DVLU vs. PSL ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to PowerShares Dynamic Consumer Staples (PSL)
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
$28.31
Average Daily Volume
2,866
50
PSL
PowerShares Dynamic Consumer Staples
PSL Description
The PowerShares Dynamic Consumer Staples Sector Portfolio (Fund) is based on the Dynamic Consumer Staples Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US consumer staples companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and non-discretionary retail. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$94.71
Average Daily Volume
1,785
35
Performance
| Period | DVLU | PSL |
|---|---|---|
| 30 Days | -3.87% | -2.47% |
| 60 Days | 3.82% | 0.27% |
| 90 Days | 9.54% | 3.81% |
| 12 Months | 29.50% | 9.26% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVLU | Weight in PSL | Overlap | |
|---|---|---|---|---|---|
| USFD | C | 1.21% | 3.16% | 1.21% |
DVLU Overweight 49 Positions Relative to PSL
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | A | 4.05% | |
| MPC | B | 3.42% | |
| PSX | B | 3.08% | |
| THC | B | 2.99% | |
| RGA | A | 2.97% | |
| TOL | B | 2.85% | |
| NUE | D | 2.84% | |
| TMHC | C | 2.82% | |
| AIG | B | 2.78% | |
| CLF | D | 2.69% | |
| COF | A | 2.64% | |
| LEN | C | 2.57% | |
| CAH | D | 2.55% | |
| FCNCA | A | 2.54% | |
| PHM | B | 2.54% | |
| PAG | C | 2.44% | |
| ORI | A | 2.43% | |
| CNC | C | 2.37% | |
| RS | D | 2.35% | |
| VST | A | 2.32% | |
| MTH | C | 2.27% | |
| PVH | C | 2.17% | |
| FANG | A | 2.15% | |
| OMF | A | 2.1% | |
| BECN | A | 1.99% | |
| MCK | A | 1.91% | |
| ZION | B | 1.88% | |
| DHI | D | 1.87% | |
| OC | A | 1.82% | |
| BPOP | A | 1.79% | |
| DFS | A | 1.64% | |
| WLK | B | 1.62% | |
| PCAR | D | 1.59% | |
| DKS | A | 1.45% | |
| COHR | D | 1.41% | |
| TXT | A | 1.4% | |
| WAL | B | 1.37% | |
| STWD | C | 1.29% | |
| ELAN | D | 1.2% | |
| UFPI | C | 1.18% | |
| BLDR | C | 1.16% | |
| PCG | A | 1.11% | |
| COP | A | 1.1% | |
| EOG | A | 1.08% | |
| JPM | B | 1.07% | |
| JLL | C | 1.06% | |
| CE | D | 1.04% | |
| LOW | C | 0.95% | |
| SSB | C | 0.85% |
DVLU Underweight 34 Positions Relative to PSL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CHD | A | -4.39% | |
| COST | C | -4.2% | |
| ELF | C | -4.01% | |
| SCI | C | -3.92% | |
| SFM | A | -3.9% | |
| PG | A | -3.57% | |
| KR | A | -3.54% | |
| CASY | A | -3.53% | |
| CELH | D | -3.48% | |
| BRBR | C | -3.2% | |
| PEP | A | -3.15% | |
| HRB | B | -3.07% | |
| COKE | B | -3.05% | |
| TAP | D | -3.03% | |
| KHC | A | -2.96% | |
| MNST | D | -2.87% | |
| FRPT | D | -2.76% | |
| ANDE | B | -2.56% | |
| MDLZ | B | -2.56% | |
| CALM | B | -2.54% | |
| LOPE | D | -2.37% | |
| LRN | B | -2.34% | |
| BFAM | C | -2.28% | |
| PFGC | C | -2.27% | |
| COTY | C | -2.27% | |
| POST | A | -2.25% | |
| LAUR | A | -2.24% | |
| INGR | B | -2.2% | |
| UTI | C | -2.16% | |
| WDFC | F | -2.15% | |
| IPAR | D | -2.13% | |
| STRA | B | -2.01% | |
| PRDO | B | -1.96% | |
| UTZ | B | -1.79% |
DVLU: Top Represented Industries & Keywords
PSL: Top Represented Industries & Keywords
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