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

ETF | Large Blend |

Last Closing

USD 38.005

Change

+0.32 (+0.84)%

Market Cap

N/A

Volume

0.01M

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: 2024-11-05 )

Largest Industry Peers for Large Blend

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

+3.58 (+1.27%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

+0.29 (+1.29%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

+0.80 (+1.19%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.44 (+1.28%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.64 (+1.29%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.88 (+1.26%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+0.64 (+0.90%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+0.63 (+1.12%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.33 (+1.20%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+1.41 (+1.19%)

USD 3.66B

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 13.25% 36% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.25% 36% F 66% D+
Trailing 12 Months  
Capital Gain 18.79% 32% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.79% 32% F 59% D-
Trailing 5 Years  
Capital Gain 39.97% 38% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.97% 38% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.17% 15% F 63% D
Dividend Return 9.70% 14% F 61% D-
Total Return 1.53% 83% B 37% F
Risk Return Profile  
Volatility (Standard Deviation) 11.53% 94% A 74% C
Risk Adjusted Return 84.09% 71% C- 92% 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.