DVLU vs. SDVY ETF Comparison

Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

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

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY 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 Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$39.61

Average Daily Volume

1,380,892

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	DVLU	SDVY
30 Days	4.63%	9.60%
60 Days	4.77%	9.45%
90 Days	6.59%	10.70%
12 Months	38.44%	38.70%

12 Overlapping Holdings

Symbol	Grade	Weight in DVLU	Weight in SDVY	Overlap
BPOP	B	2.7%	0.96%	0.96%
DELL	C	2.92%	1.13%	1.13%
DKS	C	1.07%	0.91%	0.91%
EME	C	1.26%	1.13%	1.13%
JXN	C	3.09%	1.18%	1.18%
KBH	D	2.78%	0.88%	0.88%
MTG	C	1.69%	0.96%	0.96%
MTH	D	2.66%	0.86%	0.86%
OC	A	2.77%	1.11%	1.11%
PHM	D	2.33%	0.88%	0.88%
RGA	A	3.13%	1.03%	1.03%
TOL	B	2.69%	0.99%	0.99%

DVLU Overweight 38 Positions Relative to SDVY

Symbol	Grade	Weight
COF	B	3.43%
CAH	B	3.1%
TMHC	B	3.05%
TRV	B	2.93%
INGR	B	2.78%
AIG	B	2.76%
FCNCA	A	2.63%
THC	D	2.63%
UHS	D	2.44%
MHK	D	2.43%
CB	C	2.19%
LEN	D	2.18%
DHI	D	2.15%
WAL	B	2.14%
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%
JEF	A	1.66%
ACGL	D	1.64%
WRB	A	1.54%
KMI	A	1.49%
OKE	A	1.46%
AYI	B	1.32%
FLR	B	1.22%
HCA	F	1.16%
CBRE	B	1.14%
KEX	C	1.1%
AFL	B	1.09%
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 82 Positions Relative to SDVY

Symbol	Grade	Weight
TPL	A	-1.44%
SYF	B	-1.27%
SNA	A	-1.26%
ZION	B	-1.24%
EWBC	A	-1.24%
PRDO	B	-1.24%
SNV	B	-1.24%
GRMN	B	-1.23%
MLI	C	-1.23%
UNM	A	-1.22%
MATX	C	-1.22%
WTFC	A	-1.21%
CALM	A	-1.2%
WTTR	B	-1.18%
CADE	B	-1.18%
STLD	B	-1.17%
G	B	-1.17%
J	F	-1.17%
HBAN	A	-1.16%
CR	A	-1.14%
IBOC	A	-1.14%
FIX	A	-1.14%
KTB	B	-1.13%
RHI	B	-1.13%
LECO	B	-1.12%
RL	B	-1.12%
EQH	B	-1.12%
CMC	B	-1.12%
CMA	A	-1.12%
RF	A	-1.11%
RS	B	-1.1%
BKE	B	-1.1%
CFG	B	-1.1%
OZK	B	-1.1%
CINF	A	-1.1%
CRBG	B	-1.09%
IEX	B	-1.09%
EBC	B	-1.08%
CRC	B	-1.07%
SLM	A	-1.07%
FITB	A	-1.07%
ITT	A	-1.05%
VOYA	B	-1.05%
SM	B	-1.04%
LSTR	D	-1.04%
AFG	A	-1.04%
ALLY	C	-1.04%
MGY	A	-1.03%
CF	B	-1.03%
PHIN	A	-1.03%
GGG	B	-1.03%
WHD	B	-1.03%
FBP	B	-1.02%
BEN	C	-1.02%
WGO	C	-1.02%
BCC	B	-1.02%
EDR	A	-1.01%
UFPI	B	-0.99%
OMC	C	-0.99%
TEX	D	-0.98%
RDN	C	-0.97%
NTAP	C	-0.96%
EXPD	D	-0.95%
EG	C	-0.94%
IPG	D	-0.93%
AGCO	D	-0.93%
AESI	B	-0.92%
SHOO	D	-0.92%
SLVM	B	-0.92%
LEA	D	-0.9%
DINO	D	-0.9%
ESNT	D	-0.88%
AOS	F	-0.87%
VSH	D	-0.87%
WLK	D	-0.87%
WSM	B	-0.86%
WMS	D	-0.86%
IBP	D	-0.85%
AMKR	D	-0.83%
NSP	D	-0.83%
CCS	D	-0.82%
CRI	D	-0.79%