HUSV vs. KIE ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to SPDR S&P Insurance ETF (KIE)

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

$37.82

Average Daily Volume

9,193

Number of Holdings ^*

* may have additional holdings in another (foreign) market

KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$56.63

Average Daily Volume

1,054,050

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	KIE
30 Days	1.48%	4.10%
60 Days	4.63%	10.28%
90 Days	6.33%	12.45%
12 Months	18.51%	30.80%

4 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in KIE	Overlap
AJG	C	1.06%	2.1%	1.06%
HIG	A	0.96%	2.11%	0.96%
L	B	1.78%	1.93%	1.78%
MMC	C	2.05%	2.01%	2.01%

HUSV Overweight 69 Positions Relative to KIE

Symbol	Grade	Weight
CTSH	C	2.63%
KO	B	2.6%
BRK.A	C	2.59%
CL	C	2.58%
CSCO	B	2.54%
RSG	D	2.51%
MSI	C	2.26%
TMUS	C	2.25%
PTC	D	2.22%
ROP	C	2.21%
TEL	D	2.18%
MSFT	C	2.13%
APH	D	2.07%
V	B	2.07%
LMT	C	1.97%
WM	D	1.97%
PG	C	1.91%
VRSN	D	1.88%
MA	B	1.88%
WMT	B	1.77%
ITW	B	1.72%
JNJ	B	1.5%
PM	C	1.42%
DUK	C	1.39%
PEP	C	1.38%
MCD	C	1.35%
KMB	D	1.33%
ADP	B	1.26%
HON	D	1.25%
KMI	A	1.22%
ATO	B	1.2%
AVY	D	1.2%
CHD	C	1.19%
YUM	D	1.17%
MO	C	1.16%
CSX	D	1.09%
OTIS	D	1.05%
TJX	C	1.05%
AME	C	1.03%
GD	B	0.98%
MRK	D	0.96%
AMP	B	0.96%
SPGI	B	0.96%
ED	C	0.95%
ICE	B	0.94%
ABT	C	0.93%
LIN	B	0.93%
DRI	C	0.9%
MDLZ	B	0.89%
EA	D	0.88%
LDOS	C	0.86%
PPL	C	0.84%
WMB	B	0.82%
HOLX	B	0.8%
ORLY	B	0.78%
BSX	B	0.78%
OKE	B	0.73%
REGN	C	0.72%
WELL	B	0.7%
MDT	C	0.7%
O	B	0.7%
ROST	C	0.69%
ECL	B	0.64%
MCK	F	0.61%
REG	C	0.6%
HLT	B	0.58%
LYB	F	0.57%
INVH	C	0.54%
SYY	D	0.51%

HUSV Underweight 44 Positions Relative to KIE

Symbol	Grade	Weight
ERIE	A	-2.66%
GL	C	-2.4%
AFL	B	-2.26%
CNO	B	-2.24%
FNF	A	-2.24%
PGR	A	-2.23%
FAF	B	-2.23%
RYAN	C	-2.21%
CINF	B	-2.2%
THG	A	-2.2%
KNSL	C	-2.19%
ALL	A	-2.16%
AON	B	-2.15%
RNR	B	-2.13%
ORI	A	-2.12%
AIZ	B	-2.11%
PRI	B	-2.09%
ACGL	B	-2.07%
WTW	B	-2.07%
BRO	C	-2.07%
TRV	B	-2.07%
UNM	B	-2.05%
AXS	B	-2.04%
CB	B	-2.03%
OSCR	B	-2.02%
WRB	C	-2.02%
MET	A	-2.01%
GNW	B	-2.01%
AFG	B	-1.96%
RLI	B	-1.96%
RGA	B	-1.92%
PFG	B	-1.91%
KMPR	D	-1.89%
BHF	D	-1.88%
EG	B	-1.88%
PRU	C	-1.87%
AGO	C	-1.86%
AIG	D	-1.82%
MKL	C	-1.82%
ESGR	D	-1.82%
SIGI	C	-1.81%
PLMR	B	-1.79%
WTM	F	-1.77%
LNC	D	-1.76%