HSMVFirst Trust Horizon Managed Volatility Small/Mid ETF
Grow my money#2457 of 2944 for Grow my money
Seeks to provide investors with capital appreciation.
First Trust · Since 2020 (6 years)
Annual Cost
0.80%
#3981 out of 5,332 ETFs
Fund Size
$29M
#3844 out of 5,332 ETFs
Dividend Yield
2.03%
Track Record
6 years
#2116 out of 5,332 ETFs
Performance
1 Year
+9.3%
3 Years
+10.0%
5 Years
+4.3%
What's inside
Asset class
Region
Strategy
index tracking
Cap
smid
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Real Estate
23.3%
Financial Services
16.5%
Industrials
14.7%
Utilities
12.4%
Consumer Defensive
8.3%
Consumer Cyclical
7.7%
Basic Materials
5.3%
Healthcare
5.1%
Other
6.6%
Top holdings
OGE Energy CorpOGE2.2%
Phillips Edison & Co Inc Ordinary Shares - NewPECO2.1%
Ingredion IncINGR2.0%
Idacorp IncIDA1.6%
Starwood Property Trust IncSTWD1.6%
NNN REIT IncNNN1.5%
Ellington Financial IncEFC1.5%
Agree Realty CorpADC1.4%
Graco IncGGG1.4%
Four Corners Property Trust IncFCPT1.4%
Risk profile
Volatility (1Y)
10.7%
Moderate
Max drawdown
-19.2%
Worst peak-to-trough loss
Sharpe (3Y)
0.52
Decent risk-adjusted returns
Sortino (3Y)
0.76
Moderate downside risk
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Data updated on 2026-05-05