IUSG vs. HSMV ETF Comparison

Comparison of iShares Core U.S. Growth ETF (IUSG) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
IUSG

iShares Core U.S. Growth ETF

IUSG Description

The investment seeks to track the investment results of a broad-based index composed of 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 Russell 3000 Growth Index (the "underlying index"), which measures the performance of the growth sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$121.59

Average Daily Volume

370,869

Number of Holdings *

482

* 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

$35.23

Average Daily Volume

1,255

Number of Holdings *

196

* may have additional holdings in another (foreign) market
Performance
Period IUSG HSMV
30 Days 3.87% 2.92%
60 Days -7.89% 6.22%
90 Days -0.88% 6.22%
12 Months 24.57% 16.36%
94 Overlapping Holdings
Symbol Grade Weight in IUSG Weight in HSMV Overlap
ACHC B 1.0% 0.57% 0.57%
ACM B 1.0% 0.49% 0.49%
ALV D 1.0% 0.39% 0.39%
AM C 1.0% 0.48% 0.48%
AMH A 1.0% 0.5% 0.5%
ATR A 1.0% 0.48% 0.48%
BLKB B 1.0% 0.3% 0.3%
BRX A 1.0% 0.58% 0.58%
BWXT C 1.0% 0.49% 0.49%
CACI B 1.0% 0.55% 0.55%
CASY C 1.0% 0.52% 0.52%
CBSH B 1.0% 0.5% 0.5%
CHDN D 1.0% 0.44% 0.44%
CHE C 1.0% 0.48% 0.48%
CHH C 1.0% 0.5% 0.5%
CLH C 1.0% 0.58% 0.58%
COLM B 1.0% 0.48% 0.48%
CRUS C 1.0% 0.45% 0.45%
CSL C 1.0% 0.55% 0.55%
CUBE A 1.0% 0.73% 0.73%
CVLT B 1.0% 0.72% 0.72%
CW B 1.0% 0.57% 0.57%
DCI C 1.0% 0.46% 0.46%
DLB F 1.0% 0.42% 0.42%
DTM B 1.0% 0.57% 0.57%
EGP B 1.0% 0.54% 0.54%
EHC B 1.0% 0.51% 0.51%
ELS A 1.0% 0.55% 0.55%
EME C 1.0% 0.56% 0.56%
EPR B 1.0% 0.53% 0.53%
EVR B 1.0% 0.68% 0.68%
EXEL B 1.0% 0.55% 0.55%
EXP B 1.0% 0.57% 0.57%
EXPO B 1.0% 0.32% 0.32%
FCN C 1.0% 0.3% 0.3%
FLS C 1.0% 0.49% 0.49%
FR B 1.0% 0.57% 0.57%
GATX C 1.0% 0.52% 0.52%
GGG D 1.0% 0.47% 0.47%
GLPI A 1.0% 0.56% 0.56%
GNTX D 1.0% 0.41% 0.41%
HRB B 1.0% 0.63% 0.63%
HXL F 1.0% 0.43% 0.43%
IDA A 1.0% 0.5% 0.5%
INGR A 1.0% 0.55% 0.55%
ITT C 1.0% 0.48% 0.48%
JAZZ D 1.0% 0.41% 0.41%
KBR C 1.0% 0.49% 0.49%
KEX D 1.0% 0.5% 0.5%
LAMR B 1.0% 0.45% 0.45%
LANC D 1.0% 0.47% 0.47%
LECO F 1.0% 0.4% 0.4%
LFUS C 1.0% 0.6% 0.6%
LII C 1.0% 0.54% 0.54%
LOPE D 1.0% 0.51% 0.51%
LSTR D 1.0% 0.47% 0.47%
MAT C 1.0% 0.54% 0.54%
