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HUSV vs SPY

Comparison between FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HUSV, delivering a return of +13.3% compared to +5.8%

HUSV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HUSV
$73M
Winner
SPY
$735B
Expense Ratio
HUSV
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
HUSV
35.72%
SPY
56.47%
Sharpe Ratio
HUSV
-0.38
Winner
SPY
1.62
5Y Beta
Winner
HUSV
0.41
SPY
1.00
P/E Ratio
Winner
HUSV
21.63
SPY
28.99
Forward P/E
Winner
HUSV
19.21
SPY
22.37
PEG Ratio
HUSV
0.74
SPY
N/A
5Y Dividends CAGR
Winner
HUSV
5.85%
SPY
5.43%
5Y EPS CAGR
HUSV
14.05%
Winner
SPY
26.05%
Debt to Equity
Winner
HUSV
14.68%
SPY
32.40%
P/S Ratio
Winner
HUSV
3.34
SPY
3.74
P/B Ratio
Winner
HUSV
3.34
SPY
5.61

HUSV vs SPY - Holdings Comparison

HUSV and SPY have 101 common holdings. Overlap is 21.51%

HUSV's top 25 holdings weight is 49.27%. SPY's top 25 holdings weight is 52.37%.

RankHUSVSPY
#1
CISCO SYSTEMS INC (CSCO) - 3.10%
NVIDIA CORP (NVDA) - 8.10%
#2
VERISIGN INC (VRSN) - 3.07%
APPLE INC (AAPL) - 7.02%
#3
APPLE INC (AAPL) - 2.84%
MICROSOFT CORP (MSFT) - 4.79%
#4
MICROSOFT CORP (MSFT) - 2.58%
AMAZON.COM INC (AMZN) - 4.02%
#5
GEN DIGITAL INC (GEN) - 2.54%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
TELEDYNE TECHNOLOGIES INC (TDY) - 2.50%
BROADCOM INC (AVGO) - 3.10%
#7
ROPER TECHNOLOGIES INC (ROP) - 2.31%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
PTC INC (PTC) - 2.19%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
REALTY INCOME CORP (O) - 2.12%
TESLA INC (TSLA) - 1.89%
#10
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.12%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
COCA-COLA CO (KO) - 2.10%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MOTOROLA SOLUTIONS INC (MSI) - 2.08%
ELI LILLY AND CO (LLY) - 1.31%
#13
REGENCY CENTERS CORP (REG) - 1.83%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
LOEWS CORP (L) - 1.75%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65%
EXXON MOBIL CORP (XOM) - 0.97%
#16
REPUBLIC SERVICES INC (RSG) - 1.62%
INTEL CORP (INTC) - 0.90%
#17
WEC ENERGY GROUP INC (WEC) - 1.62%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MCDONALD'S CORP (MCD) - 1.55%
VISA INC CLASS A (V) - 0.85%
#19
JOHNSON & JOHNSON (JNJ) - 1.54%
WALMART INC (WMT) - 0.81%
#20
TJX COMPANIES INC (TJX) - 1.51%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AFLAC INC (AFL) - 1.51%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
VENTAS INC (VTR) - 1.36%
CATERPILLAR INC (CAT) - 0.66%
#23
WASTE MANAGEMENT INC (WM) - 1.30%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
LINDE PLC (LIN) - 1.25%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.23%
ABBVIE INC (ABBV) - 0.58%
Total Holdings101505

HUSV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HUSV
+1.19%
Winner
SPY
+1.90%
3M
HUSV
-1.82%
Winner
SPY
+8.55%
6M
HUSV
+2.24%
Winner
SPY
+8.18%
1Y
HUSV
+0.09%
Winner
SPY
+25.79%
5Y(CAGR)
HUSV
+5.78%
Winner
SPY
+13.32%
10Y(CAGR)
HUSV
+8.71%
Winner
SPY
+15.19%
Max(CAGR)
Winner
HUSV
+8.71%
SPY
+8.47%

HUSV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHUSVSPY
2026+2.64%+8.26%
2025+5.32%+18.00%
2024+12.39%+25.59%
2023+3.48%+26.72%
2022-5.39%-18.64%
2021+27.66%+30.52%
2020+5.36%+17.28%
2019+28.57%+31.09%
2018-1.51%-5.24%
2017+15.78%+20.78%
2016+0.69%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HUSV vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HUSV drawdown is -2.74%. The current SPY drawdown is -2.90%.

RankHUSVSPY
#1-35.72%
Feb 14, 2020 - Nov 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-17.00%
Apr 20, 2022 - Feb 22, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.46%
Sep 21, 2018 - Feb 13, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.50%
Dec 31, 2021 - Apr 20, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.35%
Mar 3, 2025 - May 16, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.68%
Jan 26, 2018 - Aug 6, 2018		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.26%
Nov 29, 2024 - Feb 13, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.78%
Feb 27, 2026 - Mar 27, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.27%
Aug 20, 2025 - Feb 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.22%
Sep 2, 2021 - Oct 22, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.17%
Mar 28, 2024 - Jun 21, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.07%
Jan 8, 2021 - Mar 15, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.99%
Sep 6, 2016 - Dec 9, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.20%
Jul 15, 2019 - Aug 29, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.60%
Nov 23, 2021 - Dec 7, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HUSV and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

HUSV vs SPY dividend yield comparison.

YearHUSVSPY
20260.30%0.24%
20251.38%1.07%
20241.14%1.21%
20231.80%1.40%
20221.68%1.65%
20211.35%1.20%
20201.29%1.52%
20191.36%1.75%
20181.48%2.04%
20171.31%1.80%
20160.35%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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