HUSV vs IG
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HUSV vs IG
First Trust Horizon Managed Volatility Domestic ETF vs Principal Investment Grade Corporate Active ETF
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Quick Verdict
IG has a lower expense ratio. IG delivered stronger 1-year returns. IG offers more diversification with 231 holdings.
Side-by-Side Comparison
| Metric | HUSV | IG |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Principal Funds |
| Expense Ratio | 0.70% | 0.19% |
| AUM | $75M | $166M |
| Dividend Yield | 1.31% | 4.97% |
| Holdings Count | 102 | 231 |
| Inception Date | 2016-08-24 | 2018-04-18 |
| Investment Style | Large Cap Blend | Long Term Mid Quality |
| 1-Month Return | +1.97% | +0.38% |
| YTD Return | +2.44% | +0.43% |
| 1-Year Return | +3.07% | +7.39% |
| 3-Year Return | +7.82% | +4.29% |
| 5-Year Return | +8.85% | -0.34% |
| 10-Year Return | - | - |
| Buy Score | 68 | 70 |
| Momentum Score | 46 | 35 |
| Value Score | 48 | 58 |
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, HUSV or IG?
HUSV has an expense ratio of 0.70% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do HUSV and IG hold the same stocks?
HUSV and IG 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, HUSV or IG?
Over the past year, HUSV returned +3.07% while IG returned +7.39%. IG outperformed over this period. Past performance does not guarantee future results.