First Trust Horizon Managed Volatility Domestic ETF (HUSV)
ETF overview
The First Trust Horizon Managed Volatility Domestic ETF (HUSV) is an actively managed exchange-traded fund with the primary goal of achieving capital appreciation. To fulfill this objective, the Fund typically allocates at least 80% of its net assets (including any capital obtained through borrowing) to common stocks of U.S. companies. These companies are publicly traded on U.S. national securities exchanges and are specifically chosen by Horizon Investments, LLC, for their anticipated low future volatility.
Fund facts
- Expense ratio
- 0.70%
- Fund assets
- 55.43M USD (all share classes)
- Issuer
- First Trust
- Inception date
- Aug 24, 2016
- Number of holdings
- 100
Breakdown
Holdings (100)
| Name | Ticker | Weight |
|---|---|---|
| Berkshire Hathaway Inc. (Class B) | BRK-B | 2.65% |
| Regency Centers Corporation | REG | 2.49% |
| Loews Corporation | L | 2.43% |
| Aflac Incorporated | AFL | 2.42% |
| Apple Inc. | AAPL | 2.28% |
| Federal Realty Investment Trust | FRT | 2.27% |
| Motorola Solutions, Inc. | MSI | 2.25% |
| Realty Income Corporation | O | 2.18% |
| Teledyne Technologies Incorporated | TDY | 1.94% |
| VeriSign, Inc. | VRSN | 1.94% |
| and 87 more | ||
Similar ETFs
- Invesco S&P 500 Low Volatility ETFSPLV · Overlap 56% · Expense ratio 0.25%
- AGF U.S. Market Neutral Anti-Beta FundBTAL · Overlap 49% · Expense ratio 1.65%
- Invesco S&P 500 Low Volatility UCITS ETFSPLW.L · Overlap 56% · Expense ratio 0.25%
- State Street SPDR S&P 500 Low Volatility UCITS ETF (Acc)USLV.L · Overlap 56% · Expense ratio 0.35%
- State Street SPDR US Large Cap Low Volatility Index ETFLGLV · Overlap 40% · Expense ratio 0.12%
- iShares MSCI USA Min Vol Factor ETFUSMV · Overlap 36% · Expense ratio 0.15%
- SEI QiM US Large Cap Low Volatility Active ETFSELV · Overlap 35% · Expense ratio 0.15%
- Vanguard U.S. Minimum Volatility ETFVFMV · Overlap 34% · Expense ratio 0.13%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
First Trust Horizon Managed Volatility Domestic ETF (HUSV)
- Expense ratio
- 0.70%
- Fund assets
- 55.43M USD (all share classes)
- Issuer
- First Trust
- Inception date
- Aug 24, 2016
- Number of holdings
- 100
| Name | Ticker | Weight |
|---|---|---|
| Berkshire Hathaway Inc. (Class B) | BRK-B | 2.65% |
| Regency Centers Corporation | REG | 2.49% |
| Loews Corporation | L | 2.43% |
| Aflac Incorporated | AFL | 2.42% |
| Apple Inc. | AAPL | 2.28% |
| Federal Realty Investment Trust | FRT | 2.27% |
| Motorola Solutions, Inc. | MSI | 2.25% |
| Realty Income Corporation | O | 2.18% |
| Teledyne Technologies Incorporated | TDY | 1.94% |
| VeriSign, Inc. | VRSN | 1.94% |
| and 87 more | ||
The First Trust Horizon Managed Volatility Domestic ETF (HUSV) is an actively managed exchange-traded fund with the primary goal of achieving capital appreciation. To fulfill this objective, the Fund typically allocates at least 80% of its net assets (including any capital obtained through borrowing) to common stocks of U.S. companies. These companies are publicly traded on U.S. national securities exchanges and are specifically chosen by Horizon Investments, LLC, for their anticipated low future volatility.
- Invesco S&P 500 Low Volatility ETFSPLV · Overlap 56% · Expense ratio 0.25%
- AGF U.S. Market Neutral Anti-Beta FundBTAL · Overlap 49% · Expense ratio 1.65%
- Invesco S&P 500 Low Volatility UCITS ETFSPLW.L · Overlap 56% · Expense ratio 0.25%
- State Street SPDR S&P 500 Low Volatility UCITS ETF (Acc)USLV.L · Overlap 56% · Expense ratio 0.35%
- State Street SPDR US Large Cap Low Volatility Index ETFLGLV · Overlap 40% · Expense ratio 0.12%
- iShares MSCI USA Min Vol Factor ETFUSMV · Overlap 36% · Expense ratio 0.15%
- SEI QiM US Large Cap Low Volatility Active ETFSELV · Overlap 35% · Expense ratio 0.15%
- Vanguard U.S. Minimum Volatility ETFVFMV · Overlap 34% · Expense ratio 0.13%
Overlap is the share of assets the two funds hold in common.
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