HUSV vs. INFO ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)

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

$39.31

Average Daily Volume

4,903

Number of Holdings ^*

* may have additional holdings in another (foreign) market

INFO

Harbor PanAgora Dynamic Large Cap Core ETF

INFO Description

INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.

Grade (RS Rating)

Last Trade

$20.71

Average Daily Volume

785

Number of Holdings ^*

116

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	INFO
30 Days	0.88%	1.88%
60 Days	3.19%
90 Days	4.20%
12 Months	20.62%

21 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in INFO	Overlap
AVY	F	1.09%	0.46%	0.46%
BRK.A	B	2.53%	0.99%	0.99%
CL	D	2.17%	0.55%	0.55%
DUK	C	1.29%	0.13%	0.13%
ECL	D	0.61%	0.57%	0.57%
EQR	C	0.83%	0.76%	0.76%
HD	B	0.38%	0.08%	0.08%
HLT	A	0.66%	0.05%	0.05%
HOLX	D	0.77%	0.73%	0.73%
JNJ	C	1.37%	0.94%	0.94%
LMT	D	1.87%	0.94%	0.94%
MA	B	1.33%	1.61%	1.33%
MMC	B	2.33%	0.81%	0.81%
MSFT	D	2.08%	6.1%	2.08%
MSI	B	2.45%	0.95%	0.95%
NOC	D	0.71%	0.1%	0.1%
PEP	F	1.24%	0.76%	0.76%
PG	C	1.81%	0.35%	0.35%
SPGI	C	0.92%	0.69%	0.69%
TJX	A	1.05%	1.04%	1.04%
V	A	1.3%	1.13%	1.13%

HUSV Overweight 53 Positions Relative to INFO

Symbol	Grade	Weight
RSG	A	2.48%
PTC	B	2.41%
KO	D	2.22%
CSCO	B	2.22%
ROP	B	2.22%
CTSH	B	2.07%
LIN	C	2.02%
VRSN	C	1.9%
ITW	B	1.85%
L	A	1.83%
TDY	B	1.81%
FE	C	1.79%
ATO	A	1.79%
ICE	C	1.76%
IBM	C	1.67%
KMI	A	1.54%
TMUS	B	1.5%
NI	A	1.5%
PM	B	1.43%
PPL	A	1.43%
KDP	F	1.37%
MCD	D	1.36%
EVRG	A	1.36%
FI	A	1.36%
HON	C	1.34%
ADP	A	1.33%
YUM	D	1.21%
CME	B	1.2%
MO	A	1.2%
CMS	C	1.14%
CTAS	B	1.12%
COR	B	1.1%
WTW	B	1.02%
WMB	A	1.01%
EA	A	1.0%
GD	D	0.95%
RTX	D	0.91%
ABT	B	0.89%
WM	B	0.86%
ED	C	0.86%
OKE	A	0.86%
ORLY	B	0.83%
AVB	B	0.81%
BSX	A	0.8%
UNP	C	0.78%
WELL	A	0.73%
BDX	F	0.66%
MDT	D	0.65%
O	C	0.63%
SYK	B	0.61%
LYB	F	0.51%
AZO	C	0.5%
ABBV	F	0.48%

HUSV Underweight 95 Positions Relative to INFO

Symbol	Grade	Weight
NVDA	B	-7.25%
AAPL	C	-6.96%
AMZN	C	-4.08%
GOOGL	C	-3.86%
META	D	-3.01%
JPM	A	-1.87%
CRM	B	-1.54%
TSLA	B	-1.38%
AVGO	D	-1.22%
WMT	A	-1.22%
NOW	A	-1.2%
XOM	B	-1.16%
NFLX	A	-1.13%
MRK	D	-1.12%
WFC	A	-1.12%
GE	D	-1.1%
GM	C	-1.02%
SYF	B	-1.01%
BKR	A	-0.97%
TT	A	-0.95%
MCK	A	-0.94%
AMAT	F	-0.93%
LLY	F	-0.91%
QCOM	F	-0.89%
COST	A	-0.89%
CI	D	-0.88%
LRCX	F	-0.87%
SPG	A	-0.86%
CMCSA	B	-0.86%
ETR	B	-0.85%
ALL	A	-0.83%
MSCI	C	-0.82%
ANET	C	-0.82%
INTU	B	-0.81%
HIG	B	-0.79%
LDOS	C	-0.78%
EXC	C	-0.76%
CTVA	C	-0.76%
NRG	B	-0.74%
CBOE	C	-0.73%
A	D	-0.73%
MAS	D	-0.72%
EQIX	A	-0.69%
TGT	F	-0.68%
NTAP	C	-0.68%
FTV	C	-0.64%
BMY	B	-0.64%
MDLZ	F	-0.62%
VRSK	A	-0.61%
MPC	D	-0.61%
AXP	A	-0.56%
INVH	D	-0.56%
KR	B	-0.52%
MTD	F	-0.48%
BK	A	-0.48%
GDDY	A	-0.43%
PYPL	B	-0.43%
DD	C	-0.42%
WDAY	B	-0.42%
CNC	D	-0.41%
ROST	D	-0.41%
DASH	B	-0.4%
SSNC	B	-0.37%
MELI	C	-0.36%
NEE	C	-0.36%
INGR	C	-0.35%
FTI	A	-0.35%
VEEV	C	-0.35%
RPM	A	-0.34%
UNH	B	-0.34%
UBER	F	-0.34%
ALNY	D	-0.3%
ILMN	C	-0.3%
ATR	B	-0.3%
WAB	B	-0.27%
CBSH	B	-0.25%
UNM	A	-0.25%
EBAY	D	-0.25%
MU	D	-0.23%
DHI	F	-0.22%
SNOW	B	-0.22%
AXS	A	-0.2%
MKC	C	-0.2%
AMD	F	-0.19%
QRVO	F	-0.19%
NOV	C	-0.19%
DTE	C	-0.18%
NXPI	D	-0.17%
EOG	A	-0.16%
MTG	C	-0.13%
PH	A	-0.13%
THC	D	-0.09%
AMT	C	-0.08%
EQH	C	-0.07%
TOL	B	-0.06%