ETF Evaluator:
HCM Select 50 ETF ()
Follow This ETF
(as of Nov 12)
Best Performing in Large Value Over the Last Year
| 51.9% | iShares MSCI USA Value Factor ETF (VLUE) |
| 40.7% | iShares Core Dividend ETF (DIVB) |
| 38.5% | Schwab US Dividend Equity ETF™ (SCHD) |
| 36.4% | Avantis Inflation Focused Equity ETF (AVIE) |
| 34.3% | iShares Core High Dividend ETF (HDV) |
Risk
Index
Risk
Index
ETF Details
HCM Select 50 ETF Overview
HCM Select 50 ETF (FIFT) is an actively managed U.S. Equity Large Value exchange-traded fund (ETF). Howard Capital Management launched the ETF in 2026.
The investment seeks to provide income and long-term capital appreciation.
The fund’s investment advisor, Howard Capital Management, LLC (the “Adviser”), actively manages the fund’s portfolio using a proprietary investment model co-developed with Ned Davis Research, Inc. to select a portfolio of common or preferred stocks of any market capitalization of companies from the S&P 500 Index designed to provide investment results that correspond, before fees and expenses, generally to the performance of the Total Return Scotiabank U.S. Top 50 Large Cap Dividend Index.
About HCM Select 50 ETF (FIFT)
There are 3 members of the management team with an average tenure of 0.03 years: Vance Howard (2026), Steven Meyer (2026) and Will Stark (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
HCM Select 50 ETF has 51 securities in its portfolio. The top 10 holdings constitute 21.0% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
HCM Select 50 ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. HCM Select 50 ETF has 2.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 96.9% There is 2.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). HCM Select 50 ETF has 1.1% of the portfolio in cash.
Assets Under Management
The fund has $66 million in total assets, which is below the $6 billion average for the Large Value category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
FIFT Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The HCM Select 50 ETF expense ratio is high compared to funds in the Large Value category. HCM Select 50 ETF has an expense ratio of 1.35%, which is 246% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. HCM Select 50 ETF has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 42% for the Large Value category.
Recently, in the month of October 2026, HCM Select 50 ETF returned 0.0%, which earned it a grade of NA, as the Large Value category had an average return of 4.7%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
HCM Select 50 ETF has a trailing yield of 0.00%, which is below the 1.74% category average.
The fund normally distributes its income annually and its capital gains quarterly.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.
Otherwise, for more information about HCM Select 50 ETF, including its riskiness, submit your email to unlock the rest of the article.
Gain access to exclusive AAII member-only content.
FIFT Trailing NAV Total Returns Data as of 10/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| FIFT Return (NAV) | na | na | na | na | na | na |
| FIFT Return (Price) | na | na | na | na | na | na |
| NAV +/- Price Return | na | na | na | na | na | na |
| Large Value Avg | 4.7% | 2.7% | 21.2% | 20.7% | 11.2% | 12.5% |
| FIFT Grade (NAV) | na | na | na | na | na | na |
| +/- Category (NAV) | na | na | na | na | na | na |
| FIFT Tax-Cost Ratio | na | na | na | na | na | na |
FIFT Annual NAV Total ReturnsData as of 10/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| FIFT Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| FIFT Return (Price) | na | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | na | na | na | na | na | na | na | na | na | na | na |
| Large Value Avg | 17.6% | 14.7% | 15.5% | 13.1% | -6.6% | 26.5% | 5.5% | 27.4% | -6.6% | 17.8% | 15.6% |
| FIFT Grade (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 66 Mil |
| Share Class Assets: | $ 66 Mil |
| Turnover: | na |
| Expense Ratio: | 1.35% |
| Index Fund: | No |
| Index Tracked: | N/A |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Quarterly |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 0.0 years | |||
| Average Tenure: 0.0 years | |||
| Managers (Year): Howard Vance (2026), Meyer Steven (2026), Stark Will (2026) | |||
Portfolio Composition (as of 10/30/26)
| # of Holdings: | 51 |
| % in Top 10 Holdings: | 21.0% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 2.0% |
Portfolio Allocation |
|
| Domestic Stock: | 96.9% |
| Foreign Stock: | 2.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.1% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Howard Capital Management |
| Phone Number: | 770-642-4902 |
| Website: | www.lifetimeachievementfund.com |
| Inception Date: | October 21, 2026 |
Expenses and Fees
| Expense Ratio (%): | 1.35% (Rating: High) |
| Category Average Expense Ratio (%): | 0.39% |
