HUSV vs MMAX

Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF) and ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF).

HUSV vs MMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HUSV(ETF)	MMAX(ETF)
Net Assets	$73M	$72M
Expense Ratio	0.70%	0.50%
Max Drawdown	35.72%	1.93%
Sharpe Ratio	-0.38	2.48
5Y Beta	0.41	0.11
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%	N/A
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

MMAX

$72M

Expense Ratio

HUSV

0.70%

Winner

MMAX

0.50%

Max Drawdown

HUSV

35.72%

Winner

MMAX

1.93%

Sharpe Ratio

HUSV

-0.38

Winner

MMAX

2.48

5Y Beta

HUSV

0.41

Winner

MMAX

0.11

P/E Ratio

HUSV

21.63

MMAX

N/A

Forward P/E

HUSV

19.21

MMAX

N/A

PEG Ratio

HUSV

0.74

MMAX

N/A

5Y Dividends CAGR

HUSV

5.85%

MMAX

N/A

5Y EPS CAGR

HUSV

14.05%

MMAX

N/A

Debt to Equity

HUSV

14.68%

MMAX

N/A

P/S Ratio

HUSV

3.34

MMAX

N/A

P/B Ratio

HUSV

3.34

MMAX

N/A

HUSV vs MMAX - Holdings Comparison

HUSV and MMAX have 0 common holdings. Overlap is 0.00%

HUSV's top 25 holdings weight is 49.27%. MMAX's top 25 holdings weight is 110.78%.

Rank	HUSV	MMAX
#1	CISCO SYSTEMS INC (CSCO) - 3.10%	ISHARES CORE S&P 500 ETF (IVV) - 110.78%
#2	VERISIGN INC (VRSN) - 3.07%	N/A
#3	APPLE INC (AAPL) - 2.84%	N/A
#4	MICROSOFT CORP (MSFT) - 2.58%	N/A
#5	GEN DIGITAL INC (GEN) - 2.54%	N/A
#6	TELEDYNE TECHNOLOGIES INC (TDY) - 2.50%	N/A
#7	ROPER TECHNOLOGIES INC (ROP) - 2.31%	N/A
#8	PTC INC (PTC) - 2.19%	N/A
#9	REALTY INCOME CORP (O) - 2.12%	N/A
#10	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.12%	N/A
#11	COCA-COLA CO (KO) - 2.10%	N/A
#12	MOTOROLA SOLUTIONS INC (MSI) - 2.08%	N/A
#13	REGENCY CENTERS CORP (REG) - 1.83%	N/A
#14	LOEWS CORP (L) - 1.75%	N/A
#15	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65%	N/A
#16	REPUBLIC SERVICES INC (RSG) - 1.62%	N/A
#17	WEC ENERGY GROUP INC (WEC) - 1.62%	N/A
#18	MCDONALD'S CORP (MCD) - 1.55%	N/A
#19	JOHNSON & JOHNSON (JNJ) - 1.54%	N/A
#20	TJX COMPANIES INC (TJX) - 1.51%	N/A
#21	AFLAC INC (AFL) - 1.51%	N/A
#22	VENTAS INC (VTR) - 1.36%	N/A
#23	WASTE MANAGEMENT INC (WM) - 1.30%	N/A
#24	LINDE PLC (LIN) - 1.25%	N/A
#25	FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.23%	N/A
Total Holdings	101	1

HUSV vs MMAX - Historical Returns

Returns include dividend reinvestment.

Period	HUSV	MMAX
1 month	+1.19%	+0.22%
3 months	-1.82%	+2.10%
6 months	+2.24%	+3.44%
1 year	+0.09%	+7.46%
5 years(CAGR)	+5.78%	N/A
10 years(CAGR)	+8.71%	N/A
Max(CAGR)	+8.71%	+7.51%

Winner

HUSV

+1.19%

MMAX

+0.22%

HUSV

-1.82%

Winner

MMAX

+2.10%

HUSV

+2.24%

Winner

MMAX

+3.44%

HUSV

+0.09%

Winner

MMAX

+7.46%

5Y(CAGR)

HUSV

+5.78%

MMAX

N/A

10Y(CAGR)

HUSV

+8.71%

MMAX

N/A

Max(CAGR)

Winner

HUSV

+8.71%

MMAX

+7.51%

HUSV vs MMAX - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HUSV	MMAX
2026	+2.64%	+2.80%
2025	+5.32%	+5.88%
2024	+12.39%	N/A
2023	+3.48%	N/A
2022	-5.39%	N/A
2021	+27.66%	N/A
2020	+5.36%	N/A
2019	+28.57%	N/A
2018	-1.51%	N/A
2017	+15.78%	N/A
2016	+0.69%	N/A

HUSV vs MMAX Drawdown Comparison

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

The maximum drawdown for MMAX was -1.93%, occurring on Apr 4, 2025. Recovery took 21 trading sessions.

The current HUSV drawdown is -2.74%. The current MMAX drawdown is -0.35%.

Rank	HUSV	MMAX
#1	-35.72% Feb 14, 2020 - Nov 16, 2020	-1.93% Apr 2, 2025 - May 2, 2025
#2	-17.00% Apr 20, 2022 - Feb 22, 2024	-0.36% May 5, 2025 - May 12, 2025
#3	-12.46% Sep 21, 2018 - Feb 13, 2019	-0.35% May 16, 2025 - Jun 2, 2025
#4	-9.50% Dec 31, 2021 - Apr 20, 2022	-0.35% Jun 2, 2026 - Jun 5, 2026
#5	-9.35% Mar 3, 2025 - May 16, 2025	-0.34% Nov 12, 2025 - Nov 25, 2025
#6	-7.68% Jan 26, 2018 - Aug 6, 2018	-0.28% May 13, 2025 - May 16, 2025
#7	-7.26% Nov 29, 2024 - Feb 13, 2025	-0.27% Aug 18, 2025 - Aug 22, 2025
#8	-6.78% Feb 27, 2026 - Mar 27, 2026	-0.23% Oct 27, 2025 - Nov 10, 2025
#9	-5.27% Aug 20, 2025 - Feb 26, 2026	-0.23% Feb 2, 2026 - Feb 9, 2026
#10	-5.22% Sep 2, 2021 - Oct 22, 2021	-0.20% May 11, 2026 - May 22, 2026
#11	-5.17% Mar 28, 2024 - Jun 21, 2024	-0.17% Jul 29, 2025 - Aug 6, 2025
#12	-5.07% Jan 8, 2021 - Mar 15, 2021	-0.17% Oct 9, 2025 - Oct 14, 2025
#13	-4.99% Sep 6, 2016 - Dec 9, 2016	-0.17% Jan 9, 2026 - Jan 22, 2026
#14	-4.20% Jul 15, 2019 - Aug 29, 2019	-0.16% Jun 12, 2025 - Jun 23, 2025
#15	-3.60% Nov 23, 2021 - Dec 7, 2021	-0.13% Mar 4, 2026 - Mar 10, 2026

Correlation

Correlation between HUSV and MMAX is -0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.08

-101

Dividend Comparison (2016 - 2026)

HUSV vs MMAX dividend yield comparison.

Year	HUSV	MMAX
2026	0.30%	0.00%
2025	1.38%	1.31%
2024	1.14%	0.00%
2023	1.80%	0.00%
2022	1.68%	0.00%
2021	1.35%	0.00%
2020	1.29%	0.00%
2019	1.36%	0.00%
2018	1.48%	0.00%
2017	1.31%	0.00%
2016	0.35%	0.00%