ELCV vs HUSV

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Quick Verdict

ELCV has a lower expense ratio. HUSV offers more diversification with 102 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

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

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 0 common holdings with a 0.0% weight overlap. They hold 0 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.