DVLU vs. IWL ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to iShares Russell Top 200 ETF (IWL)
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
$31.02
Average Daily Volume
5,049
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
IWL
iShares Russell Top 200 ETF
IWL Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$140.37
Average Daily Volume
60,395
Number of Holdings
*
198
* may have additional holdings in another (foreign) market
Performance
| Period | DVLU | IWL |
|---|---|---|
| 30 Days | 3.55% | 4.60% |
| 60 Days | 12.03% | 11.48% |
| 90 Days | 12.97% | 2.53% |
| 12 Months | 41.93% | 38.05% |
DVLU Overweight 40 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| PHM | C | 3.61% | |
| JLL | C | 3.3% | |
| THC | D | 3.12% | |
| USFD | C | 3.04% | |
| RGA | B | 3.01% | |
| CRBG | B | 2.98% | |
| BPOP | D | 2.97% | |
| NRG | A | 2.89% | |
| SYF | A | 2.84% | |
| FCNCA | D | 2.79% | |
| OMF | D | 2.69% | |
| OC | C | 2.65% | |
| SF | A | 2.58% | |
| WLK | C | 2.54% | |
| ACGL | A | 2.31% | |
| TXT | F | 2.22% | |
| JEF | A | 2.13% | |
| PR | D | 2.12% | |
| NSIT | B | 2.02% | |
| ALL | A | 1.97% | |
| CROX | C | 1.77% | |
| AFL | A | 1.72% | |
| OKE | A | 1.67% | |
| NVR | C | 1.51% | |
| RL | B | 1.48% | |
| CACI | A | 1.43% | |
| DKS | D | 1.4% | |
| PSN | A | 1.27% | |
| DVA | C | 1.26% | |
| PKG | B | 1.24% | |
| FANG | D | 1.24% | |
| FLR | B | 1.2% | |
| URI | C | 1.17% | |
| MUSA | D | 1.14% | |
| APG | F | 1.06% | |
| WSM | C | 1.05% | |
| CASY | D | 0.97% | |
| WAB | A | 0.96% | |
| AMP | A | 0.96% | |
| GNRC | B | 0.92% |
DVLU Underweight 190 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -8.08% | |
| MSFT | D | -7.68% | |
| NVDA | B | -6.72% | |
| AMZN | C | -4.22% | |
| META | A | -3.1% | |
| GOOGL | B | -2.41% | |
| BRK.A | B | -2.06% | |
| GOOG | B | -2.04% | |
| AVGO | B | -1.87% | |
| TSLA | C | -1.76% | |
| LLY | D | -1.74% | |
| UNH | B | -1.32% | |
| XOM | A | -1.32% | |
| V | B | -1.07% | |
| MA | A | -1.01% | |
| HD | A | -1.0% | |
| PG | D | -1.0% | |
| COST | C | -0.96% | |
| JNJ | D | -0.96% | |
| WMT | A | -0.87% | |
| ABBV | C | -0.86% | |
| NFLX | A | -0.74% | |
| MRK | F | -0.71% | |
| KO | C | -0.68% | |
| BAC | B | -0.65% | |
| ORCL | A | -0.64% | |
| AMD | C | -0.63% | |
| CVX | B | -0.63% | |
| CRM | B | -0.62% | |
| PEP | F | -0.58% | |
| TMO | D | -0.57% | |
| LIN | C | -0.56% | |
| ADBE | F | -0.55% | |
| MCD | A | -0.54% | |
| ACN | B | -0.54% | |
| CSCO | A | -0.53% | |
| GE | B | -0.5% | |
| IBM | A | -0.49% | |
| ABT | C | -0.48% | |
| VZ | C | -0.47% | |
| CAT | A | -0.47% | |
| PM | D | -0.46% | |
| TXN | C | -0.45% | |
| QCOM | D | -0.45% | |
| DHR | D | -0.44% | |
| NOW | B | -0.44% | |
| NEE | C | -0.43% | |
| ISRG | C | -0.42% | |
| AMGN | D | -0.42% | |
| DIS | D | -0.42% | |
| RTX | A | -0.41% | |
| INTU | F | -0.41% | |
| PFE | D | -0.4% | |
| AMAT | C | -0.4% | |
| T | B | -0.39% | |
| CMCSA | B | -0.39% | |
| SPGI | C | -0.39% | |
| LOW | C | -0.38% | |
| UBER | C | -0.37% | |
| UNP | F | -0.37% | |
| AXP | A | -0.37% | |
| PGR | B | -0.36% | |
| BLK | A | -0.34% | |
| BKNG | B | -0.34% | |
| HON | C | -0.33% | |
| SYK | C | -0.32% | |
| LMT | A | -0.32% | |
| ETN | B | -0.32% | |
