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
$37.51
Average Daily Volume
1,308
Number of Holdings
*
147
* 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
$43.12
Average Daily Volume
12,264
Number of Holdings
*
353
* may have additional holdings in another (foreign) market
Performance
| Period | HSMV | XJH |
|---|---|---|
| 30 Days | 0.55% | -0.25% |
| 60 Days | 3.41% | 2.42% |
| 90 Days | 5.39% | 4.72% |
| 12 Months | 24.54% | 25.54% |
104 Overlapping Holdings
| Symbol | Grade | Weight in HSMV | Weight in XJH | Overlap | |
|---|---|---|---|---|---|
| ACM | B | 0.57% | 0.54% | 0.54% | |
| ADC | A | 1.29% | 0.29% | 0.29% | |
| AFG | A | 1.08% | 0.39% | 0.39% | |
| AGCO | F | 0.29% | 0.22% | 0.22% | |
| ALV | C | 0.29% | 0.27% | 0.27% | |
| AM | A | 1.19% | 0.19% | 0.19% | |
| AMG | C | 0.62% | 0.21% | 0.21% | |
| AMH | C | 1.21% | 0.45% | 0.45% | |
| ARW | F | 0.46% | 0.23% | 0.23% | |
| ASH | F | 0.36% | 0.14% | 0.14% | |
| ATR | B | 2.16% | 0.44% | 0.44% | |
| AVT | C | 0.5% | 0.18% | 0.18% | |
| BJ | B | 0.37% | 0.44% | 0.37% | |
| BLKB | B | 0.42% | 0.13% | 0.13% | |
| BRX | A | 0.47% | 0.33% | 0.33% | |
| CASY | A | 0.25% | 0.57% | 0.25% | |
| CBSH | A | 0.81% | 0.32% | 0.32% | |
| CDP | C | 0.67% | 0.13% | 0.13% | |
| CHDN | C | 0.45% | 0.39% | 0.39% | |
| CHE | F | 1.15% | 0.32% | 0.32% | |
| CHH | A | 0.55% | 0.12% | 0.12% | |
| CLH | C | 0.4% | 0.48% | 0.4% | |
| CNO | B | 0.44% | 0.15% | 0.15% | |
| COLM | B | 0.55% | 0.11% | 0.11% | |
| CRI | F | 0.21% | 0.07% | 0.07% | |
| CSL | C | 0.33% | 0.78% | 0.33% | |
| CUBE | C | 0.24% | 0.41% | 0.24% | |
| CW | B | 0.72% | 0.52% | 0.52% | |
| DCI | B | 1.34% | 0.35% | 0.35% | |
| DLB | F | 0.88% | 0.17% | 0.17% | |
| DTM | A | 1.97% | 0.36% | 0.36% | |
| EGP | D | 0.63% | 0.31% | 0.31% | |
| EHC | B | 0.92% | 0.39% | 0.39% | |
| ELS | B | 0.81% | 0.5% | 0.5% | |
| EPR | D | 0.79% | 0.13% | 0.13% | |
| ESNT | D | 0.66% | 0.22% | 0.22% | |
| EVR | B | 0.36% | 0.4% | 0.36% | |
| EXEL | B | 0.39% | 0.38% | 0.38% | |
| FAF | C | 0.38% | 0.25% | 0.25% | |
| FCN | F | 0.5% | 0.26% | 0.26% | |
| FHI | B | 1.23% | 0.13% | 0.13% | |
| FLO | D | 1.12% | 0.16% | 0.16% | |
| FLS | A | 0.52% | 0.29% | 0.29% | |
| FNB | B | 0.38% | 0.22% | 0.22% | |
| FNF | A | 0.49% | 0.59% | 0.49% | |
| FR | D | 0.44% | 0.26% | 0.26% | |
| G | B | 0.36% | 0.28% | 0.28% | |
| GATX | B | 0.56% | 0.2% | 0.2% | |
| GGG | B | 1.02% | 0.57% | 0.57% | |
| GLPI | C | 0.96% | 0.5% | 0.5% | |
| GNTX | F | 0.98% | 0.26% | 0.26% | |
| GPK | D | 0.36% | 0.32% | 0.32% | |
| HRB | D | 0.26% | 0.31% | 0.26% | |
| HXL | F | 0.23% | 0.19% | 0.19% | |
| INGR | B | 1.74% | 0.37% | 0.37% | |
| IRT | A | 0.22% | 0.18% | 0.18% | |
| ITT | A | 0.38% | 0.47% | 0.38% | |
| JAZZ | C | 0.35% | 0.29% | 0.29% | |
| JEF | A | 0.45% | 0.45% | 0.45% | |
| JHG | B | 0.65% | 0.22% | 0.22% | |
| KEX | B | 0.31% | 0.28% | 0.28% | |
| LAMR | D | 0.43% | 0.42% | 0.42% | |
| LANC | D | 0.49% | 0.13% | 0.13% | |
