HUSV vs. XRLV ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV)

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

$37.98

Average Daily Volume

9,068

Number of Holdings ^*

* may have additional holdings in another (foreign) market

XRLV

PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio

XRLV Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility Rate Response Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to include stocks exhibiting low volatility characteristics, after removing stocks that historically have performed poorly in rising interest rate environments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$53.83

Average Daily Volume

1,017

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	XRLV
30 Days	1.97%	2.88%
60 Days	5.06%	7.20%
90 Days	6.33%	8.61%
12 Months	19.01%	18.19%

57 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in XRLV	Overlap
ABT	C	0.93%	0.95%	0.93%
ADP	B	1.26%	1.0%	1.0%
AJG	D	1.06%	0.98%	0.98%
AME	C	1.03%	0.98%	0.98%
AMP	A	0.96%	1.01%	0.96%
ATO	B	1.2%	1.07%	1.07%
AVY	C	1.2%	1.05%	1.05%
BRK.A	C	2.59%	1.4%	1.4%
CHD	D	1.19%	0.97%	0.97%
CL	D	2.58%	1.2%	1.2%
CSCO	C	2.54%	0.99%	0.99%
CSX	D	1.09%	0.94%	0.94%
DRI	B	0.9%	0.95%	0.9%
DUK	C	1.39%	1.02%	1.02%
EA	D	0.88%	0.9%	0.88%
ECL	B	0.64%	0.93%	0.64%
ED	C	0.95%	0.96%	0.95%
GD	B	0.98%	1.0%	0.98%
HIG	B	0.96%	1.03%	0.96%
HLT	B	0.58%	0.91%	0.58%
HOLX	B	0.8%	0.89%	0.8%
HON	D	1.25%	1.08%	1.08%
ITW	C	1.72%	1.07%	1.07%
JNJ	C	1.5%	1.11%	1.11%
KMB	D	1.33%	0.96%	0.96%
KMI	B	1.22%	1.01%	1.01%
KO	C	2.6%	1.33%	1.33%
L	C	1.78%	1.19%	1.19%
LIN	B	0.93%	1.11%	0.93%
LMT	C	1.97%	0.98%	0.98%
LYB	D	0.57%	0.89%	0.57%
MA	B	1.88%	1.15%	1.15%
MCD	B	1.35%	1.09%	1.09%
MCK	F	0.61%	0.77%	0.61%
MDLZ	B	0.89%	1.03%	0.89%
MDT	C	0.7%	0.97%	0.7%
MMC	C	2.05%	1.21%	1.21%
MO	C	1.16%	0.94%	0.94%
MSI	B	2.26%	1.04%	1.04%
OKE	B	0.73%	0.98%	0.73%
PEP	C	1.38%	1.02%	1.02%
PG	C	1.91%	1.18%	1.18%
PM	C	1.42%	1.08%	1.08%
PPL	C	0.84%	0.98%	0.84%
REGN	C	0.72%	1.03%	0.72%
ROP	C	2.21%	1.08%	1.08%
RSG	D	2.51%	1.23%	1.23%
SYY	D	0.51%	0.88%	0.51%
TJX	B	1.05%	1.15%	1.05%
TMUS	C	2.25%	1.28%	1.28%
V	C	2.07%	1.27%	1.27%
VRSN	D	1.88%	0.96%	0.96%
WELL	C	0.7%	0.96%	0.7%
WM	D	1.97%	0.96%	0.96%
WMB	B	0.82%	1.0%	0.82%
WMT	C	1.77%	1.16%	1.16%
YUM	D	1.17%	1.01%	1.01%

HUSV Overweight 16 Positions Relative to XRLV

Symbol	Grade	Weight
CTSH	C	2.63%
PTC	D	2.22%
TEL	D	2.18%
MSFT	C	2.13%
APH	D	2.07%
OTIS	C	1.05%
MRK	D	0.96%
SPGI	B	0.96%
ICE	C	0.94%
LDOS	B	0.86%
ORLY	C	0.78%
BSX	B	0.78%
O	C	0.7%
ROST	C	0.69%
REG	C	0.6%
INVH	C	0.54%

HUSV Underweight 40 Positions Relative to XRLV

Symbol	Grade	Weight
CB	B	-1.07%
BK	B	-1.05%
CME	C	-1.05%
UNP	C	-1.02%
KDP	B	-0.98%
JPM	D	-0.98%
MET	B	-0.98%
CTAS	B	-0.98%
PRU	C	-0.97%
AVB	B	-0.96%
SO	B	-0.96%
ETR	B	-0.95%
PAYX	C	-0.95%
PFG	B	-0.95%
FE	C	-0.95%
PEG	B	-0.95%
CMS	C	-0.95%
AFL	C	-0.95%
PKG	B	-0.95%
AIG	D	-0.95%
STZ	D	-0.95%
IEX	D	-0.95%
SRE	C	-0.94%
LNT	B	-0.94%
BRO	C	-0.93%
OMC	B	-0.93%
PPG	D	-0.92%
ABBV	C	-0.92%
NI	B	-0.92%
GIS	B	-0.92%
WEC	C	-0.92%
DGX	B	-0.91%
ELV	C	-0.9%
CBOE	C	-0.89%
BR	D	-0.89%
JKHY	B	-0.89%
EVRG	B	-0.88%
VRSK	D	-0.88%
BDX	D	-0.86%
DOW	D	-0.84%