HUSV:NYE-First Trust Horizon Managed Volatility Domestic ETF (USD)

ETF | Large Blend |

Last Closing

USD 37.9946

Change

-0.13 (-0.33)%

Market Cap

N/A

Volume

1.24K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.93 (-0.33%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

-0.37 (-0.55%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

-0.15 (-0.22%)

USD 45.56B
DGRW WisdomTree U.S. Quality Divide..

-0.44 (-0.53%)

USD 14.50B
ESGU iShares ESG Aware MSCI USA ETF

-0.67 (-0.53%)

USD 13.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.16 (-0.32%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.24 (-0.34%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.17 (-0.24%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

-0.24 (-0.43%)

USD 5.32B

ETFs Containing HUSV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.22% 22% F 67% D+
Dividend Return 0.48% 6% D- 8% B-
Total Return 13.70% 19% F 61% D-
Trailing 12 Months  
Capital Gain 21.97% 14% F 62% D
Dividend Return 1.11% 23% F 13% F
Total Return 23.08% 14% F 56% F
Trailing 5 Years  
Capital Gain 38.72% 15% F 65% D
Dividend Return 7.63% 36% F 24% F
Total Return 46.35% 14% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 7.57% 15% F 63% D
Dividend Return 9.11% 14% F 60% D-
Total Return 1.54% 82% B 35% F
Risk Return Profile  
Volatility (Standard Deviation) 11.39% 95% A 74% C
Risk Adjusted Return 79.99% 64% D 90% A-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.