| LECO | C | 0.35% | 0.44% | 0.35% | |
| LFUS | D | 0.25% | 0.23% | 0.23% | |
| LII | B | 0.25% | 0.75% | 0.25% | |
| LOPE | B | 0.76% | 0.18% | 0.18% | |
| LSTR | D | 0.78% | 0.25% | 0.25% | |
| MAN | F | 0.32% | 0.11% | 0.11% | |
| MIDD | D | 0.28% | 0.28% | 0.28% | |
| MMS | D | 1.01% | 0.18% | 0.18% | |
| MSA | D | 0.81% | 0.26% | 0.26% | |
| MSM | D | 0.47% | 0.15% | 0.15% | |
| MTG | D | 0.54% | 0.24% | 0.24% | |
| MTN | C | 0.29% | 0.25% | 0.25% | |
| MUSA | A | 0.46% | 0.37% | 0.37% | |
| NJR | A | 1.19% | 0.18% | 0.18% | |
| NNN | C | 0.99% | 0.29% | 0.29% | |
| NSA | C | 0.13% | 0.11% | 0.11% | |
| NYT | D | 0.97% | 0.33% | 0.33% | |
| OGS | A | 0.69% | 0.16% | 0.16% | |
| OHI | C | 1.11% | 0.39% | 0.39% | |
| ONB | B | 0.32% | 0.26% | 0.26% | |
| ORA | B | 0.27% | 0.16% | 0.16% | |
| ORI | A | 1.69% | 0.33% | 0.33% | |
| OSK | C | 0.29% | 0.27% | 0.27% | |
| PB | A | 0.44% | 0.3% | 0.3% | |
| PCH | D | 0.19% | 0.11% | 0.11% | |
| POST | D | 1.53% | 0.19% | 0.19% | |
| PRI | A | 0.76% | 0.38% | 0.38% | |
| R | B | 0.3% | 0.27% | 0.27% | |
| REXR | F | 0.19% | 0.34% | 0.19% | |
| RGA | B | 0.65% | 0.57% | 0.57% | |
| RGLD | C | 0.33% | 0.35% | 0.33% | |
| RLI | A | 1.38% | 0.28% | 0.28% | |
| RNR | C | 0.66% | 0.51% | 0.51% | |
| RPM | B | 0.66% | 0.66% | 0.66% | |
| RS | B | 0.55% | 0.64% | 0.55% | |
| RYN | D | 0.41% | 0.15% | 0.15% | |
| SBRA | B | 0.58% | 0.16% | 0.16% | |
| SCI | A | 0.61% | 0.46% | 0.46% | |
| SEIC | B | 1.86% | 0.3% | 0.3% | |
| SF | B | 0.73% | 0.45% | 0.45% | |
| SLGN | A | 0.66% | 0.17% | 0.17% |
HSMV Overweight 43 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| CACI | C | 1.62% | |
| IDA | A | 1.59% | |
| OGE | A | 1.57% | |
| CTRE | C | 1.53% | |
| MSGS | B | 1.41% | |
| NFG | A | 1.14% | |
| NWE | C | 1.09% | |
| POR | C | 1.06% | |
| KBR | F | 0.91% | |
| BKH | A | 0.87% | |
| FCPT | C | 0.82% | |
| IDCC | A | 0.77% | |
| ENSG | D | 0.75% | |
| EFC | C | 0.75% | |
| PBH | A | 0.74% | |
| PECO | A | 0.73% | |
| AWR | B | 0.72% | |
| AVA | C | 0.72% | |
| CPK | A | 0.64% | |
| AGO | A | 0.64% | |
| EPRT | A | 0.63% | |
| MDU | D | 0.61% | |
| PRGS | B | 0.59% | |
| FELE | B | 0.57% | |
| NMIH | D | 0.54% | |
| BCPC | B | 0.53% | |
| CWT | C | 0.51% | |
| EPC | F | 0.49% | |
| BWXT | A | 0.47% | |
| PFGC | B | 0.45% | |
| SAIC | F | 0.44% | |
| ENR | A | 0.42% | |
| RDN | D | 0.39% | |
| ABM | B | 0.37% | |
| IOSP | C | 0.36% | |
| LXP | D | 0.35% | |
| COOP | B | 0.35% | |
| JJSF | C | 0.33% | |
| KFY | B | 0.29% | |
| EVTC | B | 0.28% | |
| PLXS | B | 0.27% | |
| AIN | C | 0.24% | |
| FSS | B | 0.23% |
HSMV Underweight 249 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -0.88% | |
| ILMN | C | -0.85% | |
| IBKR | A | -0.73% | |
| WSO | A | -0.69% | |
| MANH | D | -0.65% | |
| UTHR | C | -0.65% | |
| XPO | B | -0.65% | |
| OC | A | -0.64% | |
| BURL | A | -0.64% | |
| WSM | D | -0.63% | |
| DT | C | -0.61% | |
| USFD | A | -0.61% | |
| TOL | B | -0.6% | |
| THC | C | -0.59% | |
| FIX | A | -0.59% | |
