IJT vs. HSMV ETF Comparison

Comparison of iShares S&P SmallCap 600 Growth ETF (IJT) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

IJT

iShares S&P SmallCap 600 Growth ETF

IJT Description

The investment seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P SmallCap 600Â® Growth Index (the "underlying index"), which measures the performance of the small-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$135.70

Average Daily Volume

118,475

Number of Holdings ^*

352

* may have additional holdings in another (foreign) market

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF

HSMV Description

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.

Grade (RS Rating)

Last Trade

$36.17

Average Daily Volume

1,274

Number of Holdings ^*

147

* may have additional holdings in another (foreign) market

Performance

Period	IJT	HSMV
30 Days	-2.09%	-0.62%
60 Days	2.57%	1.86%
90 Days	4.71%	5.52%
12 Months	25.56%	22.12%

25 Overlapping Holdings

Symbol	Grade	Weight in IJT	Weight in HSMV	Overlap
AGO	B	0.38%	0.62%	0.38%
AIN	F	0.16%	0.22%	0.16%
AWR	D	0.25%	0.72%	0.25%
BCPC	B	0.48%	0.53%	0.48%
CPK	D	0.18%	0.64%	0.18%
CTRE	B	0.53%	1.62%	0.53%
CWT	D	0.18%	0.53%	0.18%
EFC	D	0.16%	0.8%	0.16%
ENR	A	0.15%	0.42%	0.15%
EPRT	D	0.44%	0.65%	0.44%
EVTC	D	0.32%	0.27%	0.27%
FCPT	D	0.17%	0.87%	0.17%
FELE	D	0.59%	0.55%	0.55%
FSS	F	0.77%	0.23%	0.23%
IDCC	A	0.64%	0.63%	0.63%
IOSP	F	0.26%	0.34%	0.26%
JJSF	C	0.4%	0.32%	0.32%
KFY	B	0.33%	0.27%	0.27%
MSGS	B	0.57%	1.45%	0.57%
NMIH	D	0.29%	0.58%	0.29%
PBH	A	0.27%	0.7%	0.27%
PECO	A	0.36%	0.7%	0.36%
PLXS	A	0.27%	0.25%	0.25%
PRGS	B	0.42%	0.59%	0.42%
RDN	D	0.4%	0.4%	0.4%

