PSC vs. HSMV ETF Comparison

Comparison of Principal U.S. Small Cap Index ETF (PSC) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
PSC

Principal U.S. Small Cap Index ETF

PSC Description

The Principal U.S. Small Cap Index ETF seeks to provide investment results that closely correspond, before expenses, to the performance of the NASDAQ U.S. Small Cap Select Leaders Index. The ETF employs a passive investment approach designed to track the performance of the Index.

Grade (RS Rating)

Last Trade

$50.63

Average Daily Volume

27,497

Number of Holdings *

478

* 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

$36.41

Average Daily Volume

1,200

Number of Holdings *

196

* may have additional holdings in another (foreign) market
Performance
Period PSC HSMV
30 Days 1.52% 3.09%
60 Days -0.68% 3.71%
90 Days 6.37% 9.32%
12 Months 21.60% 19.61%
41 Overlapping Holdings
Symbol Grade Weight in PSC Weight in HSMV Overlap
ABM D 0.29% 0.32% 0.29%
ALE B 0.46% 0.51% 0.46%
AVA B 0.3% 0.51% 0.3%
BCPC C 0.15% 0.57% 0.15%
BKH A 0.39% 0.52% 0.39%
BLKB B 0.12% 0.3% 0.12%
CNO B 0.43% 0.57% 0.43%
COOP B 0.66% 0.52% 0.52%
CTRE A 0.52% 0.58% 0.52%
CVLT B 0.39% 0.69% 0.39%
ENR D 0.14% 0.39% 0.14%
ENSG A 0.41% 0.61% 0.41%
EPC F 0.12% 0.46% 0.12%
EPRT A 0.51% 0.58% 0.51%
ESNT B 0.57% 0.56% 0.56%
EXPO B 0.21% 0.32% 0.21%
FCPT A 0.15% 0.59% 0.15%
FELE D 0.17% 0.44% 0.17%
FSS D 0.31% 0.47% 0.31%
IDCC B 0.37% 0.7% 0.37%
INVA B 0.08% 0.6% 0.08%
IOSP D 0.12% 0.41% 0.12%
IRT A 0.58% 0.37% 0.37%
KFY B 0.27% 0.54% 0.27%
LANC D 0.16% 0.5% 0.16%
MCRI C 0.06% 0.52% 0.06%
MMS D 0.32% 0.51% 0.32%
MOG.A B 0.31% 0.49% 0.31%
NMIH B 0.39% 0.61% 0.39%
NSIT C 0.29% 0.51% 0.29%
OGS A 0.44% 0.52% 0.44%
ONB C 0.65% 0.32% 0.32%
PBH B 0.18% 0.48% 0.18%
PLXS B 0.11% 0.62% 0.11%
PRGS B 0.16% 0.54% 0.16%
SFM B 0.73% 0.63% 0.63%
SR A 0.37% 0.52% 0.37%
SWX C 0.41% 0.54% 0.41%
TNC D 0.13% 0.41% 0.13%
VRRM D 0.32% 0.52% 0.32%
WTS C 0.37% 0.45% 0.37%
PSC Overweight 437 Positions Relative to HSMV
Symbol Grade Weight
UMBF B 0.72%
JXN B 0.71%
EAT B 0.7%
AX D 0.7%
PAGS F 0.68%
HLNE B 0.68%
HALO B 0.67%
TMDX D 0.65%
CRS B 0.65%
ATKR F 0.62%
HIMS D 0.62%
ANF D 0.6%
FN D 0.59%
AIT C 0.58%
RHP D 0.56%
TRNO B 0.53%
CNK B 0.53%
BOOT B 0.52%
TEX D 0.52%
TBBK B 0.51%
KBH B 0.51%
AEO F 0.49%
HQY C 0.48%
ZETA B 0.48%
SM F 0.48%
DY C 0.48%
HCC D 0.46%
TDW F 0.46%
RMBS F 0.46%
VRNS C 0.45%
BGC B 0.45%
ITRI C 0.45%
FULT D 0.45%
