DVLU vs. BMVP ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to Invesco Bloomberg MVP Multi-factor ETF (BMVP)
DVLU
First Trust Dorsey Wright Momentum & Value ETF
DVLU 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 Value 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 most undervalued stocks comprising the NASDAQ US Large Mid Index that exhibit high levels of "relative strength." The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.68
Average Daily Volume
5,918
50
BMVP
Invesco Bloomberg MVP Multi-factor ETF
BMVP Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index seeks to include the 50 securities with the strongest momentum, most muted volatility, most inexpensive valuations, and highest profitability based on an aggregated sector-neutral "MVP" score. Stocks are selected from the top of each sector and size category in a manner designed to produce an index with sector and size dispersion similar to the overall broad market.Grade (RS Rating)
Last Trade
$44.28
Average Daily Volume
1,313
10
Performance
| Period | DVLU | BMVP |
|---|---|---|
| 30 Days | 4.95% | 2.26% |
| 60 Days | 4.76% | 0.47% |
| 90 Days | 9.88% | 4.58% |
| 12 Months | 37.29% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DVLU | Weight in BMVP | Overlap |
|---|
DVLU Overweight 50 Positions Relative to BMVP
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRBG | B | 3.23% | |
| MTH | A | 3.17% | |
| AIG | A | 3.04% | |
| RGA | A | 3.04% | |
| THC | A | 2.97% | |
| ORI | A | 2.94% | |
| FCNCA | B | 2.93% | |
| TMHC | B | 2.9% | |
| OMF | B | 2.86% | |
| COF | B | 2.86% | |
| PBF | F | 2.82% | |
| TOL | B | 2.74% | |
| PHM | B | 2.69% | |
| CAH | F | 2.68% | |
| VLO | D | 2.64% | |
| LEN | C | 2.61% | |
| PSX | D | 2.45% | |
| NRG | A | 2.43% | |
| KR | C | 2.43% | |
| DHI | D | 2.43% | |
| MPC | D | 2.42% | |
| CLF | D | 2.21% | |
| UFPI | B | 2.18% | |
| STWD | C | 2.12% | |
| OC | A | 1.92% | |
| TPR | D | 1.84% | |
| NUE | D | 1.79% | |
| DELL | B | 1.75% | |
| GPS | D | 1.75% | |
| TRV | D | 1.74% | |
| JLL | B | 1.61% | |
| CROX | B | 1.47% | |
| STLD | D | 1.46% | |
| SSB | C | 1.45% | |
| RS | D | 1.37% | |
| NSIT | A | 1.34% | |
| MCK | A | 1.33% | |
| PR | C | 1.33% | |
| CE | D | 1.28% | |
| USFD | B | 1.26% | |
| OKE | A | 1.17% | |
| AFL | A | 1.16% | |
| WLK | B | 1.15% | |
| PCAR | D | 1.06% | |
| BLDR | D | 1.06% | |
| JPM | A | 1.04% | |
| HCA | C | 1.03% | |
| RL | D | 1.02% | |
| TXT | D | 0.91% | |
| MOH | D | 0.89% |
DVLU: Top Represented Industries & Keywords
BMVP: Top Represented Industries & Keywords
Compare ETFs