IJT Overweight 327 Positions Relative to HSMV

Symbol	Grade	Weight
MLI	A	1.42%
CRS	B	1.19%
GKOS	B	1.11%
SPXC	D	1.03%
ATI	F	1.02%
MTH	C	1.02%
SPSC	F	0.95%
AWI	A	0.94%
AVAV	B	0.93%
BMI	C	0.91%
CSWI	B	0.91%
MOG.A	B	0.85%
BCC	D	0.8%
MATX	A	0.79%
IBP	F	0.77%
SHAK	A	0.76%
GPI	B	0.73%
MARA	D	0.73%
MGY	A	0.72%
SM	F	0.71%
ADMA	B	0.69%
RDNT	B	0.66%
ITGR	D	0.65%
INSP	D	0.65%
KTB	A	0.63%
SIG	D	0.63%
MHO	C	0.63%
LRN	A	0.61%
BOOT	D	0.59%
FUN	C	0.58%
FTDR	A	0.58%
VRRM	F	0.58%
CVCO	B	0.57%
SKT	B	0.56%
NOG	F	0.55%
WDFC	A	0.55%
TGTX	B	0.55%
GMS	A	0.55%
CRC	A	0.55%
CALM	B	0.54%
CCOI	B	0.53%
AEO	F	0.53%
AROC	D	0.52%
HCC	A	0.52%
MMSI	B	0.52%
ESE	B	0.51%
SHOO	D	0.5%
ACIW	B	0.5%
OTTR	D	0.5%
APLE	B	0.5%
CNK	A	0.49%
NSIT	F	0.48%
PI	C	0.47%
FORM	F	0.46%
ATGE	A	0.46%
CEIX	B	0.45%
KRYS	D	0.45%
TDW	F	0.44%
CORT	A	0.44%
ALKS	D	0.43%
ACLS	F	0.43%
BOX	B	0.43%
CARG	B	0.42%
CRVL	D	0.42%
TMDX	F	0.42%
LBRT	F	0.42%
ETSY	D	0.41%
ACA	A	0.41%
PATK	F	0.4%
GSHD	A	0.4%
POWL	A	0.4%
ALRM	F	0.4%
AEIS	A	0.39%
ITRI	A	0.38%
OII	B	0.38%
WHD	B	0.38%
DORM	A	0.37%
DV	F	0.37%
CPRX	A	0.37%
PLMR	D	0.36%
YOU	B	0.36%
ARCB	F	0.36%
ASTH	C	0.35%
YELP	C	0.35%
AGYS	D	0.35%
AZZ	C	0.35%
TPH	D	0.35%
IPAR	B	0.34%
SKYW	A	0.34%
JBT	A	0.34%
PIPR	B	0.34%
AMR	F	0.34%
ABG	B	0.34%
ZWS	A	0.34%
AX	B	0.34%
SXI	A	0.33%
MYRG	C	0.33%
VCEL	D	0.33%
CNMD	D	0.33%
MTRN	D	0.33%
SHO	F	0.32%
OSIS	F	0.32%
GRBK	D	0.32%
UFPT	C	0.31%
HWKN	D	0.31%
URBN	D	0.31%
ROCK	D	0.31%
BRC	D	0.31%
GVA	A	0.3%
AMPH	A	0.3%
BGC	A	0.3%
LMAT	B	0.3%
SFBS	A	0.3%
ALG	C	0.3%
PRVA	C	0.3%
FUL	F	0.3%
EAT	A	0.3%
PTGX	B	0.3%
SMPL	C	0.3%
IIPR	B	0.3%
PRG	C	0.29%
PJT	B	0.29%
TFIN	B	0.29%
JOE	F	0.29%
BL	B	0.29%
NEO	D	0.28%
ARCH	C	0.28%
LCII	D	0.28%
SITM	B	0.28%
HP	C	0.27%
RXO	B	0.27%
GFF	F	0.27%
TRIP	C	0.27%
MGEE	C	0.27%
DRH	D	0.27%
RAMP	D	0.26%
DIOD	F	0.26%
EPAC	A	0.25%
VECO	F	0.25%
KLIC	B	0.24%
TNC	F	0.24%
UE	A	0.24%
RUSHA	A	0.24%
AIR	F	0.23%
WD	C	0.23%
BTU	A	0.23%
GTES	A	0.23%
SMTC	B	0.23%
DFIN	F	0.23%
HNI	D	0.22%
DOCN	D	0.22%
DVAX	A	0.22%
PLUS	D	0.22%
PTEN	F	0.22%
TDS	B	0.21%
CUBI	F	0.21%
TRN	C	0.21%
SXT	C	0.21%
IAC	F	0.21%
NPO	F	0.21%
