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

ETF | Large Blend |

Last Closing

USD 37.8

Change

+0.23 (+0.61)%

Market Cap

N/A

Volume

2.98K

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: 2024-12-24 )

Largest Industry Peers for Large Blend

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

+3.12 (+1.06%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.74 (+1.05%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.26 (+1.10%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.10 (+0.94%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.77 (+1.06%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.54 (+0.77%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.36%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.31 (+1.08%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+1.11 (+0.90%)

USD 3.87B

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 12.64% 14% F 66% D+
Dividend Return 0.82% 17% F 10% F
Total Return 13.46% 11% F 61% D-
Trailing 12 Months  
Capital Gain 13.17% 17% F 69% C-
Dividend Return 0.82% 16% F 10% F
Total Return 13.99% 15% F 63% D
Trailing 5 Years  
Capital Gain 36.22% 14% F 68% D+
Dividend Return 8.25% 32% F 24% F
Total Return 44.47% 13% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.65% 15% F 62% D
Dividend Return 10.20% 14% F 60% D-
Total Return 1.55% 85% B 38% F
Risk Return Profile  
Volatility (Standard Deviation) 11.62% 94% A 76% C+
Risk Adjusted Return 87.74% 74% 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.