HUSV vs SCHQ
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HUSV vs SCHQ
First Trust Horizon Managed Volatility Domestic ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | HUSV | SCHQ |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.70% | 0.03% |
| AUM | $75M | $923M |
| Dividend Yield | 1.31% | 4.43% |
| Holdings Count | 102 | 97 |
| Inception Date | 2016-08-24 | 2019-10-10 |
| Investment Style | Large Cap Blend | Long Term Government Bond |
| 1-Month Return | +1.97% | -0.06% |
| YTD Return | +2.44% | +0.09% |
| 1-Year Return | +3.07% | +4.22% |
| 3-Year Return | +7.82% | -1.99% |
| 5-Year Return | +8.85% | -6.92% |
| 10-Year Return | - | - |
| Buy Score | 68 | 61 |
| Momentum Score | 46 | 25 |
| Value Score | 48 | 73 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
110
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HUSV or SCHQ?
HUSV has an expense ratio of 0.70% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do HUSV and SCHQ hold the same stocks?
HUSV and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 110 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HUSV or SCHQ?
Over the past year, HUSV returned +3.07% while SCHQ returned +4.22%. SCHQ outperformed over this period. Past performance does not guarantee future results.