NARI	A	0.21%
CNS	B	0.2%
SPNT	D	0.2%
HLX	F	0.2%
BANF	B	0.2%
MTX	B	0.19%
PLAY	C	0.19%
WT	B	0.19%
CCS	D	0.19%
LGIH	D	0.19%
KWR	D	0.18%
ROG	D	0.18%
PGNY	F	0.18%
EXTR	B	0.18%
TWO	F	0.18%
COLL	F	0.17%
STEP	B	0.17%
UNF	D	0.17%
EXPI	B	0.17%
CALX	F	0.16%
ARLO	F	0.16%
PLAB	F	0.16%
OUT	B	0.16%
PRK	C	0.16%
LPG	F	0.16%
OXM	F	0.16%
NX	C	0.15%
HCI	B	0.15%
ADUS	C	0.15%
TNDM	D	0.15%
RWT	D	0.15%
JACK	C	0.15%
ANIP	F	0.15%
AL	C	0.15%
CARS	D	0.15%
CAKE	A	0.15%
CURB	D	0.15%
MCRI	A	0.15%
XPEL	F	0.14%
PDFS	F	0.14%
MP	B	0.14%
WS	A	0.14%
VRTS	C	0.14%
WGO	D	0.14%
WOR	F	0.13%
WABC	B	0.13%
PZZA	A	0.13%
XHR	C	0.13%
STAA	F	0.13%
STRA	F	0.13%
CTS	A	0.13%
LZB	D	0.13%
TRUP	B	0.13%
PARR	F	0.13%
APOG	A	0.12%
SUPN	A	0.12%
AMN	F	0.12%
ANDE	F	0.12%
FCF	D	0.12%
LKFN	C	0.12%
BKE	A	0.12%
WOLF	D	0.12%
VVI	B	0.12%
AMWD	B	0.12%
MYGN	F	0.12%
UPBD	C	0.12%
VSTS	F	0.12%
REX	C	0.11%
XNCR	A	0.11%
HLIT	F	0.11%
ARI	D	0.11%
NHC	D	0.11%
LTC	A	0.11%
SJW	F	0.11%
THRM	D	0.1%
ARR	D	0.1%
KN	D	0.1%
MXL	D	0.1%
LNN	D	0.1%
CSGS	B	0.1%
SABR	C	0.1%
CERT	F	0.1%
SHEN	D	0.1%
UNIT	A	0.1%
GTY	C	0.1%
USPH	D	0.1%
NABL	F	0.09%
VICR	A	0.09%
SDGR	F	0.09%
FIZZ	A	0.09%
BLMN	F	0.09%
PRLB	B	0.09%
ATEN	B	0.08%
CRK	B	0.08%
NYMT	D	0.08%
BLFS	B	0.08%
VRE	D	0.08%
COHU	C	0.08%
INVA	C	0.08%
AMBC	D	0.08%
MSEX	B	0.08%
HRMY	D	0.08%
ADEA	A	0.08%
FOXF	F	0.08%
AORT	A	0.08%
MRTN	F	0.07%
HAYN	A	0.07%
AMSF	B	0.07%
MATW	D	0.07%
BSIG	A	0.07%
RES	F	0.07%
LQDT	C	0.07%
GES	F	0.07%
MMI	D	0.06%
KOP	F	0.06%
HSTM	A	0.06%
MGPI	F	0.06%
WRLD	F	0.06%
GDEN	F	0.06%
CLB	A	0.06%
SEDG	F	0.06%
SSTK	D	0.06%
JBSS	F	0.06%
UTL	D	0.06%
TTGT	C	0.06%
TR	D	0.05%
CVI	F	0.05%
MTUS	F	0.05%
AHH	D	0.05%
SWI	B	0.05%
IIIN	F	0.05%
IRWD	F	0.05%
INN	F	0.05%
VTLE	F	0.05%
MCW	A	0.05%
RCUS	F	0.05%
SITC	F	0.05%
SBSI	D	0.05%
CEVA	D	0.04%
UHT	D	0.04%
HTLD	F	0.04%
ETD	F	0.04%
SLP	F	0.04%
SNCY	A	0.04%
WSR	B	0.04%
RGNX	F	0.03%
GOGO	F	0.03%
MYE	F	0.03%
BFS	D	0.03%
NPK	F	0.02%
BHLB	B	0.0%
STBA	D	0.0%
PRDO	B	0.0%
PAYO	A	0.0%
ENV	A	0.0%
CHCO	C	0.0%
PFBC	B	0.0%
BOH	A	0.0%
WSFS	D	0.0%
CATY	B	0.0%
SEE	B	0.0%
APAM	A	0.0%
CASH	B	0.0%
MC	D	0.0%
OFG	C	0.0%
TBBK	D	0.0%
FBP	D	0.0%

