HUSV vs FDIV
Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF) and MARKETDESK FOCUSED U.S. DIVIDEND ETF (FDIV, ETF).
5-Year PerformanceHUSV has outperformed FDIV, delivering a return of +5.7% compared to -7.9%
HUSV vs FDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HUSV
$73M
FDIV
$72M
Expense Ratio
HUSV
0.70%
Winner
FDIV
0.35%
Max Drawdown
Winner
HUSV
35.72%
FDIV
55.42%
Sharpe Ratio
HUSV
-0.11
Winner
FDIV
0.36
5Y Beta
Winner
HUSV
0.39
FDIV
0.62
P/E Ratio
HUSV
21.63
Winner
FDIV
17.98
Forward P/E
HUSV
19.76
Winner
FDIV
14.42
PEG Ratio
HUSV
0.75
Winner
FDIV
0.10
5Y Dividends CAGR
Winner
HUSV
4.46%
FDIV
-19.71%
5Y EPS CAGR
Winner
HUSV
11.86%
FDIV
9.36%
Debt to Equity
Winner
HUSV
23.30%
FDIV
184.96%
P/S Ratio
HUSV
3.40
Winner
FDIV
1.61
P/B Ratio
Winner
HUSV
3.46
FDIV
3.57
HUSV vs FDIV - Holdings Comparison
HUSV and FDIV have 16 common holdings. Overlap is 10.23%
HUSV's top 25 holdings weight is 49.59%. FDIV's top 25 holdings weight is 45.42%.
| Rank | HUSV | FDIV |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 3.40% | SKYWORKS SOLUTIONS INC (SWKS) - 2.10% |
| #2 | APPLE INC (AAPL) - 3.08% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.08% |
| #3 | GEN DIGITAL INC (GEN) - 2.98% | MERCK & CO INC (MRK) - 2.07% |
| #4 | VERISIGN INC (VRSN) - 2.83% | ABBVIE INC (ABBV) - 2.05% |
| #5 | MICROSOFT CORP (MSFT) - 2.44% | PEPSICO INC (PEP) - 2.03% |
| #6 | ROPER TECHNOLOGIES INC (ROP) - 2.42% | AVERY DENNISON CORP (AVY) - 2.01% |
| #7 | TELEDYNE TECHNOLOGIES INC (TDY) - 2.41% | KIMBERLY-CLARK CORP (KMB) - 2.01% |
| #8 | COCA-COLA CO (KO) - 2.11% | QUALCOMM INC (QCOM) - 2.00% |
| #9 | MOTOROLA SOLUTIONS INC (MSI) - 2.11% | PROCTER & GAMBLE CO (PG) - 1.99% |
| #10 | REALTY INCOME CORP (O) - 2.10% | ILLINOIS TOOL WORKS INC (ITW) - 1.99% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.91% | T. ROWE PRICE GROUP INC (TROW) - 1.99% |
| #12 | LOEWS CORP (L) - 1.84% | A.O. SMITH CORP (AOS) - 1.98% |
| #13 | PTC INC (PTC) - 1.84% | NIKE INC CLASS B (NKE) - 1.98% |
| #14 | REGENCY CENTERS CORP (REG) - 1.84% | ABBOTT LABORATORIES (ABT) - 1.95% |
| #15 | REPUBLIC SERVICES INC (RSG) - 1.70% | COMCAST CORP CLASS A (CMCSA) - 1.95% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.65% | COLGATE-PALMOLIVE CO (CL) - 1.92% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.86% |
| #18 | WEC ENERGY GROUP INC (WEC) - 1.59% | AMGEN INC (AMGN) - 1.85% |
| #19 | AFLAC INC (AFL) - 1.53% | PAYCHEX INC (PAYX) - 1.84% |
| #20 | TJX COMPANIES INC (TJX) - 1.48% | ACCENTURE PLC CLASS A (ACN) - 1.81% |
| #21 | MCDONALD'S CORP (MCD) - 1.46% | KONTOOR BRANDS INC (KTB) - 1.34% |
| #22 | VENTAS INC (VTR) - 1.38% | ENERGIZER HOLDINGS INC (ENR) - 1.21% |
| #23 | WASTE MANAGEMENT INC (WM) - 1.36% | UNITEDHEALTH GROUP INC (UNH) - 1.15% |
| #24 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.27% | LENNAR CORP CLASS A (LEN) - 1.14% |
| #25 | LINDE PLC (LIN) - 1.24% | STEVEN MADDEN LTD (SHOO) - 1.12% |
