HUSV vs. STXD ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Strive 1000 Dividend Growth ETF (STXD)

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

STXD

Strive 1000 Dividend Growth ETF

STXD Description

The investment seeks to track the total return performance, before fees and expenses, of the Bloomberg US 1000 Dividend Growth Index composed of U.S.-listed equities with a history of consistently growing dividends. The index is a subset of the Bloomberg US 1000 Growth Index, which measures the performance of large- and mid-capitalization growth companies in the U.S. equity market as determined by Bloomberg. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of collateral held from securities lending) will be invested in dividend paying equity securities.

Grade (RS Rating)

Last Trade

$33.51

Average Daily Volume

7,239

Number of Holdings ^*

213

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	STXD
30 Days	1.70%	0.31%
60 Days	3.21%	-0.56%
90 Days	4.88%	1.24%
12 Months	21.41%	22.55%

32 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in STXD	Overlap
ABBV	D	0.48%	1.84%	0.48%
ABT	B	0.89%	1.21%	0.89%
ADP	B	1.33%	0.76%	0.76%
AVY	D	1.09%	0.1%	0.1%
CME	A	1.2%	0.5%	0.5%
GD	F	0.95%	0.43%	0.43%
HD	A	0.38%	2.48%	0.38%
HON	B	1.34%	0.92%	0.92%
ICE	C	1.76%	0.55%	0.55%
ITW	B	1.85%	0.47%	0.47%
JNJ	D	1.37%	2.25%	1.37%
LIN	D	2.02%	1.34%	1.34%
LMT	D	1.87%	0.79%	0.79%
MA	C	1.33%	2.63%	1.33%
MCD	D	1.36%	1.32%	1.32%
MDT	D	0.65%	0.68%	0.65%
MMC	B	2.33%	0.67%	0.67%
MSFT	F	2.08%	4.98%	2.08%
MSI	B	2.45%	0.5%	0.5%
NOC	D	0.71%	0.41%	0.41%
PEP	F	1.24%	1.39%	1.24%
PG	A	1.81%	2.43%	1.81%
ROP	B	2.22%	0.37%	0.37%
RSG	A	2.48%	0.26%	0.26%
SPGI	C	0.92%	1.0%	0.92%
SYK	C	0.61%	0.81%	0.61%
UNP	C	0.78%	0.87%	0.78%
V	A	1.3%	3.15%	1.3%
WM	A	0.86%	0.55%	0.55%
WMB	A	1.01%	0.42%	0.42%
WTW	B	1.02%	0.2%	0.2%
YUM	B	1.21%	0.24%	0.24%

HUSV Overweight 42 Positions Relative to STXD

Symbol	Grade	Weight
BRK.A	B	2.53%
PTC	A	2.41%
KO	D	2.22%
CSCO	B	2.22%
CL	D	2.17%
CTSH	B	2.07%
VRSN	F	1.9%
L	A	1.83%
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%
EVRG	A	1.36%
FI	A	1.36%
DUK	C	1.29%
MO	A	1.2%
CMS	C	1.14%
CTAS	B	1.12%
COR	B	1.1%
TJX	A	1.05%
EA	A	1.0%
RTX	C	0.91%
ED	D	0.86%
OKE	A	0.86%
ORLY	B	0.83%
EQR	B	0.83%
AVB	B	0.81%
BSX	B	0.8%
HOLX	D	0.77%
WELL	A	0.73%
HLT	A	0.66%
BDX	F	0.66%
O	D	0.63%
ECL	D	0.61%
LYB	F	0.51%
AZO	C	0.5%

