HUSV vs. FDRR ETF Comparison
Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Fidelity Dividend ETF for Rising Rates (FDRR)
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
$39.37
Average Daily Volume
4,973
74
FDRR
Fidelity Dividend ETF for Rising Rates
FDRR Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Dividend Index for Rising Rates. Normally investing at least 80% of assets in securities included in the Fidelity Dividend Index for Rising Rates and in depository receipts representing securities included in the index. The Fidelity Dividend Index for Rising Rates is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends and have a positive correlation of returns to increasing 10-year U.S. Treasury yields.Grade (RS Rating)
Last Trade
$53.50
Average Daily Volume
19,188
101
Performance
Period | HUSV | FDRR |
---|---|---|
30 Days | 1.70% | 1.87% |
60 Days | 3.21% | 4.38% |
90 Days | 4.88% | 5.21% |
12 Months | 21.41% | 31.25% |
23 Overlapping Holdings
Symbol | Grade | Weight in HUSV | Weight in FDRR | Overlap | |
---|---|---|---|---|---|
ABBV | D | 0.48% | 1.22% | 0.48% | |
CME | A | 1.2% | 0.79% | 0.79% | |
CSCO | B | 2.22% | 1.44% | 1.44% | |
DUK | C | 1.29% | 0.33% | 0.33% | |
EA | A | 1.0% | 0.61% | 0.61% | |
HD | A | 0.38% | 1.37% | 0.38% | |
HON | B | 1.34% | 0.82% | 0.82% | |
IBM | C | 1.67% | 1.34% | 1.34% | |
JNJ | D | 1.37% | 1.35% | 1.35% | |
KO | D | 2.22% | 0.81% | 0.81% | |
LIN | D | 2.02% | 0.54% | 0.54% | |
LMT | D | 1.87% | 0.79% | 0.79% | |
LYB | F | 0.51% | 0.15% | 0.15% | |
MCD | D | 1.36% | 0.91% | 0.91% | |
MO | A | 1.2% | 0.68% | 0.68% | |
MSFT | F | 2.08% | 6.6% | 2.08% | |
PEP | F | 1.24% | 0.74% | 0.74% | |
PG | A | 1.81% | 1.13% | 1.13% | |
PM | B | 1.43% | 0.89% | 0.89% | |
RTX | C | 0.91% | 0.92% | 0.91% | |
TJX | A | 1.05% | 0.91% | 0.91% | |
UNP | C | 0.78% | 0.7% | 0.7% | |
V | A | 1.3% | 1.56% | 1.3% |
HUSV Overweight 51 Positions Relative to FDRR
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | 2.53% | |
RSG | A | 2.48% | |
MSI | B | 2.45% | |
PTC | A | 2.41% | |
MMC | B | 2.33% | |
ROP | B | 2.22% | |
CL | D | 2.17% | |
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% | |
ICE | C | 1.76% | |
KMI | A | 1.54% | |
TMUS | B | 1.5% | |
NI | A | 1.5% | |
PPL | B | 1.43% | |
KDP | D | 1.37% | |
EVRG | A | 1.36% | |
FI | A | 1.36% | |
MA | C | 1.33% | |
ADP | B | 1.33% | |
YUM | B | 1.21% | |
CMS | C | 1.14% | |
CTAS | B | 1.12% | |
COR | B | 1.1% | |
AVY | D | 1.09% | |
WTW | B | 1.02% | |
WMB | A | 1.01% | |
GD | F | 0.95% | |
SPGI | C | 0.92% | |
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% | |
ECL | D | 0.61% | |
SYK | C | 0.61% | |
AZO | C | 0.5% |
HUSV Underweight 78 Positions Relative to FDRR
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -8.35% | |
AAPL | C | -7.22% | |
AVGO | D | -2.56% | |
JPM | A | -2.11% | |
LLY | F | -1.82% | |
UNH | C | -1.79% | |
TXN | C | -1.5% | |
DELL | C | -1.47% | |
BAC | A | -1.39% | |
WFC | A | -1.37% | |
GS | A | -1.23% | |
HPQ | B | -1.21% | |
MS | A | -1.2% | |
BX | A | -1.09% | |
XOM | B | -1.09% | |
BMY | B | -1.01% | |
PNC | B | -0.97% | |
MRK | F | -0.97% | |
GE | D | -0.96% | |
LOW | D | -0.95% | |
C | A | -0.95% | |
CAT | B | -0.94% | |
GM | B | -0.92% | |
PFE | D | -0.88% | |
T | A | -0.88% | |
USB | A | -0.86% | |
TFC | A | -0.85% | |
SBUX | A | -0.79% | |
VZ | C | -0.78% | |
MAR | B | -0.75% | |
CMCSA | B | -0.74% | |
CVX | A | -0.71% | |
DE | A | -0.68% | |
TKO | B | -0.68% | |
BBY | D | -0.67% | |
FOXA | B | -0.67% | |
CVS | D | -0.65% | |
PCAR | B | -0.62% | |
UPS | C | -0.62% | |
F | C | -0.58% | |
NKE | D | -0.56% | |
NWSA | B | -0.55% | |
OMC | C | -0.53% | |
NYT | C | -0.5% | |
TRGP | B | -0.49% | |
NEE | D | -0.48% | |
GEV | B | -0.44% | |
COP | C | -0.43% | |
WMG | C | -0.42% | |
NXST | C | -0.42% | |
IPG | D | -0.4% | |
EOG | A | -0.36% | |
SO | D | -0.36% | |
PLD | D | -0.35% | |
SPG | B | -0.34% | |
PARA | C | -0.34% | |
PSA | D | -0.3% | |
APD | A | -0.29% | |
D | C | -0.27% | |
AEP | D | -0.27% | |
CCI | D | -0.25% | |
FCX | D | -0.25% | |
OHI | C | -0.25% | |
NEM | D | -0.24% | |
EXC | C | -0.24% | |
VICI | C | -0.24% | |
EIX | B | -0.24% | |
IP | B | -0.24% | |
DVN | F | -0.21% | |
GLPI | C | -0.21% | |
WY | D | -0.2% | |
WPC | D | -0.18% | |
IFF | D | -0.17% | |
DOW | F | -0.16% | |
AMCR | D | -0.16% | |
WBA | F | -0.15% | |
CIVI | D | -0.15% | |
MOS | F | -0.12% |
HUSV: Top Represented Industries & Keywords
FDRR: Top Represented Industries & Keywords