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Upturn AI SWOT - About
First Trust Horizon Managed Volatility Domestic ETF (HUSV)
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Upturn Advisory Summary
03/18/2025: HUSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 11.04% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 16367 | Beta 0.65 | 52 Weeks Range 33.46 - 40.45 | Updated Date 04/2/2025 |
52 Weeks Range 33.46 - 40.45 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust Horizon Managed Volatility Domestic ETF
ETF Overview
Overview
First Trust Horizon Managed Volatility Domestic ETF (HUSV) seeks to provide total return by investing in a diversified portfolio of U.S. equities while managing volatility. The fund uses a quantitative model to select and weight securities, aiming for lower volatility than the broader market. It primarily invests in large-cap U.S. stocks.
Reputation and Reliability
First Trust is a well-established ETF issuer known for innovative and strategic investment products.
Management Expertise
First Trust has a seasoned management team with expertise in quantitative investing and risk management.
Investment Objective
Goal
The fund's primary goal is to provide total return while managing volatility in a portfolio of U.S. equities.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative, rules-based strategy to select and weight securities based on their volatility characteristics.
Composition The ETF primarily holds U.S. large-cap stocks selected based on volatility metrics.
Market Position
Market Share: The ETF's market share within the low volatility ETF category is moderate.
Total Net Assets (AUM): 1880000000
Competitors
Key Competitors
- SPLV
- USMV
- ACWV
Competitive Landscape
The low-volatility ETF market is competitive, with several large players. HUSV's advantage lies in its specific quantitative model. It may underperform broader market rallies compared to less risk-averse strategies, but its low volatility focus gives it an edge during market downturns, although its expense ratio is relatively high.
Financial Performance
Historical Performance: Historical performance data shows the ETF has generally provided lower volatility than the S&P 500 but may lag during strong bull markets. Data is unavailable.
Benchmark Comparison: The ETF's performance is typically compared to the S&P 500 Low Volatility Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume suggests moderate liquidity, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate changes, and overall market sentiment can influence the ETF's performance. Periods of high market volatility can lead to increased demand for the ETF.
Growth Trajectory
The ETF's growth is tied to investor demand for low-volatility strategies and the effectiveness of its quantitative model. Changes to the model or its holdings may impact future performance.
Moat and Competitive Advantages
Competitive Edge
HUSV's competitive advantage stems from its quantitative, rules-based approach to managing volatility. The fundu2019s strategy seeks to deliver downside protection during market downturns, potentially leading to more stable long-term returns. The fund's investment methodology offers a differentiated approach compared to market cap weighted low volatility strategies.
Risk Analysis
Volatility
The ETF exhibits lower historical volatility than the broader market, in line with its investment objective.
Market Risk
The ETF is still subject to market risk, meaning it can decline in value if the overall stock market falls, even though its volatility is managed.
Investor Profile
Ideal Investor Profile
HUSV is suitable for risk-averse investors, retirees, and those seeking downside protection in their portfolio.
Market Risk
This ETF is suitable for long-term investors seeking to reduce portfolio volatility and potentially suitable for tactical allocation strategies focused on risk management.
Summary
First Trust Horizon Managed Volatility Domestic ETF is designed to offer a less volatile exposure to the U.S. stock market. It achieves this through a quantitative model that selects and weights stocks based on their volatility characteristics. While it may underperform in strongly rising markets, it aims to provide downside protection during market declines. This makes it potentially suitable for risk-averse investors or those seeking to stabilize their portfolios. Its moderate AUM and reasonable expense ratio enhance its appeal.
Similar Companies
SPLV
Invesco S&P 500® Low Volatility ETF
SPLV
Invesco S&P 500® Low Volatility ETF
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is estimated and may vary. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Horizon Managed Volatility Domestic ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing at least 80% of its net assets in common stocks of domestic companies listed and traded on U.S. national securities exchanges that the sub-advisor believes exhibit low future expected volatility. To implement this strategy, the sub-advisor employs volatility forecasting models to forecast future expected volatility. The strategy is largely quantitative and rules-based, but also includes multiple parameters over which the sub-advisor may exercise discretion in connection with its active management of the fund.
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