FV vs. FVC
Compare and contrast key facts about First Trust Dorsey Wright Focus 5 ETF (FV) and First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC).
FV and FVC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FV is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright Focus Five Index. It was launched on Mar 5, 2014. FVC is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright Dynamic Focus Five Index. It was launched on Mar 18, 2016. Both FV and FVC 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: FV or FVC.
Correlation
The correlation between FV and FVC is 0.82, 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
FV vs. FVC - Performance Comparison
Key characteristics
FV:
0.00
FVC:
0.26
FV:
0.17
FVC:
0.51
FV:
1.02
FVC:
1.06
FV:
0.00
FVC:
0.30
FV:
0.01
FVC:
0.93
FV:
6.90%
FVC:
5.58%
FV:
24.08%
FVC:
20.06%
FV:
-34.04%
FVC:
-30.96%
FV:
-14.69%
FVC:
-10.59%
Returns By Period
In the year-to-date period, FV achieves a -8.96% return, which is significantly lower than FVC's -5.08% return.
FV
-8.96%
-5.59%
-7.90%
-0.01%
13.62%
9.00%
FVC
-5.08%
-3.63%
-3.93%
5.47%
9.37%
N/A
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FV vs. FVC - Expense Ratio Comparison
FV has a 0.87% expense ratio, which is higher than FVC's 0.71% expense ratio.
Risk-Adjusted Performance
FV vs. FVC — Risk-Adjusted Performance Rank
FV
FVC
FV vs. FVC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dorsey Wright Focus 5 ETF (FV) and First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC). 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.
Dividends
FV vs. FVC - Dividend Comparison
FV's dividend yield for the trailing twelve months is around 0.26%, less than FVC's 0.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FV First Trust Dorsey Wright Focus 5 ETF | 0.26% | 0.14% | 0.48% | 1.38% | 0.11% | 0.06% | 0.56% | 0.19% | 0.67% | 0.96% | 0.14% | 0.10% |
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF | 0.76% | 0.78% | 1.89% | 1.51% | 0.10% | 0.21% | 1.07% | 0.24% | 0.63% | 0.68% | 0.00% | 0.00% |
Drawdowns
FV vs. FVC - Drawdown Comparison
The maximum FV drawdown since its inception was -34.04%, which is greater than FVC's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for FV and FVC. For additional features, visit the drawdowns tool.
Volatility
FV vs. FVC - Volatility Comparison
First Trust Dorsey Wright Focus 5 ETF (FV) has a higher volatility of 14.29% compared to First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) at 6.91%. This indicates that FV's price experiences larger fluctuations and is considered to be riskier than FVC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.