| COHR | B | -0.58% | |
| PSTG | F | -0.58% | |
| SFM | A | -0.54% | |
| EWBC | A | -0.54% | |
| AVTR | F | -0.54% | |
| SAIA | C | -0.54% | |
| TXRH | B | -0.5% | |
| NBIX | C | -0.47% | |
| JLL | D | -0.47% | |
| BMRN | F | -0.47% | |
| DUOL | A | -0.46% | |
| NVT | C | -0.46% | |
| EQH | B | -0.45% | |
| UNM | A | -0.45% | |
| WPC | C | -0.45% | |
| RRX | B | -0.43% | |
| FHN | A | -0.41% | |
| BLD | F | -0.41% | |
| TTEK | F | -0.41% | |
| FND | F | -0.41% | |
| KNSL | B | -0.4% | |
| GME | C | -0.4% | |
| AA | A | -0.4% | |
| CCK | D | -0.4% | |
| ARMK | C | -0.39% | |
| WBS | A | -0.39% | |
| EXP | B | -0.39% | |
| WWD | B | -0.39% | |
| AIT | B | -0.39% | |
| SRPT | F | -0.39% | |
| LAD | B | -0.38% | |
| CIEN | B | -0.38% | |
| AYI | B | -0.38% | |
| WING | D | -0.37% | |
| HLI | B | -0.37% | |
| NLY | C | -0.37% | |
| ALLY | C | -0.37% | |
| PNFP | B | -0.36% | |
| TPX | B | -0.36% | |
| WTRG | B | -0.36% | |
| GMED | A | -0.35% | |
| WMS | F | -0.35% | |
| WCC | B | -0.35% | |
| FBIN | D | -0.35% | |
| BRBR | A | -0.35% | |
| PCTY | B | -0.34% | |
| AXTA | B | -0.34% | |
| AAON | B | -0.34% | |
| CFR | B | -0.34% | |
| KNX | B | -0.34% | |
| PEN | B | -0.34% | |
| WTFC | B | -0.33% | |
| SNX | D | -0.33% | |
| ZION | B | -0.33% | |
| CR | A | -0.32% | |
| MTZ | B | -0.32% | |
| TTC | F | -0.32% | |
| MEDP | D | -0.32% | |
| CNM | C | -0.31% | |
| SSB | B | -0.31% | |
| ONTO | F | -0.31% | |
| PLNT | A | -0.31% | |
| X | C | -0.31% | |
| SKX | F | -0.31% | |
| LNW | F | -0.31% | |
| HQY | A | -0.31% | |
| VOYA | B | -0.3% | |
| SNV | B | -0.3% | |
| UFPI | C | -0.3% | |
| BERY | D | -0.29% | |
| MKSI | C | -0.29% | |
| WH | B | -0.29% | |
| FYBR | C | -0.29% | |
| TREX | D | -0.29% | |
| SSD | D | -0.29% | |
| TMHC | B | -0.28% | |
| EXLS | B | -0.28% | |
| MTSI | B | -0.28% | |
| OLED | F | -0.28% | |
| ANF | F | -0.28% | |
| RGEN | F | -0.28% | |
| WEX | F | -0.28% | |
| CVLT | B | -0.28% | |
| LPX | A | -0.27% | |
| MASI | B | -0.27% | |
| H | B | -0.27% | |
| GTLS | A | -0.27% | |
| GXO | B | -0.27% | |
| COKE | C | -0.27% | |
| ESAB | B | -0.27% | |
| RYAN | B | -0.27% | |
| HALO | F | -0.26% | |
| CMC | B | -0.26% | |
| VMI | B | -0.26% | |
| DINO | D | -0.26% | |
| VNO | C | -0.26% | |
| CGNX | D | -0.26% | |
| ELF | C | -0.26% | |
| LSCC | D | -0.26% | |
| DOCS | C | -0.25% | |
| COLB | B | -0.25% | |
| DAR | B | -0.25% | |
| KD | A | -0.25% | |
| AZPN | A | -0.25% | |
| DBX | C | -0.25% | |
| STAG | D | -0.25% | |
| WHR | B | -0.24% | |
| HR | C | -0.24% | |
| NOV | D | -0.24% | |
| GBCI | B | -0.24% | |
| CYTK | D | -0.24% | |
| CBT | C | -0.23% | |
| VNT | C | -0.23% | |
| BRKR | F | -0.23% | |
| SIGI | B | -0.23% | |
| NOVT | D | -0.23% | |
| WFRD | F | -0.23% | |
| ALTR | B | -0.23% | |
| STWD | C | -0.23% | |
| UBSI | B | -0.22% | |
| HOMB | A | -0.22% | |
| RMBS | C | -0.22% | |
| LITE | B | -0.22% | |
| WTS | B | -0.22% | |
| PVH | C | -0.22% | |
| THO | C | -0.22% | |
| THG | A | -0.22% | |