| TJX | D | -0.32% | |
| COP | D | -0.31% | |
| MS | A | -0.3% | |
| VRTX | D | -0.3% | |
| BSX | A | -0.3% | |
| CB | A | -0.29% | |
| C | B | -0.29% | |
| ELV | F | -0.29% | |
| PLD | D | -0.28% | |
| ADP | A | -0.28% | |
| MDT | C | -0.28% | |
| AMT | D | -0.27% | |
| REGN | D | -0.27% | |
| MMC | D | -0.27% | |
| SBUX | B | -0.27% | |
| MU | D | -0.27% | |
| ADI | B | -0.27% | |
| LRCX | D | -0.26% | |
| GILD | A | -0.26% | |
| DE | C | -0.26% | |
| BX | C | -0.26% | |
| NKE | D | -0.26% | |
| BMY | A | -0.26% | |
| PANW | B | -0.25% | |
| KLAC | B | -0.25% | |
| FI | A | -0.25% | |
| INTC | D | -0.24% | |
| UPS | D | -0.24% | |
| CI | D | -0.24% | |
| MDLZ | D | -0.24% | |
| ANET | A | -0.24% | |
| TMUS | A | -0.24% | |
| SO | A | -0.24% | |
| ICE | A | -0.23% | |
| SCHW | D | -0.23% | |
| ZTS | C | -0.22% | |
| SHW | C | -0.22% | |
| BA | F | -0.22% | |
| DUK | C | -0.22% | |
| CEG | A | -0.21% | |
| EQIX | C | -0.21% | |
| KKR | A | -0.21% | |
| TT | A | -0.21% | |
| MO | D | -0.21% | |
| PYPL | A | -0.2% | |
| PH | A | -0.2% | |
| CME | A | -0.2% | |
| GD | C | -0.2% | |
| WM | B | -0.2% | |
| CL | D | -0.2% | |
| APH | D | -0.19% | |
| SNPS | F | -0.19% | |
| MMM | C | -0.19% | |
| WELL | C | -0.19% | |
| ITW | C | -0.19% | |
| CVS | D | -0.19% | |
| TDG | A | -0.19% | |
| CMG | C | -0.19% | |
| CDNS | D | -0.18% | |
| PNC | C | -0.18% | |
| FCX | B | -0.18% | |
| EOG | B | -0.18% | |
| MSI | A | -0.18% | |
| MCO | D | -0.18% | |
| NOC | B | -0.18% | |
| CSX | D | -0.17% | |
| ORLY | A | -0.17% | |
| AON | A | -0.17% | |
| APO | A | -0.17% | |
| USB | C | -0.17% | |
| GEV | A | -0.17% | |
| BDX | C | -0.17% | |
| TGT | C | -0.17% | |
| CTAS | C | -0.17% | |
| ECL | C | -0.16% | |
| APD | C | -0.16% | |
| CARR | A | -0.16% | |
| MRVL | C | -0.15% | |
| FDX | F | -0.15% | |
| SLB | D | -0.15% | |
| EMR | B | -0.15% | |
| NEM | C | -0.15% | |
| CRWD | D | -0.15% | |
| CRH | C | -0.15% | |
| SPOT | C | -0.14% | |
| TFC | D | -0.14% | |
| PSX | D | -0.14% | |
| NSC | C | -0.14% | |
| MAR | A | -0.14% | |
| PSA | C | -0.14% | |
| ADSK | B | -0.14% | |
| MPC | D | -0.14% | |
| ROP | D | -0.14% | |
| JCI | C | -0.13% | |
| SRE | C | -0.13% | |
| AEP | C | -0.13% | |
| AZO | D | -0.13% | |
| ABNB | D | -0.13% | |
| KMB | D | -0.12% | |
| MET | A | -0.12% | |
| FTNT | A | -0.12% | |
| D | A | -0.12% | |
| DASH | A | -0.12% | |
| PCAR | D | -0.12% | |
| GM | D | -0.12% | |
| WDAY | D | -0.12% | |
| VLO | F | -0.11% | |
| CPRT | B | -0.11% | |
| EW | F | -0.1% | |
| KDP | C | -0.1% | |
| STZ | D | -0.1% | |
| RSG | D | -0.1% | |
| F | D | -0.1% | |
| SNOW | F | -0.09% | |
| OXY | D | -0.09% | |
| MNST | D | -0.09% | |
| DELL | C | -0.08% | |
| KHC | F | -0.08% | |
| LULU | D | -0.08% | |
| TEAM | D | -0.06% | |
| MRNA | F | -0.05% | |
| EL | D | -0.05% |
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
IWL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Diversified Industrials
Capital Markets
Credit Services
Medical Devices
Asset Management
Banks - Global
Beverages - Soft Drinks
Health Care Plans
Household & Personal Products
Internet Content & Information
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
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