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
$32.34
Average Daily Volume
4,684
Number of Holdings
*
50
* 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
$145.86
Average Daily Volume
52,339
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | DVLU | IWL |
|---|---|---|
| 30 Days | 4.63% | 2.93% |
| 60 Days | 4.77% | 4.56% |
| 90 Days | 6.59% | 6.33% |
| 12 Months | 38.44% | 33.26% |
DVLU Overweight 42 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| RGA | A | 3.13% | |
| CAH | B | 3.1% | |
| JXN | C | 3.09% | |
| TMHC | B | 3.05% | |
| INGR | B | 2.78% | |
| KBH | D | 2.78% | |
| OC | A | 2.77% | |
| BPOP | B | 2.7% | |
| TOL | B | 2.69% | |
| MTH | D | 2.66% | |
| FCNCA | A | 2.63% | |
| THC | D | 2.63% | |
| UHS | D | 2.44% | |
| MHK | D | 2.43% | |
| PHM | D | 2.33% | |
| LEN | D | 2.18% | |
| DHI | D | 2.15% | |
| WAL | B | 2.14% | |
| NRG | B | 2.11% | |
| ALL | A | 2.09% | |
| SF | B | 1.99% | |
| JLL | D | 1.83% | |
| USFD | A | 1.75% | |
| MTG | C | 1.69% | |
| JEF | A | 1.66% | |
| ACGL | D | 1.64% | |
| WRB | A | 1.54% | |
| KMI | A | 1.49% | |
| OKE | A | 1.46% | |
| AYI | B | 1.32% | |
| EME | C | 1.26% | |
| FLR | B | 1.22% | |
| CBRE | B | 1.14% | |
| KEX | C | 1.1% | |
| AFL | B | 1.09% | |
| DKS | C | 1.07% | |
| MUSA | A | 1.03% | |
| DVA | B | 1.02% | |
| CASY | A | 1.01% | |
| AM | A | 0.99% | |
| NSIT | F | 0.92% | |
| CACI | D | 0.81% |
DVLU Underweight 189 Positions Relative to IWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.91% | |
| AAPL | C | -7.79% | |
| MSFT | F | -7.35% | |
| AMZN | C | -4.48% | |
| META | D | -2.89% | |
| GOOGL | C | -2.41% | |
| TSLA | B | -2.12% | |
| BRK.A | B | -2.05% | |
| GOOG | C | -2.04% | |
| AVGO | D | -1.78% | |
| LLY | F | -1.42% | |
| UNH | C | -1.3% | |
| XOM | B | -1.27% | |
| V | A | -1.16% | |
| MA | C | -1.03% | |
| COST | B | -0.96% | |
| HD | A | -0.96% | |
| PG | A | -0.95% | |
| JNJ | D | -0.88% | |
| WMT | A | -0.87% | |
| NFLX | A | -0.84% | |
| BAC | A | -0.76% | |
| CRM | B | -0.73% | |
| ABBV | D | -0.7% | |
| ORCL | B | -0.69% | |
| CVX | A | -0.66% | |
| WFC | A | -0.62% | |
| MRK | F | -0.58% | |
| KO | D | -0.57% | |
| CSCO | B | -0.55% | |
| ACN | C | -0.53% | |
| ADBE | C | -0.53% | |
| AMD | F | -0.52% | |
| PEP | F | -0.52% | |
| LIN | D | -0.51% | |
| MCD | D | -0.5% | |
| DIS | B | -0.5% | |
| NOW | A | -0.49% | |
| PM | B | -0.48% | |
| ABT | B | -0.48% | |
| TMO | F | -0.47% | |
| GE | D | -0.46% | |
| CAT | B | -0.45% | |
| INTU | C | -0.45% | |
| IBM | C | -0.45% | |
| TXN | C | -0.44% | |
| ISRG | A | -0.44% | |
| QCOM | F | -0.43% | |
| VZ | C | -0.42% | |
| BKNG | A | -0.4% | |
| T | A | -0.39% | |
| CMCSA | B | -0.39% | |
| SPGI | C | -0.38% | |
| RTX | C | -0.38% | |
| AXP | A | -0.38% | |
| LOW | D | -0.37% | |
| BLK | C | -0.37% | |
| MS | A | -0.37% | |
| NEE | D | -0.37% | |
| PGR | A | -0.36% | |
| AMGN | D | -0.36% | |
| UBER | D | -0.35% | |
| DHR | F | -0.35% | |
| HON | B | -0.35% | |
| SYK | C | -0.34% | |
| ETN | A | -0.34% | |
| UNP | C | -0.34% | |
| AMAT | F | -0.33% | |
| PFE | D | -0.33% | |
| TJX | A | -0.32% | |
| BX | A | -0.31% | |
| COP | C | -0.31% | |
| C | A | -0.31% | |
| BSX | B | -0.3% | |
| SCHW | B | -0.29% | |
| VRTX | F | -0.29% | |
| FI | A | -0.29% | |
| ADP | B | -0.29% | |
| PANW | C | -0.28% | |
| SBUX | A | -0.27% | |
| MDT | D | -0.27% | |
| TMUS | B | -0.27% | |
| BMY | B | -0.27% | |
