HUSV vs. SUSL ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to iShares ESG MSCI USA Leaders ETF (SUSL)

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

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	SUSL
30 Days	1.70%	3.38%
60 Days	3.21%	5.08%
90 Days	4.88%	6.25%
12 Months	21.41%	32.87%

41 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in SUSL	Overlap
ADP	B	1.33%	0.45%	0.45%
ATO	A	1.79%	0.08%	0.08%
AVY	D	1.09%	0.06%	0.06%
AZO	C	0.5%	0.19%	0.19%
CL	D	2.17%	0.27%	0.27%
CMS	C	1.14%	0.08%	0.08%
COR	B	1.1%	0.16%	0.16%
CTAS	B	1.12%	0.29%	0.29%
EA	A	1.0%	0.15%	0.15%
ECL	D	0.61%	0.23%	0.23%
ED	D	0.86%	0.12%	0.12%
FI	A	1.36%	0.46%	0.46%
HD	A	0.38%	1.47%	0.38%
HLT	A	0.66%	0.23%	0.23%
HOLX	D	0.77%	0.07%	0.07%
IBM	C	1.67%	0.74%	0.74%
ICE	C	1.76%	0.33%	0.33%
ITW	B	1.85%	0.29%	0.29%
JNJ	D	1.37%	1.35%	1.35%
KDP	D	1.37%	0.13%	0.13%
KO	D	2.22%	0.94%	0.94%
LIN	D	2.02%	0.79%	0.79%
LYB	F	0.51%	0.08%	0.08%
MA	C	1.33%	1.55%	1.33%
MCD	D	1.36%	0.75%	0.75%
MMC	B	2.33%	0.4%	0.4%
MSFT	F	2.08%	10.54%	2.08%
NI	A	1.5%	0.06%	0.06%
OKE	A	0.86%	0.25%	0.25%
ORLY	B	0.83%	0.26%	0.26%
PEP	F	1.24%	0.8%	0.8%
PG	A	1.81%	1.47%	1.47%
PTC	A	2.41%	0.08%	0.08%
SPGI	C	0.92%	0.59%	0.59%
TJX	A	1.05%	0.49%	0.49%
UNP	C	0.78%	0.53%	0.53%
V	A	1.3%	1.76%	1.3%
WELL	A	0.73%	0.3%	0.3%
WMB	A	1.01%	0.26%	0.26%
WTW	B	1.02%	0.12%	0.12%
YUM	B	1.21%	0.14%	0.14%

HUSV Overweight 33 Positions Relative to SUSL

Symbol	Grade	Weight
BRK.A	B	2.53%
RSG	A	2.48%
MSI	B	2.45%
CSCO	B	2.22%
ROP	B	2.22%
CTSH	B	2.07%
VRSN	F	1.9%
LMT	D	1.87%
L	A	1.83%
TDY	B	1.81%
FE	C	1.79%
KMI	A	1.54%
TMUS	B	1.5%
PM	B	1.43%
PPL	B	1.43%
EVRG	A	1.36%
HON	B	1.34%
DUK	C	1.29%
CME	A	1.2%
MO	A	1.2%
GD	F	0.95%
RTX	C	0.91%
ABT	B	0.89%
WM	A	0.86%
EQR	B	0.83%
AVB	B	0.81%
BSX	B	0.8%
NOC	D	0.71%
BDX	F	0.66%
MDT	D	0.65%
O	D	0.63%
SYK	C	0.61%
ABBV	D	0.48%

