DVOL vs. INFL ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to Horizon Kinetics Inflation Beneficiaries ETF (INFL)
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
$30.38
Average Daily Volume
2,806
48
INFL
Horizon Kinetics Inflation Beneficiaries ETF
INFL Description
The investment seeks long-term growth of capital in real (inflation-adjusted) terms. The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in the equity securities of domestic and foreign companies that are expected to benefit, either directly or indirectly, from rising prices (inflation). The fund's investments in equity securities are generally expected to include common stock, ownership units of publicly traded MLPs, and units of royalty trusts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.46
Average Daily Volume
125,241
16
Performance
| Period | DVOL | INFL |
|---|---|---|
| 30 Days | 0.50% | 5.95% |
| 60 Days | 2.27% | 6.97% |
| 90 Days | 0.65% | 4.49% |
| 12 Months | 17.47% | 16.84% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVOL | Weight in INFL | Overlap | |
|---|---|---|---|---|---|
| MMC | B | 3.11% | 3.22% | 3.11% |
DVOL Overweight 47 Positions Relative to INFL
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | A | 3.4% | |
| WMT | A | 3.4% | |
| TJX | A | 3.29% | |
| APH | B | 3.08% | |
| MSI | B | 2.95% | |
| V | C | 2.94% | |
| COST | A | 2.84% | |
| AJG | A | 2.82% | |
| JPM | B | 2.71% | |
| CW | C | 2.69% | |
| OTIS | B | 2.64% | |
| AME | D | 2.61% | |
| MA | C | 2.61% | |
| ORI | D | 2.61% | |
| WAB | D | 2.48% | |
| ITW | D | 2.38% | |
| TRV | D | 2.37% | |
| CTAS | A | 2.24% | |
| MCK | B | 2.15% | |
| NDSN | D | 2.15% | |
| IBM | B | 2.0% | |
| DRI | D | 1.98% | |
| AFL | B | 1.77% | |
| ORLY | C | 1.77% | |
| HLT | B | 1.75% | |
| PTC | B | 1.72% | |
| FAST | D | 1.65% | |
| PRI | C | 1.55% | |
| RGA | C | 1.52% | |
| REGN | B | 1.46% | |
| CAH | D | 1.38% | |
| CHE | D | 1.35% | |
| AIG | D | 1.35% | |
| GRMN | C | 1.35% | |
| TDG | D | 1.35% | |
| PCAR | D | 1.26% | |
| HWM | C | 1.16% | |
| ENSG | B | 1.12% | |
| WELL | A | 1.12% | |
| HCA | C | 1.1% | |
| CPRT | C | 1.1% | |
| KR | C | 1.07% | |
| GWW | C | 1.05% | |
| VMC | D | 1.01% | |
| OKE | B | 0.99% | |
| AOS | D | 0.97% | |
| PKG | C | 0.9% |
DVOL: Top Represented Industries & Keywords
INFL: Top Represented Industries & Keywords
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