| LMT | D | -0.27% | |
| MMC | B | -0.26% | |
| GILD | C | -0.26% | |
| INTC | D | -0.25% | |
| PLD | D | -0.25% | |
| MU | D | -0.25% | |
| DE | A | -0.24% | |
| KKR | A | -0.24% | |
| ADI | D | -0.24% | |
| BA | F | -0.23% | |
| MO | A | -0.23% | |
| SO | D | -0.23% | |
| ANET | C | -0.23% | |
| UPS | C | -0.23% | |
| LRCX | F | -0.22% | |
| AMT | D | -0.22% | |
| NKE | D | -0.22% | |
| TT | A | -0.22% | |
| ELV | F | -0.22% | |
| MDLZ | F | -0.21% | |
| DUK | C | -0.21% | |
| WM | A | -0.21% | |
| PYPL | B | -0.21% | |
| ICE | C | -0.21% | |
| SHW | A | -0.21% | |
| PH | A | -0.21% | |
| CI | F | -0.21% | |
| GEV | B | -0.21% | |
| WELL | A | -0.2% | |
| PNC | B | -0.2% | |
| KLAC | D | -0.2% | |
| APH | A | -0.2% | |
| EQIX | A | -0.2% | |
| APO | B | -0.2% | |
| USB | A | -0.19% | |
| GD | F | -0.19% | |
| MCK | B | -0.19% | |
| REGN | F | -0.19% | |
| CDNS | B | -0.19% | |
| SNPS | B | -0.19% | |
| ZTS | D | -0.19% | |
| CMG | B | -0.19% | |
| ITW | B | -0.19% | |
| MSI | B | -0.19% | |
| CME | A | -0.19% | |
| CTAS | B | -0.18% | |
| AON | A | -0.18% | |
| MCO | B | -0.18% | |
| MRVL | B | -0.18% | |
| CL | D | -0.18% | |
| CRWD | B | -0.18% | |
| EOG | A | -0.18% | |
| ORLY | B | -0.17% | |
| CEG | D | -0.17% | |
| TGT | F | -0.17% | |
| APD | A | -0.17% | |
| MMM | D | -0.17% | |
| EMR | A | -0.17% | |
| BDX | F | -0.16% | |
| FDX | B | -0.16% | |
| CVS | D | -0.16% | |
| CRH | A | -0.16% | |
| NOC | D | -0.16% | |
| TDG | D | -0.16% | |
| CSX | B | -0.16% | |
| ECL | D | -0.15% | |
| FCX | D | -0.15% | |
| SLB | C | -0.15% | |
| TFC | A | -0.15% | |
| CARR | D | -0.15% | |
| GM | B | -0.15% | |
| MAR | B | -0.15% | |
| ADSK | A | -0.15% | |
| PCAR | B | -0.14% | |
| ABNB | C | -0.14% | |
| SRE | A | -0.14% | |
| DASH | A | -0.14% | |
| ROP | B | -0.14% | |
| NSC | B | -0.14% | |
| FTNT | C | -0.14% | |
| PSA | D | -0.13% | |
| AZO | C | -0.13% | |
| PSX | C | -0.13% | |
| WDAY | B | -0.13% | |
| MPC | D | -0.13% | |
| JCI | C | -0.13% | |
| MET | A | -0.12% | |
| CPRT | A | -0.12% | |
| AEP | D | -0.12% | |
| VLO | C | -0.11% | |
| KMB | D | -0.11% | |
| NEM | D | -0.11% | |
| D | C | -0.11% | |
| EW | C | -0.1% | |
| RSG | A | -0.1% | |
| F | C | -0.1% | |
| MNST | C | -0.09% | |
| TEAM | A | -0.09% | |
| STZ | D | -0.09% | |
| LULU | C | -0.09% | |
| SNOW | C | -0.09% | |
| OXY | D | -0.08% | |
| KDP | D | -0.08% | |
| KHC | F | -0.07% | |
| MRNA | F | -0.03% | |
| EL | F | -0.03% |
DVLU: Top Represented Industries & Keywords
Industries:
Residential Construction
Insurance - Property & Casualty
Medical Care
Banks - Regional - US
Asset Management
Capital Markets
Engineering & Construction
Information Technology Services
Insurance - Diversified
Oil & Gas Midstream
Real Estate Services
Specialty Retail
Banks - Global
Building Materials
Computer Systems
Credit Services
Electronic Components
Food Distribution
Grocery Stores
Home Furnishings & Fixtures
Keywords:
S&P 500
Insurance
Homebuilder
Investment Banking
Bank
Insurance Products
Real Estate Loans
Title Insurance
Asset Management Services
Banking
Casualty Insurance
Commercial Bank
Commercial Banking
Health Insurance
Investment Management Services
Investment Product
Surgery
Acute Care Hospitals
Boat
Construction
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
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
Discount Stores
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