FTGS vs HUSV

Quick Verdict

FTGS has a lower expense ratio. FTGS delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.

Lower Fees: FTGSHigher Returns: FTGSMore Diversified: HUSV

Side-by-Side Comparison

MetricFTGSHUSVWinner
Expense Ratio0.60%0.70%
AUM$1.3B$74M
Dividend Yield0.09%1.37%
Holdings51101
YTD Return+12.49%+8.58%
1Y Return+14.75%+5.89%
3Y Return (annualized)+18.25%+9.95%
5Y Return (annualized)-+6.22%
Volatility (annualized)14.6%13.2%
Max Drawdown-20.0%-35.7%
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryEquityEquity
InceptionOct 25, 2022Aug 24, 2016

FTGS vs HUSV Performance

First Trust Growth Strength ETF (FTGS) 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 FTGS returned +14.75% while HUSV returned +5.89%. Year to date, FTGS is up 12.49% versus a gain of 8.58% for HUSV.

Over three years, FTGS compounded at +18.25% per year against +9.95% for HUSV. Across the full 4-year window we track, FTGS has the edge at +19.84% annualized vs +8.52%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTGS has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.2% for HUSV. 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 -20.0% for FTGS 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTGS charges 0.60% per year while HUSV charges 0.70%. On a $10,000 position that is $60 vs $70 annually, a gap of $10 per year that compounds over a long holding period. On income, FTGS currently yields 0.09% against 1.37% for HUSV.

Holdings Overlap

7.4%overlap

FTGS and HUSV share 9 holdings out of 142 unique holdings combined, representing a 7.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FTGSWeight in HUSVDifference
MSFT1.77%2.35%0.58%
TJX1.85%1.49%0.36%
CINF2.12%0.76%1.36%
MMCProProPro
SYKProProPro
MAProProPro
ROSTProProPro
CORProProPro
RMDProProPro
See all 9 holdings FTGS shares with HUSV
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Frequently Asked Questions

Which is cheaper, FTGS or HUSV?

FTGS has an expense ratio of 0.60% while HUSV charges 0.70%. FTGS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, FTGS or HUSV?

Over the past year FTGS returned +14.75% vs +5.89% for HUSV, so FTGS leads on 1-year performance. Over the longest common window we track (4 years), FTGS annualized +19.84% vs +8.52% for HUSV. Past performance does not guarantee future results.

Which is riskier, FTGS or HUSV?

FTGS has been the more volatile fund at 14.6% annualized versus 13.2% for HUSV. Worst drawdown: FTGS -20.0% vs HUSV -35.7%.

Should I hold both FTGS and HUSV?

FTGS and HUSV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTGS and HUSV?

FTGS and HUSV share 9 common holdings with a 7.4% weight overlap. Combined, they hold 142 unique securities.

Which pays a higher dividend, FTGS or HUSV?

FTGS yields 0.09% while HUSV yields 1.37%, so HUSV currently pays the higher dividend yield.

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