RWO vs. HSMV ETF Comparison

Comparison of SPDR DJ Wilshire Global Real Estate ETF (RWO) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

RWO

SPDR DJ Wilshire Global Real Estate ETF

RWO Description

The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of an index. The fund employs a sampling strategy in seeking to track the performance of the Dow Jones Global Select Real Estate Securities Indexsm. It invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in ADRs or GDRs based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$45.82

Average Daily Volume

100,898

Number of Holdings ^*

100

* 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

$38.50

Average Daily Volume

1,335

Number of Holdings ^*

147

* may have additional holdings in another (foreign) market

Performance

Period	RWO	HSMV
30 Days	-1.36%	4.88%
60 Days	-4.10%	5.46%
90 Days	-0.22%	6.96%
12 Months	19.94%	27.49%

19 Overlapping Holdings

Symbol	Grade	Weight in RWO	Weight in HSMV	Overlap
ADC	B	0.52%	1.34%	0.52%
AMH	D	0.81%	1.24%	0.81%
BRX	A	0.59%	0.48%	0.48%
CDP	C	0.23%	0.63%	0.23%
CTRE	D	0.34%	1.54%	0.34%
CUBE	D	0.74%	0.24%	0.24%
EGP	F	0.57%	0.63%	0.57%
ELS	C	0.91%	0.81%	0.81%
EPR	D	0.23%	0.79%	0.23%
EPRT	B	0.39%	0.65%	0.39%
FCPT	C	0.18%	0.86%	0.18%
FR	C	0.47%	0.45%	0.45%
IRT	A	0.32%	0.23%	0.23%
LXP	D	0.19%	0.34%	0.19%
NNN	D	0.52%	1.01%	0.52%
NSA	D	0.2%	0.13%	0.13%
OHI	C	0.7%	1.08%	0.7%
PECO	A	0.32%	0.74%	0.32%
REXR	F	0.62%	0.2%	0.2%

RWO Overweight 81 Positions Relative to HSMV

Symbol	Grade	Weight
PLD	D	7.27%
EQIX	A	5.83%
WELL	A	5.32%
DLR	B	3.75%
SPG	B	3.74%
PSA	D	3.57%
O	D	3.34%
EXR	D	2.37%
AVB	B	2.21%
VTR	C	1.79%
EQR	B	1.71%
ESS	B	1.33%
INVH	D	1.31%
MAA	B	1.26%
ARE	D	1.15%
KIM	A	1.14%
DOC	D	1.02%
SUI	D	1.0%
UDR	B	0.92%
CPT	B	0.88%
HST	C	0.84%
WPC	D	0.82%
REG	B	0.82%
BXP	D	0.79%
FRT	B	0.58%
VNO	B	0.47%
RHP	B	0.46%
STAG	F	0.45%
KRG	B	0.4%
TRNO	F	0.4%
COLD	D	0.39%
SLG	B	0.34%
CUZ	B	0.32%
KRC	C	0.29%
MAC	B	0.28%
SKT	B	0.27%
APLE	B	0.24%
NHI	D	0.23%
HIW	D	0.23%
BNL	D	0.22%
PK	B	0.21%
DEI	B	0.21%
IIPR	D	0.2%
UE	C	0.19%
MPW	F	0.18%
AKR	B	0.18%
ROIC	A	0.15%
SHO	C	0.14%
EQC	B	0.14%
DRH	B	0.13%
XHR	B	0.11%
ESRT	C	0.1%
GNL	F	0.1%
ELME	D	0.1%
VRE	B	0.1%
RLJ	C	0.1%
PEB	D	0.1%
GTY	B	0.1%
KW	B	0.09%
JBGS	D	0.09%
UMH	C	0.09%
AAT	B	0.09%
ALEX	C	0.09%
CSR	B	0.08%
AIV	C	0.08%
DEA	D	0.08%
PDM	D	0.08%
NTST	D	0.08%
NXRT	B	0.07%
BDN	C	0.06%
PGRE	F	0.06%
INN	D	0.05%
PLYM	F	0.05%
UHT	D	0.04%
DHC	F	0.04%
GMRE	F	0.04%
HPP	F	0.04%
CLDT	B	0.03%
CHCT	C	0.03%
SVC	F	0.03%
SRG	F	0.01%

