
| LSCC | D | -1.0% | |
| KBH | A | -1.0% | |
| LEA | F | -1.0% | |
| LPX | B | -1.0% | |
| AAON | B | -1.0% | |
| COKE | C | -1.0% | |
| NOVT | D | -1.0% | |
| STWD | B | -1.0% | |
| ELF | F | -1.0% | |
| BRKR | D | -1.0% | |
| CYTK | F | -1.0% | |
| MTZ | B | -1.0% | |
| GME | F | -1.0% | |
| NOV | F | -1.0% | |
| AZPN | B | -1.0% | |
| SNV | C | -1.0% | |
| WFRD | F | -1.0% | |
| CGNX | F | -1.0% | |
| H | C | -1.0% | |
| HQY | C | -1.0% | |
| CNM | F | -1.0% | |
| WTFC | B | -1.0% | |
| WCC | D | -1.0% | |
| MKSI | F | -1.0% | |
| TMHC | A | -1.0% | |
| ZION | D | -1.0% | |
| UNM | B | -1.0% | |
| AA | D | -1.0% | |
| PCTY | C | -1.0% | |
| LNTH | D | -1.0% | |
| HR | C | -1.0% | |
| CFR | C | -1.0% | |
| TREX | D | -1.0% | |
| DINO | F | -1.0% | |
| X | F | -1.0% | |
| UFPI | C | -1.0% | |
| PNFP | B | -1.0% | |
| PLNT | B | -1.0% | |
| CR | C | -1.0% | |
| SSB | B | -1.0% | |
| LAD | D | -1.0% | |
| SSD | D | -1.0% | |
| BRBR | C | -1.0% | |
| AXTA | B | -1.0% | |
| BERY | B | -1.0% | |
| HALO | C | -1.0% | |
| CROX | D | -1.0% | |
| AIT | A | -1.0% | |
| RGEN | F | -1.0% | |
| CIEN | C | -1.0% | |
| AYI | B | -1.0% | |
| MEDP | F | -1.0% | |
| WBS | D | -1.0% | |
| PEN | D | -1.0% | |
| FYBR | C | -1.0% | |
| DUOL | B | -1.0% | |
| HLI | B | -1.0% | |
| WEX | C | -1.0% | |
| CG | D | -1.0% | |
| TPX | C | -1.0% | |
| FHN | D | -1.0% | |
| OLED | C | -1.0% | |
| SKX | D | -1.0% | |
| TTC | D | -1.0% | |
| EQH | C | -1.0% | |
| ALLY | F | -1.0% | |
| ONTO | D | -1.0% | |
| COHR | C | -1.0% | |
| WMS | D | -1.0% | |
| LNW | B | -1.0% | |
| RRX | C | -1.0% | |
| WWD | D | -1.0% | |
| ARMK | B | -1.0% | |
| FBIN | B | -1.0% | |
| KNSL | C | -1.0% | |
| NLY | B | -1.0% | |
| CCK | A | -1.0% | |
| SAIA | D | -1.0% | |
| WING | B | -1.0% | |
| EWBC | D | -1.0% | |
| FIX | B | -1.0% | |
| FND | C | -1.0% | |
| BLD | D | -1.0% | |
| XPO | D | -1.0% | |
| JLL | B | -1.0% | |
| DT | C | -1.0% | |
| ERIE | B | -1.0% | |
| IBKR | B | -1.0% | |
| OC | D | -1.0% | |
| PSTG | F | -1.0% | |
| WSO | C | -1.0% | |
| TOL | B | -1.0% | |
| THC | A | -1.0% | |
| MANH | B | -1.0% | |
| WSM | D | -1.0% | |
| BURL | B | -1.0% |
HSMV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
REIT - Diversified
REIT - Industrial
REIT - Retail
Biotechnology
Insurance - Property & Casualty
Insurance - Specialty
Packaged Foods
Utilities - Regulated Electric
Utilities - Regulated Gas
Aerospace & Defense
Banks - Regional - US
Engineering & Construction
Packaging & Containers
Apparel Manufacturing
Grocery Stores
Information Technology Services
Medical Care
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Software - Application
Biotechnology
Semiconductors
Building Materials
Business Services
Packaging & Containers
REIT - Diversified
Apparel Manufacturing
Asset Management
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Chemicals
Specialty Retail
Auto Parts
Insurance - Property & Casualty
REIT - Retail
Keywords:
Bank
Banking
Real Estate Investment Trust
Chemical
Mining
Insurance
Electronics
Aerospace
Semiconductor
Beverage
Construction
Deposit Products
Supply Chain Management
Computing
Telecommunications
Commercial Banking
Insurance Products
Building Materials
Individual Retirement Account
Medicine
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