HUSV Underweight 252 Positions Relative to SUSL

Symbol	Grade	Weight
NVDA	C	-13.05%
GOOGL	C	-3.56%
TSLA	B	-3.52%
GOOG	C	-3.09%
LLY	F	-2.19%
CRM	B	-1.18%
MRK	F	-0.91%
ACN	C	-0.82%
ADBE	C	-0.81%
AMD	F	-0.8%
NOW	A	-0.78%
DIS	B	-0.76%
GE	D	-0.71%
INTU	C	-0.69%
CAT	B	-0.69%
VZ	C	-0.65%
TXN	C	-0.65%
BKNG	A	-0.64%
CMCSA	B	-0.62%
AXP	A	-0.61%
MS	A	-0.6%
DHR	F	-0.57%
PGR	A	-0.56%
AMGN	D	-0.56%
LOW	D	-0.55%
BLK	C	-0.55%
ETN	A	-0.54%
AMAT	F	-0.53%
PANW	C	-0.47%
SCHW	B	-0.44%
BMY	B	-0.43%
DE	A	-0.41%
GILD	C	-0.4%
INTC	D	-0.38%
PLD	D	-0.38%
LRCX	F	-0.35%
UPS	C	-0.35%
CI	F	-0.34%
ELV	F	-0.34%
TT	A	-0.34%
AMT	D	-0.34%
NKE	D	-0.33%
EQIX	A	-0.32%
MELI	D	-0.32%
PYPL	B	-0.31%
SNPS	B	-0.31%
PNC	B	-0.3%
CDNS	B	-0.3%
USB	A	-0.29%
ZTS	D	-0.29%
MRVL	B	-0.29%
MCO	B	-0.28%
APD	A	-0.26%
ADSK	A	-0.25%
CSX	B	-0.25%
CRH	A	-0.25%
COF	B	-0.25%
MMM	D	-0.25%
HCA	F	-0.24%
TFC	A	-0.23%
SLB	C	-0.23%
TRV	B	-0.22%
SRE	A	-0.22%
AFL	B	-0.22%
DLR	B	-0.22%
CARR	D	-0.22%
WDAY	B	-0.21%
FICO	B	-0.21%
NXPI	D	-0.21%
RCL	A	-0.21%
BK	A	-0.21%
PSX	C	-0.2%
URI	B	-0.2%
MPC	D	-0.2%
TGT	F	-0.2%
AMP	A	-0.2%
JCI	C	-0.2%
LNG	B	-0.19%
DASH	A	-0.19%
GWW	B	-0.19%
ALL	A	-0.19%
PWR	A	-0.18%
NEM	D	-0.18%
CMI	A	-0.18%
VLO	C	-0.17%
KMB	D	-0.17%
PAYX	C	-0.17%
FIS	C	-0.17%
DHI	D	-0.17%
DFS	B	-0.16%
TRGP	B	-0.16%
BKR	B	-0.16%
AXON	A	-0.16%
PRU	A	-0.16%
CCI	D	-0.16%
IT	C	-0.15%
KR	B	-0.15%
CBRE	B	-0.15%
TEAM	A	-0.15%
FERG	B	-0.15%
IR	B	-0.15%
EW	C	-0.15%
ODFL	B	-0.15%
A	D	-0.14%
EXC	C	-0.14%
IRM	D	-0.13%
NDAQ	A	-0.13%
HUBS	A	-0.13%
HIG	B	-0.13%
GEHC	F	-0.13%
HUM	C	-0.13%
GIS	D	-0.13%
CHTR	C	-0.13%
NUE	C	-0.13%
LULU	C	-0.13%
IQV	D	-0.13%
MLM	B	-0.13%
ACGL	D	-0.13%
HPQ	B	-0.13%
RJF	A	-0.12%
EIX	B	-0.12%
IDXX	F	-0.12%
SW	A	-0.11%
TSCO	D	-0.11%
DXCM	D	-0.11%
KEYS	A	-0.11%
ANSS	B	-0.11%
XYL	D	-0.11%
EBAY	D	-0.11%
TTWO	A	-0.11%
ROK	B	-0.11%
VLTO	D	-0.1%
TROW	B	-0.1%
BR	A	-0.1%
PHM	D	-0.1%
AWK	D	-0.1%
FTV	C	-0.1%
CHD	B	-0.1%
DECK	A	-0.1%
NVR	D	-0.1%
DOV	A	-0.1%
HAL	C	-0.1%
HPE	B	-0.1%
PPG	F	-0.1%
STT	A	-0.1%
SBAC	D	-0.09%
LPLA	A	-0.09%
RF	A	-0.09%
EME	C	-0.09%
HBAN	A	-0.09%
SYF	B	-0.09%
MTD	D	-0.09%
NTAP	C	-0.09%
LII	A	-0.08%
CLX	B	-0.08%
STE	F	-0.08%
CFG	B	-0.08%
WDC	D	-0.08%
STLD	B	-0.08%
WAT	B	-0.08%
CBOE	B	-0.08%
ES	D	-0.08%
WSM	B	-0.08%
WY	D	-0.08%
K	A	-0.08%
ZBH	C	-0.08%
NTRS	A	-0.08%
IFF	D	-0.08%
BIIB	F	-0.08%
WST	C	-0.08%
KEY	B	-0.07%
PODD	C	-0.07%
DGX	A	-0.07%
FSLR	F	-0.07%
FDS	B	-0.07%
BALL	D	-0.07%
ZS	C	-0.07%
TRU	D	-0.07%
DRI	B	-0.07%
IP	B	-0.07%
COO	D	-0.07%
STX	D	-0.07%
PFG	D	-0.07%
MKC	D	-0.07%
OMC	C	-0.07%
NRG	B	-0.07%
LH	C	-0.07%
DOC	D	-0.06%
DPZ	C	-0.06%
ALGN	D	-0.06%
ULTA	F	-0.06%
DOCU	A	-0.06%
MANH	D	-0.06%
TWLO	A	-0.06%
GEN	B	-0.06%
GPC	D	-0.06%
EXPD	D	-0.06%
EQH	B	-0.06%
OC	A	-0.06%
IEX	B	-0.06%
MOH	F	-0.06%
TRMB	B	-0.06%
BURL	A	-0.06%
PNR	A	-0.06%
BBY	D	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
NBIX	C	-0.05%
CHRW	C	-0.05%
CAG	D	-0.05%
AVTR	F	-0.05%
POOL	C	-0.05%
AKAM	D	-0.05%
APTV	D	-0.05%
JBHT	C	-0.05%
GGG	B	-0.05%
MKTX	D	-0.04%
NLY	C	-0.04%
LKQ	D	-0.04%
ALLY	C	-0.04%
DAL	C	-0.04%
SOLV	C	-0.04%
WTRG	B	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
FOXA	B	-0.04%
IPG	D	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
AIZ	A	-0.04%
BXP	D	-0.04%
SJM	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
ACI	C	-0.03%
RIVN	F	-0.03%
CPB	D	-0.03%
TTC	D	-0.03%
ENPH	F	-0.03%
DVA	B	-0.03%
TFX	F	-0.03%
HRL	D	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
WBA	F	-0.02%
FOX	A	-0.02%
BEN	C	-0.02%
BBWI	D	-0.02%