HSMV vs. HAUS ETF Comparison

Comparison of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) to Home Appreciation U.S. REIT ETF (HAUS)

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

HAUS

Home Appreciation U.S. REIT ETF

HAUS Description

Home Appreciation U.S. REIT ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund is co-managed by Armada ETF Advisors LLC. It invests in the public equity markets of the United States. It invests in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts (reits), real estate, equity real estate investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. Home Appreciation U.S. REIT ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$19.83

Average Daily Volume

6,672

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HSMV	HAUS
30 Days	4.88%	1.29%
60 Days	5.46%	-1.73%
90 Days	6.96%	2.20%
12 Months	27.49%	35.22%

4 Overlapping Holdings

Symbol	Grade	Weight in HSMV	Weight in HAUS	Overlap
AMH	D	1.24%	4.22%	1.24%
CTRE	D	1.54%	4.22%	1.54%
ELS	C	0.81%	4.43%	0.81%
IRT	A	0.23%	4.49%	0.23%

HSMV Overweight 143 Positions Relative to HAUS

Symbol	Grade	Weight
ATR	B	2.09%
DTM	B	2.06%
SEIC	B	1.89%
ORI	A	1.76%
IDA	A	1.65%
INGR	B	1.65%
OGE	B	1.59%
POST	C	1.56%
RLI	B	1.42%
MSGS	A	1.4%
ADC	B	1.34%
DCI	B	1.33%
CACI	D	1.29%
FHI	A	1.26%
NJR	A	1.24%
AM	A	1.21%
NFG	A	1.18%
FLO	D	1.17%
CHE	D	1.16%
NWE	B	1.13%
OHI	C	1.08%
AFG	A	1.08%
POR	C	1.07%
GGG	B	1.06%
NNN	D	1.01%
GNTX	C	0.99%
GLPI	C	0.99%
NYT	C	0.95%
BKH	A	0.9%
EHC	B	0.9%
MMS	F	0.89%
FCPT	C	0.86%
DLB	B	0.85%
CBSH	A	0.83%
MSA	D	0.8%
EPR	D	0.79%
PRI	A	0.78%
IDCC	A	0.77%
AVA	A	0.76%
LSTR	D	0.76%
PBH	A	0.76%
EFC	C	0.76%
KBR	F	0.75%
PECO	A	0.74%
LOPE	B	0.74%
ENSG	D	0.73%
AWR	B	0.72%
OGS	A	0.72%
SF	B	0.72%
RPM	A	0.68%
SLGN	A	0.68%
RNR	C	0.67%
CPK	A	0.67%
CW	B	0.67%
RGA	A	0.67%
AGO	B	0.67%
ESNT	D	0.67%
JHG	A	0.66%
EPRT	B	0.65%
MDU	D	0.64%
AMG	B	0.63%
CDP	C	0.63%
EGP	F	0.63%
SCI	B	0.62%
PRGS	A	0.58%
ACM	A	0.57%
FELE	B	0.56%
GATX	A	0.56%
CHH	A	0.56%
MTG	C	0.55%
SBRA	C	0.55%
COLM	B	0.55%
NMIH	D	0.55%
RS	B	0.54%
BCPC	B	0.53%
FLS	B	0.52%
CWT	D	0.51%
FNF	B	0.51%
EPC	D	0.49%
AVT	C	0.49%
FCN	D	0.49%
BRX	A	0.48%
BWXT	B	0.48%
MUSA	A	0.47%
LANC	C	0.46%
JEF	A	0.46%
PFGC	B	0.45%
FR	C	0.45%
CHDN	B	0.45%
ARW	D	0.45%
PB	A	0.45%
CNO	A	0.44%
MSM	C	0.44%
LAMR	D	0.43%
ENR	B	0.43%
RYN	D	0.42%
BLKB	B	0.41%
RDN	C	0.4%
FAF	A	0.4%
FNB	A	0.38%
ITT	A	0.38%
CLH	B	0.38%
EXEL	B	0.38%
ASH	D	0.36%
GPK	C	0.36%
ABM	B	0.36%
BJ	A	0.36%
COOP	B	0.35%
G	B	0.35%
IOSP	B	0.35%
SAIC	F	0.35%
LXP	D	0.34%
RGLD	C	0.34%
EVR	B	0.34%
LECO	B	0.34%
JAZZ	B	0.33%
CSL	C	0.33%
MAN	D	0.32%
KEX	C	0.31%
AGCO	D	0.31%
JJSF	B	0.31%
ONB	B	0.31%
R	B	0.3%
KFY	B	0.29%
MTN	C	0.29%
ALV	C	0.29%
MIDD	C	0.28%
EVTC	B	0.28%
OSK	B	0.28%
ORA	B	0.27%
PLXS	B	0.27%
CASY	A	0.26%
LII	A	0.26%
HRB	D	0.26%
FSS	B	0.24%
LFUS	F	0.24%
CUBE	D	0.24%
AIN	C	0.24%
HXL	D	0.22%
CRI	D	0.21%
REXR	F	0.2%
PCH	D	0.19%
NSA	D	0.13%

HSMV Underweight 18 Positions Relative to HAUS

Symbol	Grade	Weight
NXRT	B	-4.58%
VRE	B	-4.51%
WELL	A	-4.51%
ESS	B	-4.49%
AVB	B	-4.47%
CSR	B	-4.46%
MAA	B	-4.42%
BRT	B	-4.4%
UMH	C	-4.37%
EQR	B	-4.33%
CPT	B	-4.33%
UDR	B	-4.28%
ELME	D	-4.21%
INVH	D	-4.21%
AIV	C	-4.16%
SUI	D	-4.04%
PSA	D	-4.02%
EXR	D	-3.95%