| Total Holdings | 102 | 82 |
HUSV vs FDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HUSV
+4.16%
FDIV
+0.69%
3M
Winner
HUSV
+2.94%
FDIV
-1.18%
6M
Winner
HUSV
+2.34%
FDIV
+0.13%
1Y
HUSV
+2.25%
Winner
FDIV
+8.20%
5Y(CAGR)
Winner
HUSV
+5.74%
FDIV
-7.92%
10Y(CAGR)
Winner
HUSV
+8.80%
FDIV
-2.17%
Max(CAGR)
Winner
HUSV
+8.80%
FDIV
-1.11%
HUSV vs FDIV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HUSV | FDIV |
|---|---|---|
| 2026 | +4.57% | +3.40% |
| 2025 | +5.32% | +3.77% |
| 2024 | +12.39% | -37.13% |
| 2023 | +3.48% | +6.42% |
| 2022 | -5.39% | -9.34% |
| 2021 | +27.66% | +10.79% |
| 2020 | +5.36% | -2.64% |
| 2019 | +28.57% | +15.74% |
| 2018 | -1.51% | -5.28% |
| 2017 | +15.78% | +5.93% |
| 2016 | +0.69% | +12.42% |
| 2015 | N/A | -5.00% |
| 2014 | N/A | +2.76% |
HUSV vs FDIV Drawdown Comparison
The maximum drawdown for HUSV was -35.72%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The maximum drawdown for FDIV was -47.90%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current HUSV drawdown is -1.28%. The current FDIV drawdown is -36.39%.
| Rank | HUSV | FDIV |
|---|---|---|
| #1 | -35.72% Feb 14, 2020 - Nov 16, 2020 | -47.90% Jan 13, 2022 - Apr 8, 2025 |
| #2 | -17.00% Apr 20, 2022 - Feb 22, 2024 | -27.86% Oct 14, 2019 - Apr 6, 2021 |
| #3 | -12.46% Sep 21, 2018 - Feb 13, 2019 | -13.05% Aug 12, 2015 - May 27, 2016 |
| #4 | -9.50% Dec 31, 2021 - Apr 20, 2022 | -8.84% Jan 26, 2018 - Feb 19, 2019 |
| #5 | -9.35% Mar 3, 2025 - May 16, 2025 | -5.50% Jul 13, 2016 - Jan 25, 2017 |
| #6 | -7.68% Jan 26, 2018 - Aug 6, 2018 | -5.47% May 27, 2016 - Jul 13, 2016 |
| #7 | -7.26% Nov 29, 2024 - Feb 13, 2025 | -4.49% Jul 26, 2019 - Aug 23, 2019 |
| #8 | -6.78% Feb 27, 2026 - Jul 7, 2026 | -3.97% Nov 21, 2014 - Jan 23, 2015 |
| #9 | -5.27% Aug 20, 2025 - Feb 26, 2026 | -3.89% Aug 29, 2014 - Oct 31, 2014 |
| #10 | -5.22% Sep 2, 2021 - Oct 22, 2021 | -3.82% May 22, 2015 - Aug 12, 2015 |
| #11 | -5.17% Mar 28, 2024 - Jun 21, 2024 | -3.62% Nov 5, 2021 - Dec 31, 2021 |
| #12 | -5.07% Jan 8, 2021 - Mar 15, 2021 | -3.61% Aug 23, 2019 - Oct 14, 2019 |
| #13 | -4.99% Sep 6, 2016 - Dec 9, 2016 | -3.02% Jun 9, 2021 - Oct 20, 2021 |
| #14 | -4.20% Jul 15, 2019 - Aug 29, 2019 | -2.83% Jan 28, 2015 - Apr 15, 2015 |
| #15 | -3.60% Nov 23, 2021 - Dec 7, 2021 | -1.97% Sep 27, 2017 - Dec 13, 2017 |
Correlation
Correlation between HUSV and FDIV is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.50
-101
Dividend Comparison (2014 - 2026)
HUSV vs FDIV dividend yield comparison.
| Year | HUSV | FDIV |
|---|---|---|
| 2026 | 0.57% | 1.03% |
| 2025 | 1.38% | 2.95% |
| 2024 | 1.14% | 4.12% |
| 2023 | 1.80% | 4.63% |
| 2022 | 1.68% | 3.81% |
| 2021 | 1.35% | 3.79% |
| 2020 | 1.29% | 4.17% |
| 2019 | 1.36% | 3.93% |
| 2018 | 1.48% | 5.13% |
| 2017 | 1.31% | 3.81% |
| 2016 | 0.35% | 3.84% |
| 2015 | 0.00% | 4.13% |
| 2014 | 0.00% | 1.20% |
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