HUSV vs KF
First Trust Horizon Managed Volatility Domestic ETF vs The Korea Fund, Inc.
Quick Verdict
KF delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.
Side-by-Side Comparison
| Metric | HUSV | KF | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | - | |
| AUM | $74M | $285M | |
| Dividend Yield | 1.37% | 1.57% | |
| Holdings | 101 | 52 | |
| YTD Return | +8.58% | +55.19% | |
| 1Y Return | +5.89% | +121.76% | |
| 3Y Return (annualized) | +9.95% | +40.09% | |
| 5Y Return (annualized) | +6.22% | +15.19% | |
| Volatility (annualized) | 13.2% | 43.4% | |
| Max Drawdown | -35.7% | -77.0% | |
| Fund Family | First Trust Portfolios (US) | The Korea Fund, Inc. (KF) | |
| Category | Equity | Equity | |
| Inception | Aug 24, 2016 | Aug 29, 1984 |
HUSV vs KF Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year HUSV returned +5.89% while KF returned +121.76%. Year to date, HUSV is up 8.58% versus a gain of 55.19% for KF.
Over three years, HUSV compounded at +9.95% per year against +40.09% for KF; over five years the annualized figures are +6.22% and +15.19% respectively. Across the full 10-year window we track, KF has the edge at +16.27% annualized vs +8.52%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% 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 -35.7% for HUSV and -77.0% for KF. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
HUSV and KF share 0 holdings out of 150 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, HUSV or KF?
Over the past year HUSV returned +5.89% vs +121.76% for KF, so KF leads on 1-year performance. Over the longest common window we track (10 years), HUSV annualized +8.52% vs +16.27% for KF. Past performance does not guarantee future results.
Which is riskier, HUSV or KF?
KF has been the more volatile fund at 43.4% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs KF -77.0%.
Should I hold both HUSV and KF?
HUSV and KF have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and KF?
HUSV and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 150 unique securities.
Which pays a higher dividend, HUSV or KF?
HUSV yields 1.37% while KF yields 1.57%, so KF currently pays the higher dividend yield.
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