DVLU vs. CSMD ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to Congress SMid Growth ETF (CSMD)
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
$32.34
Average Daily Volume
4,684
50
CSMD
Congress SMid Growth ETF
CSMD Description
The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.Grade (RS Rating)
Last Trade
$31.61
Average Daily Volume
40,471
43
Performance
| Period | DVLU | CSMD |
|---|---|---|
| 30 Days | 4.63% | 7.37% |
| 60 Days | 4.77% | 5.09% |
| 90 Days | 6.59% | 6.50% |
| 12 Months | 38.44% | 29.61% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVLU | Weight in CSMD | Overlap | |
|---|---|---|---|---|---|
| WAL | B | 2.14% | 2.08% | 2.08% |
DVLU Overweight 49 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| COF | B | 3.43% | |
| RGA | A | 3.13% | |
| CAH | B | 3.1% | |
| JXN | C | 3.09% | |
| TMHC | B | 3.05% | |
| TRV | B | 2.93% | |
| DELL | C | 2.92% | |
| INGR | B | 2.78% | |
| KBH | D | 2.78% | |
| OC | A | 2.77% | |
| AIG | B | 2.76% | |
| BPOP | B | 2.7% | |
| TOL | B | 2.69% | |
| MTH | D | 2.66% | |
| FCNCA | A | 2.63% | |
| THC | D | 2.63% | |
| UHS | D | 2.44% | |
| MHK | D | 2.43% | |
| PHM | D | 2.33% | |
| CB | C | 2.19% | |
| LEN | D | 2.18% | |
| DHI | D | 2.15% | |
| NRG | B | 2.11% | |
| ALL | A | 2.09% | |
| SF | B | 1.99% | |
| GS | A | 1.83% | |
| JLL | D | 1.83% | |
| USFD | A | 1.75% | |
| JPM | A | 1.72% | |
| MTG | C | 1.69% | |
| JEF | A | 1.66% | |
| ACGL | D | 1.64% | |
| WRB | A | 1.54% | |
| KMI | A | 1.49% | |
| OKE | A | 1.46% | |
| AYI | B | 1.32% | |
| EME | C | 1.26% | |
| FLR | B | 1.22% | |
| HCA | F | 1.16% | |
| CBRE | B | 1.14% | |
| KEX | C | 1.1% | |
| AFL | B | 1.09% | |
| DKS | C | 1.07% | |
| MUSA | A | 1.03% | |
| DVA | B | 1.02% | |
| CASY | A | 1.01% | |
| AM | A | 0.99% | |
| NSIT | F | 0.92% | |
| CACI | D | 0.81% |
DVLU Underweight 42 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | -4.4% | |
| CYBR | B | -3.72% | |
| CW | B | -3.4% | |
| SPSC | C | -3.1% | |
| VMI | B | -3.09% | |
| PTC | A | -2.92% | |
| TSCO | D | -2.88% | |
| STRL | B | -2.85% | |
| BJ | A | -2.69% | |
| SUM | B | -2.62% | |
| PBH | A | -2.59% | |
| MEDP | D | -2.57% | |
| WHD | B | -2.52% | |
| UFPT | B | -2.51% | |
| PODD | C | -2.46% | |
| HALO | F | -2.45% | |
| AZEK | A | -2.42% | |
| MORN | B | -2.35% | |
| WSM | B | -2.35% | |
| ELF | C | -2.3% | |
| ENTG | D | -2.21% | |
| CVLT | B | -2.18% | |
| NVT | B | -2.15% | |
| KBR | F | -2.08% | |
| BMI | B | -2.08% | |
| CDW | F | -1.94% | |
| RRC | B | -1.93% | |
| OLLI | D | -1.88% | |
| STE | F | -1.87% | |
| LECO | B | -1.86% | |
| POOL | C | -1.85% | |
| KNSL | B | -1.75% | |
| AVY | D | -1.75% | |
| CHH | A | -1.69% | |
| SMPL | B | -1.67% | |
| WERN | C | -1.61% | |
| TRNO | F | -1.59% | |
| RGEN | D | -1.44% | |
| OPCH | D | -1.19% | |
| PEN | B | -1.16% | |
| PSN | D | -0.9% | |
| CALX | D | -0.02% |
DVLU: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords
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