XJH vs. HSMV ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$43.33

Average Daily Volume

12,958

Number of Holdings *

353

* 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

$37.51

Average Daily Volume

1,308

Number of Holdings *

147

* may have additional holdings in another (foreign) market
Performance
Period XJH HSMV
30 Days 0.23% 0.55%
60 Days 2.92% 3.41%
90 Days 5.23% 5.39%
12 Months 26.15% 24.54%
104 Overlapping Holdings
Symbol Grade Weight in XJH Weight in HSMV Overlap
ACM B 0.54% 0.57% 0.54%
ADC A 0.29% 1.29% 0.29%
AFG A 0.39% 1.08% 0.39%
AGCO F 0.22% 0.29% 0.22%
ALV C 0.27% 0.29% 0.27%
AM A 0.19% 1.19% 0.19%
AMG C 0.21% 0.62% 0.21%
AMH C 0.45% 1.21% 0.45%
ARW F 0.23% 0.46% 0.23%
ASH F 0.14% 0.36% 0.14%
ATR B 0.44% 2.16% 0.44%
AVT C 0.18% 0.5% 0.18%
BJ B 0.44% 0.37% 0.37%
BLKB B 0.13% 0.42% 0.13%
BRX A 0.33% 0.47% 0.33%
CASY A 0.57% 0.25% 0.25%
CBSH A 0.32% 0.81% 0.32%
CDP C 0.13% 0.67% 0.13%
CHDN C 0.39% 0.45% 0.39%
CHE F 0.32% 1.15% 0.32%
CHH A 0.12% 0.55% 0.12%
CLH C 0.48% 0.4% 0.4%
CNO B 0.15% 0.44% 0.15%
COLM B 0.11% 0.55% 0.11%
CRI F 0.07% 0.21% 0.07%
CSL C 0.78% 0.33% 0.33%
CUBE C 0.41% 0.24% 0.24%
CW B 0.52% 0.72% 0.52%
DCI B 0.35% 1.34% 0.35%
DLB F 0.17% 0.88% 0.17%
DTM A 0.36% 1.97% 0.36%
EGP D 0.31% 0.63% 0.31%
EHC B 0.39% 0.92% 0.39%
ELS B 0.5% 0.81% 0.5%
EPR D 0.13% 0.79% 0.13%
ESNT D 0.22% 0.66% 0.22%
EVR B 0.4% 0.36% 0.36%
EXEL B 0.38% 0.39% 0.38%
FAF C 0.25% 0.38% 0.25%
FCN F 0.26% 0.5% 0.26%
FHI B 0.13% 1.23% 0.13%
FLO D 0.16% 1.12% 0.16%
FLS A 0.29% 0.52% 0.29%
FNB B 0.22% 0.38% 0.22%
FNF A 0.59% 0.49% 0.49%
FR C 0.26% 0.44% 0.26%
G B 0.28% 0.36% 0.28%
GATX B 0.2% 0.56% 0.2%
GGG B 0.57% 1.02% 0.57%
GLPI C 0.5% 0.96% 0.5%
GNTX F 0.26% 0.98% 0.26%
GPK D 0.32% 0.36% 0.32%
HRB D 0.31% 0.26% 0.26%
HXL F 0.19% 0.23% 0.19%
INGR B 0.37% 1.74% 0.37%
IRT A 0.18% 0.22% 0.18%
ITT A 0.47% 0.38% 0.38%
JAZZ C 0.29% 0.35% 0.29%
JEF A 0.45% 0.45% 0.45%
JHG B 0.22% 0.65% 0.22%
KEX B 0.28% 0.31% 0.28%
LAMR D 0.42% 0.43% 0.42%
LANC D 0.13% 0.49% 0.13%
LECO C 0.44% 0.35% 0.35%
LFUS D 0.23% 0.25% 0.23%
LII A 0.75% 0.25% 0.25%
LOPE B 0.18% 0.76% 0.18%
LSTR D 0.25% 0.78% 0.25%
MAN F 0.11% 0.32% 0.11%
MIDD D 0.28% 0.28% 0.28%
MMS D 0.18% 1.01% 0.18%
MSA D 0.26% 0.81% 0.26%
MSM D 0.15% 0.47% 0.15%
MTG D 0.24% 0.54% 0.24%
