HUSV vs. XLI ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to SPDR Select Sector Fund - Industrial (XLI)

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

$38.00

Average Daily Volume

7,985

Number of Holdings ^*

* may have additional holdings in another (foreign) market

XLI

SPDR Select Sector Fund - Industrial

XLI Description

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Industrial Select Sector Index. The fund invests at least 95% of its assets in the securities comprising the index. The index includes companies from the following industries: aerospace & defense; industrial conglomerates; machinery; road & rail; air freight & logistics; commercial services & supplies; professional services; electrical equipment; construction & engineering; trading companies & distributors; airlines; and building products. It is non-diversified.

Grade (RS Rating)

Last Trade

$135.51

Average Daily Volume

7,690,857

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	XLI
30 Days	0.02%	5.65%
60 Days	6.64%	12.73%
90 Days	7.43%	12.15%
12 Months	24.73%	38.39%

11 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in XLI	Overlap
ADP	A	1.22%	2.72%	1.22%
AME	C	1.05%	0.96%	0.96%
CSX	D	1.12%	1.61%	1.12%
GD	C	0.97%	1.88%	0.97%
HON	C	1.26%	3.24%	1.26%
ITW	C	1.81%	1.71%	1.71%
LDOS	A	0.88%	0.53%	0.53%
LMT	A	2.0%	2.99%	2.0%
OTIS	A	1.17%	1.0%	1.0%
RSG	D	2.41%	0.99%	0.99%
WM	B	1.93%	1.83%	1.83%

HUSV Overweight 63 Positions Relative to XLI

Symbol	Grade	Weight
CSCO	A	2.68%
CTSH	B	2.62%
KO	C	2.6%
BRK.A	B	2.6%
CL	D	2.49%
PTC	B	2.34%
MSI	A	2.28%
TEL	D	2.27%
TMUS	A	2.26%
ROP	D	2.2%
MSFT	D	2.12%
APH	D	2.1%
MMC	D	1.98%
V	B	1.98%
VRSN	C	1.97%
PG	D	1.9%
MA	A	1.87%
L	C	1.78%
WMT	A	1.76%
JNJ	D	1.46%
MCD	A	1.39%
DUK	C	1.38%
PM	D	1.36%
KMB	D	1.32%
PEP	F	1.31%
KMI	A	1.25%
ATO	A	1.22%
AVY	D	1.21%
YUM	C	1.21%
CHD	D	1.18%
FI	A	1.17%
MO	D	1.12%
TJX	D	1.04%
AMP	A	1.03%
AJG	C	0.99%
HIG	A	0.97%
ED	C	0.95%
LIN	C	0.95%
MRK	F	0.94%
SPGI	C	0.94%
DRI	C	0.94%
ICE	A	0.92%
MDLZ	D	0.88%
ABT	C	0.88%
EA	D	0.87%
PPL	C	0.86%
WMB	A	0.81%
HOLX	D	0.8%
ORLY	A	0.79%
BSX	A	0.77%
OKE	A	0.72%
O	C	0.7%
MDT	C	0.69%
ROST	D	0.68%
WELL	C	0.68%
REGN	D	0.64%
ECL	C	0.64%
HLT	A	0.63%
MCK	F	0.58%
LYB	B	0.58%
REG	C	0.57%
SYY	D	0.51%
INVH	D	0.51%

HUSV Underweight 66 Positions Relative to XLI

Symbol	Grade	Weight
GE	B	-4.93%
CAT	A	-4.57%
RTX	A	-3.88%
UBER	C	-3.8%
UNP	F	-3.62%
ETN	B	-3.18%
DE	C	-2.58%
UPS	D	-2.4%
BA	F	-2.14%
TT	A	-2.11%
PH	A	-1.96%
TDG	A	-1.93%
MMM	C	-1.81%
NOC	B	-1.75%
CTAS	C	-1.7%
GEV	A	-1.69%
CARR	A	-1.63%
EMR	B	-1.51%
FDX	F	-1.49%
NSC	C	-1.36%
URI	C	-1.3%
PCAR	D	-1.25%
JCI	C	-1.25%
CPRT	B	-1.11%
GWW	B	-1.11%
LHX	A	-1.09%
CMI	A	-1.07%
PWR	A	-1.06%
PAYX	B	-1.04%
HWM	A	-0.99%
FAST	C	-0.98%
IR	A	-0.95%
VRSK	D	-0.92%
ODFL	F	-0.9%
EFX	D	-0.88%
XYL	C	-0.79%
DAL	C	-0.78%
WAB	A	-0.77%
ROK	D	-0.73%
AXON	A	-0.69%
VLTO	A	-0.67%
FTV	C	-0.67%
DOV	C	-0.64%
BR	B	-0.6%
HUBB	A	-0.55%
BLDR	C	-0.54%
EXPD	D	-0.45%
UAL	A	-0.45%
MAS	C	-0.44%
LUV	B	-0.43%
SWK	C	-0.41%
J	F	-0.4%
TXT	F	-0.4%
PNR	C	-0.39%
IEX	D	-0.39%
SNA	C	-0.37%
ROL	C	-0.34%
NDSN	C	-0.34%
JBHT	D	-0.33%
ALLE	A	-0.31%
CHRW	C	-0.31%
AOS	C	-0.26%
HII	F	-0.25%
GNRC	B	-0.23%
DAY	C	-0.23%
PAYC	D	-0.19%