HUSV vs SPGM
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HUSV vs SPGM
First Trust Horizon Managed Volatility Domestic ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
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Quick Verdict
SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2834 holdings.
Side-by-Side Comparison
| Metric | HUSV | SPGM |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | SPDR State Street Global Advisors |
| Expense Ratio | 0.70% | 0.09% |
| AUM | $75M | $1.5B |
| Dividend Yield | 1.31% | 1.80% |
| Holdings Count | 102 | 2,954 |
| Inception Date | 2016-08-24 | 2012-02-27 |
| Investment Style | Large Cap Blend | Large Cap Blend |
| 1-Month Return | +1.97% | +3.34% |
| YTD Return | +2.44% | +2.71% |
| 1-Year Return | +3.07% | +23.81% |
| 3-Year Return | +7.82% | +19.04% |
| 5-Year Return | +8.85% | +12.35% |
| 10-Year Return | - | +5.47% |
| Buy Score | 68 | 76 |
| Momentum Score | 46 | 59 |
| Value Score | 48 | 71 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HUSV or SPGM?
HUSV has an expense ratio of 0.70% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.
Do HUSV and SPGM hold the same stocks?
HUSV and SPGM share 53 common holdings with a 12.0% weight overlap. They hold 2881 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HUSV or SPGM?
Over the past year, HUSV returned +3.07% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.