DVOL vs. HUSV ETF Comparison

Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)
DVOL

First Trust Dorsey Wright Momentum & Low Volatility ETF

DVOL Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.56

Average Daily Volume

9,390

Number of Holdings *

48

* 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

$35.78

Average Daily Volume

18,361

Number of Holdings *

73

* may have additional holdings in another (foreign) market
Performance
Period DVOL HUSV
30 Days 4.14% 2.49%
60 Days 9.55% 4.97%
90 Days 12.02% 6.82%
12 Months 22.62% 13.81%
17 Overlapping Holdings
Symbol Grade Weight in DVOL Weight in HUSV Overlap
AAPL F 2.0% 1.99% 1.99%
AME B 2.81% 1.21% 1.21%
APH A 2.87% 2.01% 2.01%
COST C 2.76% 0.77% 0.77%
CTAS B 2.59% 0.96% 0.96%
HLT A 1.45% 0.65% 0.65%
ITW B 2.17% 1.23% 1.23%
JPM B 2.07% 1.17% 1.17%
MA B 3.04% 1.12% 1.12%
MMC C 2.88% 1.98% 1.98%
MSI A 2.7% 1.95% 1.95%
ORLY A 2.78% 0.91% 0.91%
OTIS B 2.76% 1.13% 1.13%
RSG B 3.28% 2.52% 2.52%
TJX B 2.95% 2.24% 2.24%
V C 3.07% 2.21% 2.21%
VRSK F 2.29% 1.09% 1.09%
DVOL Overweight 31 Positions Relative to HUSV
Symbol Grade Weight
AJG C 2.63%
MCK B 2.58%
CHE B 2.56%
AFL B 2.48%
ORI B 2.44%
BRO B 2.34%
CW A 2.19%
FAST B 2.06%
PTC B 1.97%
PCG D 1.82%
WAB B 1.72%
CAH C 1.68%
CPRT A 1.59%
DTM A 1.53%
UNH F 1.48%
AM B 1.44%
HWM B 1.42%
SNA B 1.41%
IRM C 1.39%
BAH B 1.35%
PSN B 1.34%
TDG A 1.24%
SIGI C 1.17%
GE B 1.15%
PCAR B 1.13%
VMC A 1.12%
TXT A 1.1%
MUSA C 1.08%
USFD B 1.08%
NVR B 1.07%
EXPD D 1.04%
DVOL Underweight 56 Positions Relative to HUSV
Symbol Grade Weight
BRK.A B -2.56%
ROP B -2.39%
JNJ F -2.3%
KO B -2.3%
MCD D -2.2%
WM A -2.15%
VRSN F -2.07%
CSCO D -2.03%
PG B -1.92%
L B -1.9%
FFIV C -1.88%
TMUS D -1.87%
IBM C -1.84%
YUM C -1.76%
CL A -1.72%
AKAM D -1.66%
WMT B -1.45%
PEP C -1.36%
GL F -1.33%
HON B -1.32%
CSX C -1.29%
KMB C -1.27%
CME C -1.25%
CB B -1.23%
ABBV C -1.22%
DUK C -1.18%
LH D -1.13%
ATO B -1.12%
KMI B -1.11%
PM D -1.1%
MRK C -1.08%
DRI D -1.08%
SO B -1.03%
MO C -1.0%
LIN B -0.99%
GD B -0.97%
LMT C -0.95%
DGX C -0.95%
BR B -0.94%
ABT D -0.94%
ELV B -0.93%
MDLZ D -0.89%
STZ B -0.88%
EA D -0.85%
ICE B -0.85%
ED D -0.84%
HOLX C -0.76%
ROST C -0.73%
WMB B -0.73%
HD B -0.69%
PPG B -0.66%
LYB B -0.66%
ECL A -0.63%
O F -0.62%
SYY B -0.58%
VICI D -0.53%
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