HUSV vs. SPMV ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Invesco S&P 500 Minimum Variance ETF (SPMV)

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

$38.48

Average Daily Volume

4,836

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SPMV

Invesco S&P 500 Minimum Variance ETF

SPMV Description

The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of a subset of constituent securities of the S&P 500 Index using a managed volatility equity strategy that seeks to achieve lower total volatility than the S&P 500 ® Index, while maintaining other similar characteristics of the S&P 500 ® Index.

Grade (RS Rating)

Last Trade

$46.84

Average Daily Volume

770

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	SPMV
30 Days	-1.00%	-1.55%
60 Days	0.70%	0.02%
90 Days	4.16%	5.11%
12 Months	20.14%	25.13%

16 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in SPMV	Overlap
ABT	B	0.89%	2.79%	0.89%
BRK.A	A	2.49%	2.92%	2.49%
CSCO	B	2.23%	3.34%	2.23%
DUK	C	1.3%	1.3%	1.3%
GD	D	1.0%	0.06%	0.06%
HD	A	0.38%	2.22%	0.38%
IBM	D	1.71%	0.53%	0.53%
JNJ	D	1.42%	1.18%	1.18%
MMC	C	2.35%	2.74%	2.35%
MSFT	D	2.08%	2.85%	2.08%
PG	C	1.77%	2.72%	1.77%
RSG	B	2.47%	0.54%	0.54%
RTX	D	0.92%	0.65%	0.65%
TDY	B	1.82%	0.94%	0.94%
TJX	A	1.03%	0.5%	0.5%
TMUS	A	1.46%	3.38%	1.46%

HUSV Overweight 58 Positions Relative to SPMV

Symbol	Grade	Weight
PTC	B	2.4%
MSI	A	2.33%
ROP	C	2.26%
KO	D	2.26%
CL	D	2.16%
CTSH	B	2.08%
LIN	D	2.07%
VRSN	D	1.92%
LMT	D	1.91%
ITW	B	1.87%
L	A	1.82%
FE	C	1.81%
ICE	D	1.76%
ATO	A	1.76%
KMI	A	1.52%
NI	A	1.46%
PPL	A	1.4%
PM	A	1.38%
KDP	D	1.35%
ADP	B	1.35%
FI	A	1.35%
MCD	D	1.34%
MA	A	1.33%
EVRG	A	1.33%
V	A	1.29%
HON	A	1.26%
PEP	F	1.23%
YUM	D	1.21%
CME	A	1.19%
MO	A	1.17%
CTAS	B	1.14%
AVY	D	1.12%
COR	B	1.12%
CMS	C	1.12%
WTW	B	1.03%
WMB	A	1.01%
EA	A	0.97%
SPGI	C	0.9%
ED	D	0.88%
WM	B	0.85%
ORLY	A	0.83%
OKE	A	0.83%
EQR	C	0.82%
AVB	A	0.81%
UNP	D	0.8%
HOLX	D	0.79%
BSX	B	0.79%
NOC	D	0.74%
WELL	A	0.74%
MDT	D	0.67%
BDX	F	0.66%
HLT	A	0.65%
O	D	0.63%
ECL	D	0.61%
SYK	A	0.59%
ABBV	F	0.57%
LYB	F	0.54%
AZO	C	0.5%

HUSV Underweight 59 Positions Relative to SPMV

Symbol	Grade	Weight
NVDA	B	-3.54%
GEV	A	-3.53%
AMZN	B	-3.25%
AON	A	-3.09%
AAPL	C	-2.9%
QCOM	F	-2.79%
AJG	A	-2.63%
CB	C	-2.58%
MDLZ	F	-2.5%
MRK	F	-2.43%
VRTX	C	-2.42%
ORCL	A	-2.17%
AVGO	C	-2.12%
ADBE	F	-2.1%
NOW	B	-1.76%
AMT	D	-1.76%
VRSK	B	-1.69%
ZTS	D	-1.64%
CRM	A	-1.63%
PGR	B	-1.61%
NEE	C	-1.59%
GIS	D	-1.49%
SRE	A	-1.49%
REGN	F	-1.13%
HSY	F	-1.05%
PFE	F	-1.02%
TRV	A	-0.98%
AEE	A	-0.97%
VZ	C	-0.93%
AEP	C	-0.91%
BRO	B	-0.81%
MKC	D	-0.75%
INTU	A	-0.75%
CCI	D	-0.7%
XOM	B	-0.68%
LLY	F	-0.67%
JPM	A	-0.61%
GOOG	B	-0.58%
SO	C	-0.47%
ELV	F	-0.46%
NEM	F	-0.44%
TSN	A	-0.42%
HRL	D	-0.38%
IDXX	F	-0.37%
META	C	-0.33%
AMGN	D	-0.32%
BIIB	F	-0.31%
ACN	C	-0.31%
KHC	F	-0.29%
T	A	-0.28%
ADM	D	-0.25%
AIG	B	-0.25%
PCG	A	-0.24%
ACGL	C	-0.23%
CVS	F	-0.22%
XEL	A	-0.19%
TRMB	A	-0.1%
GILD	B	-0.09%
BA	F	-0.04%