DVLU vs. AIVL ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
DVLU
First Trust Dorsey Wright Momentum & Value ETF
DVLU Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Value Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ US Large Mid Index that exhibit high levels of "relative strength." The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.23
Average Daily Volume
5,003
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$109.57
Average Daily Volume
2,511
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | DVLU | AIVL |
|---|---|---|
| 30 Days | 2.44% | 3.14% |
| 60 Days | 3.28% | 5.63% |
| 90 Days | 7.06% | 9.97% |
| 12 Months | 31.44% | 20.89% |
DVLU Overweight 46 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| PHM | B | 3.61% | |
| JLL | B | 3.24% | |
| TRV | A | 3.23% | |
| THC | B | 3.08% | |
| BPOP | C | 3.05% | |
| RGA | B | 3.04% | |
| COF | D | 2.98% | |
| USFD | A | 2.94% | |
| CRBG | D | 2.89% | |
| FCNCA | D | 2.86% | |
| AIG | D | 2.83% | |
| SYF | D | 2.81% | |
| OMF | D | 2.64% | |
| NRG | C | 2.62% | |
| OC | C | 2.53% | |
| HCA | A | 2.49% | |
| SF | B | 2.46% | |
| ACGL | A | 2.41% | |
| WLK | D | 2.41% | |
| PR | D | 2.2% | |
| JEF | B | 2.06% | |
| ALL | A | 2.04% | |
| NSIT | C | 2.0% | |
| MCK | F | 1.9% | |
| OKE | A | 1.81% | |
| AFL | B | 1.78% | |
| GS | D | 1.66% | |
| CROX | C | 1.59% | |
| NVR | B | 1.52% | |
| JPM | D | 1.5% | |
| CACI | B | 1.42% | |
| DKS | D | 1.41% | |
| RL | B | 1.36% | |
| FANG | F | 1.33% | |
| DVA | A | 1.26% | |
| MUSA | B | 1.26% | |
| PSN | B | 1.24% | |
| PKG | B | 1.24% | |
| FLR | D | 1.17% | |
| URI | C | 1.08% | |
| APG | D | 1.08% | |
| CASY | C | 1.02% | |
| WSM | C | 0.95% | |
| AMP | B | 0.94% | |
| WAB | B | 0.91% | |
| GNRC | D | 0.91% |
DVLU Underweight 98 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | D | -3.8% | |
| CMCSA | D | -3.64% | |
| MDT | B | -3.57% | |
| ICE | B | -3.4% | |
| MO | C | -3.34% | |
| NDAQ | B | -3.18% | |
| ABT | B | -3.06% | |
| OTIS | C | -2.79% | |
| WY | C | -2.77% | |
| FTV | C | -2.68% | |
| RTX | C | -2.6% | |
| NI | A | -2.5% | |
| CME | B | -2.48% | |
| USB | C | -2.47% | |
| KDP | B | -2.43% | |
| ROP | B | -2.27% | |
| A | C | -2.26% | |
| PPL | A | -2.19% | |
| CNC | C | -2.0% | |
| TDY | B | -1.91% | |
| AMCR | B | -1.81% | |
| INTC | F | -1.72% | |
| ORI | B | -1.71% | |
| HON | D | -1.66% | |
| PPG | C | -1.55% | |
| PCG | B | -1.19% | |
| HWM | B | -1.17% | |
| HOLX | B | -1.12% | |
| CNP | C | -1.07% | |
| PFE | C | -1.06% | |
| OXY | F | -1.0% | |
| MMM | A | -0.95% | |
| LKQ | D | -0.95% | |
| JCI | B | -0.88% | |
| IWD | A | -0.84% | |
| CSX | D | -0.82% | |
| HPE | F | -0.81% | |
| KHC | C | -0.75% | |
| LHX | C | -0.71% | |
| RBLX | B | -0.69% | |
| SBAC | B | -0.68% | |
| QGEN | B | -0.67% | |
| WH | B | -0.64% | |
| KEYS | C | -0.63% | |
| XP | D | -0.59% | |
| HEI | A | -0.58% | |
| NSA | A | -0.58% | |
| ZBH | D | -0.55% | |
| HUN | D | -0.54% | |
| BRK.A | C | -0.47% | |
| AON | B | -0.46% | |
| ESI | D | -0.46% | |
| M | D | -0.45% | |
| CVX | D | -0.45% | |
| HXL | F | -0.42% | |
| NKE | D | -0.39% | |
| CNH | C | -0.39% | |
| PM | B | -0.34% | |
| FDS | C | -0.33% | |
| TECH | D | -0.32% | |
| SBUX | C | -0.31% | |
| REYN | C | -0.28% | |
| BAX | C | -0.27% | |
| OGE | B | -0.26% | |
| AEE | A | -0.26% | |
| JKHY | A | -0.26% | |
| CAG | B | -0.26% | |
| PAYX | B | -0.26% | |
| CCL | C | -0.26% | |
| ED | B | -0.26% | |
| SRE | B | -0.26% | |
| EXC | A | -0.26% | |
| PINC | C | -0.25% | |
| BDX | D | -0.25% | |
| HST | D | -0.25% | |
| BEN | D | -0.25% | |
| FR | B | -0.25% | |
| FLO | C | -0.25% | |
| GPN | C | -0.25% | |
| ELV | B | -0.25% | |
| WEN | C | -0.25% | |
| UPS | D | -0.25% | |
| DXC | C | -0.25% | |
| GTES | C | -0.24% | |
| DOW | F | -0.24% | |
| BWA | F | -0.24% | |
| IQV | C | -0.24% | |
| BILL | D | -0.24% | |
| GPC | D | -0.24% | |
| ASH | D | -0.24% | |
| IEX | D | -0.24% | |
| DCI | D | -0.24% | |
| INCY | C | -0.24% | |
| LNC | D | -0.23% | |
| TRIP | F | -0.23% | |
| GNTX | F | -0.23% | |
| IVZ | C | -0.23% | |
| MOS | F | -0.22% |
DVLU: Top Represented Industries & Keywords
Industries:
Asset Management
Credit Services
Medical Care
Specialty Retail
Banks - Global
Banks - Regional - US
Capital Markets
Diversified Industrials
Engineering & Construction
Information Technology Services
Insurance - Diversified
Insurance - Property & Casualty
Oil & Gas E&P
Residential Construction
Aerospace & Defense
Apparel Manufacturing
Building Materials
Food Distribution
Footwear & Accessories
Grocery Stores
Keywords:
S&P 500
Insurance
Investment Banking
Bank
Investment Product
Banking
Commercial Bank
Commercial Banking
Disability
Insurance Products
Life Insurance
Real Estate Loans
Asset Management Services
Automotive Products
Casualty Insurance
Casualty Insurance Products
Clothing
Deposit Products
Dow Jones Component
Engineering Services
AIVL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Aerospace & Defense
Auto Parts
Business Services
Chemicals
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Medical Instruments & Supplies
Packaged Foods
Scientific & Technical Instruments
Asset Management
Biotechnology
Capital Markets
Communication Equipment
Health Care Plans
Insurance - Diversified
Leisure
Oil & Gas Integrated
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