HSMV vs. EZM ETF Comparison

Comparison of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) to WisdomTree MidCap Earnings Fund (EZM)

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

$38.50

Average Daily Volume

1,335

Number of Holdings ^*

147

* may have additional holdings in another (foreign) market

EZM

WisdomTree MidCap Earnings Fund

EZM Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$67.03

Average Daily Volume

20,402

Number of Holdings ^*

528

* may have additional holdings in another (foreign) market

Performance

Period	HSMV	EZM
30 Days	4.88%	8.00%
60 Days	5.46%	8.22%
90 Days	6.96%	8.74%
12 Months	27.49%	31.19%

111 Overlapping Holdings

Symbol	Grade	Weight in HSMV	Weight in EZM	Overlap
ABM	B	0.36%	0.13%	0.13%
ADC	B	1.34%	0.1%	0.1%
AFG	A	1.08%	0.44%	0.44%
AGCO	D	0.31%	0.42%	0.31%
AIN	C	0.24%	0.05%	0.05%
AM	A	1.21%	0.17%	0.17%
AMG	B	0.63%	0.49%	0.49%
ARW	D	0.45%	0.46%	0.45%
ASH	D	0.36%	0.09%	0.09%
ATR	B	2.09%	0.17%	0.17%
AVA	A	0.76%	0.08%	0.08%
AVT	C	0.49%	0.35%	0.35%
AWR	B	0.72%	0.06%	0.06%
BCPC	B	0.53%	0.08%	0.08%
BJ	A	0.36%	0.3%	0.3%
BKH	A	0.9%	0.14%	0.14%
BLKB	B	0.41%	0.08%	0.08%
BRX	A	0.48%	0.19%	0.19%
BWXT	B	0.48%	0.19%	0.19%
CACI	D	1.29%	0.27%	0.27%
CBSH	A	0.83%	0.28%	0.28%
CHDN	B	0.45%	0.19%	0.19%
CHE	D	1.16%	0.13%	0.13%
CHH	A	0.56%	0.17%	0.17%
CLH	B	0.38%	0.23%	0.23%
CNO	A	0.44%	0.17%	0.17%
COLM	B	0.55%	0.14%	0.14%
COOP	B	0.35%	0.28%	0.28%
CTRE	D	1.54%	0.04%	0.04%
CUBE	D	0.24%	0.19%	0.19%
CW	B	0.67%	0.25%	0.25%
CWT	D	0.51%	0.03%	0.03%
DCI	B	1.33%	0.2%	0.2%
DLB	B	0.85%	0.07%	0.07%
DTM	B	2.06%	0.26%	0.26%
EGP	F	0.63%	0.09%	0.09%
EHC	B	0.9%	0.24%	0.24%
ENSG	D	0.73%	0.15%	0.15%
EPR	D	0.79%	0.06%	0.06%
EPRT	B	0.65%	0.11%	0.11%
