SUSA vs. HUSV ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* 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	SUSA	HUSV
30 Days	4.04%	1.70%
60 Days	4.55%	3.21%
90 Days	6.30%	4.88%
12 Months	32.95%	21.41%

22 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in HUSV	Overlap
ADP	B	1.29%	1.33%	1.29%
CSCO	B	0.73%	2.22%	0.73%
EA	A	0.72%	1.0%	0.72%
ECL	D	1.3%	0.61%	0.61%
ED	D	0.27%	0.86%	0.27%
HD	A	1.68%	0.38%	0.38%
HOLX	D	0.19%	0.77%	0.19%
IBM	C	0.76%	1.67%	0.76%
KDP	D	0.13%	1.37%	0.13%
KO	D	1.62%	2.22%	1.62%
LIN	D	0.09%	2.02%	0.09%
MA	C	0.95%	1.33%	0.95%
MMC	B	0.29%	2.33%	0.29%
MSFT	F	4.66%	2.08%	2.08%
NI	A	0.11%	1.5%	0.11%
OKE	A	1.53%	0.86%	0.86%
PEP	F	0.81%	1.24%	0.81%
PG	A	0.46%	1.81%	0.46%
PTC	A	0.13%	2.41%	0.13%
SPGI	C	0.59%	0.92%	0.59%
V	A	0.99%	1.3%	0.99%
WELL	A	0.29%	0.73%	0.29%

SUSA Overweight 153 Positions Relative to HUSV

Symbol	Grade	Weight
NVDA	C	5.47%
AAPL	C	4.77%
GOOGL	C	2.0%
GOOG	C	1.91%
TSLA	B	1.8%
AVGO	D	1.56%
TT	A	1.5%
K	A	1.38%
LLY	F	1.31%
TXN	C	1.28%
CRH	A	1.19%
CRM	B	1.18%
GILD	C	1.14%
MS	A	1.12%
INTU	C	1.06%
ADBE	C	1.02%
AXP	A	1.02%
PNR	A	0.92%
NOW	A	0.91%
LNG	B	0.85%
ADSK	A	0.84%
AMAT	F	0.81%
ZTS	D	0.8%
PRU	A	0.8%
GWW	B	0.78%
TRGP	B	0.78%
EXPD	D	0.77%
MMM	D	0.77%
DECK	A	0.74%
GIS	D	0.74%
LOW	D	0.72%
CDNS	B	0.71%
PGR	A	0.69%
ACN	C	0.67%
CMI	A	0.67%
BK	A	0.67%
AMGN	D	0.66%
HPE	B	0.65%
FERG	B	0.63%
DIS	B	0.62%
DHR	F	0.6%
GE	D	0.59%
EQIX	A	0.58%
CCI	D	0.58%
CLX	B	0.58%
COST	B	0.57%
CHRW	C	0.57%
AMD	F	0.55%
MCO	B	0.54%
BR	A	0.54%
ELV	F	0.52%
XYL	D	0.51%
MRK	F	0.51%
WDAY	B	0.51%
BKR	B	0.51%
VZ	C	0.5%
LKQ	D	0.49%
NFLX	A	0.49%
AXON	A	0.48%
VLTO	D	0.47%
LRCX	F	0.46%
TRV	B	0.45%
DGX	A	0.45%
BG	F	0.45%
NXPI	D	0.44%
IDXX	F	0.44%
LII	A	0.44%
WSM	B	0.42%
CBRE	B	0.42%
KMB	D	0.41%
HBAN	A	0.41%
WAT	B	0.4%
ES	D	0.4%
INTC	D	0.39%
BBY	D	0.39%
GDDY	A	0.39%
BKNG	A	0.38%
A	D	0.37%
AMT	D	0.36%
VRTX	F	0.35%
EW	C	0.34%
SLB	C	0.34%
KEYS	A	0.34%
TWLO	A	0.31%
ANET	C	0.31%
PANW	C	0.31%
JCI	C	0.3%
QCOM	F	0.29%
SNPS	B	0.29%
PNC	B	0.29%
VLO	C	0.28%
STE	F	0.28%
DVA	B	0.27%
TGT	F	0.27%
FIS	C	0.27%
NDAQ	A	0.26%
MU	D	0.26%
TSCO	D	0.25%
TRMB	B	0.25%
ANSS	B	0.24%
WST	C	0.23%
ACGL	D	0.23%
HCA	F	0.23%
ZBH	C	0.22%
CHD	B	0.22%
HPQ	B	0.21%
CARR	D	0.21%
IRM	D	0.21%
TEAM	A	0.2%
COO	D	0.2%
KR	B	0.2%
HUBS	A	0.19%
SYF	B	0.19%
MELI	D	0.19%
MRVL	B	0.19%
LH	C	0.18%
NEM	D	0.18%
MOH	F	0.18%
NTRS	A	0.18%
CNH	C	0.17%
FDS	B	0.16%
IFF	D	0.15%
BALL	D	0.14%
RCL	A	0.14%
ALNY	D	0.14%
STT	A	0.13%
CAT	B	0.13%
FSLR	F	0.13%
MDB	C	0.13%
MTD	D	0.12%
PWR	A	0.12%
MKC	D	0.12%
TFC	A	0.11%
SOLV	C	0.11%
IPG	D	0.11%
LULU	C	0.11%
FBIN	D	0.11%
NUE	C	0.11%
OC	A	0.11%
APTV	D	0.1%
WDC	D	0.1%
DXCM	D	0.1%
STX	D	0.1%
IT	C	0.1%
RIVN	F	0.09%
PPG	F	0.09%
SNOW	C	0.09%
REGN	F	0.08%
BIIB	F	0.08%
AVTR	F	0.08%
HUM	C	0.08%
KHC	F	0.08%
AKAM	D	0.08%

SUSA Underweight 52 Positions Relative to HUSV

Symbol	Grade	Weight
BRK.A	B	-2.53%
RSG	A	-2.48%
MSI	B	-2.45%
ROP	B	-2.22%
CL	D	-2.17%
CTSH	B	-2.07%
VRSN	F	-1.9%
LMT	D	-1.87%
ITW	B	-1.85%
L	A	-1.83%
TDY	B	-1.81%
FE	C	-1.79%
ATO	A	-1.79%
ICE	C	-1.76%
KMI	A	-1.54%
TMUS	B	-1.5%
PM	B	-1.43%
PPL	B	-1.43%
JNJ	D	-1.37%
MCD	D	-1.36%
EVRG	A	-1.36%
FI	A	-1.36%
HON	B	-1.34%
DUK	C	-1.29%
YUM	B	-1.21%
CME	A	-1.2%
MO	A	-1.2%
CMS	C	-1.14%
CTAS	B	-1.12%
COR	B	-1.1%
AVY	D	-1.09%
TJX	A	-1.05%
WTW	B	-1.02%
WMB	A	-1.01%
GD	F	-0.95%
RTX	C	-0.91%
ABT	B	-0.89%
WM	A	-0.86%
ORLY	B	-0.83%
EQR	B	-0.83%
AVB	B	-0.81%
BSX	B	-0.8%
UNP	C	-0.78%
NOC	D	-0.71%
HLT	A	-0.66%
BDX	F	-0.66%
MDT	D	-0.65%
O	D	-0.63%
SYK	C	-0.61%
LYB	F	-0.51%
AZO	C	-0.5%
ABBV	D	-0.48%