FTGS vs HUSV

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Quick Verdict

FTGS has a lower expense ratio. FTGS delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.

Side-by-Side Comparison

MetricFTGSHUSV
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
Expense Ratio0.60%0.70%
AUM$1.2B$75M
Dividend Yield0.16%1.31%
Holdings Count51102
Inception Date2022-10-252016-08-24
Investment StyleLarge Cap GrowthLarge Cap Blend
1-Month Return+1.50%+1.97%
YTD Return+1.44%+2.44%
1-Year Return+10.72%+3.07%
3-Year Return+18.08%+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score7168
Momentum Score4746
Value Score6648

Holdings Overlap

3.4%
Weight Overlap
4
Shared Holdings
146
Total Unique

Top Shared Holdings

TickerFTGS WeightHUSV Weight
TJX2.00%1.58%
MMC1.89%0.78%
M4I:SG2.00%0.56%
COR2.06%0.47%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTGS or HUSV?

FTGS has an expense ratio of 0.60% while HUSV charges 0.70%. FTGS is the cheaper option, saving you money on management fees over time.

Do FTGS and HUSV hold the same stocks?

FTGS and HUSV share 4 common holdings with a 3.4% weight overlap. They hold 146 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTGS or HUSV?

Over the past year, FTGS returned +10.72% while HUSV returned +3.07%. FTGS outperformed over this period. Past performance does not guarantee future results.