HUSV vs TYLG

HUSV vs TYLG
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Quick Verdict

TYLG has a lower expense ratio. TYLG delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.

Lower Fees: TYLGHigher Returns: TYLGMore Diversified: HUSV

Side-by-Side Comparison

MetricHUSVTYLGWinner
Expense Ratio0.70%0.60%
AUM$85M$15M
Dividend Yield1.27%8.89%
Holdings10278
YTD Return+8.08%+23.23%
1Y Return+5.31%+34.36%
3Y Return (annualized)+9.97%+24.23%
5Y Return (annualized)+5.72%-
Volatility (annualized)13.2%15.9%
Max Drawdown-35.7%-24.5%
Fund FamilyFirst Trust Portfolios (US)Global X by mirae Asset
CategoryEquityAlternative
InceptionAug 24, 2016Nov 21, 2022

HUSV vs TYLG Performance

First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year HUSV returned +5.31% while TYLG returned +34.36%. Year to date, HUSV is up 8.08% versus a gain of 23.23% for TYLG.

Over three years, HUSV compounded at +9.97% per year against +24.23% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.83% annualized vs +8.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -24.5% for TYLG. 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HUSV charges 0.70% per year while TYLG charges 0.60%. On a $10,000 position that is $70 vs $60 annually, a gap of $10 per year that compounds over a long holding period. On income, HUSV currently yields 1.27% against 8.89% for TYLG.

Holdings Overlap

7.8%overlap

HUSV and TYLG share 9 holdings out of 166 unique holdings combined, representing a 7.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HUSVWeight in TYLGDifference
AAPL2.81%5.81%3.00%
MSFT2.89%4.68%1.79%
CSCO3.56%1.50%2.06%
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Frequently Asked Questions

Which is cheaper, HUSV or TYLG?

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

Which performed better, HUSV or TYLG?

Over the past year HUSV returned +5.31% vs +34.36% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), HUSV annualized +8.45% vs +25.83% for TYLG. Past performance does not guarantee future results.

Which is riskier, HUSV or TYLG?

TYLG has been the more volatile fund at 15.9% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs TYLG -24.5%.

Should I hold both HUSV and TYLG?

HUSV and TYLG have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HUSV and TYLG?

HUSV and TYLG share 9 common holdings with a 7.8% weight overlap. Combined, they hold 166 unique securities.

Which pays a higher dividend, HUSV or TYLG?

HUSV yields 1.27% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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