DVLU Alternatives & Similar ETFs

First Trust Dorsey Wright Momentum & Value ETF (DVLU) belongs to the Momentum category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DVLU. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DVLU

DVLU charges 0.60% annually. There are 27 ETFs in the Momentum category with lower expense ratios, going as low as 0.12%.

Symbol	Name	Expense Ratio	AUM	Inception
JMOM	JPMorgan U.S. Momentum Factor ETF	0.12%	2.50B	Nov 2017	DVLU vs JMOM
MMTM	State Street SPDR S&P 1500 Momentum Tilt ETF	0.12%	158.22M	Oct 2012	DVLU vs MMTM
VFMO	Vanguard U.S. Momentum Factor ETF	0.13%	2.00B	Feb 2018	DVLU vs VFMO
SPMO	Invesco S&P 500 Momentum ETF	0.13%	21.05B	Oct 2015	DVLU vs SPMO
SEIM	SEI Enhanced US Large Cap Momentum Factor ETF	0.15%	989.57M	May 2022	DVLU vs SEIM

Best Risk-Adjusted Alternatives to DVLU

DVLU has a PortfoliosLab risk / return rank of 87. There are 7 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
ULVM	VictoryShares US Value Momentum ETF	94	266.04M	Oct 2017	DVLU vs ULVM
SPVM	Invesco S&P 500 Value with Momentum ETF	93	130.46M	Jun 2011	DVLU vs SPVM
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	91	1.77B	Oct 2017	DVLU vs USVM
XMVM	Invesco S&P MidCap Value with Momentum ETF	91	505.02M	Mar 2005	DVLU vs XMVM
PTH	Invesco DWA Healthcare Momentum ETF	90	235.21M	Oct 2006	DVLU vs PTH

Top Performing DVLU Alternatives (YTD)

DVLU is at 14.88% YTD. There are 24 ETFs in the Momentum category with higher YTD returns, going as high as 42.60%.

Symbol	Name	YTD Return	AUM	Inception
QQQA	ProShares Nasdaq-100 Dorsey Wright Momentum ETF	42.60%	69.09M	May 2021	DVLU vs QQQA
MTUL	ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN	38.03%	8.12M	Feb 2021	DVLU vs MTUL
PXI	Invesco DWA Energy Momentum ETF	32.32%	52.45M	Oct 2006	DVLU vs PXI
PTF	Invesco Dorsey Wright Technology Momentum ETF	28.31%	596.23M	Oct 2006	DVLU vs PTF
PIE	Invesco DWA Emerging Markets Momentum ETF	27.02%	228.29M	Dec 2007	DVLU vs PIE

Lowest Volatility Alternatives to DVLU

DVLU has 16.47% 1-year volatility. There are 19 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
ULVM	VictoryShares US Value Momentum ETF	10.81%	266.04M	Oct 2017	DVLU vs ULVM
VAMO	Cambria Value and Momentum ETF	11.00%	108.69M	Sep 2015	DVLU vs VAMO
SPVM	Invesco S&P 500 Value with Momentum ETF	11.40%	130.46M	Jun 2011	DVLU vs SPVM
DVOL	First Trust Dorsey Wright Momentum & Low Volatilit...	11.82%	73.54M	Sep 2018	DVLU vs DVOL
SMOM	Symmetry Panoramic Sector Momentum ETF	12.42%	43.72M	Sep 2025	DVLU vs SMOM

Lowest Drawdown Alternatives to DVLU

DVLU has a 1-year max drawdown of -12.24%. There are 23 ETFs in the Momentum category with shallower 1-year drawdowns, going as shallow as -5.55%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VAMO	Cambria Value and Momentum ETF	-5.55%	108.69M	Sep 2015	DVLU vs VAMO
ULVM	VictoryShares US Value Momentum ETF	-6.47%	266.04M	Oct 2017	DVLU vs ULVM
SPVM	Invesco S&P 500 Value with Momentum ETF	-6.57%	130.46M	Jun 2011	DVLU vs SPVM
ONEO	SPDR Russell 1000 Momentum Focus ETF	-7.37%	29.12M	Dec 2015	DVLU vs ONEO
JMOM	JPMorgan U.S. Momentum Factor ETF	-8.02%	2.50B	Nov 2017	DVLU vs JMOM