MIDD D 1.0% 0.5% 0.5%
MMS C 1.0% 0.53% 0.53%
MSA D 1.0% 0.44% 0.44%
MSM D 1.0% 0.41% 0.41%
MTG B 1.0% 0.57% 0.57%
MTN C 1.0% 0.52% 0.52%
MUSA B 1.0% 0.56% 0.56%
NBIX D 1.0% 0.53% 0.53%
NNN A 1.0% 0.54% 0.54%
NSA A 1.0% 0.4% 0.4%
NVT F 1.0% 0.43% 0.43%
NYT C 1.0% 0.58% 0.58%
OHI A 1.0% 0.6% 0.6%
PRI B 1.0% 0.56% 0.56%
REXR B 1.0% 0.51% 0.51%
RGLD C 1.0% 0.43% 0.43%
RLI B 1.0% 0.5% 0.5%
RNR A 1.0% 0.5% 0.5%
RPM A 1.0% 0.5% 0.5%
RS D 1.0% 0.45% 0.45%
RYN B 1.0% 0.47% 0.47%
SAIC B 1.0% 0.46% 0.46%
SCI B 1.0% 0.5% 0.5%
SEIC D 1.0% 0.47% 0.47%
SFM B 1.0% 0.63% 0.63%
SIGI D 1.0% 0.42% 0.42%
STAG B 1.0% 0.54% 0.54%
TTEK B 1.0% 0.57% 0.57%
TXRH D 1.0% 0.49% 0.49%
UTHR B 1.0% 0.7% 0.7%
VNT F 1.0% 0.39% 0.39%
VOYA B 1.0% 0.47% 0.47%
VVV D 1.0% 0.46% 0.46%
WEN C 1.0% 0.39% 0.39%
WH A 1.0% 0.48% 0.48%
WTRG D 1.0% 0.49% 0.49%
WTS D 1.0% 0.45% 0.45%
IUSG Overweight 388 Positions Relative to HSMV
Symbol Grade Weight
WOLF F 1.0%
MP C 1.0%
ALGM F 1.0%
IPGP F 1.0%
ZI F 1.0%
LIVN D 1.0%
SMG C 1.0%
SAM D 1.0%
VC F 1.0%
SYNA F 1.0%
CDP B 1.0%
AMED B 1.0%
IBOC C 1.0%
CAR F 1.0%
IRDM D 1.0%
NSP F 1.0%
ALTM F 1.0%
HGV D 1.0%
AZTA F 1.0%
ENS D 1.0%
RH F 1.0%
PGNY D 1.0%
FFIN B 1.0%
POWI F 1.0%
SHC A 1.0%
SLM D 1.0%
CPRI C 1.0%
TKR D 1.0%
TEX D 1.0%
DOCS B 1.0%
OLN F 1.0%
EQH C 1.0%
TNL D 1.0%
YETI D 1.0%
HWC C 1.0%
HAE F 1.0%
OZK D 1.0%
MUR F 1.0%
ROIV A 1.0%
EEFT D 1.0%
TDC F 1.0%
CYTK F 1.0%
ETSY F 1.0%
ARWR F 1.0%
TKO B 1.0%
CFR C 1.0%
CGNX D 1.0%
OPCH A 1.0%
WMG F 1.0%
PNFP B 1.0%
KNF C 1.0%
PK D 1.0%
KBH B 1.0%
AZPN A 1.0%
MASI D 1.0%
BC D 1.0%
HQY D 1.0%
EXLS B 1.0%
CIEN B 1.0%
PAYC D 1.0%
COTY F 1.0%
MKSI F 1.0%
GXO D 1.0%
RL A 1.0%
MTSI D 1.0%
AYI C 1.0%
BRKR C 1.0%
SLAB D 1.0%
VAL F 1.0%
NOVT C 1.0%
BRBR A 1.0%
CBT B 1.0%
FBIN B 1.0%
NEU D 1.0%
CHX D 1.0%
CNX B 1.0%
LPX B 1.0%
BYD B 1.0%
CG D 1.0%
DVA B 1.0%
FIVE F 1.0%
FCFS A 1.0%
QLYS F 1.0%
WLK D 1.0%
TTC D 1.0%
ALLE B 1.0%
CNM F 1.0%
EPAM C 1.0%
CZR D 1.0%
RMBS F 1.0%
APPF D 1.0%
BCO B 1.0%
NXT F 1.0%
DAY C 1.0%
CCK A 1.0%
ALTR D 1.0%
GTLS F 1.0%
OLLI D 1.0%
PODD A 1.0%
CELH F 1.0%
DPZ D 1.0%
CIVI F 1.0%
GNRC C 1.0%
ESAB D 1.0%
LW D 1.0%
DBX D 1.0%
ROL B 1.0%
ENPH D 1.0%
COKE B 1.0%
XPO D 1.0%
EXPD D 1.0%
AAON C 1.0%
MGM F 1.0%
EWBC C 1.0%
AOS D 1.0%
LSCC F 1.0%
MTDR F 1.0%
