DVOL vs. IQM ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to Franklin Intelligent Machines ETF (IQM)
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
IQM
Franklin Intelligent Machines ETF
IQM Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.74
Average Daily Volume
4,362
49
Performance
| Period | DVOL | IQM |
|---|---|---|
| 30 Days | 5.98% | 7.46% |
| 60 Days | 9.31% | 9.03% |
| 90 Days | 12.19% | 7.71% |
| 12 Months | 36.44% | 42.26% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVOL | Weight in IQM | Overlap | |
|---|---|---|---|---|---|
| PTC | A | 1.21% | 1.29% | 1.21% |
DVOL Overweight 49 Positions Relative to IQM
| 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% | |
| MMC | B | 2.87% | |
| MSI | B | 2.8% | |
| MA | C | 2.74% | |
| TJX | A | 2.71% | |
| WELL | A | 2.69% | |
| LIN | D | 2.68% | |
| INGR | B | 2.63% | |
| CTAS | B | 2.59% | |
| CB | C | 2.55% | |
| WMT | A | 2.49% | |
| OKE | A | 2.44% | |
| NOC | D | 2.33% | |
| HLT | A | 2.33% | |
| RTX | C | 2.28% | |
| AMP | A | 2.26% | |
| CACI | D | 2.23% | |
| BRO | B | 2.19% | |
| 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% | |
| GWW | B | 1.47% | |
| HEI | B | 1.46% | |
| WAB | B | 1.42% | |
| AIG | B | 1.41% | |
| CAH | B | 1.29% | |
| ALL | A | 1.27% | |
| TRV | B | 1.24% | |
| ENSG | D | 1.24% | |
| HLI | B | 1.23% | |
| PGR | A | 1.08% | |
| BRX | A | 1.08% | |
| SF | B | 1.06% | |
| TW | A | 1.03% | |
| RGA | A | 1.01% | |
| WRB | A | 0.98% | |
| MTG | C | 0.95% | |
| TDG | D | 0.85% |
DVOL Underweight 48 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -13.69% | |
| ISRG | A | -5.81% | |
| AXON | A | -5.68% | |
| TSLA | B | -4.41% | |
| AAPL | C | -4.22% | |
| CDNS | B | -4.11% | |
| TSM | B | -4.01% | |
| SNPS | B | -3.83% | |
| ASML | F | -2.83% | |
| PWR | A | -2.7% | |
| AMAT | F | -2.3% | |
| AMD | F | -2.02% | |
| AVGO | D | -1.98% | |
| ADSK | A | -1.94% | |
| TER | D | -1.4% | |
| ADI | D | -1.32% | |
| APH | A | -1.32% | |
| UBER | D | -1.31% | |
| GEV | B | -1.24% | |
| KLAC | D | -1.23% | |
| VRT | B | -1.23% | |
| ALTR | B | -1.22% | |
| VMI | B | -1.19% | |
| LRCX | F | -1.12% | |
| ETN | A | -1.03% | |
| ZBRA | B | -0.98% | |
| AVAV | D | -0.91% | |
| CRWD | B | -0.87% | |
| ROP | B | -0.83% | |
| KEYS | A | -0.83% | |
| IDXX | F | -0.71% | |
| PRCT | B | -0.7% | |
| TXN | C | -0.66% | |
| ENTG | D | -0.61% | |
| BKR | B | -0.57% | |
| IOT | A | -0.53% | |
| TRMB | B | -0.47% | |
| NXPI | D | -0.45% | |
| BSY | D | -0.38% | |
| FSLR | F | -0.37% | |
| PLTR | B | -0.35% | |
| PSTG | D | -0.35% | |
| SITM | B | -0.32% | |
| MCHP | D | -0.3% | |
| FTI | A | -0.26% | |
| OII | B | -0.26% | |
| ALGN | D | -0.23% | |
| MPWR | F | -0.17% |
DVOL: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords
Compare ETFs
