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 182 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 | 45 | 35 |
| Value Score | 48 | 58 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
282
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 282 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.