HUSV vs. SPY
Compare and contrast key facts about First Trust Horizon Managed Volatility Domestic ETF (HUSV) and SPDR S&P 500 ETF (SPY).
HUSV and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HUSV is an actively managed fund by First Trust. It was launched on Aug 24, 2016. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUSV or SPY.
Correlation
The correlation between HUSV and SPY 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. SPY - Performance Comparison
Key characteristics
HUSV:
1.80
SPY:
1.88
HUSV:
2.56
SPY:
2.53
HUSV:
1.31
SPY:
1.35
HUSV:
2.27
SPY:
2.83
HUSV:
7.03
SPY:
11.74
HUSV:
2.35%
SPY:
2.02%
HUSV:
9.18%
SPY:
12.64%
HUSV:
-35.72%
SPY:
-55.19%
HUSV:
0.00%
SPY:
-0.42%
Returns By Period
In the year-to-date period, HUSV achieves a 6.32% return, which is significantly higher than SPY's 4.15% return.
HUSV
6.32%
3.28%
6.83%
15.92%
8.12%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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HUSV vs. SPY - Expense Ratio Comparison
HUSV has a 0.70% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
HUSV vs. SPY — Risk-Adjusted Performance Rank
HUSV
SPY
HUSV vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Domestic ETF (HUSV) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
HUSV's dividend yield for the trailing twelve months is around 1.07%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUSV First Trust Horizon Managed Volatility Domestic ETF | 1.07% | 1.14% | 1.80% | 1.67% | 1.35% | 1.29% | 1.36% | 1.48% | 1.31% | 0.35% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HUSV vs. SPY - Drawdown Comparison
The maximum HUSV drawdown since its inception was -35.72%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HUSV and SPY. For additional features, visit the drawdowns tool.
Volatility
HUSV vs. SPY - Volatility Comparison
The current volatility for First Trust Horizon Managed Volatility Domestic ETF (HUSV) is 2.38%, while SPDR S&P 500 ETF (SPY) has a volatility of 2.93%. This indicates that HUSV experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.