MTN C 0.25% 0.29% 0.25%
MUSA B 0.37% 0.46% 0.37%
NJR A 0.18% 1.19% 0.18%
NNN C 0.29% 0.99% 0.29%
NSA C 0.11% 0.13% 0.11%
NYT D 0.33% 0.97% 0.33%
OGS A 0.16% 0.69% 0.16%
OHI B 0.39% 1.11% 0.39%
ONB B 0.26% 0.32% 0.26%
ORA B 0.16% 0.27% 0.16%
ORI A 0.33% 1.69% 0.33%
OSK C 0.27% 0.29% 0.27%
PB A 0.3% 0.44% 0.3%
PCH D 0.11% 0.19% 0.11%
POST C 0.19% 1.53% 0.19%
PRI A 0.38% 0.76% 0.38%
R B 0.27% 0.3% 0.27%
REXR F 0.34% 0.19% 0.19%
RGA B 0.57% 0.65% 0.57%
RGLD C 0.35% 0.33% 0.33%
RLI A 0.28% 1.38% 0.28%
RNR C 0.51% 0.66% 0.51%
RPM B 0.66% 0.66% 0.66%
RS B 0.64% 0.55% 0.55%
RYN D 0.15% 0.41% 0.15%
SBRA B 0.16% 0.58% 0.16%
SCI A 0.46% 0.61% 0.46%
SEIC B 0.3% 1.86% 0.3%
SF B 0.45% 0.73% 0.45%
SLGN A 0.17% 0.66% 0.17%
XJH Overweight 249 Positions Relative to HSMV
Symbol Grade Weight
EME A 0.88%
ILMN C 0.85%
IBKR A 0.73%
WSO A 0.69%
MANH D 0.65%
UTHR C 0.65%
XPO B 0.65%
OC A 0.64%
BURL A 0.64%
WSM D 0.63%
DT C 0.61%
USFD A 0.61%
TOL B 0.6%
THC C 0.59%
FIX A 0.59%
COHR B 0.58%
PSTG F 0.58%
SFM A 0.54%
EWBC A 0.54%
AVTR F 0.54%
SAIA C 0.54%
TXRH B 0.5%
NBIX C 0.47%
JLL D 0.47%
BMRN F 0.47%
DUOL A 0.46%
NVT C 0.46%
EQH B 0.45%
UNM A 0.45%
WPC C 0.45%
RRX B 0.43%
FHN A 0.41%
BLD F 0.41%
TTEK F 0.41%
FND F 0.41%
KNSL B 0.4%
GME C 0.4%
AA A 0.4%
CCK D 0.4%
ARMK C 0.39%
WBS A 0.39%
EXP B 0.39%
WWD B 0.39%
AIT B 0.39%
SRPT F 0.39%
LAD B 0.38%
CIEN B 0.38%
AYI B 0.38%
WING D 0.37%
HLI B 0.37%
NLY C 0.37%
ALLY C 0.37%
PNFP B 0.36%
TPX B 0.36%
WTRG B 0.36%
GMED A 0.35%
WMS F 0.35%
WCC B 0.35%
FBIN F 0.35%
BRBR A 0.35%
PCTY B 0.34%
AXTA B 0.34%
AAON B 0.34%
CFR B 0.34%
KNX B 0.34%
PEN B 0.34%
WTFC B 0.33%
SNX D 0.33%
ZION B 0.33%
CR A 0.32%
MTZ A 0.32%
TTC F 0.32%
MEDP D 0.32%
CNM C 0.31%
SSB B 0.31%
ONTO F 0.31%
PLNT A 0.31%
X C 0.31%
SKX F 0.31%
LNW F 0.31%
HQY A 0.31%
VOYA B 0.3%
SNV B 0.3%
UFPI C 0.3%
BERY D 0.29%
MKSI C 0.29%
WH B 0.29%
FYBR C 0.29%
TREX D 0.29%
SSD D 0.29%
TMHC B 0.28%
EXLS B 0.28%
MTSI B 0.28%
OLED F 0.28%
ANF C 0.28%
RGEN F 0.28%
WEX F 0.28%
CVLT B 0.28%
LPX B 0.27%
MASI B 0.27%
H B 0.27%
GTLS A 0.27%
GXO B 0.27%
COKE C 0.27%
ESAB C 0.27%
RYAN B 0.27%
HALO F 0.26%
CMC B 0.26%
VMI B 0.26%
DINO D 0.26%
VNO C 0.26%
CGNX D 0.26%
ELF C 0.26%
LSCC D 0.26%
DOCS C 0.25%
COLB B 0.25%
DAR B 0.25%
KD A 0.25%
AZPN A 0.25%
DBX C 0.25%