| KRG | A | -0.22% | |
| CHX | C | -0.22% | |
| CROX | F | -0.22% | |
| CRUS | F | -0.21% | |
| CADE | B | -0.21% | |
| UMBF | B | -0.21% | |
| QLYS | C | -0.21% | |
| CLF | F | -0.21% | |
| VVV | D | -0.21% | |
| LNTH | F | -0.21% | |
| ALTM | C | -0.21% | |
| OLLI | D | -0.21% | |
| KBH | D | -0.21% | |
| SLM | B | -0.2% | |
| FFIN | B | -0.2% | |
| KNF | A | -0.2% | |
| BC | D | -0.2% | |
| APPF | C | -0.2% | |
| LEA | F | -0.2% | |
| BDC | B | -0.19% | |
| GAP | D | -0.19% | |
| ST | F | -0.19% | |
| SON | F | -0.19% | |
| UGI | C | -0.19% | |
| EXPO | D | -0.19% | |
| BYD | B | -0.19% | |
| NXST | C | -0.19% | |
| ROIV | D | -0.19% | |
| OZK | B | -0.19% | |
| HWC | B | -0.19% | |
| HAE | C | -0.18% | |
| CUZ | B | -0.18% | |
| AVNT | B | -0.18% | |
| WMG | C | -0.18% | |
| VLY | A | -0.18% | |
| TKR | F | -0.18% | |
| RH | D | -0.18% | |
| FIVE | F | -0.18% | |
| AN | D | -0.17% | |
| EEFT | C | -0.17% | |
| SWX | A | -0.17% | |
| TCBI | B | -0.16% | |
| ASGN | F | -0.16% | |
| BCO | F | -0.16% | |
| KRC | C | -0.16% | |
| NEU | D | -0.16% | |
| CELH | F | -0.16% | |
| WLK | F | -0.16% | |
| KMPR | A | -0.16% | |
| M | D | -0.16% | |
| IBOC | B | -0.15% | |
| HOG | F | -0.15% | |
| ENS | D | -0.15% | |
| ASB | B | -0.15% | |
| XRAY | D | -0.14% | |
| ACHC | F | -0.14% | |
| TNL | B | -0.14% | |
| OPCH | F | -0.14% | |
| SR | A | -0.14% | |
| VAL | F | -0.13% | |
| SLAB | F | -0.13% | |
| NVST | C | -0.13% | |
| TEX | D | -0.13% | |
| IRDM | F | -0.13% | |
| PII | F | -0.13% | |
| POWI | D | -0.13% | |
| ZI | D | -0.12% | |
| PK | D | -0.12% | |
| PAG | B | -0.12% | |
| ALGM | F | -0.12% | |
| PBF | D | -0.12% | |
| BHF | B | -0.12% | |
| WEN | C | -0.12% | |
| SMG | C | -0.12% | |
| GHC | B | -0.12% | |
| FLG | D | -0.12% | |
| YETI | D | -0.12% | |
| COTY | F | -0.11% | |
| LIVN | D | -0.11% | |
| SAM | C | -0.11% | |
| TDC | D | -0.11% | |
| NEOG | D | -0.11% | |
| AMKR | F | -0.11% | |
| AMED | F | -0.11% | |
| SYNA | D | -0.11% | |
| VAC | C | -0.11% | |
| WU | F | -0.1% | |
| ENOV | C | -0.1% | |
| VC | F | -0.1% | |
| ARWR | D | -0.1% | |
| GT | C | -0.1% | |
| NSP | F | -0.1% | |
| CXT | C | -0.1% | |
| HGV | C | -0.1% | |
| CPRI | F | -0.09% | |
| PPC | B | -0.08% | |
| IPGP | D | -0.08% | |
| AZTA | F | -0.08% | |
| JWN | C | -0.08% | |
| RCM | A | -0.08% | |
| GEF | B | -0.07% | |
| CAR | C | -0.07% | |
| VSH | F | -0.07% | |
| UAA | C | -0.07% | |
| CNXC | F | -0.07% | |
| UA | C | -0.05% | |
| MAGN | F | -0.01% |
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
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Biotechnology
Diversified Industrials
Software - Application
Business Services
Packaging & Containers
Semiconductors
Building Materials
REIT - Diversified
Specialty Chemicals
Apparel Manufacturing
Asset Management
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Retail
Diagnostics & Research
Engineering & Construction
Insurance - Property & Casualty
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