RYAN B 1.0%
H C 1.0%
SNA D 1.0%
TREX F 1.0%
PCTY C 1.0%
PLNT A 1.0%
SWN F 1.0%
JBL F 1.0%
WYNN D 1.0%
LNTH C 1.0%
RRC F 1.0%
AKAM D 1.0%
ERIE A 1.0%
ANF D 1.0%
DKS C 1.0%
AVTR B 1.0%
UFPI D 1.0%
PR D 1.0%
DUOL B 1.0%
FDS C 1.0%
WFRD F 1.0%
HST D 1.0%
VRSN C 1.0%
WAT B 1.0%
NCLH D 1.0%
CR C 1.0%
SSD D 1.0%
POOL C 1.0%
RGEN C 1.0%
STX D 1.0%
PEN C 1.0%
AIT C 1.0%
AXTA C 1.0%
HLI B 1.0%
MORN C 1.0%
IBKR B 1.0%
WEX C 1.0%
HALO B 1.0%
CF B 1.0%
ELF F 1.0%
OLED D 1.0%
LVS D 1.0%
RBC C 1.0%
MRO C 1.0%
MEDP D 1.0%
TPX D 1.0%
COO A 1.0%
CROX C 1.0%
SKX B 1.0%
ALGN F 1.0%
NTAP D 1.0%
CHRD F 1.0%
MAS B 1.0%
BMRN D 1.0%
SBAC A 1.0%
LNW B 1.0%
HUBB C 1.0%
DRI A 1.0%
SAIA D 1.0%
PNR B 1.0%
WWD D 1.0%
BURL B 1.0%
SRPT D 1.0%
ONTO D 1.0%
WMS D 1.0%
APA F 1.0%
HSY A 1.0%
KNSL B 1.0%
TPL C 1.0%
OVV F 1.0%
STLD D 1.0%
CHD A 1.0%
WING C 1.0%
ULTA D 1.0%
MTD C 1.0%
FND C 1.0%
CCL D 1.0%
CTRA F 1.0%
DT A 1.0%
MOH C 1.0%
FIX C 1.0%
TSCO B 1.0%
BLD D 1.0%
CDW D 1.0%
PTC D 1.0%
TTWO B 1.0%
CE F 1.0%
STE A 1.0%
CSGP C 1.0%
LYV D 1.0%
CBOE A 1.0%
ON D 1.0%
BR C 1.0%
OC D 1.0%
ROK D 1.0%
EFX B 1.0%
OTIS D 1.0%
TOL B 1.0%
WSO D 1.0%
GRMN B 1.0%
DAL D 1.0%
PSTG F 1.0%
EW F 1.0%
ANSS D 1.0%
EA C 1.0%
CHTR C 1.0%
MANH B 1.0%
PAYX B 1.0%
IRM B 1.0%
DXCM F 1.0%
WSM D 1.0%
YUM B 1.0%
IQV B 1.0%
EXPE C 1.0%
TEL C 1.0%
DFS C 1.0%
AME D 1.0%
BRO A 1.0%
FAST D 1.0%
DLR D 1.0%
MNST D 1.0%
SPG B 1.0%
VMC D 1.0%
BLDR C 1.0%
MLM D 1.0%
VRSK C 1.0%
WMB B 1.0%
HWM B 1.0%
CPAY B 1.0%
GEV A 1.0%
IDXX D 1.0%
SMCI F 1.0%
NUE F 1.0%
PSA A 1.0%
WST D 1.0%
AMP B 1.0%
GDDY C 1.0%
RSG B 1.0%
DECK C 1.0%
LEN B 1.0%
TYL A 1.0%
ROP C 1.0%
ABNB F 1.0%
AXON B 1.0%
MCHP D 1.0%
FTV D 1.0%
MSCI B 1.0%
PWR C 1.0%
PHM B 1.0%
CEG D 1.0%
CME A 1.0%
VST C 1.0%
IR D 1.0%
NVR B 1.0%
CARR B 1.0%
ADSK B 1.0%
LULU F 1.0%
ITW C 1.0%
FCX D 1.0%
GWW C 1.0%
ECL B 1.0%
TRGP A 1.0%
AJG A 1.0%
OKE A 1.0%
MPC D 1.0%
CSX D 1.0%
CL A 1.0%
ODFL D 1.0%
FANG D 1.0%
MCO B 1.0%
WM D 1.0%
PCAR D 1.0%
EQIX B 1.0%
HCA B 1.0%
IT B 1.0%
CTAS B 1.0%
AON A 1.0%
HES F 1.0%
AZO B 1.0%
RCL C 1.0%
MDLZ A 1.0%
SHW B 1.0%
ACGL B 1.0%
MSI B 1.0%
FICO A 1.0%
AMT A 1.0%
NKE C 1.0%
ADP B 1.0%
BA F 1.0%
APH D 1.0%
MPWR C 1.0%
CPRT D 1.0%
ZTS A 1.0%
NXPI D 1.0%
FTNT B 1.0%
URI C 1.0%
ORLY B 1.0%
EOG D 1.0%
