HUSV vs CCIF

Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF) and Carlyle Credit Income Fund (CCIF, ETF).

5-Year PerformanceHUSV has outperformed CCIF, delivering a return of +5.8% compared to -7.8%

HUSV vs CCIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HUSV(ETF)	CCIF(ETF)
Net Assets	$73M	$72M
Expense Ratio	0.70%	N/A
Max Drawdown	35.72%	75.32%
Sharpe Ratio	-0.38	-1.69
5Y Beta	0.41	0.35
P/E Ratio	21.63	N/A
Forward P/E	19.21	N/A
PEG Ratio	0.74	N/A
5Y Dividends CAGR	5.85%	6.51%
5Y EPS CAGR	14.05%	N/A
Debt to Equity	14.68%	N/A
P/S Ratio	3.34	N/A
P/B Ratio	3.34	N/A

Net Assets

Winner

HUSV

$73M

CCIF

$72M

Expense Ratio

HUSV

0.70%

CCIF

N/A

Max Drawdown

Winner

HUSV

35.72%

CCIF

75.32%

Sharpe Ratio

Winner

HUSV

-0.38

CCIF

-1.69

5Y Beta

HUSV

0.41

Winner

CCIF

0.35

P/E Ratio

HUSV

21.63

CCIF

N/A

Forward P/E

HUSV

19.21

CCIF

N/A

PEG Ratio

HUSV

0.74

CCIF

N/A

5Y Dividends CAGR

HUSV

5.85%

Winner

CCIF

6.51%

5Y EPS CAGR

HUSV

14.05%

CCIF

N/A

Debt to Equity

HUSV

14.68%

CCIF

N/A

P/S Ratio

HUSV

3.34

CCIF

N/A

P/B Ratio

HUSV

3.34

CCIF

N/A

HUSV vs CCIF - Historical Returns

Returns include dividend reinvestment.

Period	HUSV	CCIF
1 month	+1.19%	-6.44%
3 months	-1.82%	-1.79%
6 months	+2.24%	-32.41%
1 year	+0.09%	-40.11%
5 years(CAGR)	+5.78%	-7.80%
10 years(CAGR)	+8.71%	N/A
Max(CAGR)	+8.71%	-6.05%

Winner

HUSV

+1.19%

CCIF

-6.44%

HUSV

-1.82%

Winner

CCIF

-1.79%

Winner

HUSV

+2.24%

CCIF

-32.41%

Winner

HUSV

+0.09%

CCIF

-40.11%

5Y(CAGR)

Winner

HUSV

+5.78%

CCIF

-7.80%

10Y(CAGR)

HUSV

+8.71%

CCIF

N/A

Max(CAGR)

Winner

HUSV

+8.71%

CCIF

-6.05%

HUSV vs CCIF - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HUSV	CCIF
2026	+2.64%	-27.99%
2025	+5.32%	-27.57%
2024	+12.39%	+13.89%
2023	+3.48%	+12.89%
2022	-5.39%	-6.59%
2021	+27.66%	+12.32%
2020	+5.36%	+0.63%
2019	+28.57%	-12.87%
2018	-1.51%	N/A
2017	+15.78%	N/A
2016	+0.69%	N/A

HUSV vs CCIF Drawdown Comparison

The maximum drawdown for HUSV was -35.72%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.

The maximum drawdown for CCIF was -51.46%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current HUSV drawdown is -2.74%. The current CCIF drawdown is -49.62%.

Rank	HUSV	CCIF
#1	-35.72% Feb 14, 2020 - Nov 16, 2020	-51.46% Aug 23, 2024 - Mar 24, 2026
#2	-17.00% Apr 20, 2022 - Feb 22, 2024	-39.39% May 28, 2019 - May 24, 2021
#3	-12.46% Sep 21, 2018 - Feb 13, 2019	-15.33% May 30, 2023 - Mar 4, 2024
#4	-9.50% Dec 31, 2021 - Apr 20, 2022	-15.12% Sep 22, 2021 - Feb 1, 2023
#5	-9.35% Mar 3, 2025 - May 16, 2025	-7.58% Jun 10, 2024 - Aug 14, 2024
#6	-7.68% Jan 26, 2018 - Aug 6, 2018	-4.44% Jun 21, 2021 - Aug 6, 2021
#7	-7.26% Nov 29, 2024 - Feb 13, 2025	-3.94% May 24, 2021 - Jun 21, 2021
#8	-6.78% Feb 27, 2026 - Mar 27, 2026	-3.68% May 21, 2024 - May 31, 2024
#9	-5.27% Aug 20, 2025 - Feb 26, 2026	-3.20% Feb 27, 2023 - May 19, 2023
#10	-5.22% Sep 2, 2021 - Oct 22, 2021	-2.72% Mar 6, 2024 - May 1, 2024
#11	-5.17% Mar 28, 2024 - Jun 21, 2024	-1.95% Aug 16, 2021 - Sep 17, 2021
#12	-5.07% Jan 8, 2021 - Mar 15, 2021	-1.54% May 10, 2024 - May 15, 2024
#13	-4.99% Sep 6, 2016 - Dec 9, 2016	-1.10% May 23, 2023 - May 26, 2023
#14	-4.20% Jul 15, 2019 - Aug 29, 2019	-0.81% Feb 2, 2023 - Feb 6, 2023
#15	-3.60% Nov 23, 2021 - Dec 7, 2021	-0.60% Feb 14, 2023 - Feb 23, 2023

Correlation

Correlation between HUSV and CCIF is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2016 - 2026)

HUSV vs CCIF dividend yield comparison.

Year	HUSV	CCIF
2026	0.30%	12.70%
2025	1.38%	26.87%
2024	1.14%	15.73%
2023	1.80%	23.58%
2022	1.68%	9.96%
2021	1.35%	8.55%
2020	1.29%	6.09%
2019	1.36%	3.77%
2018	1.48%	0.00%
2017	1.31%	0.00%
2016	0.35%	0.00%