IJT vs. HSMV ETF Comparison

Comparison of iShares S&P SmallCap 600 Growth ETF (IJT) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

IJT

iShares S&P SmallCap 600 Growth ETF

IJT Description

The investment seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P SmallCap 600Â® Growth Index (the "underlying index"), which measures the performance of the small-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$142.31

Average Daily Volume

116,139

Number of Holdings ^*

352

* may have additional holdings in another (foreign) market

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF

HSMV Description

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.

Grade (RS Rating)

Last Trade

$37.37

Average Daily Volume

1,327

Number of Holdings ^*

147

* may have additional holdings in another (foreign) market

Performance

Period	IJT	HSMV
30 Days	0.69%	0.20%
60 Days	5.15%	2.95%
90 Days	6.12%	6.13%
12 Months	29.59%	24.58%

25 Overlapping Holdings

Symbol	Grade	Weight in IJT	Weight in HSMV	Overlap
AGO	A	0.37%	0.64%	0.37%
AIN	C	0.17%	0.24%	0.17%
AWR	A	0.24%	0.72%	0.24%
BCPC	B	0.46%	0.53%	0.46%
CPK	A	0.18%	0.64%	0.18%
CTRE	D	0.46%	1.53%	0.46%
CWT	C	0.17%	0.51%	0.17%
EFC	D	0.15%	0.75%	0.15%
ENR	A	0.14%	0.42%	0.14%
EPRT	C	0.43%	0.63%	0.43%
EVTC	C	0.32%	0.28%	0.28%
FCPT	C	0.16%	0.82%	0.16%
FELE	B	0.6%	0.57%	0.57%
FSS	C	0.78%	0.23%	0.23%
IDCC	A	0.65%	0.77%	0.65%
IOSP	C	0.27%	0.36%	0.27%
JJSF	C	0.39%	0.33%	0.33%
KFY	B	0.34%	0.29%	0.29%
MSGS	B	0.54%	1.41%	0.54%
NMIH	D	0.27%	0.54%	0.27%
PBH	A	0.27%	0.74%	0.27%
PECO	A	0.34%	0.73%	0.34%
PLXS	B	0.28%	0.27%	0.27%
PRGS	B	0.41%	0.59%	0.41%
RDN	C	0.39%	0.39%	0.39%

