FTCB vs HUSV
FTCB vs HUSV
First Trust Core Investment Grade ETF vs First Trust Horizon Managed Volatility Domestic ETF
Quick Verdict
FTCB has a lower expense ratio. HUSV delivered stronger 1-year returns. FTCB offers more diversification with 331 holdings.
Side-by-Side Comparison
| Metric | FTCB | HUSV | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.70% | |
| AUM | $2.5B | $74M | |
| Dividend Yield | 5.24% | 1.37% | |
| Holdings | 721 | 101 | |
| YTD Return | +0.12% | +8.58% | |
| 1Y Return | +2.43% | +5.89% | |
| 3Y Return (annualized) | - | +9.95% | |
| 5Y Return (annualized) | - | +6.22% | |
| Volatility (annualized) | 5.1% | 13.2% | |
| Max Drawdown | -5.0% | -35.7% | |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 7, 2023 | Aug 24, 2016 |
FTCB vs HUSV Performance
First Trust Core Investment Grade ETF (FTCB) is a ETF from First Trust Portfolios (US) and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US). Over the past year FTCB returned +2.43% while HUSV returned +5.89%. Year to date, FTCB is up 0.12% versus a gain of 8.58% for HUSV.
Risk: Volatility and Drawdowns
HUSV has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 5.1% for FTCB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.0% for FTCB and -35.7% for HUSV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FTCB charges 0.56% per year while HUSV charges 0.70%. On a $10,000 position that is $56 vs $70 annually, a gap of $14 per year that compounds over a long holding period. On income, FTCB currently yields 5.24% against 1.37% for HUSV.
Holdings Overlap
FTCB and HUSV share 0 holdings out of 432 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FTCB or HUSV?
FTCB has an expense ratio of 0.56% while HUSV charges 0.70%. FTCB is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, FTCB or HUSV?
Over the past year FTCB returned +2.43% vs +5.89% for HUSV, so HUSV leads on 1-year performance. Over the longest common window we track (3 years), FTCB annualized +5.77% vs +8.52% for HUSV. Past performance does not guarantee future results.
Which is riskier, FTCB or HUSV?
HUSV has been the more volatile fund at 13.2% annualized versus 5.1% for FTCB. Worst drawdown: FTCB -5.0% vs HUSV -35.7%.
Should I hold both FTCB and HUSV?
FTCB and HUSV have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FTCB and HUSV?
FTCB and HUSV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 432 unique securities.
Which pays a higher dividend, FTCB or HUSV?
FTCB yields 5.24% while HUSV yields 1.37%, so FTCB currently pays the higher dividend yield.
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