HUSV vs MFEM

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Quick Verdict

MFEM has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 772 holdings.

Side-by-Side Comparison

MetricHUSVMFEM
Fund FamilyFirst Trust Portfolios (US)PIMCO (US)
Expense Ratio0.70%0.49%
AUM$75M$127M
Dividend Yield1.31%2.32%
Holdings Count102772
Inception Date2016-08-242017-08-31
Investment StyleLarge Cap BlendLarge Cap Value
1-Month Return+1.97%+9.42%
YTD Return+2.44%+7.98%
1-Year Return+3.07%+37.08%
3-Year Return+7.82%+15.74%
5-Year Return+8.85%+7.46%
10-Year Return--
Buy Score6868
Momentum Score4679
Value Score4853

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 MFEM?

HUSV has an expense ratio of 0.70% while MFEM charges 0.49%. MFEM is the cheaper option, saving you money on management fees over time.

Do HUSV and MFEM hold the same stocks?

HUSV and MFEM 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 MFEM?

Over the past year, HUSV returned +3.07% while MFEM returned +37.08%. MFEM outperformed over this period. Past performance does not guarantee future results.