HUSV vs. LVOL ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to American Century Low Volatility ETF (LVOL)

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

$38.33

Average Daily Volume

9,147

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LVOL

American Century Low Volatility ETF

LVOL Description

The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.

Grade (RS Rating)

Last Trade

$54.23

Average Daily Volume

266

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	LVOL
30 Days	3.43%	3.29%
60 Days	5.27%	3.40%
90 Days	7.95%	5.71%
12 Months	20.36%	20.58%

43 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in LVOL	Overlap
ABT	B	0.93%	1.4%	0.93%
AJG	A	1.06%	0.1%	0.1%
AMP	B	0.96%	0.56%	0.56%
APH	D	2.07%	1.75%	1.75%
AVY	B	1.2%	0.2%	0.2%
BRK.A	C	2.59%	2.48%	2.48%
BSX	B	0.78%	1.07%	0.78%
CL	C	2.58%	1.02%	1.02%
CSCO	C	2.54%	2.52%	2.52%
CTSH	B	2.63%	1.45%	1.45%
EA	C	0.88%	0.69%	0.69%
ECL	A	0.64%	0.86%	0.64%
GD	B	0.98%	0.96%	0.96%
HIG	B	0.96%	0.66%	0.66%
HOLX	B	0.8%	0.22%	0.22%
HON	D	1.25%	1.21%	1.21%
ITW	B	1.72%	0.76%	0.76%
JNJ	B	1.5%	2.92%	1.5%
KMB	C	1.33%	0.56%	0.56%
KO	B	2.6%	1.96%	1.96%
LIN	B	0.93%	2.34%	0.93%
MA	A	1.88%	2.41%	1.88%
MCD	B	1.35%	1.25%	1.25%
MDLZ	B	0.89%	0.21%	0.21%
MDT	B	0.7%	1.88%	0.7%
MMC	A	2.05%	1.96%	1.96%
MRK	D	0.96%	1.85%	0.96%
MSFT	C	2.13%	8.08%	2.13%
MSI	B	2.26%	0.81%	0.81%
ORLY	B	0.78%	0.13%	0.13%
OTIS	C	1.05%	0.36%	0.36%
PEP	B	1.38%	1.39%	1.38%
PG	A	1.91%	2.79%	1.91%
PTC	D	2.22%	0.94%	0.94%
ROP	B	2.21%	0.77%	0.77%
RSG	B	2.51%	1.02%	1.02%
SPGI	A	0.96%	1.48%	0.96%
TEL	D	2.18%	1.67%	1.67%
V	A	2.07%	3.09%	2.07%
VRSN	D	1.88%	0.19%	0.19%
WM	D	1.97%	0.89%	0.89%
WMT	B	1.77%	0.35%	0.35%
YUM	B	1.17%	0.44%	0.44%

HUSV Overweight 30 Positions Relative to LVOL

Symbol	Grade	Weight
TMUS	A	2.25%
LMT	B	1.97%
L	C	1.78%
PM	B	1.42%
DUK	B	1.39%
ADP	A	1.26%
KMI	B	1.22%
ATO	A	1.2%
CHD	B	1.19%
MO	C	1.16%
CSX	D	1.09%
TJX	B	1.05%
AME	D	1.03%
ED	B	0.95%
ICE	B	0.94%
DRI	C	0.9%
LDOS	B	0.86%
PPL	A	0.84%
WMB	A	0.82%
OKE	A	0.73%
REGN	C	0.72%
WELL	B	0.7%
O	B	0.7%
ROST	C	0.69%
MCK	F	0.61%
REG	B	0.6%
HLT	B	0.58%
LYB	F	0.57%
INVH	B	0.54%
SYY	C	0.51%

HUSV Underweight 55 Positions Relative to LVOL

Symbol	Grade	Weight
AAPL	D	-6.71%
ACN	C	-2.59%
HD	B	-2.42%
COST	B	-2.06%
AMZN	C	-2.05%
GOOGL	D	-2.03%
CTAS	B	-1.76%
INTU	C	-1.46%
PAYX	B	-1.26%
DOX	C	-1.26%
CB	B	-1.2%
SHW	A	-1.0%
CMI	C	-0.99%
MCO	B	-0.88%
DOV	B	-0.76%
SYK	B	-0.69%
GOOG	D	-0.68%
ADSK	B	-0.68%
IBM	A	-0.63%
TDY	B	-0.62%
NDSN	C	-0.56%
TRV	A	-0.5%
FAST	C	-0.48%
GWW	B	-0.47%
IT	B	-0.45%
VRSK	D	-0.45%
CMCSA	D	-0.38%
GRMN	D	-0.32%
SNA	B	-0.32%
LOW	B	-0.29%
BR	B	-0.29%
NTAP	D	-0.28%
BLK	A	-0.27%
PKG	B	-0.22%
DLB	D	-0.19%
MAS	B	-0.19%
CRM	D	-0.18%
IEX	D	-0.17%
FDS	C	-0.17%
ZBH	D	-0.17%
JKHY	A	-0.15%
LLY	C	-0.15%
FFIV	A	-0.14%
CDW	D	-0.11%
ABBV	B	-0.1%
CW	B	-0.1%
AON	B	-0.1%
AXP	B	-0.09%
CHE	C	-0.08%
GGG	C	-0.08%
DCI	D	-0.08%
LSTR	D	-0.08%
ITT	C	-0.08%
AVB	B	-0.06%
VLTO	B	-0.04%