HSMV vs BITS

Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY SMALL/MID ETF (HSMV, ETF) and GLOBAL X BLOCKCHAIN & BITCOIN STRATEGY ETF (BITS, ETF).

5-Year PerformanceHSMV has outperformed BITS, delivering a return of +4.2% compared to +0.3%

HSMV vs BITS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HSMV(ETF)	BITS(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.80%	0.65%
Max Drawdown	19.84%	83.43%
Sharpe Ratio	0.42	0.36
5Y Beta	0.52	2.00
P/E Ratio	16.12	N/A
Forward P/E	14.88	N/A
5Y Dividends CAGR	27.74%	N/A
5Y EPS CAGR	6.72%	N/A
Debt to Equity	47.86%	N/A
P/S Ratio	1.54	N/A
P/B Ratio	1.71	N/A

Net Assets

HSMV

$31M

BITS

$31M

Expense Ratio

HSMV

0.80%

Winner

BITS

0.65%

Max Drawdown

Winner

HSMV

19.84%

BITS

83.43%

Sharpe Ratio

Winner

HSMV

0.42

BITS

0.36

5Y Beta

Winner

HSMV

0.52

BITS

2.00

P/E Ratio

HSMV

16.12

BITS

N/A

Forward P/E

HSMV

14.88

BITS

N/A

5Y Dividends CAGR

HSMV

27.74%

BITS

N/A

5Y EPS CAGR

HSMV

6.72%

BITS

N/A

Debt to Equity

HSMV

47.86%

BITS

N/A

P/S Ratio

HSMV

1.54

BITS

N/A

P/B Ratio

HSMV

1.71

BITS

N/A

HSMV vs BITS - Holdings Comparison

HSMV and BITS have 0 common holdings. Overlap is 0.00%

HSMV's top 25 holdings weight is 32.90%. BITS's top 25 holdings weight is 90.90%.

Rank	HSMV	BITS
#1	n/a (PECO) - 2.17%	GLOBAL X BLOCKCHAIN ETF (BKCH) - 57.52%
#2	OGE ENERGY CORP (OGE) - 2.10%	GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) - 33.38%
#3	INGREDION INC (INGR) - 1.72%	N/A
#4	ELLINGTON FINANCIAL INC (EFC) - 1.64%	N/A
#5	STARWOOD PROPERTY TRUST INC (STWD) - 1.57%	N/A
#6	IDACORP INC (IDA) - 1.53%	N/A
#7	NNN REIT INC (NNN) - 1.52%	N/A
#8	FOUR CORNERS PROPERTY TRUST INC (FCPT) - 1.43%	N/A
#9	AGREE REALTY CORP (ADC) - 1.40%	N/A
#10	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.33%	N/A
#11	GRACO INC (GGG) - 1.24%	N/A
#12	RELIANCE INC (RS) - 1.20%	N/A
#13	ANTERO MIDSTREAM CORP (AM) - 1.18%	N/A
#14	GATX CORP (GATX) - 1.16%	N/A
#15	W.P. CAREY INC (WPC) - 1.14%	N/A
#16	SERVICE CORP INTERNATIONAL (SCI) - 1.10%	N/A
#17	MONARCH CASINO & RESORT INC (MCRI) - 1.10%	N/A
#18	ONE GAS INC (OGS) - 1.10%	N/A
#19	THE HANOVER INSURANCE GROUP INC (THG) - 1.09%	N/A
#20	NEW JERSEY RESOURCES CORP (NJR) - 1.05%	N/A
#21	CITY HOLDING CO (CHCO) - 1.05%	N/A
#22	GRANITE CONSTRUCTION INC (GVA) - 1.04%	N/A
#23	ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.02%	N/A
#24	UNIVERSAL CORP (UVV) - 1.01%	N/A
#25	INNOSPEC INC (IOSP) - 1.01%	N/A
Total Holdings	151	2

HSMV vs BITS - Historical Returns

Returns include dividend reinvestment.

Period	HSMV	BITS
1 month	+1.87%	-12.30%
3 months	+4.23%	+13.06%
6 months	+6.25%	-7.19%
1 year	+7.46%	+10.55%
5 years(CAGR)	+4.21%	+0.32%
Max(CAGR)	+11.38%	+0.32%

Winner

HSMV

+1.87%

BITS

-12.30%

HSMV

+4.23%

Winner

BITS

+13.06%

Winner

HSMV

+6.25%

BITS

-7.19%

HSMV

+7.46%

Winner

BITS

+10.55%

5Y(CAGR)

Winner

HSMV

+4.21%

BITS

+0.32%

Max(CAGR)

Winner

HSMV

+11.38%

BITS

+0.32%

HSMV vs BITS - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HSMV	BITS
2026	+6.63%	-6.49%
2025	+2.19%	+11.36%
2024	+13.29%	+58.93%
2023	+4.87%	+211.93%
2022	-9.51%	-75.53%
2021	+25.06%	-29.31%
2020	+34.69%	N/A

HSMV vs BITS Drawdown Comparison

The maximum drawdown for HSMV was -19.16%, occurring on Sep 30, 2022. Recovery took 590 trading sessions.

The maximum drawdown for BITS was -83.11%, occurring on Dec 28, 2022. Recovery took 759 trading sessions.

The current HSMV drawdown is -0.87%. The current BITS drawdown is -34.32%.

Rank	HSMV	BITS
#1	-19.16% Jan 4, 2022 - May 10, 2024	-83.11% Nov 16, 2021 - Nov 22, 2024
#2	-15.45% Nov 25, 2024 - Feb 6, 2026	-48.24% Oct 15, 2025 - Mar 30, 2026
#3	-9.48% Aug 12, 2020 - Nov 9, 2020	-43.73% Dec 17, 2024 - Jul 14, 2025
#4	-8.83% Jun 8, 2020 - Aug 7, 2020	-11.46% Jul 22, 2025 - Sep 10, 2025
#5	-8.59% Apr 29, 2020 - May 26, 2020	-8.39% Dec 6, 2024 - Dec 17, 2024
#6	-7.83% Mar 2, 2026 - Mar 20, 2026	-8.33% Nov 22, 2024 - Nov 29, 2024
#7	-6.87% Nov 15, 2021 - Dec 28, 2021	-6.02% Sep 24, 2025 - Sep 29, 2025
#8	-5.35% Jul 30, 2024 - Aug 23, 2024	-3.90% Oct 9, 2025 - Oct 14, 2025
#9	-4.86% Sep 2, 2021 - Oct 21, 2021	-2.93% Nov 29, 2024 - Dec 4, 2024
#10	-4.38% Apr 9, 2020 - Apr 27, 2020	-2.62% Jul 14, 2025 - Jul 16, 2025
#11	-4.35% Jun 11, 2021 - Aug 27, 2021	-1.88% Sep 22, 2025 - Sep 24, 2025
#12	-4.07% Jan 25, 2021 - Feb 5, 2021	-1.55% Dec 4, 2024 - Dec 6, 2024
#13	-3.93% Mar 15, 2021 - Apr 5, 2021	-1.21% Jul 17, 2025 - Jul 22, 2025
#14	-3.84% May 15, 2024 - Jul 11, 2024	-1.10% Oct 6, 2025 - Oct 8, 2025
#15	-3.79% May 7, 2021 - Jun 8, 2021	-0.85% Sep 18, 2025 - Sep 22, 2025