LGLV vs. HUSV ETF Comparison

Comparison of SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund 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 stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$175.12

Average Daily Volume

17,620

Number of Holdings ^*

161

* may have additional holdings in another (foreign) market

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

Performance

Period	LGLV	HUSV
30 Days	2.32%	1.70%
60 Days	3.65%	3.21%
90 Days	6.55%	4.88%
12 Months	27.39%	21.41%

48 Overlapping Holdings

Symbol	Grade	Weight in LGLV	Weight in HUSV	Overlap
ABT	B	0.63%	0.89%	0.63%
ADP	B	0.75%	1.33%	0.75%
AVB	B	1.06%	0.81%	0.81%
AVY	D	0.57%	1.09%	0.57%
AZO	C	0.49%	0.5%	0.49%
BDX	F	0.72%	0.66%	0.66%
BRK.A	B	0.95%	2.53%	0.95%
CL	D	1.23%	2.17%	1.23%
CME	A	0.81%	1.2%	0.81%
CMS	C	0.71%	1.14%	0.71%
COR	B	0.73%	1.1%	0.73%
CSCO	B	0.53%	2.22%	0.53%
DUK	C	1.07%	1.29%	1.07%
EA	A	0.69%	1.0%	0.69%
ED	D	0.91%	0.86%	0.86%
EQR	B	1.01%	0.83%	0.83%
FI	A	0.73%	1.36%	0.73%
GD	F	0.71%	0.95%	0.71%
HD	A	0.52%	0.38%	0.38%
HON	B	0.61%	1.34%	0.61%
IBM	C	0.61%	1.67%	0.61%
ICE	C	0.69%	1.76%	0.69%
ITW	B	0.52%	1.85%	0.52%
JNJ	D	0.98%	1.37%	0.98%
KMI	A	0.79%	1.54%	0.79%
L	A	0.55%	1.83%	0.55%
LIN	D	1.14%	2.02%	1.14%
LMT	D	0.77%	1.87%	0.77%
MCD	D	0.84%	1.36%	0.84%
MDT	D	0.6%	0.65%	0.6%
MMC	B	0.88%	2.33%	0.88%
MSFT	F	0.68%	2.08%	0.68%
MSI	B	0.81%	2.45%	0.81%
NI	A	0.58%	1.5%	0.58%
NOC	D	0.69%	0.71%	0.69%
ORLY	B	0.53%	0.83%	0.53%
PEP	F	1.23%	1.24%	1.23%
PG	A	1.0%	1.81%	1.0%
ROP	B	0.58%	2.22%	0.58%
RSG	A	1.03%	2.48%	1.03%
TJX	A	0.65%	1.05%	0.65%
UNP	C	0.48%	0.78%	0.48%
V	A	0.64%	1.3%	0.64%
VRSN	F	0.5%	1.9%	0.5%
WM	A	0.87%	0.86%	0.86%
WMB	A	0.55%	1.01%	0.55%
WTW	B	0.71%	1.02%	0.71%
YUM	B	0.41%	1.21%	0.41%

LGLV Overweight 113 Positions Relative to HUSV

Symbol	Grade	Weight
WMT	A	1.3%
XEL	A	1.2%
APD	A	1.14%
PEG	A	1.1%
GIS	D	1.07%
PSA	D	1.01%
SO	D	1.01%
VMC	B	1.01%
PGR	A	0.99%
WEC	A	0.97%
EQIX	A	0.91%
DTE	C	0.89%
VZ	C	0.87%
NDAQ	A	0.86%
TRV	B	0.85%
AEE	A	0.85%
AJG	B	0.84%
K	A	0.83%
BRO	B	0.83%
ALL	A	0.8%
BMY	B	0.79%
UNH	C	0.78%
MKL	A	0.77%
MCK	B	0.77%
AMT	D	0.76%
PKG	A	0.74%
MMM	D	0.74%
CB	C	0.73%
GRMN	B	0.73%
INVH	D	0.73%
COST	B	0.72%
BAH	F	0.71%
AON	A	0.7%
AFL	B	0.7%
T	A	0.69%
ORCL	B	0.69%
FDS	B	0.68%
PAYX	C	0.68%
OTIS	C	0.67%
MAA	B	0.67%
TYL	C	0.65%
ETN	A	0.64%
WRB	A	0.64%
J	F	0.63%
IEX	B	0.62%
FOXA	B	0.61%
CHKP	D	0.61%
FAST	B	0.59%
VRSK	A	0.58%
PCAR	B	0.57%
TXN	C	0.57%
AME	A	0.55%
SUI	D	0.55%
BR	A	0.55%
RYAN	B	0.54%
CASY	A	0.54%
AMCR	D	0.53%
GOOGL	C	0.53%
GGG	B	0.53%
TSCO	D	0.52%
UDR	B	0.52%
MRK	F	0.52%
ELS	C	0.48%
CNA	B	0.47%
NDSN	B	0.47%
ROL	B	0.47%
HLI	B	0.46%
CHRW	C	0.46%
JKHY	D	0.45%
CPT	B	0.45%
CMCSA	B	0.45%
AMH	D	0.45%
NVR	D	0.44%
ACN	C	0.44%
SBUX	A	0.44%
SCI	B	0.43%
LNG	B	0.42%
ATR	B	0.41%
AIZ	A	0.4%
FTV	C	0.4%
CACI	D	0.39%
LOW	D	0.39%
DOX	D	0.36%
GL	B	0.36%
CSGP	D	0.36%
AKAM	D	0.36%
DTM	B	0.35%
ORI	A	0.34%
DCI	B	0.33%
CVX	A	0.33%
SEIC	B	0.32%
XOM	B	0.32%
CBSH	A	0.32%
GPK	C	0.31%
CHE	D	0.3%
TTC	D	0.3%
EGP	F	0.29%
ADC	B	0.27%
DLB	B	0.25%
GNTX	C	0.25%
RLI	B	0.25%
FR	D	0.25%
LSTR	D	0.24%
CDP	C	0.24%
MSA	D	0.23%
SAIC	F	0.23%
CWST	A	0.22%
SIGI	C	0.21%
DG	F	0.2%
SON	D	0.18%
MMS	F	0.18%
NEU	C	0.14%
SOLV	C	0.09%

LGLV Underweight 26 Positions Relative to HUSV

Symbol	Grade	Weight
PTC	A	-2.41%
KO	D	-2.22%
CTSH	B	-2.07%
TDY	B	-1.81%
FE	C	-1.79%
ATO	A	-1.79%
TMUS	B	-1.5%
PM	B	-1.43%
PPL	B	-1.43%
KDP	D	-1.37%
EVRG	A	-1.36%
MA	C	-1.33%
MO	A	-1.2%
CTAS	B	-1.12%
SPGI	C	-0.92%
RTX	C	-0.91%
OKE	A	-0.86%
BSX	B	-0.8%
HOLX	D	-0.77%
WELL	A	-0.73%
HLT	A	-0.66%
O	D	-0.63%
ECL	D	-0.61%
SYK	C	-0.61%
LYB	F	-0.51%
ABBV	D	-0.48%