DVLU vs. WDNA ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to WisdomTree BioRevolution Fund (WDNA)
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
$32.12
Average Daily Volume
4,981
50
WDNA
WisdomTree BioRevolution Fund
WDNA Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree BioRevolution Index (?index?). The fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the index whose risk, return and other characteristics resemble the risk, return and other characteristics of the Index as a whole. The index is designed to provide exposure to equity securities of exchange listed companies globally that will be significantly transformed by advancements in genetics and biotechnology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$15.85
Average Daily Volume
758
75
Performance
Period | DVLU | WDNA |
---|---|---|
30 Days | 1.22% | -2.25% |
60 Days | 7.33% | -4.79% |
90 Days | 8.96% | -3.00% |
12 Months | 37.46% | 8.51% |
0 Overlapping Holdings
Symbol | Grade | Weight in DVLU | Weight in WDNA | Overlap |
---|
DVLU Overweight 50 Positions Relative to WDNA
Symbol | Grade | Weight | |
---|---|---|---|
TMHC | C | 3.2% | |
JXN | B | 3.19% | |
COF | B | 3.17% | |
RGA | A | 3.03% | |
CAH | A | 2.99% | |
KBH | D | 2.95% | |
AIG | B | 2.93% | |
DELL | B | 2.93% | |
THC | B | 2.92% | |
TRV | B | 2.87% | |
MTH | D | 2.87% | |
INGR | B | 2.71% | |
TOL | C | 2.71% | |
UHS | D | 2.68% | |
OC | A | 2.66% | |
BPOP | C | 2.58% | |
MHK | D | 2.54% | |
PHM | D | 2.44% | |
DHI | F | 2.34% | |
LEN | D | 2.32% | |
FCNCA | B | 2.3% | |
CB | C | 2.22% | |
WAL | B | 2.05% | |
NRG | B | 2.04% | |
ALL | A | 2.0% | |
JLL | C | 1.98% | |
SF | B | 1.85% | |
USFD | A | 1.68% | |
MTG | C | 1.67% | |
GS | B | 1.66% | |
JPM | B | 1.63% | |
ACGL | D | 1.61% | |
WRB | B | 1.51% | |
JEF | A | 1.47% | |
KMI | B | 1.35% | |
AYI | B | 1.34% | |
HCA | D | 1.32% | |
OKE | A | 1.28% | |
FLR | C | 1.27% | |
CBRE | A | 1.18% | |
EME | B | 1.17% | |
DKS | F | 1.13% | |
NSIT | F | 1.09% | |
AFL | C | 1.07% | |
KEX | B | 1.02% | |
CACI | C | 1.02% | |
MUSA | B | 0.98% | |
AM | B | 0.96% | |
CASY | B | 0.96% | |
DVA | C | 0.95% |
DVLU Underweight 75 Positions Relative to WDNA
Symbol | Grade | Weight | |
---|---|---|---|
TWST | F | -3.21% | |
NTRA | B | -2.84% | |
AGIO | B | -2.59% | |
BPMC | B | -2.48% | |
IOVA | D | -2.39% | |
GERN | D | -2.39% | |
VCEL | B | -2.1% | |
LLY | F | -2.06% | |
VCYT | B | -2.0% | |
UTHR | B | -1.81% | |
BBIO | F | -1.63% | |
VRTX | B | -1.57% | |
ALNY | D | -1.54% | |
SRPT | F | -1.51% | |
RARE | D | -1.46% | |
CTLT | D | -1.42% | |
AMGN | F | -1.41% | |
FOLD | D | -1.4% | |
DD | D | -1.37% | |
DHR | F | -1.34% | |
NVS | F | -1.32% | |
FATE | F | -1.26% | |
GILD | C | -1.26% | |
STOK | B | -1.24% | |
NEO | B | -1.2% | |
CTVA | C | -1.2% | |
CRSP | D | -1.19% | |
LH | A | -1.18% | |
BMY | B | -1.17% | |
TMO | F | -1.16% | |
BEAM | C | -1.15% | |
REGN | F | -1.15% | |
TSN | C | -1.15% | |
IONS | F | -1.14% | |
JNJ | D | -1.13% | |
DAR | B | -1.13% | |
QGEN | D | -1.12% | |
ZTS | D | -1.12% | |
MYGN | F | -1.1% | |
ILMN | C | -1.09% | |
DOW | F | -1.03% | |
TECH | B | -1.03% | |
BNTX | D | -1.03% | |
RGEN | C | -1.03% | |
MRK | F | -1.01% | |
ARCT | F | -0.99% | |
BIO | C | -0.97% | |
AZN | F | -0.97% | |
EXAS | F | -0.94% | |
GMAB | F | -0.89% | |
ARWR | C | -0.88% | |
RVMD | B | -0.82% | |
ADM | F | -0.79% | |
PFE | F | -0.77% | |
ACLX | B | -0.77% | |
ARGX | A | -0.76% | |
FMC | F | -0.73% | |
BMRN | F | -0.72% | |
ALLO | D | -0.72% | |
SDGR | C | -0.71% | |
PACB | D | -0.68% | |
BIIB | F | -0.68% | |
CRBU | D | -0.68% | |
EDIT | F | -0.61% | |
RGNX | D | -0.61% | |
BYND | F | -0.6% | |
VERV | D | -0.56% | |
NTLA | F | -0.49% | |
GPRE | F | -0.49% | |
TXG | F | -0.46% | |
ORGN | D | -0.43% | |
ABSI | F | -0.43% | |
SANA | F | -0.41% | |
MRNA | F | -0.41% | |
CVAC | F | -0.39% |
DVLU: Top Represented Industries & Keywords
WDNA: Top Represented Industries & Keywords