HUSV vs. FDLO ETF Comparison
Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Fidelity Low Volatility Factor ETF (FDLO)
HUSV
First Trust Horizon Managed Volatility Domestic ETF
HUSV Description
The First Trust Horizon Managed Volatility Domestic 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 of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.
Grade (RS Rating)
Last Trade
$39.34
Average Daily Volume
4,973
Number of Holdings
*
74
* may have additional holdings in another (foreign) market
FDLO
Fidelity Low Volatility Factor ETF
FDLO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Low Volatility Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Low Volatility Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with lower volatility than the broader market.Grade (RS Rating)
Last Trade
$61.98
Average Daily Volume
74,193
Number of Holdings
*
125
* may have additional holdings in another (foreign) market
Performance
| Period | HUSV | FDLO |
|---|---|---|
| 30 Days | 1.70% | 0.81% |
| 60 Days | 3.21% | 1.49% |
| 90 Days | 4.88% | 4.05% |
| 12 Months | 21.41% | 21.68% |
46 Overlapping Holdings
| Symbol | Grade | Weight in HUSV | Weight in FDLO | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.48% | 0.98% | 0.48% | |
| ABT | B | 0.89% | 0.9% | 0.89% | |
| ADP | B | 1.33% | 0.66% | 0.66% | |
| AVY | D | 1.09% | 0.14% | 0.14% | |
| AZO | C | 0.5% | 0.47% | 0.47% | |
| BDX | F | 0.66% | 0.6% | 0.6% | |
| BRK.A | B | 2.53% | 2.13% | 2.13% | |
| CL | D | 2.17% | 0.35% | 0.35% | |
| CME | A | 1.2% | 0.69% | 0.69% | |
| CMS | C | 1.14% | 0.24% | 0.24% | |
| CSCO | B | 2.22% | 1.77% | 1.77% | |
| DUK | C | 1.29% | 0.35% | 0.35% | |
| EA | A | 1.0% | 0.72% | 0.72% | |
| ECL | D | 0.61% | 0.24% | 0.24% | |
| ED | D | 0.86% | 0.25% | 0.25% | |
| EQR | B | 0.83% | 0.18% | 0.18% | |
| GD | F | 0.95% | 0.49% | 0.49% | |
| HD | A | 0.38% | 1.19% | 0.38% | |
| HON | B | 1.34% | 0.7% | 0.7% | |
| IBM | C | 1.67% | 1.54% | 1.54% | |
| ITW | B | 1.85% | 0.56% | 0.56% | |
| JNJ | D | 1.37% | 1.18% | 1.18% | |
| KMI | A | 1.54% | 0.3% | 0.3% | |
| KO | D | 2.22% | 0.66% | 0.66% | |
| LIN | D | 2.02% | 0.53% | 0.53% | |
| LMT | D | 1.87% | 0.58% | 0.58% | |
| MA | C | 1.33% | 1.34% | 1.33% | |
| MCD | D | 1.36% | 0.8% | 0.8% | |
| MMC | B | 2.33% | 0.67% | 0.67% | |
| MSFT | F | 2.08% | 6.93% | 2.08% | |
| MSI | B | 2.45% | 1.49% | 1.49% | |
| NOC | D | 0.71% | 0.5% | 0.5% | |
| O | D | 0.63% | 0.22% | 0.22% | |
| ORLY | B | 0.83% | 0.53% | 0.53% | |
| PEP | F | 1.24% | 0.62% | 0.62% | |
| PG | A | 1.81% | 0.99% | 0.99% | |
| PM | B | 1.43% | 0.62% | 0.62% | |
| ROP | B | 2.22% | 1.21% | 1.21% | |
| RSG | A | 2.48% | 0.47% | 0.47% | |
| TJX | A | 1.05% | 0.65% | 0.65% | |
| TMUS | B | 1.5% | 0.97% | 0.97% | |
| UNP | C | 0.78% | 0.63% | 0.63% | |
| V | A | 1.3% | 1.47% | 1.3% | |
| VRSN | F | 1.9% | 1.08% | 1.08% | |
| WM | A | 0.86% | 0.55% | 0.55% | |
| WMB | A | 1.01% | 0.34% | 0.34% |
HUSV Overweight 28 Positions Relative to FDLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| PTC | A | 2.41% | |
| CTSH | B | 2.07% | |
| L | A | 1.83% | |
| TDY | B | 1.81% | |
| FE | C | 1.79% | |
| ATO | A | 1.79% | |
| ICE | C | 1.76% | |
| NI | A | 1.5% | |
| PPL | B | 1.43% | |
