FMN vs HUSV

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Quick Verdict

HUSV offers more diversification with 102 holdings.

Side-by-Side Comparison

MetricFMNHUSV
Fund FamilyFederated Premier Municipal Income FundFirst Trust Portfolios (US)
Expense Ratio-0.70%
AUM$176M$75M
Dividend Yield-1.31%
Holdings Count-102
Inception Date-2016-08-24
Investment Style-Large Cap Blend
1-Month Return-+1.97%
YTD Return-+2.44%
1-Year Return-+3.07%
3-Year Return-+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score-68
Momentum Score-46
Value Score-48

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
40
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMN or HUSV?

Expense ratio data is not currently available.

Do FMN and HUSV hold the same stocks?

FMN and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 40 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMN or HUSV?

Historical return data is not currently available for comparison.