ROST B 1.0%
FI B 1.0%
HLT C 1.0%
DHI B 1.0%
TT B 1.0%
MAR D 1.0%
DE B 1.0%
MMC A 1.0%
PH B 1.0%
CRWD F 1.0%
SBUX B 1.0%
BSX A 1.0%
ADI C 1.0%
UNP B 1.0%
PM A 1.0%
TXN C 1.0%
SPGI A 1.0%
CDNS D 1.0%
BX B 1.0%
PGR A 1.0%
ETN D 1.0%
REGN B 1.0%
TDG B 1.0%
CMG D 1.0%
SYK A 1.0%
SNPS D 1.0%
KKR B 1.0%
GE C 1.0%
VRTX D 1.0%
PEP A 1.0%
TJX B 1.0%
ANET D 1.0%
TMO A 1.0%
MCD A 1.0%
COP D 1.0%
QCOM F 1.0%
CAT C 1.0%
AXP B 1.0%
LRCX F 1.0%
KLAC D 1.0%
KO B 1.0%
ISRG B 1.0%
ACN A 1.0%
PANW B 1.0%
LIN B 1.0%
MRK D 1.0%
ABBV B 1.0%
BKNG C 1.0%
HD B 1.0%
UBER B 1.0%
PG A 1.0%
AMAT F 1.0%
COST B 1.0%
NOW B 1.0%
INTU D 1.0%
UNH A 1.0%
ORCL A 1.0%
AMD F 1.0%
CRM D 1.0%
ADBE B 1.0%
MA B 1.0%
V A 1.0%
NFLX B 1.0%
TSLA D 1.0%
AVGO D 1.0%
LLY B 1.0%
GOOG D 1.0%
GOOGL D 1.0%
META C 1.0%
AMZN D 1.0%
NVDA D 1.0%
MSFT D 1.0%
AAPL C 1.0%
IUSG Underweight 102 Positions Relative to HSMV
Symbol Grade Weight
IDCC B -0.72%
LXP B -0.72%
PLXS B -0.65%
GMED C -0.65%
CPK A -0.64%
JEF B -0.63%
FAF A -0.61%
CNO B -0.6%
NMIH B -0.6%
G B -0.59%
ADC A -0.59%
ENSG B -0.59%
INVA B -0.58%
BCPC C -0.58%
JJSF C -0.57%
ORI B -0.56%
EPRT A -0.56%
CTRE A -0.56%
BJ D -0.55%
JHG B -0.55%
RDN B -0.55%
COOP B -0.55%
KFY C -0.55%
FCPT A -0.55%
ESNT B -0.55%
SBRA A -0.55%
SWX D -0.54%
PRGS B -0.54%
AIN D -0.54%
FNF B -0.54%
UNF C -0.54%
NSIT C -0.54%
ROIC B -0.54%
PECO A -0.53%
OGE B -0.53%
EFC B -0.53%
RGA B -0.53%
CWT B -0.53%
USFD B -0.53%
AWR B -0.53%
FSS D -0.52%
PNM A -0.52%
NFG B -0.52%
VRRM D -0.52%
SF C -0.51%
PFGC B -0.51%
SLGN B -0.51%
AVT C -0.51%
AMG C -0.51%
MCRI A -0.51%
MSGS B -0.51%
POR B -0.51%
THG A -0.51%
AVA B -0.5%
ALE A -0.5%
SR B -0.5%
BKH A -0.5%
EPC C -0.5%
MOG.A C -0.5%
POST B -0.5%
ARW B -0.49%
WU C -0.49%
NJR A -0.49%
PCH C -0.49%
WERN D -0.49%
OGS B -0.49%
GPK B -0.49%
NWE A -0.49%
WPC A -0.49%
KNX D -0.48%
FNB C -0.48%
FHI B -0.48%
AFG A -0.48%
PBH A -0.48%
MDU D -0.47%
AGO D -0.47%
SNX D -0.47%
R C -0.46%
FELE D -0.46%
MAN D -0.45%
SON A -0.45%
IOSP D -0.44%
CRI C -0.44%
ASH D -0.44%
OSK D -0.43%
ENR B -0.43%
FLO A -0.43%
TNC D -0.43%
AGCO F -0.42%
EVTC D -0.4%
PB B -0.4%
ABM C -0.36%
ENOV D -0.36%
IRT B -0.36%
AIR D -0.33%
ONB C -0.33%
ORA C -0.32%
CCOI A -0.3%
GO F -0.27%
PDCO F -0.24%
PZZA C -0.21%
LEG D -0.2%
Compare ETFs