HSMV vs. JAVA ETF Comparison
Comparison of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) to JPMorgan Active Value ETF (JAVA)
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
$38.09
Average Daily Volume
1,340
Number of Holdings
*
147
* may have additional holdings in another (foreign) market
JAVA
JPMorgan Active Value ETF
JAVA Description
JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.Grade (RS Rating)
Last Trade
$67.82
Average Daily Volume
344,743
Number of Holdings
*
173
* may have additional holdings in another (foreign) market
Performance
| Period | HSMV | JAVA |
|---|---|---|
| 30 Days | 3.72% | 3.68% |
| 60 Days | 5.02% | 5.93% |
| 90 Days | 5.82% | 7.81% |
| 12 Months | 26.13% | 30.12% |
10 Overlapping Holdings
HSMV Overweight 137 Positions Relative to JAVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| ATR | B | 2.09% | |
| DTM | A | 2.06% | |
| SEIC | B | 1.89% | |
| ORI | A | 1.76% | |
| IDA | A | 1.65% | |
| INGR | C | 1.65% | |
| OGE | A | 1.59% | |
| POST | C | 1.56% | |
| CTRE | C | 1.54% | |
| RLI | A | 1.42% | |
| MSGS | A | 1.4% | |
| ADC | A | 1.34% | |
| DCI | B | 1.33% | |
| CACI | D | 1.29% | |
| FHI | B | 1.26% | |
| AMH | C | 1.24% | |
| 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 | C | 1.01% | |
| GLPI | C | 0.99% | |
| NYT | D | 0.95% | |
| BKH | A | 0.9% | |
| EHC | B | 0.9% | |
| MMS | F | 0.89% | |
| FCPT | C | 0.86% | |
| DLB | B | 0.85% | |
| CBSH | B | 0.83% | |
| MSA | F | 0.8% | |
| EPR | C | 0.79% | |
| PRI | B | 0.78% | |
| IDCC | B | 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 | C | 0.74% | |
| ENSG | C | 0.73% | |
| AWR | B | 0.72% | |
| OGS | A | 0.72% | |
| SF | B | 0.72% | |
| RPM | A | 0.68% | |
| RNR | C | 0.67% | |
| CPK | A | 0.67% | |
| CW | C | 0.67% | |
| RGA | A | 0.67% | |
| AGO | B | 0.67% | |
| ESNT | F | 0.67% | |
| JHG | B | 0.66% | |
| EPRT | B | 0.65% | |
| MDU | D | 0.64% | |
| AMG | B | 0.63% | |
| CDP | C | 0.63% | |
| EGP | D | 0.63% | |
| SCI | B | 0.62% | |
| PRGS | A | 0.58% | |
| ACM | B | 0.57% | |
| FELE | B | 0.56% | |
| GATX | A | 0.56% | |
| CHH | A | 0.56% | |
| SBRA | C | 0.55% | |
| COLM | C | 0.55% | |
| NMIH | C | 0.55% | |
| RS | B | 0.54% | |
| BCPC | B | 0.53% | |
| FLS | B | 0.52% | |
| CWT | C | 0.51% | |
| FNF | B | 0.51% | |
| EPC | F | 0.49% | |
| AVT | C | 0.49% | |
| FCN | F | 0.49% | |
| BRX | A | 0.48% | |
| BWXT | B | 0.48% | |
| MUSA | B | 0.47% | |
| LANC | C | 0.46% | |
| FR | D | 0.45% | |
| CHDN | B | 0.45% | |
| ARW | D | 0.45% | |
| PB | B | 0.45% | |
| CNO | B | 0.44% | |
| MSM | C | 0.44% | |
| LAMR | C | 0.43% | |
| ENR | B | 0.43% | |
| RYN | D | 0.42% | |
| BLKB | B | 0.41% | |
| RDN | D | 0.4% | |
| FAF | A | 0.4% | |
| FNB | A | 0.38% | |
| ITT | A | 0.38% | |
