Summary
HUSV Chart
HUSV: Low Volatility ETF Lagging Its Peers
First Trust Horizon Managed Volatility Domestic ETF holds 75 stocks selected for low volatility, with significant exposure in technology, financials, industrials, and utilities. The HUSV ETF has underperformed the S&P 500 by 4.9% annually since 2016, with a lower Sharpe ratio and deeper drawdown in 2020. Despite being well-diversified, HUSV's higher fees and lower historical returns make it less compelling compared to other low-volatility ETFs.
First Trust Horizon Managed Volatility Domestic ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 200 | $7,670 | $7,972 | $302 | 3.94% |
 Jeff Ameen Spire Wealth Management | 125 | $4,780 | $4,990.42 | $210.42 | 4.4% |
| DW Darren Woolson Asset Allocation Strategies LLC | 79,465 | $3.13M | $3.2M | $64,951.11 | 2.07% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,498 | $135,349.29 | $141,004.38 | $5,655.09 | 4.18% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 23,634 | $884,363.02 | $954,695.43 | $70,332.41 | 7.95% |
First Trust Horizon Managed Volatility Domestic ETF (HUSV) FAQ
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First Trust Horizon Managed Volatility Domestic ETF Profile
| ARCA Exchange | US Country |
Overview
The described fund operates with a clear focus on minimizing future expected volatility, targeting domestic companies that show promise in stability. By allocating at least 80% of its net assets to stocks of such companies listed on U.S. national securities exchanges, it appeals to investors seeking to mitigate risk. The investment strategy hinges on the sophisticated use of volatility forecasting models, blending quantitative, rules-based methodologies with the flexibility of active management. This allows the sub-advisor to adapt its approach based on evolving market conditions, aiming to provide a steady investment vehicle that navigates the complexities of the stock market through calculated, informed decisions.
Products and Services
- Equity Investment in Low Volatility Stocks
This fundamental offering centers on investing in common stocks of domestic companies identified through rigorous analysis as having lower future expected volatility. The aim is to deliver a more stable investment outcome by focusing on companies less susceptible to large market movements, thus potentially reducing the risk of significant investment losses.
- Volatility Forecasting Models
The fund employs advanced volatility forecasting models as a cornerstone of its strategy. These models are designed to predict future market fluctuations, enabling the fund to position itself advantageously by investing in stocks likely to experience lower volatility. This proactive approach to portfolio management is crucial for achieving the fund’s objective of stable returns.
- Active Management with Discretionary Oversight
While the fund's strategy is predominantly quantitative and rules-based, it also incorporates a degree of active management. This allows the sub-advisor to exercise discretion and make adjustments based on ongoing analysis and market insights. Such flexibility ensures that the investment strategy remains responsive to changing market dynamics, potentially enhancing the fund's ability to meet its investment objective over time.