EVR	B	0.34%	0.26%	0.26%
EXEL	B	0.38%	0.12%	0.12%
FAF	A	0.4%	0.1%	0.1%
FCN	D	0.49%	0.09%	0.09%
FELE	B	0.56%	0.1%	0.1%
FLO	D	1.17%	0.12%	0.12%
FLS	B	0.52%	0.18%	0.18%
FNB	A	0.38%	0.32%	0.32%
FR	C	0.45%	0.12%	0.12%
FSS	B	0.24%	0.08%	0.08%
GATX	A	0.56%	0.14%	0.14%
GNTX	C	0.99%	0.16%	0.16%
GPK	C	0.36%	0.44%	0.36%
HRB	D	0.26%	0.34%	0.26%
HXL	D	0.22%	0.06%	0.06%
IDA	A	1.65%	0.14%	0.14%
IDCC	A	0.77%	0.16%	0.16%
INGR	B	1.65%	0.35%	0.35%
IOSP	B	0.35%	0.07%	0.07%
ITT	A	0.38%	0.25%	0.25%
JEF	A	0.46%	0.27%	0.27%
JJSF	B	0.31%	0.04%	0.04%
KBR	F	0.75%	0.19%	0.19%
KEX	C	0.31%	0.15%	0.15%
KFY	B	0.29%	0.14%	0.14%
LAMR	D	0.43%	0.21%	0.21%
LANC	C	0.46%	0.07%	0.07%
LFUS	F	0.24%	0.14%	0.14%
LOPE	B	0.74%	0.1%	0.1%
LSTR	D	0.76%	0.14%	0.14%
LXP	D	0.34%	0.03%	0.03%
MAN	D	0.32%	0.12%	0.12%
MDU	D	0.64%	0.1%	0.1%
MIDD	C	0.28%	0.23%	0.23%
MMS	F	0.89%	0.07%	0.07%
MSA	D	0.8%	0.11%	0.11%
MSGS	A	1.4%	0.04%	0.04%
MSM	C	0.44%	0.13%	0.13%
MTG	C	0.55%	0.42%	0.42%
MTN	C	0.29%	0.09%	0.09%
MUSA	A	0.47%	0.33%	0.33%
NFG	A	1.18%	0.25%	0.25%
NJR	A	1.24%	0.13%	0.13%
NNN	D	1.01%	0.17%	0.17%
NSA	D	0.13%	0.07%	0.07%
NWE	B	1.13%	0.08%	0.08%
NYT	C	0.95%	0.12%	0.12%
OGE	B	1.59%	0.22%	0.22%
OGS	A	0.72%	0.12%	0.12%
ONB	B	0.31%	0.34%	0.31%
ORA	B	0.27%	0.06%	0.06%
ORI	A	1.76%	0.42%	0.42%
OSK	B	0.28%	0.27%	0.27%
PB	A	0.45%	0.24%	0.24%
PBH	A	0.76%	0.13%	0.13%
PCH	D	0.19%	0.03%	0.03%
PECO	A	0.74%	0.05%	0.05%
PLXS	B	0.27%	0.11%	0.11%
POR	C	1.07%	0.1%	0.1%
POST	C	1.56%	0.19%	0.19%
PRI	A	0.78%	0.32%	0.32%
R	B	0.3%	0.42%	0.3%
RDN	C	0.4%	0.35%	0.35%
RGLD	C	0.34%	0.12%	0.12%
RLI	B	1.42%	0.11%	0.11%
RYN	D	0.42%	0.05%	0.05%
SAIC	F	0.35%	0.18%	0.18%
SCI	B	0.62%	0.3%	0.3%
SEIC	B	1.89%	0.25%	0.25%
SF	B	0.72%	0.41%	0.41%
SLGN	A	0.68%	0.22%	0.22%