STAG D 0.25%
WHR B 0.24%
HR C 0.24%
NOV D 0.24%
GBCI B 0.24%
CYTK D 0.24%
CBT C 0.23%
VNT C 0.23%
BRKR F 0.23%
SIGI B 0.23%
NOVT D 0.23%
WFRD F 0.23%
ALTR B 0.23%
STWD C 0.23%
UBSI B 0.22%
HOMB A 0.22%
RMBS C 0.22%
LITE B 0.22%
WTS B 0.22%
PVH C 0.22%
THO C 0.22%
THG A 0.22%
KRG A 0.22%
CHX C 0.22%
CROX F 0.22%
CRUS F 0.21%
CADE B 0.21%
UMBF B 0.21%
QLYS C 0.21%
CLF F 0.21%
VVV D 0.21%
LNTH F 0.21%
ALTM C 0.21%
OLLI D 0.21%
KBH D 0.21%
SLM B 0.2%
FFIN B 0.2%
KNF B 0.2%
BC D 0.2%
APPF C 0.2%
LEA F 0.2%
BDC B 0.19%
GAP D 0.19%
ST F 0.19%
SON F 0.19%
UGI C 0.19%
EXPO D 0.19%
BYD B 0.19%
NXST C 0.19%
ROIV D 0.19%
OZK B 0.19%
HWC B 0.19%
HAE C 0.18%
CUZ B 0.18%
AVNT B 0.18%
WMG C 0.18%
VLY B 0.18%
TKR F 0.18%
RH D 0.18%
FIVE F 0.18%
AN D 0.17%
EEFT C 0.17%
SWX A 0.17%
TCBI B 0.16%
ASGN F 0.16%
BCO F 0.16%
KRC C 0.16%
NEU D 0.16%
CELH F 0.16%
WLK F 0.16%
KMPR A 0.16%
M D 0.16%
IBOC B 0.15%
HOG F 0.15%
ENS D 0.15%
ASB B 0.15%
XRAY D 0.14%
ACHC F 0.14%
TNL B 0.14%
OPCH F 0.14%
SR A 0.14%
VAL F 0.13%
SLAB F 0.13%
NVST C 0.13%
TEX D 0.13%
IRDM F 0.13%
PII F 0.13%
POWI D 0.13%
ZI D 0.12%
PK D 0.12%
PAG B 0.12%
ALGM F 0.12%
PBF D 0.12%
BHF C 0.12%
WEN C 0.12%
SMG C 0.12%
GHC B 0.12%
FLG D 0.12%
YETI D 0.12%
COTY F 0.11%
LIVN D 0.11%
SAM C 0.11%
TDC D 0.11%
NEOG D 0.11%
AMKR F 0.11%
AMED F 0.11%
SYNA D 0.11%
VAC C 0.11%
WU F 0.1%
ENOV C 0.1%
VC F 0.1%
ARWR D 0.1%
GT C 0.1%
NSP F 0.1%
CXT C 0.1%
HGV C 0.1%
CPRI F 0.09%
PPC B 0.08%
IPGP D 0.08%
AZTA F 0.08%
JWN C 0.08%
RCM A 0.08%
GEF B 0.07%
CAR C 0.07%
VSH F 0.07%
UAA C 0.07%
CNXC F 0.07%
UA C 0.05%
MAGN F 0.01%
XJH Underweight 43 Positions Relative to HSMV
Symbol Grade Weight
CACI C -1.62%
IDA A -1.59%
OGE A -1.57%
CTRE C -1.53%
MSGS B -1.41%
NFG A -1.14%
NWE C -1.09%
POR C -1.06%
KBR F -0.91%
BKH A -0.87%
FCPT C -0.82%
IDCC B -0.77%
ENSG D -0.75%
EFC C -0.75%
PBH A -0.74%
PECO A -0.73%
AWR A -0.72%
AVA C -0.72%
CPK A -0.64%
AGO A -0.64%
EPRT A -0.63%
MDU D -0.61%
PRGS B -0.59%
FELE B -0.57%
NMIH D -0.54%
BCPC B -0.53%
CWT C -0.51%
EPC F -0.49%
BWXT A -0.47%
PFGC B -0.45%
SAIC F -0.44%
ENR B -0.42%
RDN D -0.39%
ABM B -0.37%
IOSP C -0.36%
LXP D -0.35%
COOP B -0.35%
JJSF C -0.33%
KFY B -0.29%
EVTC B -0.28%
PLXS B -0.27%
AIN C -0.24%
FSS B -0.23%
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