DVOL vs. BGIG ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to Bahl & Gaynor Income Growth ETF (BGIG)
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL 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 Low Volatility 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 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.37
Average Daily Volume
5,774
48
BGIG
Bahl & Gaynor Income Growth ETF
BGIG Description
The fund is an actively managed exchange-traded fund ("ETF") that invests primarily in dividend-paying U.S.-listed equity securities of large capitalization companies, predominately those with a market capitalization greater than $7 billion.Grade (RS Rating)
Last Trade
$30.04
Average Daily Volume
6,391
10
Performance
Period | DVOL | BGIG |
---|---|---|
30 Days | 2.32% | 2.44% |
60 Days | 10.90% | 10.02% |
90 Days | 9.91% | 7.78% |
12 Months | 35.28% | 32.43% |
1 Overlapping Holdings
Symbol | Grade | Weight in DVOL | Weight in BGIG | Overlap | |
---|---|---|---|---|---|
MMC | D | 3.03% | 2.95% | 2.95% |
DVOL Overweight 47 Positions Relative to BGIG
Symbol | Grade | Weight | |
---|---|---|---|
RSG | D | 3.28% | |
V | B | 3.06% | |
MA | A | 3.06% | |
CW | A | 2.99% | |
LIN | C | 2.91% | |
WMT | A | 2.86% | |
MSI | A | 2.84% | |
TJX | D | 2.81% | |
OTIS | A | 2.79% | |
BRO | A | 2.65% | |
AMP | A | 2.64% | |
CTAS | C | 2.59% | |
JPM | C | 2.52% | |
CACI | A | 2.5% | |
COST | C | 2.44% | |
REGN | D | 2.42% | |
AIG | C | 2.36% | |
TRV | B | 2.3% | |
AFL | A | 2.27% | |
OKE | A | 2.22% | |
HLT | A | 2.06% | |
WELL | C | 1.98% | |
WAB | A | 1.97% | |
MCK | F | 1.94% | |
RGA | B | 1.86% | |
GWW | B | 1.69% | |
MAR | A | 1.67% | |
ENSG | D | 1.55% | |
PKG | B | 1.48% | |
PTC | B | 1.45% | |
AOS | C | 1.43% | |
MSFT | D | 1.43% | |
TDG | A | 1.38% | |
AXP | A | 1.33% | |
CPRT | B | 1.32% | |
SF | A | 1.26% | |
HLI | A | 1.23% | |
GS | B | 1.2% | |
TRGP | A | 1.19% | |
USFD | C | 1.16% | |
TW | A | 1.16% | |
SPG | A | 1.15% | |
ITT | C | 1.05% | |
IR | A | 0.95% | |
AAPL | C | 0.94% | |
TXRH | A | 0.92% | |
WFC | B | 0.91% |
DVOL: Top Represented Industries & Keywords
BGIG: Top Represented Industries & Keywords