HUSV vs. NULV ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to NuShares ESG Large-Cap Value ETF (NULV)

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

$38.53

Average Daily Volume

4,656

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NULV

NuShares ESG Large-Cap Value ETF

NULV Description

The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.

Grade (RS Rating)

Last Trade

$41.69

Average Daily Volume

83,012

Number of Holdings ^*

103

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	NULV
30 Days	-1.17%	-1.44%
60 Days	1.74%	0.99%
90 Days	3.13%	4.85%
12 Months	20.00%	23.59%

20 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in NULV	Overlap
ADP	B	1.33%	1.36%	1.33%
ATO	A	1.79%	0.4%	0.4%
COR	B	1.1%	1.39%	1.1%
CSCO	B	2.22%	1.48%	1.48%
ECL	D	0.61%	1.29%	0.61%
ED	C	0.86%	1.26%	0.86%
FI	A	1.36%	1.99%	1.36%
HD	A	0.38%	0.76%	0.38%
HOLX	D	0.77%	0.37%	0.37%
IBM	C	1.67%	2.05%	1.67%
JNJ	D	1.37%	1.64%	1.37%
KDP	D	1.37%	0.69%	0.69%
KO	D	2.22%	2.11%	2.11%
LYB	F	0.51%	0.87%	0.51%
MMC	D	2.33%	1.46%	1.46%
OKE	A	0.86%	1.74%	0.86%
PEP	F	1.24%	1.92%	1.24%
SPGI	D	0.92%	0.29%	0.29%
WELL	A	0.73%	1.7%	0.73%
WTW	B	1.02%	0.68%	0.68%

HUSV Overweight 54 Positions Relative to NULV

Symbol	Grade	Weight
BRK.A	B	2.53%
RSG	A	2.48%
MSI	B	2.45%
PTC	B	2.41%
ROP	C	2.22%
CL	D	2.17%
MSFT	D	2.08%
CTSH	C	2.07%
LIN	D	2.02%
VRSN	F	1.9%
LMT	D	1.87%
ITW	B	1.85%
L	A	1.83%
PG	C	1.81%
TDY	B	1.81%
FE	C	1.79%
ICE	C	1.76%
KMI	A	1.54%
TMUS	B	1.5%
NI	A	1.5%
PM	A	1.43%
PPL	A	1.43%
MCD	D	1.36%
EVRG	A	1.36%
HON	B	1.34%
MA	B	1.33%
V	A	1.3%
DUK	C	1.29%
YUM	D	1.21%
CME	A	1.2%
MO	A	1.2%
CMS	C	1.14%
CTAS	B	1.12%
AVY	D	1.09%
TJX	A	1.05%
WMB	A	1.01%
EA	A	1.0%
GD	D	0.95%
RTX	D	0.91%
ABT	A	0.89%
WM	B	0.86%
ORLY	B	0.83%
EQR	C	0.83%
AVB	B	0.81%
BSX	A	0.8%
UNP	D	0.78%
NOC	D	0.71%
HLT	A	0.66%
BDX	F	0.66%
MDT	D	0.65%
O	C	0.63%
SYK	A	0.61%
AZO	C	0.5%
ABBV	F	0.48%

HUSV Underweight 83 Positions Relative to NULV

Symbol	Grade	Weight
ORCL	A	-2.85%
DIS	B	-2.25%
TXN	C	-1.97%
LOW	C	-1.89%
VZ	C	-1.89%
INTC	C	-1.85%
C	B	-1.82%
PNC	B	-1.76%
AMGN	D	-1.71%
DHR	D	-1.69%
GS	B	-1.69%
BKR	B	-1.67%
BK	B	-1.64%
DE	C	-1.6%
ADI	D	-1.56%
MS	A	-1.54%
TRV	A	-1.54%
MRK	F	-1.52%
CI	D	-1.5%
PGR	B	-1.5%
MMM	D	-1.5%
KR	B	-1.45%
HCA	F	-1.37%
EXC	C	-1.36%
SBUX	A	-1.36%
NXPI	F	-1.28%
AXP	B	-1.24%
BAC	A	-1.23%
AMT	D	-1.21%
CAH	B	-1.2%
FDX	B	-1.12%
FTV	D	-1.08%
ADM	D	-1.06%
CAT	C	-1.04%
RF	A	-0.95%
UPS	C	-0.93%
ES	C	-0.88%
CBOE	C	-0.85%
FIS	C	-0.82%
FSLR	F	-0.81%
A	F	-0.77%
KMB	C	-0.72%
BR	B	-0.71%
J	D	-0.71%
CHD	A	-0.7%
IR	B	-0.7%
URI	B	-0.7%
GILD	C	-0.65%
JCI	B	-0.64%
HPQ	B	-0.59%
PPG	F	-0.55%
STLD	B	-0.54%
BG	D	-0.51%
MET	A	-0.45%
NEM	D	-0.43%
PHM	D	-0.42%
SOLV	F	-0.41%
HIG	B	-0.41%
EQIX	A	-0.41%
OC	A	-0.36%
HOOD	A	-0.35%
MOS	D	-0.34%
CNP	A	-0.32%
DINO	D	-0.28%
QRVO	F	-0.26%
IPG	F	-0.23%
PSA	C	-0.19%
WDC	F	-0.19%
TGT	B	-0.17%
TFC	A	-0.17%
SYY	D	-0.16%
ETN	B	-0.14%
IRM	C	-0.1%
BALL	D	-0.1%
BMY	A	-0.09%
ZBH	C	-0.09%
PRU	B	-0.08%
REGN	F	-0.04%
AWK	C	-0.04%
ACN	C	-0.03%
STE	D	-0.02%
CNH	C	-0.02%
WTRG	B	-0.02%