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HUSV
-0.27 · -0.69%
$39.17 · NYSE ARCA

First Trust Horizon Managed Volatility Domestic ETF (HUSV) ETF Analysis | Large Value

First Trust · United States
AUM:$75.9M
#– of – in 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

HUSV returned +0.9% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.70% — moderate cost. Consider how fees compound over long holding periods.

What is HUSV?

The fund seeks to achieve its investment objective by investing at least 80% of its net assets in common stocks of domestic companies listed and traded on U. national securities exchanges that the sub-advisor believes exhibit low future expected volatility.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
HUSV returned 0.9% over the past year.
Moderate Cost
Expense ratio of 0.70%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 20.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$75.9M
Expense Ratio0.70%
Dividend Yield1.36%
Holdings50
Inception DateAug 2016
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta0.57
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.3%
1Y
+4.1%
3Y
+30.4%
5Y
+31.7%
OpenBook InsightIf you had invested £10,000 in HUSV 5 years ago, it would have grown to £13,175 — a gain of £3,175.

Annual Returns

Calendar year performance

HUSV delivered positive returns in 4 of the last 5 calendar years.
YearHUSV
2026 YTD+6.9%
2025+5.3%
2024+12.4%
2023+3.5%
2022-5.4%
CAGR 4yr+3.8%
4/5 positive yearsAvg return: +4.5%Worst year: -5.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.2%
Low
Momentum
+1.8%
30-day change
Support Level
40.96
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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