HUSV vs. LRGE ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to ClearBridge Large Cap Growth ESG ETF (LRGE)

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

$38.00

Average Daily Volume

7,985

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LRGE

ClearBridge Large Cap Growth ESG ETF

LRGE Description

The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$72.98

Average Daily Volume

13,508

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	LRGE
30 Days	0.02%	4.39%
60 Days	6.64%	12.23%
90 Days	7.43%	2.27%
12 Months	24.73%	41.71%

6 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in LRGE	Overlap
HON	C	1.26%	0.97%	0.97%
ICE	A	0.92%	1.0%	0.92%
MMC	D	1.98%	1.56%	1.56%
MSFT	D	2.12%	7.47%	2.12%
SPGI	C	0.94%	1.82%	0.94%
V	B	1.98%	4.54%	1.98%

HUSV Overweight 68 Positions Relative to LRGE

Symbol	Grade	Weight
CSCO	A	2.68%
CTSH	B	2.62%
KO	C	2.6%
BRK.A	B	2.6%
CL	D	2.49%
RSG	D	2.41%
PTC	B	2.34%
MSI	A	2.28%
TEL	D	2.27%
TMUS	A	2.26%
ROP	D	2.2%
APH	D	2.1%
LMT	A	2.0%
VRSN	C	1.97%
WM	B	1.93%
PG	D	1.9%
MA	A	1.87%
ITW	C	1.81%
L	C	1.78%
WMT	A	1.76%
JNJ	D	1.46%
MCD	A	1.39%
DUK	C	1.38%
PM	D	1.36%
KMB	D	1.32%
PEP	F	1.31%
KMI	A	1.25%
ATO	A	1.22%
ADP	A	1.22%
AVY	D	1.21%
YUM	C	1.21%
CHD	D	1.18%
FI	A	1.17%
OTIS	A	1.17%
MO	D	1.12%
CSX	D	1.12%
AME	C	1.05%
TJX	D	1.04%
AMP	A	1.03%
AJG	C	0.99%
HIG	A	0.97%
GD	C	0.97%
ED	C	0.95%
LIN	C	0.95%
MRK	F	0.94%
DRI	C	0.94%
MDLZ	D	0.88%
LDOS	A	0.88%
ABT	C	0.88%
EA	D	0.87%
PPL	C	0.86%
WMB	A	0.81%
HOLX	D	0.8%
ORLY	A	0.79%
BSX	A	0.77%
OKE	A	0.72%
O	C	0.7%
MDT	C	0.69%
ROST	D	0.68%
WELL	C	0.68%
REGN	D	0.64%
ECL	C	0.64%
HLT	A	0.63%
MCK	F	0.58%
LYB	B	0.58%
REG	C	0.57%
SYY	D	0.51%
INVH	D	0.51%

HUSV Underweight 32 Positions Relative to LRGE

Symbol	Grade	Weight
NVDA	B	-9.3%
AMZN	C	-7.36%
META	A	-5.1%
AAPL	C	-4.77%
NFLX	A	-4.03%
UNH	B	-3.76%
PANW	B	-2.45%
TMO	D	-2.23%
ISRG	C	-2.22%
UBER	C	-2.2%
CRM	B	-2.17%
LLY	D	-2.15%
TSM	B	-2.11%
GWW	B	-2.06%
ETN	B	-1.99%
PYPL	A	-1.89%
SHW	C	-1.8%
EQIX	C	-1.8%
ADBE	F	-1.75%
ACN	B	-1.75%
GOOGL	B	-1.61%
ZTS	C	-1.59%
ASML	F	-1.56%
TGT	C	-1.47%
INTU	F	-1.47%
SYK	C	-1.41%
UNP	F	-1.4%
WDAY	D	-1.31%
MNST	D	-1.21%
TSLA	C	-0.95%
NEE	C	-0.78%
SBUX	B	-0.57%