DVLU vs. DDIV
Compare and contrast key facts about First Trust Dorsey Wright Momentum & Value ETF (DVLU) and First Trust Dorsey Wright Momentum & Dividend ETF (DDIV).
DVLU and DDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DVLU is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright Momentum Plus Value Index. It was launched on Sep 5, 2018. DDIV is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright Momentum Plus Dividend Yield Index. It was launched on Mar 10, 2014. Both DVLU and DDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVLU or DDIV.
Correlation
The correlation between DVLU and DDIV is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DVLU vs. DDIV - Performance Comparison
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Key characteristics
DVLU:
0.02
DDIV:
0.65
DVLU:
0.25
DDIV:
1.07
DVLU:
1.04
DDIV:
1.15
DVLU:
0.06
DDIV:
0.79
DVLU:
0.18
DDIV:
2.78
DVLU:
8.61%
DDIV:
5.37%
DVLU:
23.25%
DDIV:
21.04%
DVLU:
-53.26%
DDIV:
-47.55%
DVLU:
-11.39%
DDIV:
-7.78%
Returns By Period
In the year-to-date period, DVLU achieves a -0.27% return, which is significantly higher than DDIV's -0.62% return.
DVLU
-0.27%
12.14%
-10.14%
0.50%
19.82%
N/A
DDIV
-0.62%
7.76%
-5.62%
13.53%
18.81%
8.66%
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DVLU vs. DDIV - Expense Ratio Comparison
Both DVLU and DDIV have an expense ratio of 0.60%.
Risk-Adjusted Performance
DVLU vs. DDIV — Risk-Adjusted Performance Rank
DVLU
DDIV
DVLU vs. DDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dorsey Wright Momentum & Value ETF (DVLU) and First Trust Dorsey Wright Momentum & Dividend ETF (DDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
DVLU vs. DDIV - Dividend Comparison
DVLU's dividend yield for the trailing twelve months is around 1.07%, less than DDIV's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVLU First Trust Dorsey Wright Momentum & Value ETF | 1.07% | 1.06% | 1.34% | 2.18% | 1.33% | 1.34% | 1.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DDIV First Trust Dorsey Wright Momentum & Dividend ETF | 2.37% | 2.22% | 3.18% | 3.60% | 2.43% | 2.63% | 2.93% | 3.27% | 2.35% | 2.45% | 2.61% | 2.15% |
Drawdowns
DVLU vs. DDIV - Drawdown Comparison
The maximum DVLU drawdown since its inception was -53.26%, which is greater than DDIV's maximum drawdown of -47.55%. Use the drawdown chart below to compare losses from any high point for DVLU and DDIV. For additional features, visit the drawdowns tool.
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Volatility
DVLU vs. DDIV - Volatility Comparison
First Trust Dorsey Wright Momentum & Value ETF (DVLU) has a higher volatility of 5.58% compared to First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) at 5.00%. This indicates that DVLU's price experiences larger fluctuations and is considered to be riskier than DDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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