HUSV vs SPGM
First Trust Horizon Managed Volatility Domestic ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
Quick Verdict
SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2846 holdings.
Side-by-Side Comparison
| Metric | HUSV | SPGM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.09% | |
| AUM | $74M | $1.7B | |
| Dividend Yield | 1.37% | 1.80% | |
| Holdings | 101 | 2,985 | |
| YTD Return | +7.92% | +15.00% | |
| 1Y Return | +5.19% | +25.46% | |
| 3Y Return (annualized) | +9.65% | +21.19% | |
| 5Y Return (annualized) | +5.95% | +11.61% | |
| Volatility (annualized) | 13.2% | 13.7% | |
| Max Drawdown | -35.7% | -34.0% | |
| Fund Family | First Trust Portfolios (US) | SPDR State Street Global Advisors | |
| Category | Equity | Equity | |
| Inception | Aug 24, 2016 | Feb 27, 2012 |
HUSV vs SPGM Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year HUSV returned +5.19% while SPGM returned +25.46%. Year to date, HUSV is up 7.92% versus a gain of 15.00% for SPGM.
Over three years, HUSV compounded at +9.65% per year against +21.19% for SPGM; over five years the annualized figures are +5.95% and +11.61% respectively. Across the full 10-year window we track, SPGM has the edge at +9.93% annualized vs +8.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPGM has been the more volatile fund, with annualized monthly volatility of 13.7% 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 -34.0% for SPGM. 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HUSV charges 0.70% per year while SPGM charges 0.09%. On a $10,000 position that is $70 vs $9 annually, a gap of $61 per year that compounds over a long holding period. On income, HUSV currently yields 1.37% against 1.80% for SPGM.
Holdings Overlap
HUSV and SPGM share 59 holdings out of 2888 unique holdings combined, representing a 16.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HUSV or SPGM?
HUSV has an expense ratio of 0.70% while SPGM charges 0.09%. SPGM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, HUSV or SPGM?
Over the past year HUSV returned +5.19% vs +25.46% for SPGM, so SPGM leads on 1-year performance. Over the longest common window we track (10 years), HUSV annualized +8.44% vs +9.93% for SPGM. Past performance does not guarantee future results.
Which is riskier, HUSV or SPGM?
SPGM has been the more volatile fund at 13.7% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs SPGM -34.0%.
Should I hold both HUSV and SPGM?
HUSV and SPGM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and SPGM?
HUSV and SPGM share 59 common holdings with a 16.6% weight overlap. Combined, they hold 2888 unique securities.
Which pays a higher dividend, HUSV or SPGM?
HUSV yields 1.37% while SPGM yields 1.80%, so SPGM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.