HUSV vs. SDY ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to SPDR S&P Dividend ETF (SDY)

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

SDY

SPDR S&P Dividend ETF

SDY Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500Â® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.

Grade (RS Rating)

Last Trade

$142.31

Average Daily Volume

183,834

Number of Holdings ^*

132

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	SDY
30 Days	1.70%	0.70%
60 Days	3.21%	0.90%
90 Days	4.88%	3.52%
12 Months	21.41%	23.08%

27 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in SDY	Overlap
ABBV	D	0.48%	1.36%	0.48%
ABT	B	0.89%	0.96%	0.89%
ADP	B	1.33%	1.03%	1.03%
ATO	A	1.79%	1.18%	1.18%
BDX	F	0.66%	0.73%	0.66%
CL	D	2.17%	0.9%	0.9%
CTAS	B	1.12%	0.39%	0.39%
ECL	D	0.61%	0.42%	0.42%
ED	D	0.86%	1.42%	0.86%
EVRG	A	1.36%	0.84%	0.84%
GD	F	0.95%	0.88%	0.88%
IBM	C	1.67%	1.42%	1.42%
ITW	B	1.85%	1.2%	1.2%
JNJ	D	1.37%	1.43%	1.37%
KO	D	2.22%	1.23%	1.23%
LIN	D	2.02%	0.54%	0.54%
LMT	D	1.87%	1.0%	1.0%
MCD	D	1.36%	1.11%	1.11%
MDT	D	0.65%	1.48%	0.65%
NOC	D	0.71%	0.72%	0.71%
O	D	0.63%	2.21%	0.63%
PEP	F	1.24%	1.45%	1.24%
PG	A	1.81%	1.16%	1.16%
ROP	B	2.22%	0.27%	0.27%
RSG	A	2.48%	0.59%	0.59%
SPGI	C	0.92%	0.36%	0.36%
WM	A	0.86%	0.75%	0.75%

HUSV Overweight 47 Positions Relative to SDY

Symbol	Grade	Weight
BRK.A	B	2.53%
MSI	B	2.45%
PTC	A	2.41%
MMC	B	2.33%
CSCO	B	2.22%
MSFT	F	2.08%
CTSH	B	2.07%
VRSN	F	1.9%
L	A	1.83%
TDY	B	1.81%
FE	C	1.79%
ICE	C	1.76%
KMI	A	1.54%
TMUS	B	1.5%
NI	A	1.5%
PM	B	1.43%
PPL	B	1.43%
KDP	D	1.37%
FI	A	1.36%
HON	B	1.34%
MA	C	1.33%
V	A	1.3%
DUK	C	1.29%
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%
RTX	C	0.91%
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%
HLT	A	0.66%
SYK	C	0.61%
LYB	F	0.51%
AZO	C	0.5%
HD	A	0.38%

HUSV Underweight 105 Positions Relative to SDY

Symbol	Grade	Weight
CVX	A	-2.34%
KVUE	A	-1.81%
XEL	A	-1.78%
EIX	B	-1.74%
WEC	A	-1.72%
KMB	D	-1.68%
XOM	B	-1.61%
ADM	D	-1.51%
TGT	F	-1.48%
SO	D	-1.48%
TROW	B	-1.46%
SYY	B	-1.32%
TXN	C	-1.31%
CINF	A	-1.29%
ES	D	-1.28%
CLX	B	-1.22%
GPC	D	-1.21%
APD	A	-1.2%
FAST	B	-1.17%
EMR	A	-1.13%
NEE	D	-1.11%
BBY	D	-1.09%
ESS	B	-1.08%
PPG	F	-0.98%
QCOM	F	-0.97%
CAH	B	-0.97%
MKC	D	-0.96%
MCHP	D	-0.96%
LHX	C	-0.96%
LNT	A	-0.88%
AFL	B	-0.88%
AMCR	D	-0.85%
LOW	D	-0.84%
SWK	D	-0.81%
RPM	A	-0.79%
NKE	D	-0.78%
CHRW	C	-0.76%
NUE	C	-0.74%
ADI	D	-0.72%
CAT	B	-0.71%
SJM	D	-0.69%
ALB	C	-0.69%
LECO	B	-0.66%
GGG	B	-0.63%
CB	C	-0.61%
NDSN	B	-0.6%
CHD	B	-0.58%
DOV	A	-0.58%
AOS	F	-0.57%
JKHY	D	-0.57%
ATR	B	-0.56%
EXPD	D	-0.55%
WTRG	B	-0.54%
ORI	A	-0.52%
DCI	B	-0.52%
RGLD	C	-0.51%
TTC	D	-0.51%
WMT	A	-0.51%
PNR	A	-0.5%
HRL	D	-0.49%
FDS	B	-0.48%
FRT	B	-0.48%
CBSH	A	-0.46%
NNN	D	-0.45%
PB	A	-0.44%
CFR	B	-0.44%
SEIC	B	-0.42%
ERIE	D	-0.42%
CSL	C	-0.42%
GWW	B	-0.42%
MSA	D	-0.4%
RLI	B	-0.4%
BEN	C	-0.38%
SHW	A	-0.38%
BMI	B	-0.33%
UBSI	B	-0.32%
NFG	A	-0.31%
UGI	A	-0.3%
UMBF	B	-0.3%
WRB	A	-0.29%
SON	D	-0.29%
CASY	A	-0.28%
NJR	A	-0.28%
OZK	B	-0.28%
RNR	C	-0.27%
BRO	B	-0.26%
OGS	A	-0.25%
BKH	A	-0.25%
FLO	D	-0.25%
FELE	B	-0.24%
FUL	F	-0.24%
SR	A	-0.23%
PII	D	-0.23%
PRGO	B	-0.22%
LANC	C	-0.2%
CBU	B	-0.2%
ABM	B	-0.19%
CWT	D	-0.18%
AWR	B	-0.18%
BRC	D	-0.18%
CPK	A	-0.17%
AVA	A	-0.17%
WST	C	-0.12%
SJW	D	-0.1%
SCL	C	-0.1%