DVLU vs. EQRR ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to ProShares Equities for Rising Rates ETF (EQRR)
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
$28.84
Average Daily Volume
3,063
50
EQRR
ProShares Equities for Rising Rates ETF
EQRR Description
The investment seeks investment results, before fees and expenses, that track the performance of the Nasdaq U.S. Large Cap Equities for Rising Rates Index (the index). The fund invests in securities that ProShare Advisors believes, in combination, should track the performance of the index. Under normal circumstances, the fund will invest at least 80% of its total assets in component securities. The index consists of 50 companies whose stock prices historically have tended to outperform the Universe during periods of rising interest rates.Grade (RS Rating)
Last Trade
$59.62
Average Daily Volume
2,961
49
Performance
| Period | DVLU | EQRR |
|---|---|---|
| 30 Days | -3.12% | -4.40% |
| 60 Days | 1.14% | 2.47% |
| 90 Days | 10.49% | 10.07% |
| 12 Months | 31.57% | 29.86% |
10 Overlapping Holdings
DVLU Overweight 40 Positions Relative to EQRR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PBF | D | 3.08% | |
| FCNCA | B | 3.08% | |
| CRBG | A | 3.06% | |
| RGA | A | 3.04% | |
| MTH | B | 3.02% | |
| COF | B | 2.94% | |
| TMHC | C | 2.9% | |
| ORI | A | 2.88% | |
| OMF | B | 2.84% | |
| CAH | F | 2.7% | |
| TOL | B | 2.65% | |
| PHM | B | 2.63% | |
| LEN | C | 2.57% | |
| KR | B | 2.46% | |
| THC | A | 2.43% | |
| DHI | D | 2.41% | |
| NRG | A | 2.35% | |
| CLF | F | 2.33% | |
| UFPI | C | 2.13% | |
| STWD | C | 2.09% | |
| TPR | D | 1.86% | |
| OC | A | 1.83% | |
| DELL | B | 1.77% | |
| TRV | D | 1.73% | |
| GPS | D | 1.7% | |
| JLL | C | 1.58% | |
| STLD | D | 1.49% | |
| SSB | D | 1.47% | |
| CROX | D | 1.43% | |
| PR | B | 1.38% | |
| NSIT | A | 1.37% | |
| CE | C | 1.26% | |
| USFD | C | 1.25% | |
| OKE | B | 1.24% | |
| PCAR | D | 1.12% | |
| HCA | D | 1.05% | |
| BLDR | C | 1.04% | |
| RL | D | 1.03% | |
| MOH | F | 0.93% | |
| TXT | D | 0.9% |
DVLU Underweight 39 Positions Relative to EQRR
| Symbol | Grade | Weight | |
|---|---|---|---|
| EOG | B | -3.27% | |
| FANG | B | -3.23% | |
| COP | C | -3.16% | |
| CTRA | B | -3.15% | |
| HAL | F | -3.04% | |
| MRO | C | -3.03% | |
| SLB | F | -2.79% | |
| CPB | B | -2.63% | |
| BG | B | -2.62% | |
| ADM | C | -2.5% | |
| STZ | D | -2.48% | |
| HSY | C | -2.48% | |
| CTVA | B | -2.44% | |
| CVS | F | -2.17% | |
| WFC | B | -2.13% | |
| LPLA | A | -2.07% | |
| LW | D | -2.02% | |
| MET | C | -2.0% | |
| HIG | C | -1.98% | |
| RJF | B | -1.96% | |
| PRU | C | -1.95% | |
| WRB | D | -1.82% | |
| UAL | B | -1.73% | |
| GPC | B | -1.61% | |
| DAL | A | -1.61% | |
| FOXA | B | -1.57% | |
| GM | B | -1.56% | |
| DRI | F | -1.45% | |
| ORLY | D | -1.44% | |
| AZO | D | -1.44% | |
| UBER | D | -1.39% | |
| LKQ | D | -1.24% | |
| APD | C | -1.0% | |
| AVY | A | -1.0% | |
| DOW | D | -1.0% | |
| LYB | D | -1.0% | |
| CF | F | -0.99% | |
| LIN | D | -0.98% | |
| ALB | D | -0.9% |
DVLU: Top Represented Industries & Keywords
EQRR: Top Represented Industries & Keywords
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