HUSV Underweight 181 Positions Relative to STXD

Symbol	Grade	Weight
AAPL	C	-5.1%
AVGO	D	-4.79%
LLY	F	-4.12%
UNH	C	-3.35%
COST	B	-2.52%
ORCL	B	-1.85%
MRK	F	-1.53%
TMO	F	-1.24%
CAT	B	-1.17%
INTU	C	-1.17%
TXN	C	-1.16%
GS	A	-1.16%
DHR	F	-0.97%
AMGN	D	-0.97%
NEE	D	-0.95%
LOW	D	-0.94%
AMAT	F	-0.94%
BLK	C	-0.88%
SBUX	A	-0.68%
ADI	D	-0.65%
PLD	D	-0.65%
UPS	C	-0.6%
LRCX	F	-0.6%
ELV	F	-0.58%
TT	A	-0.57%
AMT	D	-0.56%
PH	A	-0.55%
NKE	D	-0.55%
SHW	A	-0.55%
MDLZ	F	-0.54%
KLAC	D	-0.53%
APH	A	-0.53%
EQIX	A	-0.52%
AON	A	-0.49%
MCO	B	-0.46%
ZTS	D	-0.45%
TGT	F	-0.44%
CSX	B	-0.43%
APD	A	-0.43%
AJG	B	-0.39%
NSC	B	-0.37%
NXPI	D	-0.35%
AMP	A	-0.34%
GWW	B	-0.32%
CMI	A	-0.31%
ALL	A	-0.31%
PWR	A	-0.29%
DHI	D	-0.29%
LHX	C	-0.29%
PAYX	C	-0.29%
FAST	B	-0.29%
MSCI	C	-0.28%
DFS	B	-0.27%
ODFL	B	-0.27%
CCI	D	-0.27%
NDAQ	A	-0.23%
A	D	-0.23%
MLM	B	-0.22%
SYY	B	-0.22%
VMC	B	-0.22%
HUM	C	-0.21%
EXR	D	-0.21%
MCHP	D	-0.21%
ROK	B	-0.2%
GRMN	B	-0.2%
WEC	A	-0.19%
PPG	F	-0.18%
RJF	A	-0.18%
XYL	D	-0.18%
TSCO	D	-0.18%
HSY	F	-0.16%
BRO	B	-0.16%
AWK	D	-0.16%
BR	A	-0.16%
PHM	D	-0.16%
MPWR	F	-0.16%
WST	C	-0.15%
CDW	F	-0.15%
TPL	A	-0.15%
FCNCA	A	-0.14%
CINF	A	-0.14%
HUBB	B	-0.14%
PKG	A	-0.13%
CSL	C	-0.13%
CBOE	B	-0.13%
STE	F	-0.13%
LII	A	-0.12%
INVH	D	-0.12%
BAH	F	-0.12%
J	F	-0.11%
GPC	D	-0.11%
DGX	A	-0.11%
RS	B	-0.11%
MAS	D	-0.11%
WSO	A	-0.11%
MAA	B	-0.11%
SNA	A	-0.11%
MKC	D	-0.11%
FDS	B	-0.11%
SSNC	B	-0.1%
WSM	B	-0.1%
OC	A	-0.1%
IEX	B	-0.1%
DG	F	-0.1%
WRB	A	-0.1%
RPM	A	-0.1%
EXPD	D	-0.1%
JBHT	C	-0.09%
DPZ	C	-0.09%
GGG	B	-0.09%
FIX	A	-0.09%
SUI	D	-0.09%
CASY	A	-0.09%
LNT	A	-0.09%
HEI	B	-0.09%
ITT	A	-0.08%
JKHY	D	-0.08%
POOL	C	-0.08%
NDSN	B	-0.08%
CW	B	-0.08%
SWKS	F	-0.08%
DKS	C	-0.07%
CUBE	D	-0.07%
TTEK	F	-0.07%
BWXT	B	-0.07%
LW	C	-0.07%
HEI	B	-0.07%
ALLE	D	-0.07%
LECO	B	-0.07%
ELS	C	-0.07%
SCI	B	-0.07%
RGLD	C	-0.06%
CHDN	B	-0.06%
DCI	B	-0.06%
WING	D	-0.06%
DOX	D	-0.06%
MKTX	D	-0.06%
HLI	B	-0.06%
WTRG	B	-0.06%
SEIC	B	-0.06%
PRI	A	-0.06%
ERIE	D	-0.06%
GL	B	-0.06%
EVR	B	-0.06%
KNSL	B	-0.06%
WMS	D	-0.06%
G	B	-0.05%
UFPI	B	-0.05%
RHI	B	-0.05%
CBSH	A	-0.05%
CE	F	-0.05%
CHE	D	-0.05%
EGP	F	-0.05%
CFR	B	-0.05%
NYT	C	-0.05%
TTC	D	-0.05%
AOS	F	-0.05%
REXR	F	-0.05%
MORN	B	-0.05%
AWI	A	-0.04%
FR	C	-0.04%
SIRI	C	-0.04%
CGNX	C	-0.04%
LSTR	D	-0.04%
ADC	B	-0.04%
OLED	D	-0.04%
HII	D	-0.04%
OSK	B	-0.04%
WLK	D	-0.03%
WTS	B	-0.03%
FFIN	B	-0.03%
LFUS	F	-0.03%
BC	C	-0.03%
IDA	A	-0.03%
SIGI	C	-0.03%
NSA	D	-0.02%
ASH	D	-0.02%
LANC	C	-0.02%
XRAY	F	-0.02%
DLB	B	-0.02%
DDS	B	-0.01%