LVOL vs. HUSV ETF Comparison

Comparison of American Century Low Volatility ETF (LVOL) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)

LVOL

American Century Low Volatility ETF

LVOL Description

The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.

Grade (RS Rating)

Last Trade

$53.75

Average Daily Volume

270

Number of Holdings ^*

98

* may have additional holdings in another (foreign) market

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

$37.70

Average Daily Volume

7,985

Number of Holdings ^*

74

* may have additional holdings in another (foreign) market

Performance

Period	LVOL	HUSV
30 Days	0.27%	0.02%
60 Days	7.96%	6.64%
90 Days	4.53%	7.43%
12 Months	26.37%	24.73%

43 Overlapping Holdings

	Symbol	Grade	Weight in LVOL	Weight in HUSV	Overlap
	ABT	C	1.33%	0.88%	0.88%
	AJG	C	0.1%	0.99%	0.1%
	AMP	A	0.6%	1.03%	0.6%
	APH	D	1.8%	2.1%	1.8%
	AVY	D	0.2%	1.21%	0.2%
	BRK.A	B	2.48%	2.6%	2.48%
	BSX	A	1.05%	0.77%	0.77%
	CL	D	0.98%	2.49%	0.98%
	CSCO	A	2.66%	2.68%	2.66%
	CTSH	B	1.46%	2.62%	1.46%
	EA	D	0.67%	0.87%	0.67%
	ECL	C	0.87%	0.64%	0.64%
	GD	C	0.95%	0.97%	0.95%
	HIG	A	0.66%	0.97%	0.66%
	HOLX	D	0.22%	0.8%	0.22%
	HON	C	1.21%	1.26%	1.21%
	ITW	C	0.8%	1.81%	0.8%
	JNJ	D	2.84%	1.46%	1.46%
	KMB	D	0.56%	1.32%	0.56%
	KO	C	1.95%	2.6%	1.95%
	LIN	C	2.39%	0.95%	0.95%
	MA	A	2.38%	1.87%	1.87%
	MCD	A	1.29%	1.39%	1.29%
	MDLZ	D	0.21%	0.88%	0.21%
	MDT	C	1.85%	0.69%	0.69%
	MMC	D	1.89%	1.98%	1.89%
	MRK	F	1.8%	0.94%	0.94%
	MSFT	D	8.08%	2.12%	2.12%
	MSI	A	0.82%	2.28%	0.82%
	ORLY	A	0.13%	0.79%	0.13%
	OTIS	A	0.4%	1.17%	0.4%
	PEP	F	1.31%	1.31%	1.31%
	PG	D	2.76%	1.9%	1.9%
	PTC	B	0.99%	2.34%	0.99%
	ROP	D	0.76%	2.2%	0.76%
	RSG	D	0.99%	2.41%	0.99%
	SPGI	C	1.45%	0.94%	0.94%
	TEL	D	1.72%	2.27%	1.72%
	V	B	2.91%	1.98%	1.98%
	VRSN	C	0.19%	1.97%	0.19%
	WM	B	0.87%	1.93%	0.87%
	WMT	A	0.35%	1.76%	0.35%
	YUM	C	0.45%	1.21%	0.45%

LVOL Overweight 55 Positions Relative to HUSV

	Symbol	Grade	Weight
	AAPL	C	6.79%
	ACN	B	2.61%
	HD	A	2.54%
	GOOGL	B	2.11%
	AMZN	C	2.08%
	COST	C	2.01%
	CTAS	C	1.75%
	INTU	F	1.43%
	DOX	B	1.28%
	PAYX	B	1.23%
	CB	A	1.2%
	CMI	A	1.07%
	SHW	C	1.02%
	MCO	D	0.86%
	DOV	C	0.77%
	ADSK	B	0.71%
	GOOG	B	0.7%
	SYK	C	0.67%
	IBM	A	0.65%
	TDY	A	0.63%
	NDSN	C	0.58%
	TRV	B	0.5%
	FAST	C	0.49%
	GWW	B	0.49%
	IT	A	0.45%
	VRSK	D	0.44%
	CMCSA	B	0.39%
	SNA	C	0.33%
	LOW	C	0.3%
	GRMN	D	0.3%
	NTAP	D	0.29%
	BLK	A	0.28%
	BR	B	0.28%
	PKG	B	0.22%
	DLB	D	0.2%
	MAS	C	0.2%
	CRM	B	0.19%
	IEX	D	0.18%
	FDS	C	0.17%
	ZBH	F	0.17%
	FFIV	B	0.15%
	LLY	D	0.15%
	JKHY	A	0.15%
	CDW	D	0.12%
	CW	A	0.11%
	AXP	A	0.1%
	AON	A	0.1%
	ABBV	C	0.09%
	ITT	C	0.09%
	CHE	D	0.08%
	GGG	C	0.08%
	LSTR	F	0.08%
	DCI	B	0.08%
	AVB	C	0.06%
	VLTO	A	0.04%

LVOL Underweight 31 Positions Relative to HUSV

	Symbol	Grade	Weight
	TMUS	A	-2.26%
	LMT	A	-2.0%
	L	C	-1.78%
	DUK	C	-1.38%
	PM	D	-1.36%
	KMI	A	-1.25%
	ATO	A	-1.22%
	ADP	A	-1.22%
	CHD	D	-1.18%
	FI	A	-1.17%
	MO	D	-1.12%
	CSX	D	-1.12%
	AME	C	-1.05%
	TJX	D	-1.04%
	ED	C	-0.95%
	DRI	C	-0.94%
	ICE	A	-0.92%
	LDOS	A	-0.88%
	PPL	C	-0.86%
	WMB	A	-0.81%
	OKE	A	-0.72%
	O	C	-0.7%
	ROST	D	-0.68%
	WELL	C	-0.68%
	REGN	D	-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%

LVOL: Top Represented Industries & Keywords

Industries: Diversified Industrials Business Services Information Technology Services Medical Devices Drug Manufacturers - Major Software - Application Capital Markets Credit Services Household & Personal Products Insurance Brokers Internet Content & Information Software - Infrastructure Specialty Chemicals Asset Management Beverages - Soft Drinks Communication Equipment Discount Stores Electronic Components Home Improvement Stores Industrial Distribution

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Electronics Insurance Computing Operating System Aerospace Medicine Beverage Chemical Pharmaceutical Products Work From Home Imaging Industrial Products Mining Mobile Devices Payment Systems Plumbing Risk Management

HUSV: Top Represented Industries & Keywords

Industries: Diversified Industrials Household & Personal Products Medical Devices Oil & Gas Midstream Restaurants Specialty Chemicals Utilities - Regulated Electric Aerospace & Defense Apparel Stores Beverages - Soft Drinks Business Services Communication Equipment Credit Services Drug Manufacturers - Major Electronic Components Information Technology Services Insurance - Diversified Insurance Brokers REIT - Retail Tobacco

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Gas Transmission Medicine Aerospace Chemical Electricity Insurance Natural Gas Liquids Acid Detergent Infectious Diseases Natural Gas Distribution Natural Gas Transmission Pharmaceutical Products Risk Management Technology Products Alcohol