HUSV vs. WTV ETF Comparison

Comparison of First Trust Horizon Managed Volatility Domestic ETF (HUSV) to WisdomTree U.S. Value Fund (WTV)

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

$35.22

Average Daily Volume

4,831

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WTV

WisdomTree U.S. Value Fund

WTV Description

WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$72.66

Average Daily Volume

17,505

Number of Holdings ^*

155

* may have additional holdings in another (foreign) market

Performance

Period	HUSV	WTV
30 Days	0.66%	-1.77%
60 Days	3.14%	1.87%
90 Days	-0.15%	-2.34%
12 Months	8.56%	18.21%

19 Overlapping Holdings

Symbol	Grade	Weight in HUSV	Weight in WTV	Overlap
AMP	C	1.03%	0.78%	0.78%
CSCO	C	2.56%	0.48%	0.48%
CSX	C	1.13%	0.62%	0.62%
CTSH	C	2.51%	0.38%	0.38%
DRI	D	0.92%	0.25%	0.25%
HIG	C	0.92%	0.91%	0.91%
HLT	B	0.61%	0.35%	0.35%
HOLX	C	0.76%	0.54%	0.54%
HON	B	1.39%	0.42%	0.42%
ITW	D	1.75%	0.4%	0.4%
KMI	A	1.24%	0.62%	0.62%
LMT	A	1.71%	0.81%	0.81%
MCD	F	1.26%	0.32%	0.32%
MCK	B	0.77%	0.69%	0.69%
MDLZ	D	0.86%	0.41%	0.41%
MO	A	1.08%	0.96%	0.96%
SYY	D	0.52%	0.45%	0.45%
TMUS	A	2.09%	0.75%	0.75%
VRSN	D	1.96%	0.28%	0.28%

HUSV Overweight 54 Positions Relative to WTV

Symbol	Grade	Weight
CL	B	2.54%
RSG	A	2.51%
BRK.A	C	2.5%
KO	A	2.47%
PTC	C	2.43%
TEL	B	2.4%
ROP	A	2.39%
MSFT	A	2.38%
APH	B	2.34%
WM	B	2.13%
MSI	A	2.13%
V	D	2.1%
MMC	B	2.0%
PG	C	1.95%
MA	D	1.84%
L	D	1.83%
WMT	B	1.59%
JNJ	F	1.42%
PEP	D	1.38%
KMB	B	1.37%
AVY	C	1.31%
CHD	C	1.27%
DUK	D	1.27%
YUM	D	1.23%
PM	A	1.23%
ADP	D	1.19%
MRK	C	1.17%
OTIS	C	1.15%
ATO	C	1.1%
AME	D	1.1%
TJX	A	1.04%
GD	C	1.02%
AJG	B	0.98%
LIN	C	0.93%
EA	B	0.9%
ABT	D	0.89%
SPGI	B	0.88%
ED	D	0.87%
LDOS	B	0.87%
ICE	A	0.85%
WMB	A	0.83%
ORLY	C	0.78%
PPL	D	0.77%
BSX	B	0.76%
ROST	B	0.71%
REGN	A	0.7%
OKE	A	0.69%
MDT	D	0.66%
ECL	B	0.65%
O	D	0.63%
LYB	D	0.62%
WELL	A	0.58%
INVH	A	0.56%
REG	B	0.52%

HUSV Underweight 136 Positions Relative to WTV

Symbol	Grade	Weight
VST	C	-2.05%
XOM	C	-1.66%
APP	B	-1.64%
EQH	B	-1.12%
SYF	A	-1.12%
VLO	C	-1.05%
MRO	B	-1.05%
DFS	A	-1.04%
MPC	C	-1.03%
GDDY	A	-1.03%
FOXA	B	-0.99%
POST	C	-0.95%
BK	A	-0.95%
ORI	D	-0.91%
GS	A	-0.9%
EXPD	B	-0.9%
CVX	C	-0.9%
PSX	C	-0.89%
RTX	D	-0.89%
SF	A	-0.89%
WFC	C	-0.88%
MET	D	-0.88%
BECN	D	-0.87%
NTAP	A	-0.87%
HCA	C	-0.86%
STLD	C	-0.84%
OLN	F	-0.83%
NRG	C	-0.83%
JBL	F	-0.83%
OXY	C	-0.81%
WSC	F	-0.81%
BLDR	F	-0.8%
PRU	B	-0.8%
CSL	C	-0.79%
COP	D	-0.78%
AIG	D	-0.78%
UTHR	A	-0.76%
EXPE	C	-0.76%
OC	C	-0.74%
APA	D	-0.74%
JEF	A	-0.74%
C	C	-0.74%
GM	B	-0.74%
CMCSA	F	-0.73%
ARW	D	-0.73%
LNG	B	-0.73%
MTCH	F	-0.73%
AFL	B	-0.71%
LPLA	B	-0.71%
CRBG	B	-0.7%
DE	F	-0.7%
TPR	B	-0.69%
DVN	C	-0.69%
UHS	B	-0.68%
OMC	D	-0.68%
BERY	D	-0.68%
CI	D	-0.67%
TXT	D	-0.67%
CAT	C	-0.66%
MS	B	-0.66%
PYPL	F	-0.66%
PFG	D	-0.64%
FANG	C	-0.64%
HRB	A	-0.64%
AN	C	-0.64%
FIS	C	-0.62%
BKNG	B	-0.62%
UNM	C	-0.62%
KHC	D	-0.61%
VTRS	D	-0.61%
MGM	B	-0.6%
TROW	B	-0.6%
DOW	D	-0.6%
BBY	B	-0.6%
MUR	D	-0.59%
EBAY	B	-0.58%
PRI	B	-0.56%
TAP	F	-0.55%
EXP	F	-0.54%
RJF	C	-0.54%
IPG	F	-0.54%
GIS	D	-0.54%
KDP	C	-0.54%
CF	D	-0.53%
EMN	D	-0.53%
EOG	C	-0.53%
LEA	F	-0.52%
SNX	D	-0.51%
SAIC	D	-0.51%
LOW	D	-0.5%
MAR	B	-0.49%
UPS	F	-0.49%
FFIV	C	-0.48%
BKR	B	-0.47%
NOC	D	-0.45%
FMC	D	-0.45%
ALSN	C	-0.45%
CIEN	C	-0.44%
NUE	D	-0.44%
DKS	C	-0.43%
GL	C	-0.43%
RL	C	-0.43%
PAG	D	-0.43%
HPQ	B	-0.42%
CPAY	D	-0.42%
GLW	B	-0.42%
TOL	D	-0.42%
DBX	D	-0.42%
PAYC	F	-0.41%
H	B	-0.41%
MUSA	B	-0.41%
K	D	-0.41%
DELL	B	-0.41%
HST	D	-0.41%
HAL	F	-0.41%
AIZ	D	-0.4%
EXEL	B	-0.4%
NVR	C	-0.39%
CTRA	D	-0.39%
RS	D	-0.38%
DVA	C	-0.37%
LVS	F	-0.36%
BWA	F	-0.36%
GILD	C	-0.36%
SCI	C	-0.35%
SBUX	F	-0.35%
AZO	C	-0.34%
NKE	F	-0.32%
RHI	F	-0.32%
PHM	D	-0.31%
GPN	F	-0.31%
TWLO	D	-0.3%
PVH	F	-0.28%
HD	C	-0.28%
ETSY	F	-0.27%
ULTA	F	-0.21%