HSMV Overweight 36 Positions Relative to EZM

Symbol	Grade	Weight
FHI	A	1.26%
AMH	D	1.24%
OHI	C	1.08%
GGG	B	1.06%
GLPI	C	0.99%
FCPT	C	0.86%
ELS	C	0.81%
EFC	C	0.76%
RPM	A	0.68%
RNR	C	0.67%
CPK	A	0.67%
RGA	A	0.67%
AGO	B	0.67%
ESNT	D	0.67%
JHG	A	0.66%
CDP	C	0.63%
PRGS	A	0.58%
ACM	A	0.57%
SBRA	C	0.55%
NMIH	D	0.55%
RS	B	0.54%
FNF	B	0.51%
EPC	D	0.49%
PFGC	B	0.45%
ENR	B	0.43%
G	B	0.35%
LECO	B	0.34%
JAZZ	B	0.33%
CSL	C	0.33%
ALV	C	0.29%
EVTC	B	0.28%
CASY	A	0.26%
LII	A	0.26%
IRT	A	0.23%
CRI	D	0.21%
REXR	F	0.2%

HSMV Underweight 417 Positions Relative to EZM

Symbol	Grade	Weight
TOL	B	-1.15%
UNM	A	-1.03%
EWBC	A	-0.81%
AAL	B	-0.81%
JXN	C	-0.73%
TPR	B	-0.72%
CMA	A	-0.69%
DKS	C	-0.65%
THC	D	-0.62%
LAD	A	-0.61%
WAL	B	-0.59%
AN	C	-0.58%
ALSN	B	-0.58%
WBS	A	-0.56%
TMHC	B	-0.56%
MLI	C	-0.55%
IBKR	A	-0.54%
SNX	C	-0.54%
ALLY	C	-0.54%
X	C	-0.53%
UI	A	-0.53%
ZION	B	-0.52%
CMC	B	-0.49%
LNC	B	-0.49%
UHS	D	-0.47%
CNX	A	-0.47%
SNV	B	-0.47%
COKE	C	-0.46%
WCC	B	-0.46%
DVA	B	-0.46%
ALK	C	-0.43%
MTH	D	-0.42%
BWA	D	-0.42%
JNPR	F	-0.41%
GPI	A	-0.4%
KBH	D	-0.4%
RL	B	-0.4%
VOYA	B	-0.39%
SFM	A	-0.39%
MSTR	C	-0.39%
DOCU	A	-0.39%
BERY	B	-0.39%
AIZ	A	-0.39%
CFR	B	-0.38%
RRX	B	-0.37%
WTFC	A	-0.37%
ABG	B	-0.37%
DDS	B	-0.37%
BOKF	B	-0.37%
MTDR	B	-0.36%
PBF	D	-0.36%
OGN	D	-0.36%
AYI	B	-0.35%
SM	B	-0.35%
EXP	A	-0.35%
OMF	A	-0.35%
PNFP	B	-0.34%
BYD	C	-0.34%
CCOI	B	-0.34%
ACT	D	-0.33%
HOG	D	-0.33%
RRC	B	-0.33%
M	D	-0.32%
BTU	B	-0.32%
CEIX	A	-0.32%
CAR	C	-0.32%
CROX	D	-0.31%
COHR	B	-0.31%
BHF	B	-0.3%
MHO	D	-0.3%
HSIC	B	-0.29%
SSB	B	-0.29%
OZK	B	-0.29%
UGI	A	-0.28%
BC	C	-0.28%
HRI	B	-0.28%
FIX	A	-0.28%
AL	B	-0.27%
DBX	B	-0.27%
BCC	B	-0.27%
CIVI	D	-0.27%
BBWI	D	-0.27%
ARCH	B	-0.27%
CHRD	D	-0.27%
H	B	-0.27%
DXC	B	-0.27%
VLY	B	-0.26%
ARMK	B	-0.26%
HWC	B	-0.26%
NOG	A	-0.26%
TGNA	B	-0.25%
PVH	C	-0.25%
COLB	A	-0.25%
AR	B	-0.25%
AIT	A	-0.25%
JLL	D	-0.25%
PNW	B	-0.25%
UFPI	B	-0.25%
AMR	C	-0.25%
CNM	D	-0.25%
MGY	A	-0.25%
WEX	D	-0.25%
LBRT	D	-0.24%
CRK	B	-0.24%
RUSHA	C	-0.24%
IBOC	A	-0.24%
CIEN	B	-0.24%
OLN	D	-0.24%
WU	D	-0.24%
UMBF	B	-0.24%
TPH	D	-0.24%
