DVLU vs. IAT ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to iShares U.S. Regional Banks ETF (IAT)
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
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$42.67
Average Daily Volume
202,211
35
Performance
| Period | DVLU | IAT |
|---|---|---|
| 30 Days | -3.12% | 2.15% |
| 60 Days | 1.14% | 2.85% |
| 90 Days | 10.49% | 8.95% |
| 12 Months | 31.57% | 40.94% |
DVLU Overweight 48 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PBF | D | 3.08% | |
| CRBG | A | 3.06% | |
| RGA | A | 3.04% | |
| MTH | B | 3.02% | |
| COF | B | 2.94% | |
| TMHC | C | 2.9% | |
| AIG | A | 2.9% | |
| ORI | A | 2.88% | |
| OMF | B | 2.84% | |
| VLO | D | 2.8% | |
| CAH | F | 2.7% | |
| PSX | D | 2.68% | |
| TOL | B | 2.65% | |
| MPC | D | 2.64% | |
| 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% | |
| NUE | D | 1.84% | |
| OC | A | 1.83% | |
| DELL | B | 1.77% | |
| TRV | D | 1.73% | |
| GPS | D | 1.7% | |
| JLL | C | 1.58% | |
| STLD | D | 1.49% | |
| CROX | D | 1.43% | |
| RS | D | 1.38% | |
| PR | B | 1.38% | |
| NSIT | A | 1.37% | |
| MCK | B | 1.35% | |
| CE | C | 1.26% | |
| USFD | C | 1.25% | |
| OKE | B | 1.24% | |
| AFL | A | 1.16% | |
| WLK | B | 1.14% | |
| PCAR | D | 1.12% | |
| HCA | D | 1.05% | |
| JPM | B | 1.05% | |
| BLDR | C | 1.04% | |
| RL | D | 1.03% | |
| MOH | F | 0.93% | |
| TXT | D | 0.9% |
DVLU Underweight 33 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| USB | D | -14.32% | |
| PNC | B | -13.81% | |
| TFC | A | -11.34% | |
| FITB | A | -5.62% | |
| MTB | A | -4.65% | |
| HBAN | A | -4.48% | |
| RF | B | -4.09% | |
| CFG | A | -3.66% | |
| KEY | C | -3.12% | |
| EWBC | A | -2.41% | |
| FHN | A | -1.92% | |
| WBS | D | -1.73% | |
| CFR | D | -1.54% | |
| CMA | B | -1.52% | |
| CBSH | A | -1.49% | |
| WAL | B | -1.42% | |
| BPOP | A | -1.41% | |
| ZION | B | -1.39% | |
| WTFC | B | -1.36% | |
| PNFP | C | -1.34% | |
| PB | B | -1.33% | |
| SNV | C | -1.2% | |
| FNB | A | -1.1% | |
| OZK | B | -1.08% | |
| HOMB | B | -1.02% | |
| UBSI | C | -1.0% | |
| GBCI | C | -0.92% | |
| FFIN | D | -0.87% | |
| UMBF | B | -0.8% | |
| VLY | F | -0.69% | |
| BOKF | A | -0.56% | |
| NYCB | D | -0.44% | |
| TFSL | B | -0.14% |
DVLU: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
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