HUSV vs. ESGA ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to American Century Sustainable Equity ETF (ESGA)

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

ESGA

American Century Sustainable Equity ETF

ESGA Description

The investment seeks long-term capital growth. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.

Grade (RS Rating)

Last Trade

$71.87

Average Daily Volume

19,070

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	ESGA
30 Days	1.70%	2.15%
60 Days	3.21%	2.90%
90 Days	4.88%	3.81%
12 Months	21.41%	26.79%

20 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in ESGA	Overlap
ABBV	D	0.48%	1.29%	0.48%
CL	D	2.17%	0.29%	0.29%
CSCO	B	2.22%	0.45%	0.45%
ECL	D	0.61%	0.7%	0.61%
HD	A	0.38%	1.66%	0.38%
HON	B	1.34%	0.66%	0.66%
IBM	C	1.67%	0.8%	0.8%
ICE	C	1.76%	0.47%	0.47%
LIN	D	2.02%	1.1%	1.1%
LMT	D	1.87%	0.37%	0.37%
MA	C	1.33%	0.84%	0.84%
MMC	B	2.33%	0.61%	0.61%
MSFT	F	2.08%	7.98%	2.08%
MSI	B	2.45%	0.74%	0.74%
PEP	F	1.24%	1.12%	1.12%
PG	A	1.81%	0.83%	0.83%
SPGI	C	0.92%	1.16%	0.92%
TJX	A	1.05%	1.01%	1.01%
UNP	C	0.78%	0.83%	0.78%
V	A	1.3%	1.49%	1.3%

HUSV Overweight 54 Positions Relative to ESGA

Symbol	Grade	Weight
BRK.A	B	2.53%
RSG	A	2.48%
PTC	A	2.41%
KO	D	2.22%
ROP	B	2.22%
CTSH	B	2.07%
VRSN	F	1.9%
ITW	B	1.85%
L	A	1.83%
TDY	B	1.81%
FE	C	1.79%
ATO	A	1.79%
KMI	A	1.54%
TMUS	B	1.5%
NI	A	1.5%
PM	B	1.43%
PPL	B	1.43%
KDP	D	1.37%
JNJ	D	1.37%
MCD	D	1.36%
EVRG	A	1.36%
FI	A	1.36%
ADP	B	1.33%
DUK	C	1.29%
YUM	B	1.21%
CME	A	1.2%
MO	A	1.2%
CMS	C	1.14%
CTAS	B	1.12%
COR	B	1.1%
AVY	D	1.09%
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%
BSX	B	0.8%
HOLX	D	0.77%
WELL	A	0.73%
NOC	D	0.71%
HLT	A	0.66%
BDX	F	0.66%
MDT	D	0.65%
O	D	0.63%
SYK	C	0.61%
LYB	F	0.51%
AZO	C	0.5%

HUSV Underweight 78 Positions Relative to ESGA

Symbol	Grade	Weight
AAPL	C	-7.02%
NVDA	C	-6.6%
GOOGL	C	-3.94%
AMZN	C	-3.32%
META	D	-2.5%
UNH	C	-1.97%
NEE	D	-1.74%
JPM	A	-1.6%
PLD	D	-1.43%
AMD	F	-1.28%
DHR	F	-1.26%
MS	A	-1.26%
LLY	F	-1.21%
AVGO	D	-1.08%
COP	C	-1.08%
JCI	C	-1.04%
ADI	D	-1.01%
EOG	A	-1.01%
A	D	-0.97%
TSLA	B	-0.96%
ETN	A	-0.94%
VZ	C	-0.93%
SLB	C	-0.93%
BAC	A	-0.9%
CI	F	-0.89%
TMO	F	-0.86%
ZTS	D	-0.86%
RF	A	-0.83%
MRK	F	-0.82%
AMAT	F	-0.81%
CDNS	B	-0.81%
COST	B	-0.8%
CMI	A	-0.8%
TGT	F	-0.8%
SYY	B	-0.79%
BLK	C	-0.78%
ACN	C	-0.77%
PH	A	-0.76%
PGR	A	-0.75%
MDLZ	F	-0.73%
EQIX	A	-0.71%
AXP	A	-0.68%
ISRG	A	-0.67%
AMP	A	-0.62%
UBER	D	-0.6%
XYL	D	-0.59%
TSCO	D	-0.59%
ASML	F	-0.55%
MET	A	-0.54%
WDAY	B	-0.54%
CDW	F	-0.54%
BALL	D	-0.5%
CRM	B	-0.49%
PRU	A	-0.48%
UPS	C	-0.46%
NVO	D	-0.46%
APTV	D	-0.45%
AMGN	D	-0.44%
LKQ	D	-0.42%
DE	A	-0.42%
CMG	B	-0.41%
VRTX	F	-0.4%
FDX	B	-0.39%
DIS	B	-0.36%
CRWD	B	-0.34%
URI	B	-0.31%
SQ	B	-0.3%
KMX	B	-0.29%
IDXX	F	-0.29%
DECK	A	-0.29%
NOW	A	-0.29%
YETI	C	-0.27%
ADBE	C	-0.24%
DXCM	D	-0.23%
BMY	B	-0.22%
ABNB	C	-0.18%
DT	C	-0.15%
SAIA	B	-0.15%