EAGL vs. DVOL ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$28.56
Average Daily Volume
53,666
24
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
Performance
| Period | EAGL | DVOL |
|---|---|---|
| 30 Days | 4.69% | 5.98% |
| 60 Days | 4.39% | 9.31% |
| 90 Days | 6.69% | 12.19% |
| 12 Months | 36.44% |
EAGL Overweight 21 Positions Relative to DVOL
EAGL Underweight 47 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -3.35% | |
| RSG | A | -3.18% | |
| KMI | A | -3.16% | |
| DTM | B | -3.1% | |
| 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% | |
| 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% | |
| 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% | |
| PTC | A | -1.21% | |
| 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% |
EAGL: Top Represented Industries & Keywords
DVOL: Top Represented Industries & Keywords
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