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HSMV
+0.53 · +1.48%
$36.67 · NYSE ARCA

First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) ETF Analysis | Small Blend

First Trust · USA
AUM:$30.5M
#– of – in Small Blend 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 6.9% over the past year, showing positive momentum.

Cost Efficiency

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

What is HSMV?

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 small- and/or mid-capitalization common stocks listed and traded on U. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HSMV returned 6.9% 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 15.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$30.5M
Expense Ratio0.80%
Dividend Yield1.95%
Holdings50
Inception DateApr 2020
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.72
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.3%
1Y
+6.9%
3Y
+30.0%
5Y
+24.5%
OpenBook InsightIf you had invested £10,000 in HSMV 5 years ago, it would have grown to £12,448 — a gain of £2,448.

Annual Returns

Calendar year performance

HSMV delivered positive returns in 4 of the last 5 calendar years.
YearHSMV
2026 YTD+8.5%
2025+2.2%
2024+13.3%
2023+4.9%
2022-9.5%
CAGR 4yr+2.4%
4/5 positive yearsAvg return: +3.9%Worst year: -9.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
8.7%
Low
Momentum
-0.9%
30-day change
Support Level
38.64
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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