HUSVvsOAKMETF Comparison
ETF 1
HUSV
First Trust Horizon Managed Volatility Domestic ETF
This fund is part of
US Low Volatility
+0.69%
VS
First Trust Horizon Managed Volatility Domestic ETF (HUSV) belongs to the US Low Volatility segment. Oakmark U.S. Large Cap ETF (OAKM) is part of the US Large Cap Value segment. HUSV's top 3 sector exposures are Finance, Technology and Utilities. In contrast, OAKM's top sector exposures are Finance, Technology and Healthcare. HUSV is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.64% for OAKM. HUSV is up 9.84% year-to-date (YTD) with -$42M in YTD flows. OAKM performs better with 9.96% YTD performance, and +$148M in YTD flows. Run a side-by-side ETF comparison of HUSV and OAKM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HUSV vs OAKM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HUSV OAKM | +8.14%+5.34% | +1.68%+2.94% | +9.84%+9.96% | +11.49%+17.94% | +41.97%n/a | +34.61%n/a |
| Flows | HUSV OAKM | -$7K+$26M | -$19M+$27M | -$42M+$148M | -$42M+$237M | -$52M- | -$87M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HUSV OAKM | +9.49%+12.28% | +9.88%+13.18% | +10.71%n/a | +12.25%n/a |
| Max drawdown | HUSV OAKM | -6.66%-8.63% | -6.79%-8.63% | -9.38%n/a | -17.09%n/a |
| Max drawdown duration | HUSV OAKM | 73d56d | 127d56d | 74dn/a | 780dn/a |
Trading data
HUSV | OAKM | |
Last sale 10/29/2026 at 7:46 PM | $41.99 | $31.04 |
| Previous close 10/29/2026 | $41.29 | $31.18 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/29/2026 at 7:46 PM
Live
Closed
HUSV | OAKM | |
|---|---|---|
| Last price | $41.99 | $31.04 |
| 1D performance | +1.68% | -0.45% |
| AuM | $56.71 M | $1.19 B |
| E/R | 0.7% | 0.64% |
Characteristics
HUSV | OAKM | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | Oakmark Funds |
| Benchmark | - | - |
| N° of holdings | 100 | 38 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 24, 2016 | December 2, 2024 |
| ESG | No | No |
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Exposure
Countries
HUSV
USA
95.07%
Other
4.93%
OAKM
USA
92.06%
Other
7.94%
Sectors
HUSV
Finance
28.74%
Technology
22.19%
Utilities
11.82%
Industrials
11.56%
Other
25.69%
OAKM
Finance
38.18%
Technology
14.68%
Healthcare
14.05%
Other
33.09%
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Diversification
HUSV
Total weight of top 15 holdings out of 15
32.15%
OAKM
Total weight of top 15 holdings out of 15
50.5%
Top 15 holdings
Data as of September 30, 2026
HUSV
Berkshire Hathaway, Inc.
2.56%
Regency Centers Corp.
2.51%
Loews Corp.
2.38%
Federal Realty Investment Trust
2.37%
Aflac, Inc.
2.30%
Apple, Inc.
2.26%
Motorola Solutions, Inc.
2.24%
Realty Income Corp.
2.14%
Teledyne Technologies, Inc.
1.98%
F5, Inc.
1.98%
NVIDIA Corp.
1.92%
Trimble, Inc.
1.90%
VeriSign, Inc.
1.89%
Analog Devices, Inc.
1.89%
TE Connectivity Plc
1.83%
OAKM
Salesforce, Inc.
4.22%
Citigroup, Inc.
3.66%
Airbnb, Inc.
3.65%
Keurig Dr Pepper, Inc.
3.53%
Merck & Co., Inc.
3.48%
Intercontinental Exchange, Inc.
3.32%
Delta Air Lines, Inc.
3.30%
State Street Corp.
3.28%
Willis Towers Watson Plc
3.27%
Capital One Financial Corp.
3.26%
Targa Resources Corp.
3.22%
Elevance Health, Inc.
3.20%
Bank of America Corp.
3.07%
ConocoPhillips
3.04%
IQVIA Holdings, Inc.
3.02%
Frequently asked questions about HUSV and OAKM
How have the HUSV and OAKM ETFs performed in 2026?
As of October 29, 2026, HUSV is up 9.84% year-to-date (YTD), while OAKM has returned 9.96%. That puts OAKM better performer ahead so far this year.
Which ETF is attracting more investor money: HUSV or OAKM?
Year-to-date, the HUSV ETF saw -$42M in flows, compared to +$148M for OAKM.
Which ETF is more volatile: HUSV or OAKM?
Over the past year, HUSV had a volatility of 9.88%, while OAKM experienced 13.18%.
Which ETF is bigger: HUSV or OAKM?
As of October 29, 2026, HUSV holds $56.71 M in assets under management (AUM), while OAKM manages $1.19 B.
What sectors do the HUSV and OAKM ETFs invest in?
HUSV leans toward sectors like Finance, Technology and Utilities. Meanwhile, OAKM focuses on Finance, Technology and Healthcare.
What are the top holdings of the HUSV ETF and OAKM ETF?
HUSV top holdings include Berkshire Hathaway, Inc., Regency Centers Corp. and Loews Corp.. OAKM holds in its top three: Salesforce, Inc., Citigroup, Inc. and Airbnb, Inc..
Which ETF is more diversified: HUSV or OAKM?
HUSV holds 100 securities with 32.15% of its assets in the top 15. OAKM has 39 securities and a top 15 weight of 50.5%.
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