DVLU vs. CBSE ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to Changebridge Capital Sustainable Equity ETF (CBSE)
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
$31.97
Average Daily Volume
4,701
50
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.06
Average Daily Volume
2,885
34
Performance
| Period | DVLU | CBSE |
|---|---|---|
| 30 Days | 2.80% | 7.38% |
| 60 Days | 4.04% | 10.76% |
| 90 Days | 5.37% | 10.99% |
| 12 Months | 36.86% | 49.33% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVLU | Weight in CBSE | Overlap | |
|---|---|---|---|---|---|
| DELL | B | 2.92% | 2.18% | 2.18% |
DVLU Overweight 49 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| COF | C | 3.48% | |
| JXN | C | 3.39% | |
| CAH | B | 3.12% | |
| RGA | A | 3.11% | |
| TMHC | C | 3.04% | |
| TRV | B | 2.89% | |
| INGR | C | 2.88% | |
| THC | D | 2.8% | |
| KBH | D | 2.78% | |
| AIG | B | 2.73% | |
| OC | A | 2.68% | |
| BPOP | C | 2.66% | |
| MTH | D | 2.65% | |
| TOL | B | 2.64% | |
| UHS | D | 2.5% | |
| MHK | D | 2.5% | |
| FCNCA | A | 2.49% | |
| PHM | D | 2.3% | |
| WAL | B | 2.2% | |
| CB | C | 2.16% | |
| LEN | D | 2.12% | |
| DHI | F | 2.1% | |
| ALL | A | 2.06% | |
| NRG | B | 2.03% | |
| SF | B | 2.01% | |
| JLL | D | 1.87% | |
| GS | A | 1.83% | |
| USFD | A | 1.73% | |
| MTG | C | 1.68% | |
| JPM | A | 1.68% | |
| ACGL | C | 1.63% | |
| JEF | A | 1.62% | |
| WRB | A | 1.51% | |
| KMI | A | 1.42% | |
| OKE | A | 1.37% | |
| AYI | B | 1.37% | |
| EME | A | 1.24% | |
| HCA | F | 1.2% | |
| CBRE | B | 1.14% | |
| FLR | B | 1.11% | |
| KEX | B | 1.09% | |
| DKS | D | 1.08% | |
| AFL | B | 1.07% | |
| MUSA | B | 1.02% | |
| CASY | A | 1.0% | |
| CACI | D | 0.99% | |
| NSIT | F | 0.98% | |
| DVA | C | 0.98% | |
| AM | A | 0.97% |
DVLU Underweight 33 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -3.42% | |
| LNG | A | -3.41% | |
| CCL | A | -3.27% | |
| MGNI | B | -3.06% | |
| VST | A | -3.03% | |
| ROL | B | -3.02% | |
| RDDT | A | -2.99% | |
| BWXT | B | -2.94% | |
| OSW | B | -2.9% | |
| TDG | D | -2.88% | |
| ERJ | A | -2.86% | |
| IBN | C | -2.85% | |
| INTC | C | -2.83% | |
| NARI | C | -2.82% | |
| SKY | A | -2.8% | |
| STRL | A | -2.71% | |
| GTLS | A | -2.7% | |
| WTTR | A | -2.69% | |
| PL | B | -2.69% | |
| HUMA | F | -2.56% | |
| OKLO | B | -2.4% | |
| VITL | D | -2.1% | |
| SO | C | -2.09% | |
| D | C | -2.09% | |
| CPRI | F | -2.03% | |
| SCHW | B | -2.0% | |
| NEE | C | -1.94% | |
| SCI | B | -1.93% | |
| MC | C | -1.93% | |
| ON | D | -1.92% | |
| AMZN | C | -1.9% | |
| ETR | B | -1.79% | |
| CRSP | D | -0.91% |
DVLU: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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