HUSV vs. MGRO ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO)
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
MGRO

SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF

MGRO Description The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$31.38

Average Daily Volume

272

Number of Holdings *

38

* may have additional holdings in another (foreign) market
Performance
Period HUSV MGRO
30 Days 1.70% 1.52%
60 Days 3.21% 1.88%
90 Days 4.88% 3.64%
12 Months 21.41%
4 Overlapping Holdings
Symbol Grade Weight in HUSV Weight in MGRO Overlap
ICE C 1.76% 0.44% 0.44%
MSFT F 2.08% 2.14% 2.08%
VRSN F 1.9% 2.14% 1.9%
YUM B 1.21% 2.01% 1.21%
HUSV Overweight 70 Positions Relative to MGRO
Symbol Grade Weight
BRK.A B 2.53%
RSG A 2.48%
MSI B 2.45%
PTC A 2.41%
MMC B 2.33%
KO D 2.22%
CSCO B 2.22%
ROP B 2.22%
CL D 2.17%
CTSH B 2.07%
LIN D 2.02%
LMT D 1.87%
ITW B 1.85%
L A 1.83%
PG A 1.81%
TDY B 1.81%
FE C 1.79%
ATO A 1.79%
IBM C 1.67%
KMI A 1.54%
TMUS B 1.5%
NI A 1.5%
PM B 1.43%
PPL B 1.43%
KDP D 1.37%
JNJ D 1.37%
MCD D 1.36%
EVRG A 1.36%
FI A 1.36%
HON B 1.34%
MA C 1.33%
ADP B 1.33%
V A 1.3%
DUK C 1.29%
PEP F 1.24%
CME A 1.2%
MO A 1.2%
CMS C 1.14%
CTAS B 1.12%
COR B 1.1%
AVY D 1.09%
TJX A 1.05%
WTW B 1.02%
WMB A 1.01%
EA A 1.0%
GD F 0.95%
SPGI C 0.92%
RTX C 0.91%
ABT B 0.89%
WM A 0.86%
ED D 0.86%
OKE A 0.86%
ORLY B 0.83%
EQR B 0.83%
AVB B 0.81%
BSX B 0.8%
UNP C 0.78%
HOLX D 0.77%
WELL A 0.73%
NOC D 0.71%
HLT A 0.66%
BDX F 0.66%
MDT D 0.65%
O D 0.63%
ECL D 0.61%
SYK C 0.61%
LYB F 0.51%
AZO C 0.5%
ABBV D 0.48%
HD A 0.38%
HUSV Underweight 34 Positions Relative to MGRO
Symbol Grade Weight
CRM B -5.64%
ADSK A -5.29%
TRU D -4.84%
AMZN C -4.66%
ROK B -4.63%
VEEV C -4.61%
ADBE C -4.28%
A D -3.97%
FTNT C -3.14%
MKTX D -3.08%
EL F -2.78%
ALLE D -2.68%
TYL B -2.63%
OTIS C -2.62%
IEX B -2.47%
WST C -2.36%
GOOGL C -2.28%
WDAY B -2.26%
EFX F -2.18%
STZ D -2.16%
ZBH C -2.13%
HII D -2.01%
KEYS A -2.01%
CTVA C -2.0%
CLX B -1.66%
WAT B -1.61%
DIS B -1.4%
ETSY D -1.06%
GEHC F -0.91%
BIO D -0.86%
NKE D -0.85%
TER D -0.83%
LRCX F -0.82%
TMO F -0.26%
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