HUSV vs IGBH
First Trust Horizon Managed Volatility Domestic ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Quick Verdict
IGBH has a lower expense ratio. IGBH delivered stronger 1-year returns. IGBH offers more diversification with 4,130 holdings.
Side-by-Side Comparison
| Metric | HUSV | IGBH | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.14% | |
| AUM | $85M | $233M | |
| Dividend Yield | 1.27% | 5.62% | |
| Holdings | 102 | 4,130 | |
| YTD Return | +7.02% | +2.05% | |
| 1Y Return | +2.86% | +5.62% | |
| 3Y Return (annualized) | +9.92% | +7.69% | |
| 5Y Return (annualized) | +5.54% | +5.43% | |
| Volatility (annualized) | 13.2% | 7.5% | |
| Max Drawdown | -35.7% | -38.9% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | Aug 24, 2016 | Jul 22, 2015 |
HUSV vs IGBH Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US). Over the past year HUSV returned +2.86% while IGBH returned +5.62%. Year to date, HUSV is up 7.02% versus a gain of 2.05% for IGBH.
Over three years, HUSV compounded at +9.92% per year against +7.69% for IGBH; over five years the annualized figures are +5.54% and +5.43% respectively. Across the full 10-year window we track, HUSV has the edge at +8.33% annualized vs +2.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HUSV has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 7.5% for IGBH. 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 -35.7% for HUSV and -38.9% for IGBH. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HUSV charges 0.70% per year while IGBH charges 0.14%. On a $10,000 position that is $70 vs $14 annually, a gap of $56 per year that compounds over a long holding period. On income, HUSV currently yields 1.27% against 5.62% for IGBH.
Holdings Overlap
HUSV and IGBH share 0 holdings out of 177 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, HUSV or IGBH?
HUSV has an expense ratio of 0.70% while IGBH charges 0.14%. IGBH is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, HUSV or IGBH?
Over the past year HUSV returned +2.86% vs +5.62% for IGBH, so IGBH leads on 1-year performance. Over the longest common window we track (10 years), HUSV annualized +8.33% vs +2.90% for IGBH. Past performance does not guarantee future results.
Which is riskier, HUSV or IGBH?
HUSV has been the more volatile fund at 13.2% annualized versus 7.5% for IGBH. Worst drawdown: HUSV -35.7% vs IGBH -38.9%.
Should I hold both HUSV and IGBH?
HUSV and IGBH have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and IGBH?
HUSV and IGBH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 177 unique securities.
Which pays a higher dividend, HUSV or IGBH?
HUSV yields 1.27% while IGBH yields 5.62%, so IGBH currently pays the higher dividend yield.
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