HSMV vs VSHY
Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY SMALL/MID ETF (HSMV, ETF) and VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF (VSHY, ETF).
HSMV vs VSHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HSMV
$30M
Winner
VSHY
$31M
Expense Ratio
HSMV
0.80%
Winner
VSHY
0.39%
Max Drawdown
HSMV
19.84%
Winner
VSHY
6.18%
Sharpe Ratio
HSMV
0.30
Winner
VSHY
0.88
5Y Beta
HSMV
0.52
Winner
VSHY
0.19
P/E Ratio
HSMV
15.91
VSHY
N/A
Forward P/E
HSMV
14.75
VSHY
N/A
5Y Dividends CAGR
HSMV
27.74%
VSHY
N/A
5Y EPS CAGR
HSMV
7.29%
VSHY
N/A
Debt to Equity
HSMV
47.67%
VSHY
N/A
P/S Ratio
HSMV
1.56
VSHY
N/A
P/B Ratio
HSMV
1.71
VSHY
N/A
HSMV vs VSHY - Historical Returns
Returns include dividend reinvestment.
1M
HSMV
-1.11%
Winner
VSHY
+0.26%
3M
HSMV
-1.10%
Winner
VSHY
+1.35%
6M
Winner
HSMV
+5.36%
VSHY
+1.95%
1Y
HSMV
+6.55%
Winner
VSHY
+6.82%
5Y(CAGR)
HSMV
+4.01%
VSHY
N/A
Max(CAGR)
Winner
HSMV
+11.05%
VSHY
+8.22%
HSMV vs VSHY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HSMV | VSHY |
|---|---|---|
| 2026 | +4.50% | +1.87% |
| 2025 | +2.19% | +6.85% |
| 2024 | +13.29% | +8.56% |
| 2023 | +4.87% | +3.75% |
| 2022 | -9.51% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +34.69% | N/A |
HSMV vs VSHY Drawdown Comparison
The maximum drawdown for HSMV was -19.16%, occurring on Sep 30, 2022. Recovery took 590 trading sessions.
The maximum drawdown for VSHY was -4.55%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current HSMV drawdown is -2.86%. The current VSHY drawdown is -0.23%.
| Rank | HSMV | VSHY |
|---|---|---|
| #1 | -19.16% Jan 4, 2022 - May 10, 2024 | -4.55% Feb 28, 2025 - May 20, 2025 |
| #2 | -15.45% Nov 25, 2024 - Feb 6, 2026 | -2.07% Nov 26, 2024 - Feb 20, 2025 |
| #3 | -9.48% Aug 12, 2020 - Nov 9, 2020 | -1.86% Mar 22, 2024 - May 15, 2024 |
| #4 | -8.83% Jun 8, 2020 - Aug 7, 2020 | -1.73% Feb 20, 2026 - Apr 14, 2026 |
| #5 | -8.59% Apr 29, 2020 - May 26, 2020 | -1.09% Oct 27, 2025 - Dec 3, 2025 |
| #6 | -7.83% Mar 2, 2026 - Mar 20, 2026 | -1.03% May 8, 2026 - May 27, 2026 |
| #7 | -6.87% Nov 15, 2021 - Dec 28, 2021 | -0.95% Dec 29, 2023 - Jan 30, 2024 |
| #8 | -5.35% Jul 30, 2024 - Aug 23, 2024 | -0.93% Jul 31, 2024 - Aug 13, 2024 |
| #9 | -4.86% Sep 2, 2021 - Oct 21, 2021 | -0.89% Oct 1, 2025 - Oct 20, 2025 |
| #10 | -4.38% Apr 9, 2020 - Apr 27, 2020 | -0.79% Sep 27, 2024 - Nov 7, 2024 |
| #11 | -4.35% Jun 11, 2021 - Aug 27, 2021 | -0.75% May 15, 2024 - Jun 3, 2024 |
| #12 | -4.07% Jan 25, 2021 - Feb 5, 2021 | -0.57% Jul 3, 2025 - Jul 21, 2025 |
| #13 | -3.93% Mar 15, 2021 - Apr 5, 2021 | -0.56% Feb 12, 2024 - Feb 23, 2024 |
| #14 | -3.84% May 15, 2024 - Jul 11, 2024 | -0.54% Nov 8, 2024 - Nov 19, 2024 |
| #15 | -3.79% May 7, 2021 - Jun 8, 2021 | -0.51% Feb 1, 2024 - Feb 12, 2024 |
Correlation
Correlation between HSMV and VSHY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
HSMV vs VSHY dividend yield comparison.
| Year | HSMV | VSHY |
|---|---|---|
| 2026 | 0.32% | 2.27% |
| 2025 | 2.01% | 6.14% |
| 2024 | 1.43% | 6.81% |
| 2023 | 1.43% | 1.36% |
| 2022 | 1.26% | 0.00% |
| 2021 | 0.76% | 0.00% |
| 2020 | 0.80% | 0.00% |
Select Stocks to Compare
Popular: HSMV vs SPYVSHY vs SPY
More Comparisons
Compare with similar stocks