FV vs. IYLD ETF Comparison
Comparison of First Trust Dorsey Wright Focus 5 ETF (FV) to iShares Morningstar Multi-Asset Income ETF (IYLD)
FV
First Trust Dorsey Wright Focus 5 ETF
FV 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 Focus Five Index (the "index"). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in the exchange-traded funds ("ETFs") that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index Provider believes offer the greatest potential to outperform the other ETFs in the selection universe. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$60.59
Average Daily Volume
87,295
2
IYLD
iShares Morningstar Multi-Asset Income ETF
IYLD Description
The investment seeks to track the investment results of the Morningstar® Multi-Asset High Income IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation. The fund is a fund-of-funds and invests primarily in the securities of the underlying funds that themselves seek investment results corresponding to their own underlying indexes.Grade (RS Rating)
Last Trade
$20.13
Average Daily Volume
15,194
11
Performance
| Period | FV | IYLD |
|---|---|---|
| 30 Days | 1.14% | -1.19% |
| 60 Days | 4.36% | -1.93% |
| 90 Days | 5.98% | 0.10% |
| 12 Months | 28.27% | 9.93% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FV | Weight in IYLD | Overlap |
|---|
FV: Top Represented Industries & Keywords
IYLD: Top Represented Industries & Keywords
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