DVLU vs. XMLV ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Value ETF (DVLU) to PowerShares S&P MidCap Low Volatility Portfolio (XMLV)
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
$31.97
Average Daily Volume
4,701
50
XMLV
PowerShares S&P MidCap Low Volatility Portfolio
XMLV Description
The PowerShares S&P MidCap Low Volatility Portfolio (Fund) is based on the S&P MidCap 400 Low Volatility Index (Index). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's, consisting of 80 out of 400 medium-capitalization range securities from the S&P MidCap 400 Index with the lowest realized volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$64.05
Average Daily Volume
30,143
79
Performance
Period | DVLU | XMLV |
---|---|---|
30 Days | 2.80% | 4.18% |
60 Days | 4.04% | 6.33% |
90 Days | 5.37% | 7.95% |
12 Months | 36.86% | 28.81% |
DVLU Overweight 41 Positions Relative to XMLV
Symbol | Grade | Weight | |
---|---|---|---|
COF | C | 3.48% | |
JXN | C | 3.39% | |
CAH | B | 3.12% | |
TMHC | C | 3.04% | |
DELL | B | 2.92% | |
TRV | B | 2.89% | |
THC | D | 2.8% | |
KBH | D | 2.78% | |
AIG | B | 2.73% | |
OC | A | 2.68% | |
BPOP | C | 2.66% | |
MTH | D | 2.65% | |
TOL | B | 2.64% | |
UHS | D | 2.5% | |
MHK | D | 2.5% | |
FCNCA | A | 2.49% | |
PHM | D | 2.3% | |
WAL | B | 2.2% | |
CB | C | 2.16% | |
LEN | C | 2.12% | |
DHI | F | 2.1% | |
ALL | A | 2.06% | |
NRG | B | 2.03% | |
JLL | D | 1.87% | |
GS | A | 1.83% | |
JPM | A | 1.68% | |
ACGL | C | 1.63% | |
WRB | A | 1.51% | |
KMI | A | 1.42% | |
OKE | A | 1.37% | |
AYI | B | 1.37% | |
EME | A | 1.24% | |
HCA | F | 1.2% | |
CBRE | B | 1.14% | |
FLR | B | 1.11% | |
KEX | B | 1.09% | |
DKS | F | 1.08% | |
AFL | B | 1.07% | |
CASY | A | 1.0% | |
NSIT | F | 0.98% | |
DVA | C | 0.98% |
DVLU Underweight 70 Positions Relative to XMLV
Symbol | Grade | Weight | |
---|---|---|---|
DTM | A | -1.87% | |
SEIC | B | -1.8% | |
ATR | B | -1.8% | |
CW | C | -1.78% | |
IBKR | A | -1.61% | |
FHI | B | -1.55% | |
VOYA | B | -1.52% | |
IDA | A | -1.47% | |
UNM | A | -1.46% | |
HLI | A | -1.45% | |
THG | A | -1.45% | |
ORI | A | -1.44% | |
PNM | B | -1.44% | |
EHC | B | -1.44% | |
DCI | B | -1.41% | |
G | B | -1.4% | |
RLI | A | -1.4% | |
JHG | B | -1.39% | |
FLS | B | -1.39% | |
OGE | A | -1.34% | |
PRI | B | -1.33% | |
AFG | A | -1.32% | |
RPM | A | -1.32% | |
GGG | B | -1.32% | |
ADC | A | -1.29% | |
ACM | B | -1.28% | |
NJR | A | -1.28% | |
AMG | B | -1.28% | |
TXRH | B | -1.25% | |
GLPI | C | -1.23% | |
SON | F | -1.22% | |
PPC | C | -1.22% | |
NWE | C | -1.22% | |
GNTX | C | -1.22% | |
OHI | C | -1.21% | |
SR | A | -1.21% | |
ELS | C | -1.2% | |
GEF | A | -1.2% | |
AMH | C | -1.19% | |
POST | C | -1.19% | |
EPR | C | -1.18% | |
CHE | D | -1.17% | |
BRX | A | -1.17% | |
GATX | A | -1.16% | |
NFG | A | -1.16% | |
SLGN | A | -1.16% | |
ALE | A | -1.15% | |
OGS | A | -1.14% | |
LSTR | D | -1.13% | |
BKH | A | -1.13% | |
SBRA | C | -1.13% | |
SNX | D | -1.11% | |
FLO | D | -1.11% | |
POR | C | -1.1% | |
EGP | D | -1.09% | |
ESNT | F | -1.09% | |
NNN | C | -1.09% | |
CDP | C | -1.08% | |
AVT | C | -1.08% | |
FR | D | -1.07% | |
MSA | D | -1.07% | |
NEU | D | -1.04% | |
STAG | D | -1.04% | |
NYT | D | -1.03% | |
DLB | B | -1.01% | |
KBR | F | -0.99% | |
WTRG | B | -0.98% | |
MMS | F | -0.97% | |
MAN | F | -0.92% | |
CHRD | D | -0.87% |
DVLU: Top Represented Industries & Keywords
XMLV: Top Represented Industries & Keywords