| CLH | C | 0.38% | |
| EXEL | B | 0.38% | |
| ASH | F | 0.36% | |
| ABM | B | 0.36% | |
| COOP | B | 0.35% | |
| IOSP | C | 0.35% | |
| SAIC | F | 0.35% | |
| LXP | D | 0.34% | |
| RGLD | C | 0.34% | |
| EVR | B | 0.34% | |
| LECO | C | 0.34% | |
| JAZZ | B | 0.33% | |
| CSL | C | 0.33% | |
| MAN | F | 0.32% | |
| KEX | B | 0.31% | |
| AGCO | D | 0.31% | |
| JJSF | C | 0.31% | |
| ONB | C | 0.31% | |
| R | B | 0.3% | |
| KFY | B | 0.29% | |
| MTN | C | 0.29% | |
| ALV | C | 0.29% | |
| EVTC | B | 0.28% | |
| OSK | C | 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 | D | 0.24% | |
| CUBE | C | 0.24% | |
| AIN | C | 0.24% | |
| IRT | A | 0.23% | |
| HXL | F | 0.22% | |
| CRI | F | 0.21% | |
| REXR | F | 0.2% | |
| PCH | F | 0.19% | |
| NSA | C | 0.13% |
HSMV Underweight 163 Positions Relative to JAVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | -2.96% | |
| BRK.A | B | -2.4% | |
| UNH | B | -2.33% | |
| BAC | A | -2.25% | |
| XOM | B | -1.99% | |
| PM | B | -1.71% | |
| CARR | C | -1.7% | |
| CVX | A | -1.69% | |
| BMY | B | -1.65% | |
| ABBV | F | -1.57% | |
| CSX | C | -1.52% | |
| FI | A | -1.31% | |
| MCD | D | -1.28% | |
| WDC | D | -1.24% | |
| LOW | C | -1.17% | |
| SQ | A | -1.16% | |
| WMT | A | -1.11% | |
| MU | D | -1.1% | |
| FCNCA | A | -1.09% | |
| COP | C | -1.05% | |
| TFC | A | -1.02% | |
| SCHW | B | -0.96% | |
| MS | A | -0.95% | |
| HPE | B | -0.93% | |
| CMCSA | B | -0.92% | |
| APD | A | -0.92% | |
| MET | A | -0.87% | |
| TXN | C | -0.82% | |
| ETN | A | -0.81% | |
| CVS | D | -0.8% | |
| ADI | D | -0.78% | |
| C | A | -0.78% | |
| DLR | B | -0.77% | |
| REGN | F | -0.76% | |
| CPAY | A | -0.76% | |
| GD | D | -0.75% | |
| DOV | A | -0.75% | |
| CAH | B | -0.74% | |
| DIS | B | -0.71% | |
| HD | B | -0.71% | |
| UPS | C | -0.69% | |
| TJX | A | -0.69% | |
| AXP | A | -0.68% | |
| AXTA | B | -0.68% | |
| FITB | B | -0.68% | |
| MSFT | D | -0.67% | |
| NEE | C | -0.67% | |
| MCK | A | -0.67% | |
| EOG | A | -0.67% | |
| VMC | B | -0.65% | |
| EQIX | A | -0.64% | |
| AMZN | C | -0.63% | |
| VRTX | D | -0.62% | |
| RTX | D | -0.61% | |
| CTSH | B | -0.61% | |
| JNJ | C | -0.6% | |
| CRM | B | -0.6% | |
| MTB | A | -0.59% | |
| CCL | A | -0.59% | |
| BX | A | -0.57% | |
| PG | C | -0.56% | |
| PNC | B | -0.56% | |
| MDLZ | F | -0.55% | |
| CB | C | -0.53% | |
| BLK | B | -0.53% | |
| PH | A | -0.52% | |
| PEG | A | -0.52% | |
| GS | A | -0.51% | |
| EMR | B | -0.51% | |
| FDX | B | -0.51% | |
| UNP | C | -0.49% | |
| AZO | C | -0.46% | |
| BSX | A | -0.46% | |
| GOOG | C | -0.46% | |
| NXPI | D | -0.45% | |
| LUV | C | -0.44% | |
| CMS | C | -0.44% | |
| STX | C | -0.44% | |
| CI | D | -0.43% | |
| ARES | A | -0.43% | |
| TMO | F | -0.43% | |
| DE | B | -0.42% | |
| HIG | B | -0.41% | |