MUR	D	-0.24%
SANM	B	-0.24%
TNL	A	-0.24%
MATX	C	-0.23%
AOS	F	-0.23%
BDC	B	-0.23%
FBIN	D	-0.23%
SKX	D	-0.23%
GMS	B	-0.23%
ELAN	D	-0.23%
TPX	B	-0.23%
SEE	C	-0.23%
BECN	B	-0.23%
TKR	D	-0.22%
VNT	B	-0.22%
TXRH	C	-0.22%
ATKR	C	-0.22%
VMI	B	-0.22%
HOMB	A	-0.22%
FLR	B	-0.22%
TCBI	B	-0.22%
ADTN	A	-0.22%
HCC	B	-0.22%
CADE	B	-0.21%
SIRI	C	-0.21%
LEA	D	-0.21%
MTCH	D	-0.21%
DNB	B	-0.21%
ASB	B	-0.21%
TEX	D	-0.21%
SON	D	-0.21%
NXST	C	-0.21%
ATI	D	-0.2%
MKSI	C	-0.2%
CATY	B	-0.2%
APG	B	-0.2%
ASO	F	-0.2%
VAC	B	-0.2%
HGV	B	-0.2%
TTC	D	-0.2%
PII	D	-0.2%
HP	B	-0.19%
CBT	C	-0.19%
UBSI	B	-0.19%
OWL	A	-0.19%
GMED	A	-0.19%
CRC	B	-0.19%
HLI	B	-0.19%
SLM	A	-0.19%
WH	B	-0.18%
KNF	A	-0.18%
PCTY	B	-0.18%
RH	B	-0.18%
ESAB	B	-0.18%
CRUS	D	-0.18%
ESI	A	-0.18%
RHI	B	-0.18%
GNW	A	-0.18%
HII	D	-0.18%
LNTH	D	-0.18%
DOCS	C	-0.17%
EEFT	B	-0.17%
CVI	F	-0.17%
ABCB	B	-0.17%
PSN	D	-0.17%
MAT	D	-0.17%
AWI	A	-0.17%
THO	B	-0.17%
WMG	C	-0.17%
ANF	C	-0.17%
NEU	C	-0.17%
LPX	B	-0.17%
CHX	C	-0.16%
GEF	A	-0.16%
GWRE	A	-0.16%
SKY	A	-0.16%
HALO	F	-0.16%
AMKR	D	-0.16%
SEM	B	-0.16%
IBP	D	-0.16%
EXLS	B	-0.16%
SSD	D	-0.16%
FG	B	-0.16%
MOD	A	-0.16%
AAON	B	-0.16%
TTEK	F	-0.16%
DY	D	-0.16%
KTB	B	-0.16%
TNET	D	-0.15%
GBCI	B	-0.15%
SFBS	B	-0.15%
PR	B	-0.15%
FBP	B	-0.15%
FRT	B	-0.14%
SEB	F	-0.14%
FIBK	A	-0.14%
PPC	C	-0.14%
HLNE	B	-0.14%
WWD	B	-0.14%
MOG.A	B	-0.14%
KNSL	B	-0.14%
GXO	B	-0.14%
UAA	C	-0.14%
BCO	D	-0.14%
RYAN	B	-0.14%
NOV	C	-0.14%
WHD	B	-0.14%
OTTR	C	-0.13%
ASGN	F	-0.13%
CRS	A	-0.13%
WSC	D	-0.13%
ALIT	C	-0.13%
MASI	A	-0.13%
AVNT	B	-0.13%
BRKR	D	-0.13%
UCB	A	-0.13%
MTSI	B	-0.13%
CACC	D	-0.13%
URBN	C	-0.13%
MEDP	D	-0.13%
GTLS	B	-0.13%
ENS	D	-0.13%
NSIT	F	-0.13%
VSH	D	-0.12%
MMSI	B	-0.12%
GOLF	B	-0.12%
NVST	B	-0.12%
REYN	D	-0.12%
FFIN	B	-0.12%
WTS	B	-0.12%
DUOL	A	-0.12%
CVLT	B	-0.12%
RBC	A	-0.12%
ZI	D	-0.12%
FTDR	A	-0.12%
SIGI	C	-0.12%
CSWI	A	-0.11%
ONTO	D	-0.11%
TKO	B	-0.11%
CR	A	-0.11%
HTZ	C	-0.11%
BRBR	A	-0.11%
BOX	B	-0.11%
RHP	B	-0.11%
PNM	F	-0.11%
ZD	C	-0.11%
PIPR	B	-0.11%
LRN	A	-0.11%
ALE	A	-0.11%
FYBR	D	-0.11%
BANF	B	-0.11%
BILL	A	-0.11%
PLNT	A	-0.11%