Other ETFs from First Trust

The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 16 categories. AUM among these funds goes as high as $25B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CIBR	First Trust NASDAQ Cybersecurity ETF	Cybersecurity, Technology Equities	39	28.86%	14.31B	Jul 2015	DVLU vs CIBR
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastru...	Infrastructure Equities, Alternative Energy Equities, Energy Equities	49	17.75%	11.67B	Nov 2009	DVLU vs GRID
AIRR	First Trust RBA American Industrial Renaissance ET...	Building & Construction	54	19.12%	10.18B	Mar 2014	DVLU vs AIRR
NFTY	First Trust India NIFTY 50 Equal Weight ETF	India Equities, Equal Weight, Asia Pacific Equities	8	-5.91%	118.19M	Feb 2012	DVLU vs NFTY
FDL	First Trust Morningstar Dividend Leaders Index Fun...	Large Cap Value Equities, Dividend	92	18.16%	7.77B	Mar 2006	DVLU vs FDL
IGLD	FT Vest Gold Strategy Target Income ETF	Gold, Derivative Income, Precious Metals	25	-6.56%	514.13M	Mar 2021	DVLU vs IGLD
FTXL	First Trust Nasdaq Semiconductor ETF	Semiconductors, Technology Equities	91	67.20%	1.27B	Sep 2016	DVLU vs FTXL
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Technology Equities, Dividend	43	14.88%	4.18B	Aug 2012	DVLU vs TDIV
QCLN	First Trust NASDAQ Clean Edge Green Energy Index F...	Alternative Energy Equities, Energy Equities	39	10.48%	586.61M	Feb 2007	DVLU vs QCLN
RDVY	First Trust Rising Dividend Achievers ETF	Dividend, Large Cap Blend Equities	85	17.25%	24.89B	Jan 2014	DVLU vs RDVY

Often Compared With DVLU

Investors most often compare DVLU with DDIV, CPAI, SPY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DDIV	First Trust Dorsey Wright Momentum & Dividend ETF	Momentum, Mid Cap Value Equities, Dividend	71	13.74%	79.74M	Mar 2014	DVLU vs DDIV
CPAI	Counterpoint Quantitative Equity ETF	Mid Cap Blend Equities	88	26.13%	377.71M	Nov 2023	DVLU vs CPAI
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	DVLU vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	DVLU vs QQQ
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	89	16.60%	37.20B	Aug 2006	DVLU vs VOE
SPHQ	Invesco S&P 500 Quality ETF	Quality Factor, S&P 500, Large Cap Blend Equities	62	13.51%	19.45B	Dec 2005	DVLU vs SPHQ
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	39	11.79%	7.18B	Mar 2005	DVLU vs XMMO
WDC	Western Digital Corporation		99	216.50%	—	—	DVLU vs WDC
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	78	12.19%	9.74B	Sep 2016	DVLU vs FDVV
FAB	First Trust Multi Cap Value AlphaDEX Fund	Mid Cap Value Equities	91	19.04%	168.46M	May 2007	DVLU vs FAB
ABLD	Abacus FCF Real Assets Leaders ETF	Mid Cap Value Equities	31	8.56%	82.56M	Dec 2021	DVLU vs ABLD
TMDV	ProShares Russell U.S. Dividend Growers ETF	Mid Cap Value Equities, Dividend	48	14.01%	4.76M	Nov 2019	DVLU vs TMDV
TPHD	Timothy Plan High Dividend Stock ETF	Mid Cap Value Equities, Dividend	60	13.29%	358.75M	Apr 2019	DVLU vs TPHD
CVAR	Cultivar ETF	Mid Cap Value Equities	55	6.25%	—	Dec 2021	DVLU vs CVAR
IVLU	iShares MSCI International Value Factor ETF	Foreign Large Cap Equities	89	16.33%	4.45B	Jun 2015	DVLU vs IVLU
FVD	First Trust Value Line Dividend Index Fund	Mid Cap Value Equities, Dividend	57	10.07%	8.29B	Aug 2003	DVLU vs FVD
EQRR	ProShares Equities for Rising Rates ETF	Mid Cap Value Equities	94	29.00%	33.00M	Jul 2017	DVLU vs EQRR
SNPD	Xtrackers S&P ESG Dividend Aristocrats ETF	Mid Cap Value Equities	70	15.04%	3.06M	Nov 2022	DVLU vs SNPD
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	DVLU vs VOO
BNKD	MicroSectors U.S. Big Banks Index -3X Inverse Leve...	Inverse Equities	1	-44.22%	1.26M	Apr 2019	DVLU vs BNKD

Compare DVLU with Any Fund or Stock

Compare DVLU with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair DVLU with funds that move differently

First Trust Dorsey Wright Momentum & Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DVLU.

Explore DVLU Diversifiers

First Trust Dorsey Wright Momentum & Value ETF (DVLU) Alternatives