DVOL vs. IQSM ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL 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 Low Volatility 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 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.60
Average Daily Volume
2,607
48
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.19
Average Daily Volume
24,457
10
Performance
| Period | DVOL | IQSM |
|---|---|---|
| 30 Days | 1.08% | -1.87% |
| 60 Days | 3.55% | 0.28% |
| 90 Days | 0.34% | -5.89% |
| 12 Months | 19.33% | 11.43% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DVOL | Weight in IQSM | Overlap | |
|---|---|---|---|---|---|
| PKG | B | 0.9% | 0.89% | 0.89% |
DVOL Overweight 47 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | B | 3.38% | |
| RSG | A | 3.31% | |
| TJX | A | 3.25% | |
| MMC | B | 3.14% | |
| APH | B | 3.09% | |
| V | C | 3.03% | |
| MSI | A | 2.91% | |
| COST | B | 2.86% | |
| AJG | B | 2.84% | |
| CW | B | 2.69% | |
| JPM | B | 2.68% | |
| MA | C | 2.65% | |
| OTIS | C | 2.63% | |
| AME | D | 2.62% | |
| ORI | C | 2.57% | |
| WAB | D | 2.5% | |
| ITW | D | 2.42% | |
| TRV | D | 2.4% | |
| CTAS | A | 2.21% | |
| MCK | A | 2.16% | |
| NDSN | D | 2.14% | |
| IBM | B | 2.02% | |
| DRI | C | 1.99% | |
| ORLY | B | 1.8% | |
| AFL | A | 1.77% | |
| HLT | A | 1.76% | |
| FAST | D | 1.68% | |
| PTC | C | 1.65% | |
| PRI | B | 1.57% | |
| RGA | B | 1.52% | |
| REGN | A | 1.44% | |
| CAH | B | 1.43% | |
| TDG | B | 1.38% | |
| AIG | C | 1.33% | |
| GRMN | B | 1.32% | |
| CHE | D | 1.3% | |
| PCAR | D | 1.29% | |
| HWM | B | 1.14% | |
| WELL | B | 1.11% | |
| ENSG | B | 1.1% | |
| KR | D | 1.08% | |
| HCA | A | 1.07% | |
| CPRT | C | 1.07% | |
| GWW | D | 1.05% | |
| AOS | D | 0.99% | |
| VMC | D | 0.99% | |
| OKE | B | 0.98% |
DVOL: Top Represented Industries & Keywords
IQSM: Top Represented Industries & Keywords
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