HUSV vs NMI
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HUSV vs NMI
First Trust Horizon Managed Volatility Domestic ETF vs Nuveen Municipal Income Fund Inc.
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Quick Verdict
HUSV has a lower expense ratio. NMI delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | HUSV | NMI |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Nuveen |
| Expense Ratio | 0.70% | 0.73% |
| AUM | $74M | - |
| Dividend Yield | 1.33% | 4.57% |
| Holdings Count | 101 | 220 |
| Inception Date | 2016-08-24 | 1988-04-20 |
| Investment Style | Large Cap Blend | Municipal Bond |
| 1-Month Return | +0.67% | +1.09% |
| YTD Return | +2.05% | +3.37% |
| 1-Year Return | -1.06% | +7.44% |
| 3-Year Return | +7.32% | +4.93% |
| 5-Year Return | +5.77% | +1.16% |
| 10-Year Return | - | +4.12% |
| Buy Score | 51 | 60 |
| Momentum Score | 30 | 39 |
| Value Score | 57 | 34 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
195
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HUSV or NMI?
HUSV has an expense ratio of 0.70% while NMI charges 0.73%. HUSV is the cheaper option, saving you money on management fees over time.
Do HUSV and NMI hold the same stocks?
HUSV and NMI share 0 common holdings with a 0.0% weight overlap. They hold 195 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HUSV or NMI?
Over the past year, HUSV returned -1.06% while NMI returned +7.44%. NMI outperformed over this period. Past performance does not guarantee future results.