FMO vs HUSV

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Quick Verdict

HUSV offers more diversification with 102 holdings.

Side-by-Side Comparison

MetricFMOHUSV
Fund FamilyFiduciary/Claymore Energy Infrastructure FundFirst Trust Portfolios (US)
Expense Ratio-0.70%
AUM$275M$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
19
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FMO or HUSV?

Expense ratio data is not currently available.

Do FMO and HUSV hold the same stocks?

FMO and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FMO or HUSV?

Historical return data is not currently available for comparison.