XRLV vs. HUSV ETF Comparison
Comparison of PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)
XRLV
PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio
XRLV Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility Rate Response Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to include stocks exhibiting low volatility characteristics, after removing stocks that historically have performed poorly in rising interest rate environments. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$56.10
Average Daily Volume
875
Number of Holdings
*
100
* 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
$39.39
Average Daily Volume
4,979
Number of Holdings
*
74
* may have additional holdings in another (foreign) market
Performance
| Period | XRLV | HUSV |
|---|---|---|
| 30 Days | 4.06% | 3.22% |
| 60 Days | 4.48% | 3.67% |
| 90 Days | 6.04% | 4.63% |
| 12 Months | 23.43% | 21.51% |
57 Overlapping Holdings
| Symbol | Grade | Weight in XRLV | Weight in HUSV | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.76% | 0.48% | 0.48% | |
| ABT | B | 0.92% | 0.89% | 0.89% | |
| ADP | B | 1.04% | 1.33% | 1.04% | |
| ATO | A | 1.12% | 1.79% | 1.12% | |
| AVB | B | 0.92% | 0.81% | 0.81% | |
| AVY | D | 0.92% | 1.09% | 0.92% | |
| BDX | F | 0.8% | 0.66% | 0.66% | |
| BRK.A | B | 1.43% | 2.53% | 1.43% | |
| CL | D | 1.03% | 2.17% | 1.03% | |
| CME | A | 1.06% | 1.2% | 1.06% | |
| CMS | C | 0.91% | 1.14% | 0.91% | |
| COR | B | 0.98% | 1.1% | 0.98% | |
| CSCO | B | 1.11% | 2.22% | 1.11% | |
| CTAS | B | 1.0% | 1.12% | 1.0% | |
| DUK | C | 0.96% | 1.29% | 0.96% | |
| EA | A | 0.97% | 1.0% | 0.97% | |
| ECL | D | 0.88% | 0.61% | 0.61% | |
| ED | D | 0.87% | 0.86% | 0.86% | |
| EVRG | A | 0.9% | 1.36% | 0.9% | |
| FE | C | 0.87% | 1.79% | 0.87% | |
| FI | A | 1.3% | 1.36% | 1.3% | |
| GD | F | 0.93% | 0.95% | 0.93% | |
| HLT | A | 1.02% | 0.66% | 0.66% | |
| HOLX | D | 0.85% | 0.77% | 0.77% | |
| HON | B | 1.18% | 1.34% | 1.18% | |
| ITW | B | 1.13% | 1.85% | 1.13% | |
| JNJ | D | 1.01% | 1.37% | 1.01% | |
| KDP | D | 0.81% | 1.37% | 0.81% | |
| KMI | A | 1.28% | 1.54% | 1.28% | |
| KO | D | 1.12% | 2.22% | 1.12% | |
| L | A | 1.24% | 1.83% | 1.24% | |
| LIN | D | 1.04% | 2.02% | 1.04% | |
| LMT | D | 0.9% | 1.87% | 0.9% | |
| LYB | F | 0.76% | 0.51% | 0.51% | |
| MA | C | 1.19% | 1.33% | 1.19% | |
| MCD | D | 1.06% | 1.36% | 1.06% | |
| MDT | D | 0.91% | 0.65% | 0.65% | |
| MMC | B | 1.14% | 2.33% | 1.14% | |
| MO | A | 0.97% | 1.2% | 0.97% | |
| MSI | B | 1.13% | 2.45% | 1.13% | |
| NI | A | 0.97% | 1.5% | 0.97% | |
| OKE | A | 1.16% | 0.86% | 0.86% | |
| PEP | F | 0.89% | 1.24% | 0.89% | |
| PG | A | 1.13% | 1.81% | 1.13% | |
| PM | B | 1.08% | 1.43% | 1.08% | |
| PPL | B | 1.0% | 1.43% | 1.0% | |
| ROP | B | 1.06% | 2.22% | 1.06% | |
| RSG | A | 1.21% | 2.48% | 1.21% | |
| TJX | A | 1.13% | 1.05% | 1.05% | |
| TMUS | B | 1.45% | 1.5% | 1.45% | |
| UNP | C | 0.94% | 0.78% | 0.78% | |
| V | A | 1.34% | 1.3% | 1.3% | |
| VRSN | F | 0.93% | 1.9% | 0.93% | |
| WELL | A | 0.99% | 0.73% | 0.73% | |
| WM | A | 0.98% | 0.86% | 0.86% | |
| WMB | A | 1.22% | 1.01% | 1.01% | |
| YUM | B | 0.99% | 1.21% | 0.99% |
XRLV Overweight 43 Positions Relative to HUSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMP | A | 1.26% | |
| WMT | A | 1.19% | |
| BK | A | 1.16% | |
| JPM | A | 1.12% | |
| AME | A | 1.11% | |
| ETR | B | 1.11% | |
| IEX | B | 1.07% | |
| MET | A | 1.05% | |
| CB | C | 1.04% | |
| PRU | A | 1.04% | |
| PKG | A | 1.04% | |
| HIG | B | 1.03% | |
| SRE | A | 1.03% | |
| PEG | A | 0.99% | |
| CHD | B | 0.99% | |
| PFG | D | 0.99% | |
| DRI | B | 0.98% | |
| PAYX | C | 0.98% | |
| BRO | B | 0.97% | |
| CSX | B | 0.96% | |
| AIG | B | 0.96% | |
| AJG | B | 0.95% | |
| AFL | B | 0.95% | |
| BR | A | 0.94% | |
| LNT | A | 0.94% | |
| WEC | A | 0.93% | |
| SO | D | 0.93% | |
| DGX | A | 0.92% | |
| LH | C | 0.91% | |
| VRSK | A | 0.9% | |
| OMC | C | 0.89% | |
| KMB | D | 0.88% | |
| MCK | B | 0.88% | |
| MDLZ | F | 0.87% | |
| PPG | F | 0.87% | |
| STZ | D | 0.87% | |
| JKHY | D | 0.86% | |
| SYY | B | 0.84% | |
| CBOE | B | 0.83% | |
| GIS | D | 0.78% | |
| DOW | F | 0.71% | |
| REGN | F | 0.66% | |
| ELV | F | 0.64% |
XRLV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Diversified Industrials
Household & Personal Products
Insurance - Life
Specialty Chemicals
Utilities - Diversified
Beverages - Soft Drinks
Insurance - Diversified
Insurance Brokers
Oil & Gas Midstream
Restaurants
Aerospace & Defense
Asset Management
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Insurance - Property & Casualty
HUSV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Aerospace & Defense
Medical Devices
Beverages - Soft Drinks
Business Services
Diversified Industrials
Oil & Gas Midstream
Specialty Chemicals
Communication Equipment
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
Insurance Brokers
Medical Instruments & Supplies
REIT - Residential
Restaurants
Specialty Retail
Tobacco
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