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HDMV
+0.93 · +2.63%
$36.34 · NYSE ARCA

First Trust Horizon Managed Volatility Developed International ETF (HDMV) ETF Analysis | Foreign Large Value

First Trust · United States
AUM:$17.5M
#– of – in Foreign Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 32.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.80% — above average for this category.

What is HDMV?

Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks and depositary receipts of developed market companies listed and traded on non-U. exchanges that the Sub-Advisor believes exhibit low future expected volatility.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HDMV delivered 32.0% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.80% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 18.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$17.5M
Expense Ratio0.80%
Dividend Yield4.87%
Holdings50
Inception DateAug 2016
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta0.76
CategoryForeign Large Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.2%
1Y
+12.1%
3Y
+51.1%
5Y
+40.3%
OpenBook InsightIf you had invested £10,000 in HDMV 5 years ago, it would have grown to £14,026 — a gain of £4,026.

Annual Returns

Calendar year performance

HDMV delivered positive returns in 4 of the last 5 calendar years.
YearHDMV
2026 YTD+9.1%
2025+29.5%
2024+3.7%
2023+9.2%
2022-11.7%
CAGR 4yr+6.7%
4/5 positive yearsAvg return: +8.0%Worst year: -11.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.1%
Low
Momentum
+1.4%
30-day change
Support Level
38.44
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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