HUSV vs. SPVM ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Invesco S&P 500 Value with Momentum ETF (SPVM)

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

SPVM

Invesco S&P 500 Value with Momentum ETF

SPVM Description

The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.

Grade (RS Rating)

Last Trade

$62.54

Average Daily Volume

1,261

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	SPVM
30 Days	1.70%	6.18%
60 Days	3.21%	7.47%
90 Days	4.88%	8.80%
12 Months	21.41%	29.90%

9 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in SPVM	Overlap
ATO	A	1.79%	0.89%	0.89%
BRK.A	B	2.53%	1.01%	1.01%
COR	B	1.1%	1.01%	1.01%
CTSH	B	2.07%	0.83%	0.83%
DUK	C	1.29%	0.66%	0.66%
KMI	A	1.54%	1.03%	1.03%
L	A	1.83%	1.4%	1.4%
LYB	F	0.51%	0.76%	0.51%
OKE	A	0.86%	0.74%	0.74%

HUSV Overweight 65 Positions Relative to SPVM

Symbol	Grade	Weight
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%
MSFT	F	2.08%
LIN	D	2.02%
VRSN	F	1.9%
LMT	D	1.87%
ITW	B	1.85%
PG	A	1.81%
TDY	B	1.81%
FE	C	1.79%
ICE	C	1.76%
IBM	C	1.67%
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%
PEP	F	1.24%
YUM	B	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%
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%
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%
AZO	C	0.5%
ABBV	D	0.48%
HD	A	0.38%

HUSV Underweight 90 Positions Relative to SPVM

Symbol	Grade	Weight
GM	B	-2.4%
SYF	B	-1.84%
MTB	A	-1.74%
DAL	C	-1.71%
COF	B	-1.6%
CINF	A	-1.57%
VLO	C	-1.55%
BG	F	-1.49%
KR	B	-1.44%
STT	A	-1.38%
HBAN	A	-1.37%
PSX	C	-1.35%
AIZ	A	-1.35%
HPE	B	-1.33%
MPC	D	-1.31%
KEY	B	-1.25%
JBL	B	-1.23%
BK	A	-1.19%
WFC	A	-1.19%
USB	A	-1.18%
PNC	B	-1.18%
STLD	B	-1.16%
AIG	B	-1.16%
FITB	A	-1.15%
C	A	-1.15%
FDX	B	-1.12%
BBY	D	-1.12%
DHI	D	-1.11%
LEN	D	-1.09%
PRU	A	-1.08%
NRG	B	-1.08%
HIG	B	-1.07%
BAC	A	-1.07%
AFL	B	-1.06%
PHM	D	-1.06%
VTRS	A	-1.05%
EMR	A	-1.04%
TRV	B	-1.02%
MET	A	-1.01%
ACGL	D	-1.0%
CAH	B	-0.98%
CBRE	B	-0.98%
BKR	B	-0.97%
GS	A	-0.97%
UHS	D	-0.96%
MCK	B	-0.96%
JPM	A	-0.96%
NUE	C	-0.96%
MOH	F	-0.94%
MRO	B	-0.93%
SW	A	-0.93%
CI	F	-0.93%
CB	C	-0.92%
RJF	A	-0.92%
BALL	D	-0.91%
EOG	A	-0.9%
CCL	B	-0.87%
VZ	C	-0.86%
NCLH	B	-0.86%
BLDR	D	-0.86%
ALL	A	-0.85%
IP	B	-0.84%
XOM	B	-0.84%
SNA	A	-0.83%
OMC	C	-0.83%
PCAR	B	-0.83%
EMN	D	-0.82%
WRB	A	-0.79%
CMI	A	-0.77%
EBAY	D	-0.77%
EQT	B	-0.75%
FANG	D	-0.72%
WMT	A	-0.72%
DGX	A	-0.71%
HII	D	-0.71%
TXT	D	-0.7%
LH	C	-0.7%
BXP	D	-0.69%
COP	C	-0.67%
HST	C	-0.65%
HAL	C	-0.64%
SWK	D	-0.64%
CTRA	B	-0.64%
J	F	-0.64%
PEG	A	-0.61%
ELV	F	-0.6%
DVA	B	-0.6%
DOW	F	-0.53%
CE	F	-0.51%
SWKS	F	-0.48%