HUSV vs. IETC ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to iShares Evolved U.S. Technology ETF (IETC)

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

IETC

iShares Evolved U.S. Technology ETF

IETC Description

The investment seeks to provide access to U.S. companies with technology exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization technology companies. It will hold common stock of those companies that fall into the Technology Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$82.22

Average Daily Volume

19,325

Number of Holdings ^*

117

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	IETC
30 Days	1.70%	3.17%
60 Days	3.21%	5.58%
90 Days	4.88%	8.32%
12 Months	21.41%	39.98%

13 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in IETC	Overlap
ADP	B	1.33%	0.07%	0.07%
CL	D	2.17%	0.04%	0.04%
CSCO	B	2.22%	1.85%	1.85%
EA	A	1.0%	0.13%	0.13%
IBM	C	1.67%	2.06%	1.67%
ICE	C	1.76%	1.64%	1.64%
LMT	D	1.87%	0.41%	0.41%
MA	C	1.33%	0.94%	0.94%
MMC	B	2.33%	0.19%	0.19%
MSFT	F	2.08%	7.52%	2.08%
MSI	B	2.45%	2.42%	2.42%
TDY	B	1.81%	0.06%	0.06%
VRSN	F	1.9%	2.01%	1.9%

HUSV Overweight 61 Positions Relative to IETC

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%
LIN	D	2.02%
ITW	B	1.85%
L	A	1.83%
PG	A	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%
HON	B	1.34%
V	A	1.3%
DUK	C	1.29%
PEP	F	1.24%
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%
TJX	A	1.05%
WTW	B	1.02%
WMB	A	1.01%
GD	F	0.95%
SPGI	C	0.92%
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%
UNP	C	0.78%
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%
LYB	F	0.51%
AZO	C	0.5%
ABBV	D	0.48%
HD	A	0.38%

HUSV Underweight 104 Positions Relative to IETC

Symbol	Grade	Weight
AVGO	D	-11.53%
NVDA	C	-8.86%
AMZN	C	-7.6%
ACN	C	-4.27%
CRM	B	-3.91%
ORCL	B	-3.64%
AAPL	C	-2.45%
GOOGL	C	-2.26%
NOW	A	-2.14%
CDNS	B	-1.88%
META	D	-1.77%
GOOG	C	-1.39%
QCOM	F	-1.29%
FTNT	C	-1.26%
MANH	D	-1.25%
ADBE	C	-1.15%
GPN	B	-1.14%
PH	A	-1.01%
TEAM	A	-0.86%
NTAP	C	-0.84%
PANW	C	-0.83%
EQIX	A	-0.77%
ADSK	A	-0.74%
SSNC	B	-0.73%
AMD	F	-0.7%
WDAY	B	-0.69%
ABNB	C	-0.66%
TTD	B	-0.64%
VRSK	A	-0.64%
ANET	C	-0.62%
PLTR	B	-0.61%
IT	C	-0.61%
TYL	B	-0.61%
ZM	B	-0.59%
CDW	F	-0.57%
MPWR	F	-0.52%
ANSS	B	-0.41%
MU	D	-0.41%
CSGP	D	-0.39%
MCO	B	-0.35%
CRWD	B	-0.35%
KLAC	D	-0.34%
MSTR	C	-0.34%
G	B	-0.33%
COIN	C	-0.3%
FDS	B	-0.3%
TXN	C	-0.29%
UBER	D	-0.23%
SQ	B	-0.22%
TTEK	F	-0.21%
DASH	A	-0.21%
BAH	F	-0.2%
KEYS	A	-0.2%
SNPS	B	-0.2%
QLYS	C	-0.18%
DDOG	A	-0.18%
BSY	D	-0.17%
TRU	D	-0.17%
LRCX	F	-0.16%
AKAM	D	-0.15%
HUBS	A	-0.15%
CACI	D	-0.15%
SWKS	F	-0.14%
PINS	D	-0.14%
IQV	D	-0.13%
MSCI	C	-0.12%
VRT	B	-0.11%
IRM	D	-0.1%
CFLT	B	-0.1%
SLB	C	-0.1%
TER	D	-0.1%
IPG	D	-0.1%
VEEV	C	-0.1%
NDAQ	A	-0.09%
NSIT	F	-0.09%
QRVO	F	-0.07%
INTU	C	-0.07%
LPLA	A	-0.07%
SNAP	C	-0.07%
ROK	B	-0.07%
CPNG	D	-0.06%
CPAY	A	-0.06%
JNPR	F	-0.06%
SLAB	D	-0.06%
BBY	D	-0.06%
DELL	C	-0.06%
CBOE	B	-0.06%
FBIN	D	-0.06%
DXC	B	-0.05%
BILL	A	-0.05%
DOCN	D	-0.05%
ILMN	D	-0.05%
SAIC	F	-0.05%
GLW	B	-0.04%
APPN	B	-0.04%
MMS	F	-0.04%
GDDY	A	-0.02%
ZI	D	-0.02%
ENPH	F	-0.02%
XYL	D	-0.02%
RIVN	F	-0.01%
ALGN	D	-0.0%
GRAL	C	-0.0%
FTV	C	-0.0%

IETC: Top Represented Industries & Keywords

Industries: Software - Application Business Services Semiconductors Information Technology Services Software - Infrastructure Internet Content & Information Capital Markets Semiconductor Equipment & Materials Communication Equipment Diagnostics & Research Diversified Industrials Financial Data & Stock Exchanges Scientific & Technical Instruments Computer Systems Internet Content & Information Specialty Retail Advertising Agencies Aerospace & Defense Auto Manufacturers Conglomerates