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 26 ETFs in the Momentum category with lower expense ratios, going as low as 0.12%.

Symbol	Name	Expense Ratio	AUM	Inception
MMTM	SPDR S&P 1500 Momentum Tilt ETF	0.12%	163.90M	Oct 2012	DVLU vs MMTM
JMOM	JPMorgan U.S. Momentum Factor ETF	0.12%	2.51B	Nov 2017	DVLU vs JMOM
VFMO	Vanguard U.S. Momentum Factor ETF	0.13%	1.70B	Feb 2018	DVLU vs VFMO
SPMO	Invesco S&P 500 Momentum ETF	0.13%	22.01B	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 79. There are 8 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
ULVM	VictoryShares US Value Momentum ETF	90	261.13M	Oct 2017	DVLU vs ULVM
PIE	Invesco DWA Emerging Markets Momentum ETF	89	262.88M	Dec 2007	DVLU vs PIE
PTH	Invesco DWA Healthcare Momentum ETF	88	169.34M	Oct 2006	DVLU vs PTH
SPVM	Invesco S&P 500 Value with Momentum ETF	87	117.88M	Jun 2011	DVLU vs SPVM
QQQA	ProShares Nasdaq-100 Dorsey Wright Momentum ETF	86	81.18M	May 2021	DVLU vs QQQA

Top Performing DVLU Alternatives (YTD)

DVLU is at 13.27% YTD. There are 30 ETFs in the Momentum category with higher YTD returns, going as high as 60.19%.

Symbol	Name	YTD Return	AUM	Inception
MTUL	ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN	60.19%	9.04M	Feb 2021	DVLU vs MTUL
QQQA	ProShares Nasdaq-100 Dorsey Wright Momentum ETF	56.38%	81.18M	May 2021	DVLU vs QQQA
PTF	Invesco Dorsey Wright Technology Momentum ETF	51.32%	752.12M	Oct 2006	DVLU vs PTF
PIE	Invesco DWA Emerging Markets Momentum ETF	39.82%	262.88M	Dec 2007	DVLU vs PIE
PRN	Invesco DWA Industrials Momentum ETF	31.96%	444.50M	Oct 2006	DVLU vs PRN

Lowest Volatility Alternatives to DVLU

DVLU has 16.23% 1-year volatility. There are 19 ETFs in the Momentum category with lower 1-year volatility, going as low as 10.84%.

Symbol	Name	Volatility 1Y	AUM	Inception
ULVM	VictoryShares US Value Momentum ETF	10.84%	261.13M	Oct 2017	DVLU vs ULVM
VAMO	Cambria Value and Momentum ETF	11.18%	106.10M	Sep 2015	DVLU vs VAMO
SPVM	Invesco S&P 500 Value with Momentum ETF	11.52%	117.88M	Jun 2011	DVLU vs SPVM
DVOL	First Trust Dorsey Wright Momentum & Low Volatilit...	11.68%	72.37M	Sep 2018	DVLU vs DVOL
SMOM	Symmetry Panoramic Sector Momentum ETF	12.58%	43.72M	Sep 2025	DVLU vs SMOM

