ELCV vs HUSV

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Quick Verdict

ELCV has a lower expense ratio. HUSV offers more diversification with 100 holdings.

Side-by-Side Comparison

MetricELCVHUSV
Fund FamilyEventideFirst Trust Portfolios (US)
Expense Ratio0.49%0.70%
AUM$167M$75M
Dividend Yield2.08%1.31%
Holdings Count47102
Inception Date2024-09-302016-08-24
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+5.84%+1.97%
YTD Return+4.34%+2.44%
1-Year Return-+3.07%
3-Year Return-+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score6568
Momentum Score7346
Value Score4648

Holdings Overlap

5.0%
Weight Overlap
7
Shared Holdings
138
Total Unique

Top Shared Holdings

TickerELCV WeightHUSV Weight
HD4.08%0.61%
XOM3.74%0.70%
WMB3.96%0.44%
MDT:IE3.29%0.85%
WEC2.26%1.22%
LOW2.79%0.42%
SYK0.88%0.80%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ELCV or HUSV?

ELCV has an expense ratio of 0.49% while HUSV charges 0.70%. ELCV is the cheaper option, saving you money on management fees over time.

Do ELCV and HUSV hold the same stocks?

ELCV and HUSV share 7 common holdings with a 5.0% weight overlap. They hold 138 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or HUSV?

Historical return data is not currently available for comparison.