IJT Overweight 327 Positions Relative to HSMV

Symbol	Grade	Weight
MLI	B	1.51%
CRS	A	1.25%
GKOS	B	1.1%
SPXC	A	1.1%
ATI	D	1.02%
CSWI	B	0.99%
MTH	D	0.98%
SPSC	D	0.97%
AWI	A	0.95%
BMI	B	0.93%
MOG.A	B	0.91%
AVAV	C	0.9%
MARA	B	0.8%
MATX	B	0.79%
BCC	B	0.78%
ADMA	C	0.75%
SHAK	B	0.74%
GPI	A	0.74%
MGY	A	0.73%
SM	C	0.7%
IBP	F	0.69%
RDNT	B	0.67%
MHO	D	0.65%
ITGR	B	0.65%
KTB	A	0.64%
FTDR	B	0.63%
INSP	F	0.62%
LRN	A	0.61%
SIG	B	0.61%
FUN	B	0.6%
NOG	A	0.58%
BOOT	C	0.58%
CVCO	A	0.56%
GMS	A	0.56%
CRC	B	0.56%
VRRM	D	0.55%
SKT	A	0.55%
HCC	B	0.55%
ACIW	B	0.54%
AROC	A	0.54%
TGTX	B	0.54%
WDFC	A	0.53%
ESE	A	0.52%
CALM	A	0.52%
CORT	B	0.51%
MMSI	A	0.5%
CCOI	B	0.5%
APLE	B	0.5%
ATGE	B	0.49%
CNK	A	0.48%
CEIX	A	0.48%
OTTR	C	0.47%
KRYS	D	0.47%
AEO	F	0.47%
POWL	C	0.46%
SHOO	D	0.46%
CRVL	B	0.46%
FORM	F	0.46%
PI	D	0.45%
NSIT	F	0.44%
ALRM	C	0.44%
ALKS	B	0.43%
CARG	A	0.43%
ACA	B	0.43%
BOX	B	0.42%
TMDX	F	0.41%
LBRT	F	0.41%
PATK	C	0.4%
OII	B	0.4%
ITRI	B	0.39%
DV	C	0.39%
GSHD	A	0.39%
AEIS	B	0.39%
AX	A	0.39%
ARCB	C	0.39%
WHD	B	0.39%
ACLS	F	0.39%
CPRX	C	0.38%
ETSY	D	0.38%
TDW	F	0.38%
AMR	C	0.37%
DORM	B	0.37%
PIPR	A	0.37%
PLMR	A	0.37%
AGYS	A	0.37%
VCEL	A	0.37%
UFPT	C	0.36%
AZZ	B	0.36%
ABG	A	0.36%
SKYW	A	0.35%
SITM	B	0.35%
MYRG	B	0.35%
MTRN	C	0.35%
SXI	A	0.35%
HWKN	C	0.34%
OSIS	A	0.34%
YELP	C	0.34%
TPH	D	0.34%
IPAR	C	0.33%
ZWS	B	0.33%
ROCK	C	0.32%
GRBK	D	0.32%
CNMD	C	0.32%
JBT	B	0.32%
BGC	B	0.32%
PJT	A	0.31%
GVA	A	0.31%
PRVA	B	0.31%
BRC	C	0.31%
SHO	D	0.31%
SFBS	A	0.31%
BL	B	0.3%
ARCH	B	0.3%
TFIN	A	0.3%
LMAT	A	0.3%
EAT	A	0.3%
URBN	C	0.3%
NEO	C	0.29%
MGEE	A	0.29%
ALG	B	0.29%
PRG	A	0.29%
FUL	F	0.29%
SMPL	B	0.29%
ASTH	F	0.28%
JOE	F	0.28%
RXO	C	0.27%
RAMP	C	0.27%
DRH	B	0.27%
HP	C	0.27%
GFF	A	0.27%
PTGX	D	0.27%
DIOD	F	0.26%
AMPH	F	0.26%
EPAC	B	0.26%
LCII	D	0.26%
YOU	D	0.25%
RUSHA	B	0.25%
SMTC	C	0.25%
AIR	B	0.24%
UE	B	0.24%
TRIP	D	0.24%
TNC	F	0.24%
PLUS	F	0.23%
BTU	B	0.23%
VECO	F	0.23%
PTEN	D	0.23%
DFIN	D	0.23%
KLIC	C	0.23%
IIPR	F	0.23%
TRN	A	0.22%
WD	D	0.22%
NPO	A	0.22%
HNI	A	0.22%
CUBI	B	0.22%
TDS	B	0.22%
DVAX	C	0.22%
HLX	D	0.21%
NARI	C	0.21%
BANF	A	0.21%
IAC	D	0.21%
SXT	C	0.2%
