DVOL vs. NULG ETF Comparison

Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to NuShares ESG Large-Cap Growth ETF (NULG)
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

$36.26

Average Daily Volume

3,466

Number of Holdings *

50

* may have additional holdings in another (foreign) market
NULG

NuShares ESG Large-Cap Growth ETF

NULG Description The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Growth Index.

Grade (RS Rating)

Last Trade

$88.56

Average Daily Volume

45,874

Number of Holdings *

59

* may have additional holdings in another (foreign) market
Performance
Period DVOL NULG
30 Days 5.98% 6.00%
60 Days 9.31% 8.07%
90 Days 12.19% 8.54%
12 Months 36.44% 36.73%
7 Overlapping Holdings
Symbol Grade Weight in DVOL Weight in NULG Overlap
COST B 1.69% 2.7% 1.69%
CTAS B 2.59% 1.59% 1.59%
GWW B 1.47% 1.55% 1.47%
MA C 2.74% 2.85% 2.74%
MSFT F 1.68% 11.97% 1.68%
PTC A 1.21% 0.84% 0.84%
V A 3.05% 3.05% 3.05%
DVOL Overweight 43 Positions Relative to NULG
Symbol Grade Weight
TMUS B 3.35%
RSG A 3.18%
KMI A 3.16%
DTM B 3.1%
FI A 3.01%
WMB A 2.96%
MMC B 2.87%
MSI B 2.8%
TJX A 2.71%
WELL A 2.69%
LIN D 2.68%
INGR B 2.63%
CB C 2.55%
WMT A 2.49%
OKE A 2.44%
NOC D 2.33%
HLT A 2.33%
RTX C 2.28%
AMP A 2.26%
CACI D 2.23%
BRO B 2.19%
PKG A 2.12%
JPM A 1.99%
AM A 1.79%
EHC B 1.6%
CW B 1.56%
AFL B 1.53%
HEI B 1.46%
WAB B 1.42%
AIG B 1.41%
CAH B 1.29%
ALL A 1.27%
TRV B 1.24%
ENSG D 1.24%
HLI B 1.23%
PGR A 1.08%
BRX A 1.08%
SF B 1.06%
TW A 1.03%
RGA A 1.01%
WRB A 0.98%
MTG C 0.95%
TDG D 0.85%
DVOL Underweight 52 Positions Relative to NULG
Symbol Grade Weight
NVDA C -14.22%
GOOGL C -4.41%
GOOG C -4.37%
TSLA B -4.28%
LLY F -3.14%
CRM B -2.3%
BKNG A -2.09%
ADBE C -1.85%
AXON A -1.58%
PWR A -1.51%
ADSK A -1.49%
AMAT F -1.48%
ORLY B -1.47%
MCO B -1.46%
DASH A -1.46%
IT C -1.42%
MELI D -1.41%
MRVL B -1.39%
CMG B -1.34%
CPRT A -1.34%
WDAY B -1.32%
ZTS D -1.3%
SNPS B -1.25%
ODFL B -1.25%
ABNB C -1.15%
DECK A -0.99%
EW C -0.99%
IDXX F -0.95%
VLTO D -0.91%
WST C -0.84%
ECL D -0.83%
LRCX F -0.83%
AMD F -0.79%
WBD C -0.79%
MCK B -0.78%
STX D -0.71%
AZO C -0.64%
PODD C -0.62%
WSM B -0.6%
A D -0.49%
NOW A -0.46%
FDS B -0.44%
MTD D -0.43%
BR A -0.35%
KEYS A -0.34%
CHD B -0.34%
EXPE B -0.23%
PANW C -0.22%
GGG B -0.2%
LW C -0.2%
IEX B -0.12%
APTV D -0.06%
Compare ETFs