DVLU vs. FCUS ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to Pinnacle Focused Opportunities ETF (FCUS)
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
$30.34
Average Daily Volume
2,846
50
FCUS
Pinnacle Focused Opportunities ETF
FCUS Description
The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.Grade (RS Rating)
Last Trade
$29.78
Average Daily Volume
3,747
28
Performance
Period | DVLU | FCUS |
---|---|---|
30 Days | -0.82% | 1.92% |
60 Days | -1.13% | 3.54% |
90 Days | 6.91% | 17.29% |
12 Months | 36.90% | 48.18% |
DVLU Overweight 46 Positions Relative to FCUS
Symbol | Grade | Weight | |
---|---|---|---|
JXN | B | 3.29% | |
COF | A | 3.18% | |
TMHC | A | 3.16% | |
RGA | C | 3.0% | |
AIG | B | 2.92% | |
TRV | B | 2.91% | |
CAH | B | 2.91% | |
KBH | D | 2.88% | |
MTH | D | 2.77% | |
DELL | A | 2.73% | |
TOL | C | 2.68% | |
INGR | C | 2.67% | |
OC | B | 2.66% | |
BPOP | F | 2.57% | |
MHK | D | 2.44% | |
PHM | D | 2.42% | |
FCNCA | C | 2.32% | |
CB | C | 2.29% | |
LEN | D | 2.27% | |
DHI | D | 2.27% | |
WAL | C | 2.07% | |
ALL | C | 2.03% | |
NRG | B | 2.02% | |
JLL | B | 1.99% | |
SF | A | 1.89% | |
MTG | D | 1.78% | |
ACGL | F | 1.76% | |
GS | B | 1.69% | |
USFD | B | 1.67% | |
JPM | A | 1.64% | |
WRB | C | 1.5% | |
KMI | B | 1.35% | |
NSIT | F | 1.33% | |
AYI | A | 1.31% | |
HCA | D | 1.3% | |
OKE | B | 1.27% | |
FLR | B | 1.27% | |
CBRE | A | 1.17% | |
DKS | F | 1.15% | |
AFL | D | 1.11% | |
KEX | D | 1.08% | |
CACI | A | 1.03% | |
DVA | D | 1.03% | |
CASY | A | 1.0% | |
AM | C | 0.98% | |
MUSA | C | 0.97% |
DVLU Underweight 24 Positions Relative to FCUS
Symbol | Grade | Weight | |
---|---|---|---|
APP | B | -5.0% | |
CVNA | A | -4.6% | |
SFM | A | -4.39% | |
GWRE | B | -4.23% | |
SN | C | -4.15% | |
CRS | B | -4.06% | |
INSM | D | -4.05% | |
PLTR | B | -3.66% | |
ALNY | C | -3.35% | |
IRM | B | -3.32% | |
FICO | B | -3.27% | |
HWM | B | -3.19% | |
COKE | D | -3.05% | |
PGR | D | -3.04% | |
PCVX | C | -3.04% | |
ERIE | D | -2.7% | |
MLI | A | -2.67% | |
TRGP | A | -2.66% | |
LNTH | C | -2.52% | |
CEG | B | -2.42% | |
PSN | A | -2.4% | |
UTHR | A | -2.38% | |
CHRW | C | -2.37% | |
MMM | D | -2.25% |
DVLU: Top Represented Industries & Keywords
FCUS: Top Represented Industries & Keywords