FTKI vs HUSV
FTKI vs HUSV
First Trust Small Cap BuyWrite Income ETF vs First Trust Horizon Managed Volatility Domestic ETF
Quick Verdict
HUSV has a lower expense ratio. FTKI delivered stronger 1-year returns. FTKI offers more diversification with 144 holdings.
Side-by-Side Comparison
| Metric | FTKI | HUSV | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.70% | |
| AUM | $25M | $74M | |
| Dividend Yield | 12.53% | 1.37% | |
| Holdings | 170 | 101 | |
| YTD Return | +13.99% | +8.58% | |
| 1Y Return | +23.96% | +5.89% | |
| 3Y Return (annualized) | - | +9.95% | |
| 5Y Return (annualized) | - | +6.22% | |
| Volatility (annualized) | 10.3% | 13.2% | |
| Max Drawdown | -15.2% | -35.7% | |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | Feb 26, 2025 | Aug 24, 2016 |
FTKI vs HUSV Performance
First Trust Small Cap BuyWrite Income ETF (FTKI) 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 FTKI returned +23.96% while HUSV returned +5.89%. Year to date, FTKI is up 13.99% 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 10.3% for FTKI. 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 -15.2% for FTKI 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FTKI charges 0.85% per year while HUSV charges 0.70%. On a $10,000 position that is $85 vs $70 annually, a gap of $15 per year that compounds over a long holding period. On income, FTKI currently yields 12.53% against 1.37% for HUSV.
Holdings Overlap
FTKI and HUSV share 0 holdings out of 245 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, FTKI or HUSV?
FTKI has an expense ratio of 0.85% while HUSV charges 0.70%. HUSV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, FTKI or HUSV?
Over the past year FTKI returned +23.96% vs +5.89% for HUSV, so FTKI leads on 1-year performance. Over the longest common window we track (1 years), FTKI annualized +13.38% vs +8.52% for HUSV. Past performance does not guarantee future results.
Which is riskier, FTKI or HUSV?
HUSV has been the more volatile fund at 13.2% annualized versus 10.3% for FTKI. Worst drawdown: FTKI -15.2% vs HUSV -35.7%.
Should I hold both FTKI and HUSV?
FTKI and HUSV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FTKI and HUSV?
FTKI and HUSV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 245 unique securities.
Which pays a higher dividend, FTKI or HUSV?
FTKI yields 12.53% while HUSV yields 1.37%, so FTKI currently pays the higher dividend yield.
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