HUSV vs. SPDG ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG)

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 ^*

* may have additional holdings in another (foreign) market

SPDG

SPDR Portfolio S&P Sector Neutral Dividend ETF

SPDG Description

SPDR Series Trust - SPDR Portfolio S&P Sector Neutral Dividend ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. It seeks to track the performance of the S&P Sector-Neutral High Yield Dividend Aristocrats Index, by using representative sampling technique. SPDR Series Trust - SPDR Portfolio S&P Sector Neutral Dividend ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$38.60

Average Daily Volume

1,534

Number of Holdings ^*

270

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	SPDG
30 Days	1.70%	1.42%
60 Days	3.21%	2.99%
90 Days	4.88%	5.95%
12 Months	21.41%	30.67%

31 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in SPDG	Overlap
ABBV	D	0.48%	1.27%	0.48%
ABT	B	0.89%	0.83%	0.83%
ADP	B	1.33%	0.5%	0.5%
AVY	D	1.09%	0.15%	0.15%
BDX	F	0.66%	0.27%	0.27%
CSCO	B	2.22%	2.63%	2.22%
DUK	C	1.29%	0.43%	0.43%
EQR	B	0.83%	0.28%	0.28%
EVRG	A	1.36%	0.07%	0.07%
FE	C	1.79%	0.11%	0.11%
GD	F	0.95%	0.32%	0.32%
HD	A	0.38%	4.14%	0.38%
HON	B	1.34%	0.64%	0.64%
IBM	C	1.67%	2.33%	1.67%
ITW	B	1.85%	0.33%	0.33%
JNJ	D	1.37%	1.53%	1.37%
KMI	A	1.54%	0.17%	0.17%
KO	D	2.22%	1.26%	1.26%
LMT	D	1.87%	0.51%	0.51%
LYB	F	0.51%	0.2%	0.2%
MCD	D	1.36%	2.13%	1.36%
MDT	D	0.65%	0.46%	0.46%
MO	A	1.2%	0.48%	0.48%
NOC	D	0.71%	0.29%	0.29%
O	D	0.63%	0.55%	0.55%
OKE	A	0.86%	0.22%	0.22%
PEP	F	1.24%	1.06%	1.06%
PM	B	1.43%	0.92%	0.92%
RSG	A	2.48%	0.18%	0.18%
UNP	C	0.78%	0.66%	0.66%
WM	A	0.86%	0.34%	0.34%

HUSV Overweight 43 Positions Relative to SPDG

Symbol	Grade	Weight
BRK.A	B	2.53%
MSI	B	2.45%
PTC	A	2.41%
MMC	B	2.33%
ROP	B	2.22%
CL	D	2.17%
MSFT	F	2.08%
CTSH	B	2.07%
LIN	D	2.02%
VRSN	F	1.9%
L	A	1.83%
PG	A	1.81%
TDY	B	1.81%
ATO	A	1.79%
ICE	C	1.76%
TMUS	B	1.5%
NI	A	1.5%
PPL	B	1.43%
KDP	D	1.37%
FI	A	1.36%
MA	C	1.33%
V	A	1.3%
YUM	B	1.21%
CME	A	1.2%
CMS	C	1.14%
CTAS	B	1.12%
COR	B	1.1%
TJX	A	1.05%
WTW	B	1.02%
WMB	A	1.01%
EA	A	1.0%
SPGI	C	0.92%
RTX	C	0.91%
ED	D	0.86%
ORLY	B	0.83%
AVB	B	0.81%
BSX	B	0.8%
HOLX	D	0.77%
WELL	A	0.73%
HLT	A	0.66%
ECL	D	0.61%
SYK	C	0.61%
AZO	C	0.5%

