HUSV vs. VIG
Compare and contrast key facts about First Trust Horizon Managed Volatility Domestic ETF (HUSV) and Vanguard Dividend Appreciation ETF (VIG).
HUSV and VIG 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. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUSV or VIG.
Correlation
The correlation between HUSV and VIG is 0.86, 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. VIG - Performance Comparison
Key characteristics
HUSV:
1.80
VIG:
1.77
HUSV:
2.56
VIG:
2.50
HUSV:
1.31
VIG:
1.32
HUSV:
2.27
VIG:
3.44
HUSV:
7.03
VIG:
9.73
HUSV:
2.35%
VIG:
1.89%
HUSV:
9.18%
VIG:
10.41%
HUSV:
-35.72%
VIG:
-46.81%
HUSV:
0.00%
VIG:
-0.52%
Returns By Period
In the year-to-date period, HUSV achieves a 6.32% return, which is significantly higher than VIG's 4.26% return.
HUSV
6.32%
3.28%
6.83%
15.92%
8.12%
N/A
VIG
4.26%
1.53%
7.27%
18.09%
11.67%
11.67%
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HUSV vs. VIG - Expense Ratio Comparison
HUSV has a 0.70% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
HUSV vs. VIG — Risk-Adjusted Performance Rank
HUSV
VIG
HUSV vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Horizon Managed Volatility Domestic ETF (HUSV) and Vanguard Dividend Appreciation ETF (VIG). 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. VIG - Dividend Comparison
HUSV's dividend yield for the trailing twelve months is around 1.07%, less than VIG's 1.65% 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% |
VIG Vanguard Dividend Appreciation ETF | 1.65% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
HUSV vs. VIG - Drawdown Comparison
The maximum HUSV drawdown since its inception was -35.72%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for HUSV and VIG. For additional features, visit the drawdowns tool.
Volatility
HUSV vs. VIG - Volatility Comparison
First Trust Horizon Managed Volatility Domestic ETF (HUSV) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 2.38% and 2.30%, 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.