HUSV vs. RSPN ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to Invesco S&P 500 Equal Weight Industrials Portfolio (RSPN)

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

RSPN

Invesco S&P 500 Equal Weight Industrials Portfolio

RSPN Description

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Industrials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the industrials sector, as defined according to the Global Industry Classification Standard (GICS).

Grade (RS Rating)

Last Trade

$54.55

Average Daily Volume

38,999

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	RSPN
30 Days	1.70%	5.84%
60 Days	3.21%	8.32%
90 Days	4.88%	12.16%
12 Months	21.41%	37.79%

11 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in RSPN	Overlap
ADP	B	1.33%	1.27%	1.27%
CTAS	B	1.12%	1.23%	1.12%
GD	F	0.95%	1.11%	0.95%
HON	B	1.34%	1.32%	1.32%
ITW	B	1.85%	1.27%	1.27%
LMT	D	1.87%	1.1%	1.1%
NOC	D	0.71%	1.11%	0.71%
RSG	A	2.48%	1.2%	1.2%
RTX	C	0.91%	1.18%	0.91%
UNP	C	0.78%	1.11%	0.78%
WM	A	0.86%	1.24%	0.86%

HUSV Overweight 63 Positions Relative to RSPN

Symbol	Grade	Weight
BRK.A	B	2.53%
MSI	B	2.45%
PTC	A	2.41%
MMC	B	2.33%
KO	D	2.22%
CSCO	B	2.22%
ROP	B	2.22%
CL	D	2.17%
MSFT	F	2.08%
CTSH	B	2.07%
LIN	D	2.02%
VRSN	F	1.9%
L	A	1.83%
PG	A	1.81%
TDY	B	1.81%
FE	C	1.79%
ATO	A	1.79%
ICE	C	1.76%
IBM	C	1.67%
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%
MA	C	1.33%
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%
COR	B	1.1%
AVY	D	1.09%
TJX	A	1.05%
WTW	B	1.02%
WMB	A	1.01%
EA	A	1.0%
SPGI	C	0.92%
ABT	B	0.89%
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%
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 66 Positions Relative to RSPN

Symbol	Grade	Weight
UAL	A	-2.12%
AXON	A	-1.86%
GEV	B	-1.7%
DAL	C	-1.65%
GNRC	B	-1.53%
PAYC	B	-1.52%
SNA	A	-1.5%
EMR	A	-1.49%
DAY	B	-1.48%
PWR	A	-1.44%
CMI	A	-1.42%
J	F	-1.41%
HWM	A	-1.4%
PCAR	B	-1.39%
GWW	B	-1.39%
ETN	A	-1.38%
PH	A	-1.38%
FAST	B	-1.38%
PNR	A	-1.37%
JCI	C	-1.36%
AME	A	-1.36%
WAB	B	-1.36%
URI	B	-1.35%
IEX	B	-1.34%
TT	A	-1.33%
LUV	C	-1.33%
CPRT	A	-1.33%
IR	B	-1.32%
ODFL	B	-1.31%
CAT	B	-1.31%
HUBB	B	-1.3%
CHRW	C	-1.3%
JBHT	C	-1.29%
DOV	A	-1.28%
ROK	B	-1.27%
NSC	B	-1.26%
OTIS	C	-1.26%
BR	A	-1.26%
UPS	C	-1.25%
LHX	C	-1.25%
PAYX	C	-1.24%
VRSK	A	-1.23%
CSX	B	-1.23%
FDX	B	-1.22%
LDOS	C	-1.21%
DE	A	-1.21%
FTV	C	-1.2%
NDSN	B	-1.19%
EXPD	D	-1.18%
ROL	B	-1.17%
GE	D	-1.17%
ALLE	D	-1.16%
BLDR	D	-1.15%
MMM	D	-1.15%
CARR	D	-1.14%
UBER	D	-1.13%
MAS	D	-1.13%
TXT	D	-1.12%
VLTO	D	-1.1%
XYL	D	-1.1%
TDG	D	-1.08%
BA	F	-1.08%
AOS	F	-1.06%
SWK	D	-1.01%
EFX	F	-0.94%
HII	D	-0.89%