PI B 0.45%
CNX B 0.45%
MTH B 0.44%
ALKS C 0.43%
HAE D 0.42%
ACLS F 0.42%
MLI B 0.42%
PJT C 0.4%
FBP D 0.4%
QLYS F 0.4%
STNG D 0.4%
OPCH C 0.39%
TGTX B 0.39%
IBP C 0.39%
TNDM C 0.39%
STRL C 0.38%
AMN F 0.38%
NARI F 0.38%
PRIM C 0.37%
MMSI A 0.37%
CMC D 0.37%
MATX C 0.37%
BCC C 0.37%
BOX A 0.36%
ABCB B 0.36%
VCTR B 0.36%
ALTR D 0.36%
URBN D 0.35%
BL D 0.35%
LIVN D 0.35%
BCO B 0.35%
CHX D 0.35%
MGY D 0.34%
ENV C 0.33%
LNTH C 0.33%
EXLS B 0.33%
TWST D 0.33%
ITGR B 0.33%
GMS C 0.33%
RDNT B 0.33%
SKYW C 0.32%
SUM D 0.32%
UFPI C 0.32%
DOCN B 0.31%
SILK A 0.31%
BLBD C 0.31%
ENS D 0.31%
PGNY F 0.31%
SQSP A 0.3%
AMK B 0.3%
CORT B 0.3%
CABO F 0.3%
ACAD F 0.3%
NEOG D 0.3%
ICUI B 0.3%
CSWI B 0.3%
CBT B 0.3%
GFF C 0.3%
JBI F 0.29%
CWK B 0.29%
CNMD D 0.29%
TMHC B 0.29%
MWA C 0.28%
QTWO B 0.28%
PRFT A 0.28%
LBRT D 0.28%
IART F 0.27%
PTGX B 0.27%
RXST C 0.27%
SKWD C 0.27%
WAFD B 0.27%
CWAN B 0.27%
ENVA C 0.27%
CBZ F 0.27%
IBOC C 0.26%
BNL A 0.26%
UE B 0.26%
SKT B 0.26%
MOD C 0.26%
SPSC D 0.26%
SHO D 0.26%
VITL D 0.25%
PLMR B 0.25%
WHD C 0.25%
TGNA C 0.25%
VERX D 0.25%
OTTR D 0.25%
KAI C 0.25%
SMPL D 0.24%
KNF B 0.24%
PRCT B 0.24%
ASGN D 0.24%
ADMA C 0.24%
LRN B 0.24%
HCI C 0.24%
RPD F 0.24%
AKR B 0.23%
GPI B 0.23%
HTLF B 0.23%
WSFS D 0.23%
STAA F 0.23%
AXNX B 0.23%
EVH C 0.23%
CEIX C 0.23%
IIPR A 0.23%
PMT C 0.22%
REVG D 0.22%
VECO F 0.22%
SEM D 0.22%
CALM B 0.22%
ACIW B 0.22%
MGNI C 0.21%
YELP F 0.21%
CAKE D 0.21%
ROAD A 0.21%
FUL D 0.21%
BMI A 0.21%
PRMW B 0.2%
NBHC D 0.2%
YOU B 0.2%
WGO D 0.2%
TGLS B 0.2%
BDC B 0.2%
RYTM C 0.2%
SGRY C 0.2%
AZZ D 0.2%
INMD D 0.2%
SNEX C 0.2%
GPOR C 0.2%
INSW D 0.2%
OFG C 0.19%
MHO B 0.19%
SANM D 0.19%
ALRM F 0.19%
FTDR B 0.19%
TPH C 0.19%
RAMP F 0.18%
AGYS D 0.18%
POWL C 0.18%
NOVT D 0.18%
MGEE A 0.18%
ICFI B 0.18%
VRTS D 0.18%
HMN C 0.18%
SHOO B 0.18%
AGM D 0.18%
KTB A 0.18%
ATGE D 0.18%
SFNC B 0.18%
CSTM D 0.18%
SRDX D 0.18%
AMPH C 0.17%
VC F 0.17%
GRBK B 0.17%
FFBC C 0.17%
IESC C 0.17%
RPAY F 0.17%
NTB C 0.16%
NMRK B 0.16%
SLVM B 0.16%
FCF C 0.16%
REZI D 0.16%
CARG B 0.16%
ALG D 0.16%
HOPE C 0.16%
KWR D 0.16%
FRME D 0.16%
AROC D 0.16%
PHIN C 0.16%
ADUS B 0.16%
UFPT C 0.16%
LPG F 0.16%
WDFC C 0.16%
COLL C 0.15%
BMBL F 0.15%
HELE D 0.15%
DHT C 0.15%
CPRX B 0.15%
ESRT B 0.15%
VCEL F 0.15%
NHI B 0.15%
SSTK F 0.15%
LTC B 0.14%
LOB B 0.14%
MNKD B 0.14%
ROCK D 0.14%
CVCO B 0.14%
SUPN D 0.14%
AGX B 0.14%
CXM F 0.13%
ACT A 0.13%
MTX F 0.13%
EPAC B 0.13%
