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HUSVFirst Trust Horizon Managed Volatility Domestic ETF

Grow my money9y track recordRanked #1,760 of 2,998 in this goal

Seeks capital appreciation.

By First Trust · Launched 2016

Annual Cost

0.70%

#3,681 of 5,861 · average

Fund Size

$73M

#3,290 of 5,861 · mid-size

Return (1Y)Goal

+4.7%

Track Record

9 years

#1,428 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,510+5.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 24.6% of fundwell diversified

VERISIGN INC
2.8%
CISCO SYSTEMS INC
2.8%
APPLE INC
2.6%
MICROSOFT CORP
2.6%
TELEDYNE TECHNOLOGIES INC
2.5%
ROPER TECHNOLOGIES INC
2.5%
MOTOROLA SOLUTIONS INC
2.3%
GEN DIGITAL INC
2.2%
REALTY INCOME CORP
2.2%
VICI PROPERTIES INC
2.1%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
23.8%
Financial Services
15.2%
Utilities
12.2%
Industrials
11.3%
Real Estate
9.8%
Healthcare
7.5%
Consumer Cyclical
7.4%
Consumer Defensive
6.2%
Other
6.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.0%Moderate

Year-on-year price swings

Max drawdown
-35.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.50Below average
Sortino (3Y)
0.71Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in common stocks of large cap domestic companies listed on U.S. exchanges, targeting those with low future expected volatility. Employs a quantitative, rules-based strategy with active management to capture upside in rising markets and reduce downside risk.
Inception date
August 24, 2016
Fund family
First Trust

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Data updated on 2026-08-04