Compare · 2 funds side by side · dividends reinvested

GCLO and HSMV

GCLOGuggenheim×HSMVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,102HSMV · best of the two

02 / 03

GCLO and HSMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Horizon Managed Volatility Small/Mid ETFUnsorted0.80%4.44%+6.7%+8.5%+11.5%+3.9%−9.0%10.8%$6M1.1

Guggenheim Investment Grade CLO ETFBonds & Cash · Corporate0.35%0.85%[…][…][…][…][…][…]$60M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: GCLO 2026 · HSMV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Guggenheim Investment Grade CLO ETF · $60M[…]

GCLO

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF · $6M$12,102

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

GCLOMeasureHSMV

[…]Year to dateJan 1 → Nov 5+6.7%

[…]1 yearTotal return+8.5%

[…]3 years · per year$10,000 became […] · $13,873+11.5%

[…]5 years · per year$10,000 became […] · $12,102+3.9%

0.35%Expense ratio$35 · $80 a year on $10k · lower is better0.80%

0.85%Trailing 12-mo yield$85 · $444 a year on $10k4.44%

[…]Worst dropSmaller is better−9.0%

[…]VolatilityLower is calmer10.8%

GCLOHSMV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GCLO vs HSMV: Top 5 Holdings

Today

GCLO

49.8%in top 5

HSMV

in top 59.2%

GCLOStockHSMV

18.7%AGLnot top 5

15.1%VMCnot top 5

10.3%KKRnot top 5

5.8%ORnot top 5

not top 5INGR2.2%

not top 5DLB2.2%

not top 5PECO1.7%

not top 5BCPC1.6%

not top 5AM1.5%

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

GCLO vs HSMV Returns, Every Period

GuggenheimGCLO

[…]

past year

HSMVFirst Trust

+8.5%

past year

Returns […]

GCLOHSMVFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Unsorted: GCLO vs HSMV

YTD

GuggenheimGCLO

[…]

HSMVFirst Trust

+6.7%

[…]Year to date+6.7%

[…]Worst drop · 1Y−9.0%

[…]Volatility · 1Y10.8%

0.9%Yield4.4%

$60.3MAssets$5.5M

1–0HSMV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GCLO, HSMV

Today

0.35%lowest, GCLO

FundExpense ratioFee$10k

GCLO0.35%$35

HSMV0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GCLO, HSMV

4.44%highest, HSMV

FundTrailing yieldYield$10k

HSMV4.44%$444

GCLO0.85%$85

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, HSMV

HSMV$444 − $80 = $364

GCLO$85 − $35 = $50

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GCLO, HSMV

Today

1.4%most shared, GCLO and HSMV

GCLOHSMV

GCLO—1.4%

HSMV1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.5%HSMV, at 10.8% volatility

HSMVWorst drop−9.0%10.8% vol

GCLOWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026