BANF B 0.13%
FOXF F 0.13%
FBMS B 0.13%
HNI C 0.13%
SPNT C 0.13%
MLKN D 0.13%
BKD D 0.13%
USPH F 0.12%
LGND C 0.12%
CENX D 0.12%
CAL F 0.12%
PRVA F 0.12%
PATK A 0.12%
ALKT D 0.12%
PFBC C 0.12%
CMRE D 0.12%
OII D 0.12%
LZB C 0.12%
VCYT B 0.12%
KNTK A 0.12%
VSTO B 0.12%
AMWD C 0.12%
PLUS B 0.11%
OSIS C 0.11%
SXI D 0.11%
GOLF D 0.11%
LMAT B 0.11%
TNK D 0.11%
HLX F 0.11%
CSR C 0.11%
FBK B 0.11%
NSSC D 0.11%
EFSC C 0.11%
WABC D 0.11%
CHCO B 0.11%
HWKN C 0.11%
ANIP F 0.11%
HRMY B 0.11%
ARHS F 0.11%
SRCE C 0.1%
STBA C 0.1%
UNIT C 0.1%
SXT D 0.1%
KALU D 0.1%
CRAI C 0.1%
SMMT C 0.1%
AMRX B 0.1%
APOG C 0.1%
RSI C 0.1%
ARDX D 0.1%
LMB C 0.1%
CRVL B 0.1%
BV B 0.1%
AESI C 0.1%
BBSI B 0.09%
CECO C 0.09%
OMCL C 0.09%
AAT B 0.09%
QCRH C 0.09%
DORM B 0.09%
PFC C 0.09%
CDRE C 0.09%
PLAB D 0.09%
STRA D 0.09%
IMXI D 0.09%
UMH B 0.09%
PSMT B 0.09%
IMAX C 0.09%
GEF D 0.09%
BKE B 0.09%
BHE C 0.09%
GIII C 0.09%
ASTH B 0.09%
SBH C 0.09%
CHEF C 0.09%
FOR D 0.08%
CENTA D 0.08%
HSII C 0.08%
AHCO B 0.08%
HFWA C 0.08%
BY C 0.08%
HY D 0.08%
BLFS B 0.08%
OSBC B 0.08%
GHC C 0.08%
ASC D 0.08%
DESP C 0.08%
LILAK C 0.08%
AMAL B 0.08%
CPF B 0.08%
BLX C 0.08%
TILE B 0.08%
GABC C 0.08%
ATEN C 0.08%
VREX F 0.07%
AHH B 0.07%
WTTR D 0.07%
CDNA C 0.07%
IMMR D 0.07%
NABL D 0.07%
NXRT B 0.07%
MLR D 0.07%
ORRF B 0.07%
MD C 0.07%
SCSC D 0.07%
UVE B 0.07%
FG C 0.07%
HAFC C 0.07%
DOLE A 0.07%
IBCP B 0.07%
NHC D 0.07%
CFB C 0.07%
PCRX F 0.07%
ANET C 0.07%
DFH C 0.07%
TRNS C 0.07%
PEBO C 0.07%
DXPE C 0.07%
UTI D 0.06%
METC F 0.06%
GCI D 0.06%
IRWD F 0.06%
KOP F 0.06%
OSW C 0.06%
SMLR F 0.06%
SLP F 0.06%
PRDO D 0.06%
USLM B 0.06%
HOV C 0.06%
REAX C 0.06%
CCRN F 0.06%
CSTL B 0.06%
EOLS C 0.06%
WSR D 0.06%
THR D 0.06%
PUBM F 0.05%
MTUS F 0.05%
SB D 0.05%
MDXG F 0.05%
UTL B 0.05%
GRC D 0.05%
CCB C 0.05%
AVNS B 0.05%
SWI B 0.05%
PNTG B 0.05%
SCVL C 0.05%
PRM B 0.05%
GRND B 0.05%
SEMR D 0.05%
CTS D 0.05%
MBWM C 0.05%
CTO C 0.04%
TCMD C 0.04%
USAP C 0.04%
XERS C 0.04%
YMAB C 0.04%
OSPN B 0.04%
MEC B 0.04%
GHM D 0.04%
SMP C 0.04%
SPNS D 0.04%
DJCO B 0.04%
CNXN B 0.04%
DAKT D 0.04%
EGY D 0.04%
CENT D 0.04%
HSTM C 0.04%
VMEO C 0.04%
WLDN B 0.04%
REX D 0.04%
MLAB C 0.04%
INOD D 0.04%
ZIP D 0.04%
OSUR D 0.04%
ZIMV D 0.04%
HRTX F 0.03%
MCFT D 0.03%
IDT C 0.03%
DH F 0.03%
HROW B 0.03%
ADV C 0.03%
CBL C 0.03%
STGW B 0.03%
AMCX F 0.03%
IRMD B 0.03%
GDYN C 0.03%
TK C 0.03%
CSV C 0.03%
AGS D 0.03%
NR D 0.03%
VIRC C 0.03%