PFSI	D	-0.11%
CC	C	-0.11%
SUM	B	-0.11%
ITRI	B	-0.1%
CNXC	F	-0.1%
PEGA	A	-0.1%
XRAY	F	-0.1%
FOUR	B	-0.1%
EDR	A	-0.1%
PCOR	B	-0.1%
SR	A	-0.1%
HQY	B	-0.1%
ITGR	B	-0.1%
AEIS	B	-0.1%
INFA	D	-0.1%
LSCC	D	-0.1%
SHC	F	-0.1%
VVV	F	-0.1%
KRC	C	-0.1%
CXT	B	-0.1%
AEO	F	-0.1%
PTEN	C	-0.1%
MKTX	D	-0.1%
WOR	F	-0.1%
RRR	D	-0.1%
FUL	F	-0.09%
VRRM	D	-0.09%
WEN	D	-0.09%
ACIW	B	-0.09%
HAE	C	-0.09%
ETSY	D	-0.09%
SITE	D	-0.09%
CNS	B	-0.09%
TREX	C	-0.09%
HI	C	-0.09%
BNL	D	-0.09%
OLED	D	-0.09%
LNW	D	-0.09%
CLF	F	-0.09%
KOS	F	-0.09%
SHOO	D	-0.09%
ALGM	D	-0.09%
ZWS	B	-0.09%
WING	D	-0.09%
CORT	B	-0.09%
DIOD	D	-0.09%
PEN	B	-0.09%
KAI	A	-0.08%
VNO	B	-0.08%
TRNO	F	-0.08%
GAP	C	-0.08%
OLLI	D	-0.08%
NPO	A	-0.08%
OPCH	D	-0.08%
ACA	A	-0.08%
BFAM	D	-0.08%
STAG	F	-0.08%
ARCB	C	-0.08%
MP	B	-0.08%
QLYS	C	-0.07%
BMI	B	-0.07%
IPAR	B	-0.07%
SYNA	C	-0.07%
LGIH	D	-0.07%
RCM	F	-0.07%
YETI	C	-0.07%
FIZZ	C	-0.07%
CBZ	B	-0.07%
JBT	B	-0.07%
ELF	C	-0.07%
SMAR	A	-0.07%
WD	D	-0.07%
AZEK	A	-0.07%
DOCN	D	-0.07%
MGEE	C	-0.07%
GTLB	B	-0.06%
ENOV	C	-0.06%
AMPH	D	-0.06%
LTH	C	-0.06%
EXPO	D	-0.06%
TDOC	C	-0.06%
VC	D	-0.06%
CWEN	C	-0.06%
CUZ	B	-0.06%
ACLS	F	-0.06%
SKT	B	-0.06%
UNF	B	-0.06%
APPF	B	-0.06%
CWST	A	-0.06%
IART	C	-0.06%
ESE	B	-0.06%
AMED	F	-0.06%
ALTR	B	-0.06%
RMBS	C	-0.06%
SPSC	C	-0.06%
NSP	D	-0.06%
SMPL	B	-0.06%
CRVL	A	-0.06%
ACHC	F	-0.06%
FOXF	F	-0.05%
KLIC	B	-0.05%
ALRM	C	-0.05%
TENB	C	-0.05%
KRYS	B	-0.05%
NCNO	B	-0.05%
IONS	F	-0.05%
BL	B	-0.05%
NARI	C	-0.05%
ICFI	F	-0.05%
TDC	D	-0.05%
KWR	C	-0.05%
AVAV	D	-0.05%
MC	C	-0.05%
AMN	F	-0.05%
SLAB	D	-0.05%
VRNS	D	-0.05%
YELP	C	-0.04%
IPGP	D	-0.04%
HL	D	-0.04%
SAM	C	-0.04%
POWI	D	-0.04%
NFE	D	-0.04%
GSAT	C	-0.04%
INTA	A	-0.04%
JOE	F	-0.04%
HUN	F	-0.04%
TFSL	A	-0.04%
WDFC	B	-0.04%
LEG	F	-0.04%
WK	B	-0.04%
SMG	D	-0.04%
RPD	C	-0.03%
CABO	C	-0.03%
CNMD	C	-0.03%
FTRE	D	-0.03%
FIVN	C	-0.03%
GO	C	-0.03%
PYCR	C	-0.03%
LCII	C	-0.03%
FRSH	C	-0.03%
SGRY	F	-0.03%
DV	C	-0.03%
FORM	D	-0.03%
TDW	F	-0.03%
CALX	D	-0.03%
ACAD	D	-0.03%
SPT	C	-0.02%
EVH	F	-0.02%
BRZE	C	-0.02%
AZTA	D	-0.02%
DBRG	F	-0.02%
COUR	F	-0.01%
PGNY	F	-0.01%