EQUL vs. HUSV ETF Comparison

Comparison of IQ Engender Equality ETF (EQUL) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)

EQUL

IQ Engender Equality ETF

EQUL Description

The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$27.12

Average Daily Volume

225

Number of Holdings ^*

* 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

$39.34

Average Daily Volume

4,973

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EQUL	HUSV
30 Days	-0.45%	1.70%
60 Days	1.12%	3.21%
90 Days	4.86%	4.88%
12 Months	26.72%	21.41%

13 Overlapping Holdings

Symbol	Grade	Weight in EQUL	Weight in HUSV	Overlap
BSX	B	1.36%	0.8%	0.8%
CL	D	1.12%	2.17%	1.12%
ECL	D	1.27%	0.61%	0.61%
HLT	A	1.49%	0.66%	0.66%
JNJ	D	1.18%	1.37%	1.18%
KO	D	1.12%	2.22%	1.12%
MA	C	1.36%	1.33%	1.33%
MCD	D	1.31%	1.36%	1.31%
PEP	F	1.21%	1.24%	1.21%
PG	A	1.22%	1.81%	1.22%
SPGI	C	1.26%	0.92%	0.92%
WELL	A	1.35%	0.73%	0.73%
YUM	B	1.32%	1.21%	1.21%

EQUL Overweight 62 Positions Relative to HUSV

Symbol	Grade	Weight
LYFT	C	1.99%
WFC	A	1.75%
DASH	A	1.72%
CRM	B	1.68%
GM	B	1.59%
GS	A	1.58%
CMI	A	1.57%
PYPL	B	1.57%
MAR	B	1.57%
AFRM	B	1.56%
AA	B	1.55%
Z	A	1.54%
C	A	1.52%
BMY	B	1.52%
BAC	A	1.52%
GLOB	B	1.51%
JPM	A	1.51%
BLK	C	1.51%
ADSK	A	1.49%
ALB	C	1.48%
VFC	C	1.45%
ILMN	D	1.43%
META	D	1.41%
INTU	C	1.41%
PARA	C	1.41%
MET	A	1.39%
VRSK	A	1.38%
SCI	B	1.36%
KEYS	A	1.34%
F	C	1.33%
ACN	C	1.33%
K	A	1.3%
NBIX	C	1.3%
MCO	B	1.29%
NYT	C	1.29%
UBER	D	1.29%
CLX	B	1.29%
WBA	F	1.27%
VTR	C	1.27%
CRL	C	1.26%
ETSY	D	1.23%
BMRN	D	1.22%
IPG	D	1.21%
KMB	D	1.19%
SJM	D	1.19%
XYL	D	1.19%
WEX	D	1.18%
VZ	C	1.18%
HAS	D	1.17%
HSY	F	1.16%
AMGN	D	1.15%
DOW	F	1.14%
IFF	D	1.12%
GIS	D	1.12%
MDLZ	F	1.12%
HALO	F	1.11%
MRK	F	1.08%
BIIB	F	1.07%
COTY	F	1.06%
NEM	D	0.99%
CNC	D	0.99%
OGN	D	0.95%

EQUL Underweight 61 Positions Relative to HUSV

Symbol	Grade	Weight
BRK.A	B	-2.53%
RSG	A	-2.48%
MSI	B	-2.45%
PTC	A	-2.41%
MMC	B	-2.33%
CSCO	B	-2.22%
ROP	B	-2.22%
MSFT	F	-2.08%
CTSH	B	-2.07%
LIN	D	-2.02%
VRSN	F	-1.9%
LMT	D	-1.87%
ITW	B	-1.85%
L	A	-1.83%
TDY	B	-1.81%
FE	C	-1.79%
ATO	A	-1.79%
ICE	C	-1.76%
IBM	C	-1.67%
KMI	A	-1.54%
TMUS	B	-1.5%
NI	A	-1.5%
PM	B	-1.43%
PPL	B	-1.43%
KDP	D	-1.37%
EVRG	A	-1.36%
FI	A	-1.36%
HON	B	-1.34%
ADP	B	-1.33%
V	A	-1.3%
DUK	C	-1.29%
CME	A	-1.2%
MO	A	-1.2%
CMS	C	-1.14%
CTAS	B	-1.12%
COR	B	-1.1%
AVY	D	-1.09%
TJX	A	-1.05%
WTW	B	-1.02%
WMB	A	-1.01%
EA	A	-1.0%
GD	F	-0.95%
RTX	C	-0.91%
ABT	B	-0.89%
WM	A	-0.86%
ED	D	-0.86%
OKE	A	-0.86%
ORLY	B	-0.83%
EQR	B	-0.83%
AVB	B	-0.81%
UNP	C	-0.78%
HOLX	D	-0.77%
NOC	D	-0.71%
BDX	F	-0.66%
MDT	D	-0.65%
O	D	-0.63%
SYK	C	-0.61%
LYB	F	-0.51%
AZO	C	-0.5%
ABBV	D	-0.48%
HD	A	-0.38%