EXTR	B	0.19%
MTX	B	0.19%
DOCN	D	0.19%
LGIH	F	0.19%
CNS	B	0.19%
SPNT	A	0.19%
PLAY	C	0.18%
CCS	F	0.18%
STEP	A	0.18%
WT	A	0.18%
PGNY	F	0.18%
EXPI	C	0.17%
ARLO	D	0.17%
KWR	C	0.17%
TWO	D	0.17%
ROG	D	0.17%
UNF	A	0.17%
WS	B	0.16%
CARS	B	0.16%
PLAB	D	0.16%
OXM	F	0.16%
PRK	A	0.16%
PDFS	D	0.15%
COLL	F	0.15%
MCRI	A	0.15%
CURB	D	0.15%
MP	B	0.14%
ADUS	D	0.14%
CALX	F	0.14%
RWT	D	0.14%
LPG	F	0.14%
CTS	B	0.14%
WGO	B	0.14%
VRTS	A	0.14%
NX	C	0.14%
STRA	C	0.14%
CAKE	A	0.14%
HCI	B	0.14%
XPEL	B	0.14%
ANIP	D	0.14%
OUT	C	0.14%
AL	A	0.14%
STAA	F	0.13%
UPBD	B	0.13%
JACK	D	0.13%
XHR	B	0.13%
PARR	D	0.13%
WOR	F	0.13%
TNDM	F	0.13%
WABC	A	0.13%
LZB	A	0.13%
VVI	A	0.13%
ANDE	C	0.12%
BKE	A	0.12%
PZZA	D	0.12%
APOG	B	0.12%
VSTS	F	0.12%
FCF	A	0.12%
LKFN	A	0.12%
AMWD	B	0.12%
REX	C	0.11%
UNIT	B	0.11%
HLIT	F	0.11%
XNCR	B	0.11%
MXL	C	0.11%
CSGS	A	0.11%
MYGN	F	0.11%
NHC	B	0.11%
USPH	C	0.11%
SUPN	B	0.11%
TRUP	A	0.11%
LNN	B	0.1%
GTY	C	0.1%
KN	B	0.1%
CERT	F	0.1%
VICR	B	0.1%
SJW	F	0.1%
ARI	D	0.1%
LTC	B	0.1%
SABR	B	0.1%
CRK	A	0.09%
THRM	F	0.09%
PRLB	B	0.09%
FIZZ	B	0.09%
ARR	C	0.09%
NYMT	C	0.08%
AMBC	C	0.08%
COHU	D	0.08%
FOXF	F	0.08%
LQDT	A	0.08%
INVA	C	0.08%
BLFS	D	0.08%
ATEN	A	0.08%
BLMN	F	0.08%
MSEX	B	0.08%
AORT	B	0.08%
SDGR	D	0.08%
HRMY	D	0.08%
VRE	A	0.08%
WOLF	F	0.08%
AMN	F	0.08%
SHEN	F	0.08%
MATW	C	0.07%
AMSF	A	0.07%
BSIG	A	0.07%
MRTN	C	0.07%
GES	F	0.07%
ADEA	C	0.07%
RES	F	0.07%
NABL	F	0.07%
RCUS	F	0.06%
SBSI	B	0.06%
IRWD	D	0.06%
WRLD	D	0.06%
KOP	C	0.06%
VTLE	C	0.06%
HSTM	B	0.06%
SSTK	F	0.06%
JBSS	F	0.06%
MMI	A	0.06%
GDEN	B	0.06%
MGPI	D	0.06%
CLB	C	0.06%
HAYN	A	0.06%
UTL	C	0.06%
TTGT	C	0.06%
AHH	D	0.05%
SWI	B	0.05%
MTUS	F	0.05%
CVI	D	0.05%
SITC	D	0.05%
MCW	B	0.05%
INN	D	0.05%
IIIN	C	0.05%
UHT	D	0.04%
ETD	D	0.04%
SNCY	B	0.04%
HTLD	B	0.04%
CEVA	B	0.04%
SLP	F	0.04%
SEDG	F	0.04%
TR	A	0.04%
WSR	B	0.04%
RGNX	F	0.03%
MYE	F	0.03%
GOGO	C	0.03%
BFS	C	0.03%
NPK	B	0.02%
BHLB	A	0.0%
ENV	B	0.0%
STBA	A	0.0%
PRDO	B	0.0%
PAYO	A	0.0%
CHCO	A	0.0%
PFBC	A	0.0%
BOH	A	0.0%
WSFS	A	0.0%
GTES	B	0.0%
SEE	B	0.0%
CATY	A	0.0%
APAM	A	0.0%
CASH	A	0.0%
OFG	B	0.0%
MC	B	0.0%
TBBK	A	0.0%
FBP	A	0.0%