| KDP | D | 1.37% | |
| EVRG | A | 1.36% | |
| FI | A | 1.36% | |
| YUM | B | 1.21% | |
| MO | A | 1.2% | |
| CTAS | B | 1.12% | |
| COR | B | 1.1% | |
| WTW | B | 1.02% | |
| SPGI | C | 0.92% | |
| RTX | C | 0.91% | |
| OKE | A | 0.86% | |
| AVB | B | 0.81% | |
| BSX | B | 0.8% | |
| HOLX | D | 0.77% | |
| WELL | A | 0.73% | |
| HLT | A | 0.66% | |
| MDT | D | 0.65% | |
| SYK | C | 0.61% | |
| LYB | F | 0.51% |
HUSV Underweight 79 Positions Relative to FDLO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -7.26% | |
| GOOGL | C | -4.12% | |
| AMZN | C | -3.92% | |
| ORCL | B | -2.01% | |
| JPM | A | -1.89% | |
| ACN | C | -1.6% | |
| LLY | F | -1.57% | |
| UNH | C | -1.55% | |
| TXN | C | -1.48% | |
| TYL | B | -1.19% | |
| XOM | B | -1.17% | |
| DOX | D | -1.08% | |
| AKAM | D | -1.03% | |
| T | A | -0.99% | |
| CMCSA | B | -0.95% | |
| WMT | A | -0.95% | |
| VZ | C | -0.93% | |
| MRK | F | -0.88% | |
| PGR | A | -0.84% | |
| TMO | F | -0.78% | |
| CB | C | -0.72% | |
| ETN | A | -0.72% | |
| LOW | D | -0.71% | |
| AMGN | D | -0.71% | |
| SBUX | A | -0.7% | |
| VRTX | F | -0.69% | |
| CVX | A | -0.69% | |
| TRV | B | -0.69% | |
| AJG | B | -0.61% | |
| AIZ | A | -0.61% | |
| FDS | B | -0.59% | |
| WRB | A | -0.56% | |
| NKE | D | -0.56% | |
| CBOE | B | -0.55% | |
| FAST | B | -0.54% | |
| JKHY | D | -0.51% | |
| PAYX | C | -0.51% | |
| GRMN | B | -0.51% | |
| REGN | F | -0.5% | |
| LHX | C | -0.49% | |
| OTIS | C | -0.47% | |
| TSCO | D | -0.46% | |
| ERIE | D | -0.45% | |
| BAH | F | -0.43% | |
| COP | C | -0.41% | |
| J | F | -0.39% | |
| SO | D | -0.37% | |
| MDLZ | F | -0.37% | |
| FCN | D | -0.34% | |
| EOG | A | -0.32% | |
| EQIX | A | -0.31% | |
| XEL | A | -0.3% | |
| SHW | A | -0.3% | |
| KMB | D | -0.3% | |
| HII | D | -0.29% | |
| AMT | D | -0.29% | |
| GIS | D | -0.28% | |
| LNG | B | -0.28% | |
| AEP | D | -0.28% | |
| WEC | A | -0.27% | |
| APD | A | -0.27% | |
| AEE | A | -0.26% | |
| DLR | B | -0.26% | |
| PSA | D | -0.25% | |
| HSY | F | -0.24% | |
| DTM | B | -0.23% | |
| CCI | D | -0.21% | |
| VMC | B | -0.2% | |
| CTVA | C | -0.2% | |
| PKG | A | -0.19% | |
| MLM | B | -0.19% | |
| CTRA | B | -0.19% | |
| CSGP | D | -0.18% | |
| MAA | B | -0.18% | |
| ADC | B | -0.16% | |
| AMH | D | -0.16% | |
| ELS | C | -0.16% | |
| ATR | B | -0.16% | |
| AMCR | D | -0.15% |
HUSV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Aerospace & Defense
Medical Devices
Beverages - Soft Drinks
Business Services
Diversified Industrials
Oil & Gas Midstream
Specialty Chemicals
Communication Equipment
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
Insurance Brokers
Medical Instruments & Supplies
REIT - Residential
Restaurants
Specialty Retail
Tobacco
FDLO: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Drug Manufacturers - Major
Aerospace & Defense
Insurance - Property & Casualty
Oil & Gas Midstream
REIT - Residential
Specialty Retail
Telecom Services
Communication Equipment
Diversified Industrials
Household & Personal Products
Insurance Brokers
Oil & Gas E&P
Packaging & Containers
Software - Infrastructure
Specialty Chemicals
Beverages - Soft Drinks
Biotechnology
Building Materials
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