IJT Underweight 122 Positions Relative to HSMV

Symbol	Grade	Weight
ATR	A	-2.18%
DTM	A	-1.82%
SEIC	A	-1.81%
INGR	C	-1.65%
ORI	D	-1.65%
POST	D	-1.64%
CACI	A	-1.62%
OGE	C	-1.53%
IDA	A	-1.48%
DCI	A	-1.35%
ADC	C	-1.34%
CHE	F	-1.3%
AMH	F	-1.3%
RLI	A	-1.29%
FLO	F	-1.22%
NFG	C	-1.21%
NJR	D	-1.21%
AM	D	-1.2%
FHI	A	-1.19%
OHI	B	-1.17%
NWE	D	-1.14%
NNN	D	-1.13%
POR	C	-1.13%
GNTX	C	-1.07%
NYT	C	-1.03%
AFG	D	-1.03%
GLPI	C	-1.02%
MDU	F	-1.02%
MMS	C	-1.01%
GGG	D	-0.99%
DLB	B	-0.9%
BKH	D	-0.88%
KBR	B	-0.88%
EHC	A	-0.87%
EPR	D	-0.85%
MSA	F	-0.81%
ELS	D	-0.81%
ENSG	A	-0.8%
AVA	D	-0.76%
LSTR	F	-0.76%
ESNT	F	-0.75%
CBSH	A	-0.73%
PRI	B	-0.73%
OGS	C	-0.71%
CDP	A	-0.7%
RNR	B	-0.7%
AMG	C	-0.67%
SF	B	-0.67%
CW	A	-0.67%
EGP	F	-0.66%
RPM	B	-0.65%
SLGN	A	-0.65%
RGA	D	-0.63%
LOPE	D	-0.62%
JHG	A	-0.6%
SBRA	B	-0.59%
SCI	A	-0.56%
CHH	A	-0.56%
MTG	D	-0.56%
ACM	A	-0.56%
ARW	F	-0.53%
COLM	B	-0.52%
FNF	C	-0.52%
GATX	A	-0.52%
AVT	B	-0.51%
FCN	F	-0.51%
EPC	F	-0.5%
RS	C	-0.5%
BWXT	B	-0.48%
FR	D	-0.47%
FLS	A	-0.47%
LANC	A	-0.46%
LAMR	B	-0.46%
BRX	A	-0.46%
CHDN	C	-0.46%
RYN	B	-0.45%
PFGC	B	-0.45%
MSM	D	-0.43%
SAIC	A	-0.43%
BLKB	F	-0.43%
MUSA	C	-0.43%
PB	B	-0.41%
CLH	C	-0.41%
JEF	B	-0.41%
FAF	D	-0.4%
ASH	F	-0.4%
GPK	D	-0.39%
CNO	A	-0.39%
ITT	C	-0.37%
LXP	D	-0.36%
RGLD	B	-0.36%
BJ	A	-0.36%
ABM	A	-0.35%
AGCO	C	-0.34%
MAN	F	-0.33%
LECO	C	-0.33%
FNB	B	-0.33%
EXEL	A	-0.32%
CSL	D	-0.32%
COOP	C	-0.32%
EVR	B	-0.31%
G	C	-0.31%
KEX	D	-0.31%
JAZZ	D	-0.31%
MIDD	F	-0.29%
ALV	F	-0.29%
MTN	F	-0.28%
OSK	C	-0.28%
ONB	B	-0.28%
ORA	A	-0.27%
LFUS	F	-0.26%
LII	B	-0.26%
HRB	C	-0.26%
R	A	-0.26%
CUBE	D	-0.25%
CASY	B	-0.25%
CRI	F	-0.24%
HXL	F	-0.24%
IRT	D	-0.22%
REXR	F	-0.21%
PCH	D	-0.2%
NSA	D	-0.13%