RWO Underweight 128 Positions Relative to HSMV

Symbol	Grade	Weight
ATR	B	-2.09%
DTM	B	-2.06%
SEIC	B	-1.89%
ORI	A	-1.76%
IDA	A	-1.65%
INGR	B	-1.65%
OGE	B	-1.59%
POST	C	-1.56%
RLI	B	-1.42%
MSGS	A	-1.4%
DCI	B	-1.33%
CACI	D	-1.29%
FHI	A	-1.26%
NJR	A	-1.24%
AM	A	-1.21%
NFG	A	-1.18%
FLO	D	-1.17%
CHE	D	-1.16%
NWE	B	-1.13%
AFG	A	-1.08%
POR	C	-1.07%
GGG	B	-1.06%
GNTX	C	-0.99%
GLPI	C	-0.99%
NYT	C	-0.95%
BKH	A	-0.9%
EHC	B	-0.9%
MMS	F	-0.89%
DLB	B	-0.85%
CBSH	A	-0.83%
MSA	D	-0.8%
PRI	A	-0.78%
IDCC	A	-0.77%
AVA	A	-0.76%
LSTR	D	-0.76%
PBH	A	-0.76%
EFC	C	-0.76%
KBR	F	-0.75%
LOPE	B	-0.74%
ENSG	D	-0.73%
AWR	B	-0.72%
OGS	A	-0.72%
SF	B	-0.72%
RPM	A	-0.68%
SLGN	A	-0.68%
RNR	C	-0.67%
CPK	A	-0.67%
CW	B	-0.67%
RGA	A	-0.67%
AGO	B	-0.67%
ESNT	D	-0.67%
JHG	A	-0.66%
MDU	D	-0.64%
AMG	B	-0.63%
SCI	B	-0.62%
PRGS	A	-0.58%
ACM	A	-0.57%
FELE	B	-0.56%
GATX	A	-0.56%
CHH	A	-0.56%
MTG	C	-0.55%
SBRA	C	-0.55%
COLM	B	-0.55%
NMIH	D	-0.55%
RS	B	-0.54%
BCPC	B	-0.53%
FLS	B	-0.52%
CWT	D	-0.51%
FNF	B	-0.51%
EPC	D	-0.49%
AVT	C	-0.49%
FCN	D	-0.49%
BWXT	B	-0.48%
MUSA	A	-0.47%
LANC	C	-0.46%
JEF	A	-0.46%
PFGC	B	-0.45%
CHDN	B	-0.45%
ARW	D	-0.45%
PB	A	-0.45%
CNO	A	-0.44%
MSM	C	-0.44%
LAMR	D	-0.43%
ENR	B	-0.43%
RYN	D	-0.42%
BLKB	B	-0.41%
RDN	C	-0.4%
FAF	A	-0.4%
FNB	A	-0.38%
ITT	A	-0.38%
CLH	B	-0.38%
EXEL	B	-0.38%
ASH	D	-0.36%
GPK	C	-0.36%
ABM	B	-0.36%
BJ	A	-0.36%
COOP	B	-0.35%
G	B	-0.35%
IOSP	B	-0.35%
SAIC	F	-0.35%
RGLD	C	-0.34%
EVR	B	-0.34%
LECO	B	-0.34%
JAZZ	B	-0.33%
CSL	C	-0.33%
MAN	D	-0.32%
KEX	C	-0.31%
AGCO	D	-0.31%
JJSF	B	-0.31%
ONB	B	-0.31%
R	B	-0.3%
KFY	B	-0.29%
MTN	C	-0.29%
ALV	C	-0.29%
MIDD	C	-0.28%
EVTC	B	-0.28%
OSK	B	-0.28%
ORA	B	-0.27%
PLXS	B	-0.27%
CASY	A	-0.26%
LII	A	-0.26%
HRB	D	-0.26%
FSS	B	-0.24%
LFUS	F	-0.24%
AIN	C	-0.24%
HXL	D	-0.22%
CRI	D	-0.21%
PCH	D	-0.19%