Lowest Drawdown Alternatives to DVLU

DVLU has a 1-year max drawdown of -12.24%. There are 30 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%	106.10M	Sep 2015	DVLU vs VAMO
ULVM	VictoryShares US Value Momentum ETF	-6.47%	261.13M	Oct 2017	DVLU vs ULVM
SPVM	Invesco S&P 500 Value with Momentum ETF	-6.57%	117.88M	Jun 2011	DVLU vs SPVM
ONEO	SPDR Russell 1000 Momentum Focus ETF	-7.37%	28.92M	Dec 2015	DVLU vs ONEO
JMOM	JPMorgan U.S. Momentum Factor ETF	-7.87%	2.51B	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 14 categories. AUM among these funds goes as high as $14B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CIBR	First Trust NASDAQ Cybersecurity ETF	Cybersecurity, Technology Equities	30	28.93%	14.26B	Jul 2015	DVLU vs CIBR
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastru...	Alternative Energy Equities	61	21.35%	11.74B	Nov 2009	DVLU vs GRID
AIRR	First Trust RBA American Industrial Renaissance ET...	Building & Construction	68	25.81%	10.80B	Mar 2014	DVLU vs AIRR
NFTY	First Trust India NIFTY 50 Equal Weight ETF	India Equities, Equal Weight, Asia Pacific Equities	4	-7.15%	132.86M	Feb 2012	DVLU vs NFTY
FDL	First Trust Morningstar Dividend Leaders Index Fun...	Large Cap Value Equities, Dividend	70	14.31%	7.48B	Mar 2006	DVLU vs FDL
IGLD	FT Vest Gold Strategy Target Income ETF	Gold, Derivative Income, Precious Metals	21	-5.84%	510.89M	Mar 2021	DVLU vs IGLD
FTXL	First Trust Nasdaq Semiconductor ETF	Semiconductors, Technology Equities	95	96.17%	2.46B	Sep 2016	DVLU vs FTXL
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Technology Equities, Dividend	45	19.14%	4.34B	Aug 2012	DVLU vs TDIV
QCLN	First Trust NASDAQ Clean Edge Green Energy Index F...	Alternative Energy Equities	59	24.93%	718.18M	Feb 2007	DVLU vs QCLN
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income...	Dividend, S&P 500	30	8.22%	3.40B	Mar 2018	DVLU vs KNG

Often Compared With DVLU

Investors most often compare DVLU with DDIV, CPAI, SPY. These 20 comparison targets span 10 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	55	11.54%	69.06M	Mar 2014	DVLU vs DDIV
CPAI	Counterpoint Quantitative Equity ETF	Mid Cap Blend Equities	87	28.00%	366.29M	Nov 2023	DVLU vs CPAI
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	11.30%	783.21B	Jan 1993	DVLU vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	64	18.38%	481.14B	Mar 1999	DVLU vs QQQ
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	77	14.67%	36.60B	Aug 2006	DVLU vs VOE
SPHQ	Invesco S&P 500 Quality ETF	S&P 500, Large Cap Blend Equities	68	18.13%	20.11B	Dec 2005	DVLU vs SPHQ
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	55	17.03%	7.45B	Mar 2005	DVLU vs XMMO
WDC	Western Digital Corporation		99	238.43%	—	—	DVLU vs WDC
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	71	11.44%	9.74B	Sep 2016	DVLU vs FDVV
FAB	First Trust Multi Cap Value AlphaDEX Fund	Mid Cap Value Equities	69	15.41%	148.03M	May 2007	DVLU vs FAB
TMDV	ProShares Russell U.S. Dividend Growers ETF	Mid Cap Value Equities, Dividend	27	11.50%	4.65M	Nov 2019	DVLU vs TMDV
CVAR	Cultivar ETF	Mid Cap Value Equities	23	2.22%	—	Dec 2021	DVLU vs CVAR
IVLU	iShares MSCI International Value Factor ETF	Foreign Large Cap Equities	77	13.74%	4.31B	Jun 2015	DVLU vs IVLU
ABLD	Abacus FCF Real Assets Leaders ETF	Mid Cap Value Equities	17	5.31%	82.56M	Dec 2021	DVLU vs ABLD
TPHD	Timothy Plan High Dividend Stock ETF	Mid Cap Value Equities, Dividend	44	12.37%	341.43M	Apr 2019	DVLU vs TPHD
FVD	First Trust Value Line Dividend Index Fund	Mid Cap Value Equities, Dividend	34	7.55%	8.15B	Aug 2003	DVLU vs FVD
VOO	Vanguard S&P 500 ETF	S&P 500	68	11.31%	1.70T	Sep 2010	DVLU vs VOO
SNPD	Xtrackers S&P ESG Dividend Aristocrats ETF	Mid Cap Value Equities	44	13.27%	2.70M	Nov 2022	DVLU vs SNPD
EQRR	ProShares Equities for Rising Rates ETF	Mid Cap Value Equities	89	26.22%	32.31M	Jul 2017	DVLU vs EQRR
BNKD	MicroSectors U.S. Big Banks Index -3X Inverse Leve...	Inverse Equities	0	-43.44%	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.

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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