| MHK | D | -0.4% | |
| HON | C | -0.39% | |
| MDT | D | -0.38% | |
| COF | C | -0.38% | |
| EQT | B | -0.38% | |
| LH | B | -0.37% | |
| LYV | A | -0.37% | |
| ORLY | B | -0.37% | |
| META | D | -0.36% | |
| OC | A | -0.36% | |
| ROST | D | -0.36% | |
| FCX | F | -0.35% | |
| PEP | F | -0.34% | |
| RRX | B | -0.34% | |
| CME | B | -0.33% | |
| BKNG | A | -0.33% | |
| DAL | B | -0.32% | |
| VTR | B | -0.32% | |
| NOC | D | -0.32% | |
| XEL | A | -0.32% | |
| AMD | F | -0.31% | |
| FIS | C | -0.3% | |
| DELL | B | -0.3% | |
| WCC | B | -0.29% | |
| D | C | -0.29% | |
| CC | C | -0.29% | |
| TPR | B | -0.28% | |
| LW | C | -0.28% | |
| BIIB | F | -0.28% | |
| DFS | B | -0.28% | |
| BDX | F | -0.28% | |
| MMC | B | -0.28% | |
| MCHP | F | -0.27% | |
| NI | A | -0.27% | |
| TT | A | -0.27% | |
| GLW | B | -0.26% | |
| RSG | A | -0.26% | |
| IBM | C | -0.26% | |
| HES | B | -0.25% | |
| VZ | C | -0.24% | |
| RJF | A | -0.24% | |
| AES | F | -0.24% | |
| GEV | B | -0.24% | |
| IP | A | -0.24% | |
| ELAN | D | -0.24% | |
| BMRN | F | -0.23% | |
| SBAC | D | -0.23% | |
| LLY | F | -0.23% | |
| HUM | C | -0.23% | |
| UHS | D | -0.23% | |
| TXT | D | -0.23% | |
| Z | A | -0.22% | |
| AA | A | -0.22% | |
| MRK | D | -0.22% | |
| KTB | B | -0.21% | |
| BA | F | -0.21% | |
| TMUS | B | -0.21% | |
| FMC | D | -0.2% | |
| HST | C | -0.2% | |
| OUT | A | -0.19% | |
| BALL | F | -0.18% | |
| ADM | D | -0.18% | |
| ETR | B | -0.18% | |
| LPLA | A | -0.17% | |
| GLOB | B | -0.17% | |
| NVT | B | -0.17% | |
| PFE | F | -0.17% | |
| VNO | C | -0.17% | |
| AFRM | A | -0.16% | |
| AVB | B | -0.16% | |
| ORCL | A | -0.15% | |
| INTC | C | -0.15% | |
| UBER | F | -0.14% | |
| FSLR | F | -0.14% | |
| PLD | F | -0.13% | |
| PINS | F | -0.13% | |
| OSCR | D | -0.11% | |
| AAL | B | -0.1% | |
| BC | C | -0.1% | |
| CHTR | C | -0.07% |
HSMV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Insurance - Specialty
Packaged Foods
REIT - Diversified
REIT - Industrial
REIT - Retail
Banks - Regional - US
Business Services
Insurance - Property & Casualty
Packaging & Containers
REIT - Healthcare Facilities
REIT - Residential
Specialty Chemicals
Specialty Finance
Utilities - Diversified
Utilities - Regulated Electric
Utilities - Regulated Gas
Aerospace & Defense
Apparel Manufacturing
JAVA: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Diversified Industrials
Semiconductors
Aerospace & Defense
Banks - Regional - US
Capital Markets
Asset Management
Business Services
Health Care Plans
Information Technology Services
Oil & Gas E&P
Packaging & Containers
Specialty Retail
Utilities - Diversified
Airlines
Banks - Global
Biotechnology
Credit Services
Internet Content & Information
Software - Application
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