HUSV vs. AAANX
Compare and contrast key facts about First Trust Horizon Managed Volatility Domestic ETF (HUSV) and Horizon Active Asset Allocation Fund (AAANX).
HUSV is an actively managed fund by First Trust. It was launched on Aug 24, 2016. AAANX is managed by Horizon Investments. It was launched on Jan 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUSV or AAANX.
Correlation
The correlation between HUSV and AAANX is 0.74, 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
HUSV vs. AAANX - Performance Comparison
Key characteristics
HUSV:
1.16
AAANX:
-0.52
HUSV:
1.71
AAANX:
-0.52
HUSV:
1.25
AAANX:
0.90
HUSV:
1.70
AAANX:
-0.40
HUSV:
6.39
AAANX:
-1.01
HUSV:
2.48%
AAANX:
12.33%
HUSV:
12.87%
AAANX:
23.72%
HUSV:
-35.72%
AAANX:
-37.94%
HUSV:
-1.67%
AAANX:
-20.75%
Returns By Period
In the year-to-date period, HUSV achieves a 6.25% return, which is significantly higher than AAANX's -2.34% return.
HUSV
6.25%
8.46%
3.31%
14.87%
11.89%
N/A
AAANX
-2.34%
14.61%
-20.08%
-12.22%
3.41%
1.19%
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HUSV vs. AAANX - Expense Ratio Comparison
HUSV has a 0.70% expense ratio, which is lower than AAANX's 1.14% expense ratio.
Risk-Adjusted Performance
HUSV vs. AAANX — Risk-Adjusted Performance Rank
HUSV
AAANX
HUSV vs. AAANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Domestic ETF (HUSV) and Horizon Active Asset Allocation Fund (AAANX). 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
HUSV vs. AAANX - Dividend Comparison
HUSV's dividend yield for the trailing twelve months is around 1.22%, more than AAANX's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUSV First Trust Horizon Managed Volatility Domestic ETF | 1.22% | 1.14% | 1.80% | 1.67% | 1.35% | 1.29% | 1.36% | 1.48% | 1.31% | 0.35% | 0.00% | 0.00% |
AAANX Horizon Active Asset Allocation Fund | 0.81% | 0.79% | 0.77% | 1.08% | 0.70% | 0.49% | 0.67% | 0.78% | 0.57% | 0.89% | 1.77% | 0.14% |
Drawdowns
HUSV vs. AAANX - Drawdown Comparison
The maximum HUSV drawdown since its inception was -35.72%, smaller than the maximum AAANX drawdown of -37.94%. Use the drawdown chart below to compare losses from any high point for HUSV and AAANX. For additional features, visit the drawdowns tool.
Volatility
HUSV vs. AAANX - Volatility Comparison
The current volatility for First Trust Horizon Managed Volatility Domestic ETF (HUSV) is 6.08%, while Horizon Active Asset Allocation Fund (AAANX) has a volatility of 9.32%. This indicates that HUSV experiences smaller price fluctuations and is considered to be less risky than AAANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.