HUSV Underweight 239 Positions Relative to SPDG

Symbol	Grade	Weight
AVGO	D	-9.3%
VZ	C	-7.54%
ORCL	B	-3.47%
ACN	C	-2.57%
UNH	C	-2.35%
TXN	C	-2.27%
QCOM	F	-2.22%
GS	A	-1.87%
XOM	B	-1.84%
LOW	D	-1.56%
MS	A	-1.55%
C	A	-1.39%
ADI	D	-1.25%
SBUX	A	-1.15%
MRK	F	-1.09%
CVX	A	-0.94%
PNC	B	-0.86%
CAT	B	-0.81%
USB	A	-0.79%
TFC	A	-0.66%
AMGN	D	-0.64%
ETN	A	-0.59%
APD	A	-0.59%
PFE	D	-0.59%
BK	A	-0.58%
CCI	D	-0.54%
MET	A	-0.51%
SO	D	-0.47%
BMY	B	-0.47%
PRU	A	-0.47%
DE	A	-0.45%
MCHP	D	-0.44%
HPQ	B	-0.43%
IPG	D	-0.43%
GILD	C	-0.43%
UPS	C	-0.42%
CI	F	-0.41%
GLW	B	-0.41%
PH	A	-0.39%
TGT	F	-0.37%
MTB	A	-0.35%
GRMN	B	-0.35%
HPE	B	-0.35%
CVS	D	-0.33%
FITB	A	-0.33%
EMR	A	-0.32%
TSCO	D	-0.31%
STT	A	-0.3%
NTAP	C	-0.3%
FDX	B	-0.29%
AEP	D	-0.27%
TROW	B	-0.27%
STX	D	-0.26%
PPG	F	-0.26%
HBAN	A	-0.26%
CINF	A	-0.25%
RF	A	-0.25%
NSC	B	-0.25%
KMB	D	-0.24%
KVUE	A	-0.23%
GPC	D	-0.22%
CFG	B	-0.22%
CMI	A	-0.21%
MAA	B	-0.21%
NTRS	A	-0.21%
EXC	C	-0.2%
PSX	C	-0.2%
KEY	B	-0.19%
GIS	D	-0.19%
PFG	D	-0.19%
NXST	C	-0.19%
FAST	B	-0.19%
BBY	D	-0.19%
LHX	C	-0.19%
SYY	B	-0.19%
PAYX	C	-0.18%
EIX	B	-0.17%
VLO	C	-0.17%
SWKS	F	-0.17%
FNF	B	-0.17%
PKG	A	-0.17%
UDR	B	-0.15%
ETR	B	-0.15%
WEC	A	-0.15%
ROK	B	-0.14%
CF	B	-0.14%
RPM	A	-0.14%
JNPR	F	-0.14%
AMCR	D	-0.13%
CUBE	D	-0.13%
BXP	D	-0.12%
CAH	B	-0.12%
JEF	A	-0.12%
DOV	A	-0.12%
UNM	A	-0.12%
CCOI	B	-0.12%
DKS	C	-0.12%
CLX	B	-0.11%
FHN	A	-0.11%
K	A	-0.11%
ALLY	C	-0.11%
EMN	D	-0.11%
OHI	C	-0.11%
ES	D	-0.11%
BR	A	-0.11%
ORI	A	-0.1%
WBS	A	-0.1%
HUBB	B	-0.1%
ADC	B	-0.09%
WSO	A	-0.09%
CMA	A	-0.09%
NNN	D	-0.09%
LDOS	C	-0.09%
HAS	D	-0.09%
HRB	D	-0.09%
TSN	B	-0.09%
FRT	B	-0.09%
SNV	B	-0.08%
CFR	B	-0.08%
PB	A	-0.08%
ZION	B	-0.08%
WHR	B	-0.07%
STWD	C	-0.07%
OC	A	-0.07%
CADE	B	-0.07%
CAG	D	-0.07%
ONB	B	-0.07%
BEN	C	-0.07%
CE	F	-0.07%
BAX	D	-0.07%
GPK	C	-0.07%
SNA	A	-0.07%
FAF	A	-0.07%
DGX	A	-0.07%
MAS	D	-0.07%
RDN	C	-0.06%
AVT	C	-0.06%
CHRW	C	-0.06%
JHG	A	-0.06%
SJM	D	-0.06%
UBSI	B	-0.06%
LNC	B	-0.06%
FNB	A	-0.06%
SWK	D	-0.06%
FMC	D	-0.06%
COLB	A	-0.06%
GBCI	B	-0.06%
LECO	B	-0.05%
ALLE	D	-0.05%
PNW	B	-0.05%
CBT	C	-0.05%
CTRE	D	-0.05%
OZK	B	-0.05%
IDCC	A	-0.05%
NVT	B	-0.05%
DLB	B	-0.05%
HII	D	-0.04%
FHB	A	-0.04%
CDP	C	-0.04%
NSA	D	-0.04%
CBU	B	-0.04%
CATY	B	-0.04%
SLGN	A	-0.04%
DCI	B	-0.04%
TTC	D	-0.04%
KRC	C	-0.04%
ASB	B	-0.04%
PII	D	-0.04%
AVNT	B	-0.04%
AUB	B	-0.04%
INGR	B	-0.04%
FULT	A	-0.04%
WU	D	-0.04%
SON	D	-0.04%
AOS	F	-0.04%
UCB	A	-0.04%
HRL	D	-0.04%
OGE	B	-0.04%
VLY	B	-0.04%
SEE	C	-0.04%
CPB	D	-0.04%
SMG	D	-0.03%
CC	C	-0.03%
UGI	A	-0.03%
CVBF	A	-0.03%
OSK	B	-0.03%
NFG	A	-0.03%
SXT	B	-0.03%
LCII	C	-0.03%
FFBC	A	-0.03%
FCPT	C	-0.03%
SFNC	B	-0.03%
ABR	C	-0.03%
FLS	B	-0.03%
INDB	B	-0.03%
BOH	B	-0.03%
WAFD	B	-0.03%
RHI	B	-0.03%
DTM	B	-0.03%
FHI	A	-0.03%
NEU	C	-0.03%
ASH	D	-0.03%
R	B	-0.03%
BKU	A	-0.03%
HASI	D	-0.03%
HIW	D	-0.03%
NWE	B	-0.02%
XRAY	F	-0.02%
MSM	C	-0.02%
KFY	B	-0.02%
ALE	A	-0.02%
OGN	D	-0.02%
TKR	D	-0.02%
PZZA	D	-0.02%
OGS	A	-0.02%
TRMK	B	-0.02%
SR	A	-0.02%
FLO	D	-0.02%
POR	C	-0.02%
SWX	B	-0.02%
MMS	F	-0.02%
BKH	A	-0.02%
VSH	D	-0.02%
GATX	A	-0.02%
BANR	B	-0.02%
PDCO	D	-0.01%
KMT	B	-0.01%
HI	C	-0.01%
B	B	-0.01%
ENR	B	-0.01%
WERN	C	-0.01%
NAVI	C	-0.01%
TRN	C	-0.01%
NSP	D	-0.01%
MAN	D	-0.01%
ABM	B	-0.01%
AVA	A	-0.01%
BRC	D	-0.01%
PRGO	B	-0.01%