DVOL vs. IPDP ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to Dividend Performers ETF (IPDP)
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
$36.26
Average Daily Volume
3,466
50
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$20.77
Average Daily Volume
1,324
50
Performance
| Period | DVOL | IPDP |
|---|---|---|
| 30 Days | 5.98% | 5.99% |
| 60 Days | 9.31% | 7.03% |
| 90 Days | 12.19% | 8.82% |
| 12 Months | 36.44% | 33.16% |
11 Overlapping Holdings
| Symbol | Grade | Weight in DVOL | Weight in IPDP | Overlap | |
|---|---|---|---|---|---|
| ALL | A | 1.27% | 2.02% | 1.27% | |
| AMP | A | 2.26% | 2.0% | 2.0% | |
| BRO | B | 2.19% | 2.0% | 2.0% | |
| CAH | B | 1.29% | 1.99% | 1.29% | |
| CTAS | B | 2.59% | 2.02% | 2.02% | |
| GWW | B | 1.47% | 2.0% | 1.47% | |
| MMC | B | 2.87% | 2.01% | 2.01% | |
| MSI | B | 2.8% | 2.0% | 2.0% | |
| RGA | A | 1.01% | 1.98% | 1.01% | |
| RTX | C | 2.28% | 2.02% | 2.02% | |
| TRV | B | 1.24% | 2.01% | 1.24% |
DVOL Overweight 39 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 3.35% | |
| RSG | A | 3.18% | |
| KMI | A | 3.16% | |
| DTM | B | 3.1% | |
| V | A | 3.05% | |
| FI | A | 3.01% | |
| WMB | A | 2.96% | |
| MA | C | 2.74% | |
| TJX | A | 2.71% | |
| WELL | A | 2.69% | |
| LIN | D | 2.68% | |
| INGR | B | 2.63% | |
| CB | C | 2.55% | |
| WMT | A | 2.49% | |
| OKE | A | 2.44% | |
| NOC | D | 2.33% | |
| HLT | A | 2.33% | |
| CACI | D | 2.23% | |
| PKG | A | 2.12% | |
| JPM | A | 1.99% | |
| AM | A | 1.79% | |
| COST | B | 1.69% | |
| MSFT | F | 1.68% | |
| EHC | B | 1.6% | |
| CW | B | 1.56% | |
| AFL | B | 1.53% | |
| HEI | B | 1.46% | |
| WAB | B | 1.42% | |
| AIG | B | 1.41% | |
| ENSG | D | 1.24% | |
| HLI | B | 1.23% | |
| PTC | A | 1.21% | |
| PGR | A | 1.08% | |
| BRX | A | 1.08% | |
| SF | B | 1.06% | |
| TW | A | 1.03% | |
| WRB | A | 0.98% | |
| MTG | C | 0.95% | |
| TDG | D | 0.85% |
DVOL Underweight 39 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCK | B | -2.04% | |
| UNH | C | -2.03% | |
| HIG | B | -2.03% | |
| ABT | B | -2.02% | |
| JNJ | D | -2.02% | |
| ORI | A | -2.02% | |
| TT | A | -2.01% | |
| AAPL | C | -2.01% | |
| SYK | C | -2.01% | |
| COR | B | -2.0% | |
| CSGS | B | -2.0% | |
| ABM | B | -2.0% | |
| SNA | A | -2.0% | |
| HNI | B | -2.0% | |
| THG | A | -2.0% | |
| PRI | A | -1.99% | |
| CSCO | B | -1.99% | |
| FAST | B | -1.99% | |
| ETN | A | -1.99% | |
| A | D | -1.98% | |
| ADP | B | -1.98% | |
| ABBV | D | -1.98% | |
| MRK | F | -1.98% | |
| AOS | F | -1.97% | |
| ACN | C | -1.97% | |
| APH | A | -1.96% | |
| DCI | B | -1.96% | |
| LECO | B | -1.96% | |
| APOG | B | -1.96% | |
| SEIC | B | -1.96% | |
| DOV | A | -1.96% | |
| AIT | A | -1.96% | |
| TROW | B | -1.96% | |
| IEX | B | -1.95% | |
| WTS | B | -1.95% | |
| ECL | D | -1.95% | |
| KLAC | D | -1.92% | |
| BRC | D | -1.9% | |
| QCOM | F | -1.88% |
DVOL: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
Compare ETFs
