First Trust Horizon Managed Volatility Domestic ETF
$42.31+0.40 (+0.95%)
- 0.70%
- $57M
- +11.0%
- 1.40%
- 15.9K sh
- low $37.76high $42.07
The ETF.net HUSV Grade
C
Score 54 out of 100
- 6 of 10
Score 54 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D35 out of 100Rank 7 of 10Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B60 out of 100Rank 4 of 9Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B67 out of 100Rank 3 of 10Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A78 out of 100Rank 2 of 9Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B63 out of 100Rank 4 of 10
Our read on HUSV
In short
CMost low-vol funds rank stocks on the calm they already showed. HUSV pays Horizon Investments to forecast it instead, then weights hardest toward the names its models expect to move least.
Stated mandate
The Fund seeks capital appreciation by investing at least 80% of net assets in domestic common stocks that the sub-advisor expects to have relatively low volatility.
Why people hold it
Worth knowing
HUSV Holdings
- Stocks
- 101
- 23%
- BRK.B
Sectors
- Technology25.8%
- Financials17.6%
- Utilities11.8%
- Real Estate11.3%
- Industrials10.5%
- Consumer Discretionary5.9%
- Consumer Staples5.7%
- Health Care5.7%
- Energy2.9%
- Materials1.6%
- Communication1.2%
Geography
- United States97.18%
- China1.78%
- Switzerland1.04%
HUSV Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
HUSV$11,098
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | HUSV |
|---|---|
| Year to date | +9.5% |
| 1 month | +8.4% |
| 3 months | +2.7% |
| 1 year | +11.0% |
| 3 years | +12.0% |
| 5 years | +6.1% |
| 10 years | +9.6% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | HUSV |
|---|---|---|
| 2026 YTD | +9.5% | |
| 2025 | +4.9% | |
| 2024 | +12.6% | |
| 2023 | +3.5% | |
| 2022 | −6.3% | |
| 2021 | +26.0% | |
| 2020 | +5.4% |
HUSV in the news
HUSV Dividends
- 1.40%
- $0.59
- $0.19 per share
- Quarterly
HUSV Risk
- 11.2%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.68
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −17.0%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.45
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
HUSV Cost
Overpaying vs SELV, cheapest in US Active Low Volatility
$10,469
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
HUSV 0.70%
$13,606
SELV 0.15% Cheapest
$3,137
Cost over time
Year by year
| Year | HUSV | SELV | Overpaying |
|---|---|---|---|
| 10 | $1,250 | $274 | $976 |
| 20 | $4,760 | $1,071 | $3,689 |
| 30 | $13,606 | $3,137 | $10,469 |
Other funds in US Active Low Volatility
- BLOWVAB US Low Volatility Equity ETFExpense ratio 0.39%1 year return +8.9%
- BSIXLETC 6 Meridian Low Beta Equity ETFExpense ratio 0.46%1 year return +15.3%
- CSFTYHorizon Managed Risk ETFExpense ratio 0.77%1 year return +12.2%
- DSAWGAAM Sawgrass US Large Cap Quality Growth ETFExpense ratio 0.49%1 year return +8.3%
- DCCORCore Alternative ETFExpense ratio 1.16%1 year return +5.3%