IJT Underweight 122 Positions Relative to HSMV

Symbol	Grade	Weight
ATR	B	-2.16%
DTM	A	-1.97%
SEIC	A	-1.86%
INGR	B	-1.74%
ORI	A	-1.69%
CACI	C	-1.62%
IDA	A	-1.59%
OGE	A	-1.57%
POST	D	-1.53%
RLI	A	-1.38%
DCI	B	-1.34%
ADC	A	-1.29%
FHI	A	-1.23%
AMH	C	-1.21%
AM	A	-1.19%
NJR	A	-1.19%
CHE	D	-1.15%
NFG	A	-1.14%
FLO	D	-1.12%
OHI	C	-1.11%
NWE	C	-1.09%
AFG	A	-1.08%
POR	D	-1.06%
GGG	A	-1.02%
MMS	D	-1.01%
NNN	D	-0.99%
GNTX	C	-0.98%
NYT	D	-0.97%
GLPI	D	-0.96%
EHC	B	-0.92%
KBR	D	-0.91%
DLB	D	-0.88%
BKH	A	-0.87%
ELS	B	-0.81%
MSA	D	-0.81%
CBSH	A	-0.81%
EPR	D	-0.79%
LSTR	D	-0.78%
PRI	A	-0.76%
LOPE	B	-0.76%
ENSG	D	-0.75%
SF	A	-0.73%
CW	B	-0.72%
AVA	C	-0.72%
OGS	A	-0.69%
CDP	C	-0.67%
RNR	D	-0.66%
ESNT	D	-0.66%
SLGN	B	-0.66%
RPM	A	-0.66%
RGA	A	-0.65%
JHG	A	-0.65%
EGP	D	-0.63%
AMG	A	-0.62%
SCI	B	-0.61%
MDU	D	-0.61%
SBRA	C	-0.58%
ACM	B	-0.57%
GATX	A	-0.56%
COLM	B	-0.55%
RS	B	-0.55%
CHH	A	-0.55%
MTG	C	-0.54%
FLS	A	-0.52%
FCN	F	-0.5%
AVT	C	-0.5%
LANC	D	-0.49%
FNF	C	-0.49%
EPC	F	-0.49%
BRX	A	-0.47%
MSM	C	-0.47%
BWXT	A	-0.47%
MUSA	A	-0.46%
ARW	D	-0.46%
CHDN	C	-0.45%
JEF	A	-0.45%
PFGC	B	-0.45%
CNO	A	-0.44%
SAIC	D	-0.44%
PB	A	-0.44%
FR	D	-0.44%
LAMR	D	-0.43%
BLKB	D	-0.42%
RYN	D	-0.41%
CLH	C	-0.4%
EXEL	B	-0.39%
ITT	A	-0.38%
FNB	A	-0.38%
FAF	C	-0.38%
BJ	B	-0.37%
ABM	B	-0.37%
EVR	A	-0.36%
G	A	-0.36%
ASH	F	-0.36%
GPK	D	-0.36%
JAZZ	A	-0.35%
LXP	D	-0.35%
COOP	B	-0.35%
LECO	C	-0.35%
RGLD	C	-0.33%
CSL	B	-0.33%
MAN	F	-0.32%
ONB	B	-0.32%
KEX	A	-0.31%
R	A	-0.3%
OSK	C	-0.29%
MTN	C	-0.29%
ALV	C	-0.29%
AGCO	D	-0.29%
MIDD	D	-0.28%
ORA	B	-0.27%
HRB	D	-0.26%
LFUS	D	-0.25%
CASY	B	-0.25%
LII	B	-0.25%
CUBE	C	-0.24%
HXL	F	-0.23%
IRT	A	-0.22%
CRI	D	-0.21%
PCH	D	-0.19%
REXR	F	-0.19%
NSA	C	-0.13%