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HUSV - AI Analysis
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First Trust Horizon Managed Volatility Domestic ETF (HUSV)
Rating:72Outperform
Price Target:
$44.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Johnson & Johnson and Verisign, have delivered strong year-to-date performance, supporting the fund's returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including technology, utilities, and health care, reducing reliance on any single industry.
Managed Volatility Strategy
The fund's focus on managed volatility aims to provide steadier returns during market fluctuations, appealing to risk-conscious investors.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to similar funds, which can eat into investor returns over time.
Weak Recent Performance
The ETF has struggled in the short term, with negative returns over the past three months, which may concern investors seeking consistent growth.
Over-Concentration in U.S. Market
With nearly all of its geographic exposure in the U.S., the fund lacks diversification across global markets, increasing sensitivity to domestic economic conditions.
HUSV vs. SPDR S&P 500 ETF (SPY)
AUM94.07M
RegionNorth America
Expense Ratio0.70%
Beta0.48
IssuerFirst Trust
Inception DateAug 24, 2016
Dividend Yield1.36%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,003
30 Day Avg. Volume12,265
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
44.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
HUSV Summary
The First Trust Horizon Managed Volatility Domestic ETF (HUSV) is an investment fund that focuses on large U.S. companies while aiming to reduce the ups and downs of the stock market. It includes well-known companies like Microsoft and Coca-Cola, and covers industries such as technology, healthcare, and utilities. This ETF is designed for investors who want steady growth and less risk, making it a good option for those seeking stability and diversification. However, new investors should know that while it manages volatility, the ETF’s performance can still be affected by overall market trends.
How much will it cost me?The expense ratio for HUSV is 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a strategy to reduce volatility and select stocks with favorable risk characteristics.
What would affect this ETF?The HUSV ETF, which focuses on large-cap U.S. stocks, could benefit from growth in the technology sector, its largest exposure, as innovation and demand for tech products drive performance. However, rising interest rates or economic slowdowns could negatively impact sectors like utilities and financials, which are also significant parts of the portfolio. Regulatory changes or shifts in consumer behavior could further influence the ETF's holdings, such as Coca-Cola and Microsoft.
HUSV Top 10 Holdings
The HUSV ETF leans heavily into large-cap U.S. stocks, with a notable tilt toward stable sectors like Technology and Utilities. Microsoft and Cisco are steady performers, buoyed by strong growth in AI and cloud services, while Coca-Cola’s resilience adds a refreshing boost from the Consumer Defensive sector. On the flip side, Motorola Solutions and Verisign have been lagging, with mixed technical indicators and valuation concerns holding them back. Overall, the fund’s focus on managing volatility through a diverse mix of sectors provides a balanced approach, though its reliance on a few key names is worth watching.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roper Technologies | 2.49% | $2.33M | $49.09B | -16.88% | 71 Outperform | |
| Coca-Cola | 2.47% | $2.31M | $301.80B | 7.02% | 78 Outperform | |
| Teledyne Technologies | 2.25% | $2.11M | $24.67B | 13.34% | 72 Outperform | |
| Motorola Solutions | 2.11% | $1.98M | $73.34B | -3.93% | 72 Outperform | |
| Cisco Systems | 2.10% | $1.96M | $287.08B | 30.42% | 79 Outperform | |
| Microsoft | 2.05% | $1.91M | $4.03T | 25.49% | 83 Outperform | |
| Realty Income | 1.78% | $1.66M | $54.14B | -1.99% | 77 Outperform | |
| Cognizant | 1.75% | $1.64M | $33.12B | -10.20% | 76 Outperform | |
| Linde | 1.74% | $1.62M | $207.60B | -6.73% | 77 Outperform | |
| Verisign | 1.67% | $1.56M | $22.28B | 34.46% | 62 Neutral |
HUSV Technical Analysis
Negative
―
Price Trends
39.50
Negative
39.57
Negative
39.28
Negative
Market Momentum
-0.16
Positive
31.64
Neutral
18.47
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HUSV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 39.31, equal to the 50-day MA of 39.50, and equal to the 200-day MA of 39.28, indicating a bearish trend. The MACD of -0.16 indicates Positive momentum. The RSI at 31.64 is Neutral, neither overbought nor oversold. The STOCH value of 18.47 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HUSV.
HUSV Peer Comparison
Comparison Results
Performance Comparison
HUSV
First Trust Horizon Managed Volatility Domestic ETF
38.25
0.99
2.66%
BCUS
Bancreek U.S. Large Cap ETF
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UPSD
Aptus Large Cap Upside ETF
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BFRZ
Innovator Equity Managed 100 Buffer ETF
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PRCS
Parnassus Core Select ETF
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EGGY
NestYield Dynamic Income Shield ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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