HSMV vs. VOO
Compare and contrast key facts about First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) and Vanguard S&P 500 ETF (VOO).
HSMV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HSMV is an actively managed fund by First Trust. It was launched on Apr 6, 2020. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSMV or VOO.
Correlation
The correlation between HSMV and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HSMV vs. VOO - Performance Comparison
Key characteristics
HSMV:
1.08
VOO:
1.89
HSMV:
1.59
VOO:
2.54
HSMV:
1.20
VOO:
1.35
HSMV:
1.41
VOO:
2.83
HSMV:
4.03
VOO:
11.83
HSMV:
3.38%
VOO:
2.02%
HSMV:
12.60%
VOO:
12.66%
HSMV:
-19.16%
VOO:
-33.99%
HSMV:
-6.46%
VOO:
-0.42%
Returns By Period
In the year-to-date period, HSMV achieves a 0.79% return, which is significantly lower than VOO's 4.17% return.
HSMV
0.79%
-2.12%
2.54%
13.61%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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HSMV vs. VOO - Expense Ratio Comparison
HSMV has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HSMV vs. VOO — Risk-Adjusted Performance Rank
HSMV
VOO
HSMV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HSMV vs. VOO - Dividend Comparison
HSMV's dividend yield for the trailing twelve months is around 1.42%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSMV First Trust Horizon Managed Volatility Small/Mid ETF | 1.42% | 1.43% | 1.43% | 1.27% | 0.76% | 0.80% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HSMV vs. VOO - Drawdown Comparison
The maximum HSMV drawdown since its inception was -19.16%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HSMV and VOO. For additional features, visit the drawdowns tool.
Volatility
HSMV vs. VOO - Volatility Comparison
First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.98% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.