PTVE D 0.03%
UHT B 0.03%
NRC F 0.03%
BELFB C 0.03%
TPB C 0.03%
ALX B 0.03%
YEXT C 0.03%
PETQ A 0.03%
GTHX B 0.02%
CMPO B 0.02%
EE C 0.02%
SIGA D 0.02%
HCKT C 0.02%
AXGN B 0.02%
BVS B 0.02%
LILA C 0.02%
XPEL D 0.02%
APEI D 0.02%
EGHT F 0.01%
AEYE D 0.01%
PSC Underweight 155 Positions Relative to HSMV
Symbol Grade Weight
CUBE A -0.78%
LXP B -0.72%
UTHR C -0.68%
CPK A -0.67%
EVR B -0.67%
HRB C -0.64%
FAF A -0.64%
GMED D -0.64%
ADC B -0.63%
OHI B -0.62%
JEF B -0.61%
ELS B -0.59%
SBRA A -0.59%
BRX B -0.59%
G B -0.59%
MTG B -0.58%
GLPI B -0.58%
FR B -0.58%
MUSA B -0.58%
CLH B -0.58%
AWR B -0.57%
EXP A -0.57%
JJSF D -0.57%
NNN B -0.57%
NYT C -0.57%
TTEK B -0.57%
PRI B -0.56%
ORI B -0.56%
EGP B -0.56%
DTM B -0.56%
EXEL A -0.56%
INGR B -0.56%
STAG B -0.55%
ACHC C -0.55%
EPR B -0.55%
CW B -0.55%
BJ D -0.55%
PECO B -0.55%
EME A -0.55%
CACI B -0.55%
FNF B -0.55%
OGE B -0.55%
CASY C -0.55%
LFUS D -0.55%
NFG A -0.54%
ROIC B -0.54%
CSL C -0.54%
RDN C -0.54%
EFC A -0.54%
CWT A -0.54%
REXR C -0.53%
POR A -0.53%
USFD A -0.53%
WPC B -0.53%
MAT C -0.53%
THG A -0.53%
LII A -0.53%
UNF B -0.53%
PNM B -0.53%
JHG B -0.53%
WTRG D -0.52%
SCI A -0.52%
NWE A -0.52%
EHC B -0.52%
MTN D -0.52%
IDA B -0.52%
AMH B -0.52%
RPM B -0.52%
RGA B -0.52%
RNR B -0.51%
AIN F -0.51%
MSGS B -0.51%
RLI B -0.51%
POST C -0.51%
NJR A -0.51%
PCH C -0.5%
LOPE D -0.5%
WERN D -0.5%
SF B -0.5%
FHI B -0.5%
GATX C -0.5%
SLGN B -0.5%
AFG B -0.5%
GPK A -0.5%
NBIX D -0.5%
LSTR D -0.49%
VOYA A -0.49%
RYN C -0.49%
SAIC B -0.49%
WU F -0.49%
ATR A -0.49%
WH B -0.49%
PFGC B -0.49%
COLM B -0.49%
AMG C -0.49%
CBSH B -0.49%
KEX C -0.49%
TXRH D -0.48%
KNX C -0.48%
AM B -0.48%
SEIC C -0.48%
MDU B -0.48%
ACM B -0.48%
CHH C -0.48%
CHE C -0.48%
BWXT D -0.47%
AVT D -0.47%
ITT C -0.47%
MIDD D -0.47%
CRI C -0.47%
GGG C -0.47%
LAMR A -0.46%
DCI D -0.46%
FLS D -0.46%
FNB D -0.46%
ARW C -0.46%
AGO C -0.46%
FLO C -0.45%
SON C -0.45%
CHDN B -0.45%
MAN D -0.44%
KBR D -0.44%
RS D -0.44%
SNX D -0.44%
R B -0.44%
VVV D -0.43%
MSA D -0.43%
NSA A -0.42%
CRUS D -0.42%
AGCO D -0.42%
SIGI C -0.42%
RGLD B -0.42%
HXL F -0.42%
ASH D -0.42%
PB B -0.41%
NVT D -0.41%
DLB D -0.41%
GNTX F -0.4%
OSK D -0.4%
MSM D -0.4%
EVTC D -0.39%
JAZZ D -0.39%
WEN C -0.39%
ALV F -0.37%
LECO D -0.37%
VNT D -0.37%
ENOV F -0.34%
AIR C -0.33%
ORA C -0.32%
CCOI C -0.31%
FCN C -0.3%
GO F -0.25%
PDCO D -0.23%
PZZA D -0.22%
LEG D -0.18%
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