DVLU vs. CWS ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to AdvisorShares Focused Equity ETF (CWS)
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
3,284
48
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$66.43
Average Daily Volume
11,843
23
Performance
| Period | DVLU | CWS |
|---|---|---|
| 30 Days | 8.47% | 7.25% |
| 60 Days | 4.03% | 5.74% |
| 90 Days | 7.33% | 8.99% |
| 12 Months | 24.48% | 18.71% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVLU | Weight in CWS | Overlap | |
|---|---|---|---|---|---|
| AFL | A | 1.53% | 4.23% | 1.53% |
DVLU Overweight 47 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PHM | B | 3.35% | |
| BPOP | B | 3.17% | |
| FCNCA | B | 3.17% | |
| COF | A | 3.16% | |
| OMF | B | 3.15% | |
| RGA | A | 3.14% | |
| CRBG | C | 3.13% | |
| JLL | A | 3.08% | |
| SYF | B | 3.03% | |
| THC | B | 2.94% | |
| AIG | A | 2.9% | |
| TRV | B | 2.79% | |
| OC | B | 2.78% | |
| USFD | C | 2.59% | |
| PR | D | 2.59% | |
| WFC | C | 2.56% | |
| WLK | D | 2.51% | |
| SF | A | 2.5% | |
| TXT | B | 2.43% | |
| NRG | D | 2.42% | |
| HCA | A | 2.24% | |
| MCK | A | 2.21% | |
| NSIT | B | 2.18% | |
| JEF | A | 2.03% | |
| ACGL | D | 2.02% | |
| ALL | C | 1.8% | |
| GS | B | 1.73% | |
| OKE | B | 1.59% | |
| CROX | D | 1.57% | |
| FANG | B | 1.53% | |
| JPM | B | 1.5% | |
| NVR | A | 1.39% | |
| DKS | C | 1.36% | |
| CACI | A | 1.35% | |
| FLR | B | 1.26% | |
| RL | D | 1.25% | |
| MUSA | C | 1.2% | |
| APG | C | 1.19% | |
| DVA | D | 1.16% | |
| PKG | A | 1.16% | |
| URI | B | 1.14% | |
| WSM | C | 1.09% | |
| CASY | B | 1.01% | |
| PSN | A | 1.0% | |
| GNRC | C | 0.97% | |
| AMP | D | 0.94% | |
| WAB | D | 0.87% |
DVLU Underweight 22 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLR | B | -5.59% | |
| FICO | B | -4.95% | |
| HEI | A | -4.71% | |
| APH | D | -4.61% | |
| ICE | A | -4.26% | |
| MCO | A | -4.14% | |
| TMO | A | -4.11% | |
| AGM | C | -4.02% | |
| SYK | D | -3.99% | |
| AWK | A | -3.9% | |
| ROL | D | -3.79% | |
| HSY | C | -3.79% | |
| BR | A | -3.77% | |
| SLGN | A | -3.76% | |
| OTIS | D | -3.75% | |
| INTU | B | -3.66% | |
| SAIC | C | -3.51% | |
| ABT | C | -3.47% | |
| MGRC | D | -3.34% | |
| CE | F | -3.22% | |
| FDS | F | -3.18% | |
| PII | D | -3.14% |
DVLU: Top Represented Industries & Keywords
CWS: Top Represented Industries & Keywords
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