DVOL vs. RULE ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to Adaptive Core ETF (RULE)
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
50
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$23.31
Average Daily Volume
5,937
35
Performance
| Period | DVOL | RULE |
|---|---|---|
| 30 Days | 5.98% | 5.63% |
| 60 Days | 9.31% | 5.87% |
| 90 Days | 12.19% | 6.41% |
| 12 Months | 36.44% | 21.71% |
DVOL Overweight 43 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 3.35% | |
| RSG | A | 3.18% | |
| KMI | A | 3.16% | |
| DTM | B | 3.1% | |
| MMC | B | 2.87% | |
| MSI | B | 2.8% | |
| MA | C | 2.74% | |
| 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% | |
| COST | B | 1.69% | |
| MSFT | F | 1.68% | |
| EHC | B | 1.6% | |
| CW | B | 1.56% | |
| AFL | B | 1.53% | |
| HEI | B | 1.46% | |
| WAB | B | 1.42% | |
| AIG | B | 1.41% | |
| ALL | A | 1.27% | |
| TRV | B | 1.24% | |
| ENSG | D | 1.24% | |
| HLI | B | 1.23% | |
| PTC | A | 1.21% | |
| 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 28 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.27% | |
| JPST | A | -4.26% | |
| CRM | B | -3.6% | |
| APO | B | -3.39% | |
| EQIX | A | -3.05% | |
| PCAR | B | -3.04% | |
| XLG | B | -3.04% | |
| AON | A | -3.04% | |
| SPHQ | A | -3.03% | |
| VST | B | -2.96% | |
| INTU | C | -2.95% | |
| IWF | B | -2.91% | |
| BK | A | -2.88% | |
| PH | A | -2.87% | |
| UBER | D | -2.8% | |
| NFLX | A | -2.78% | |
| HD | A | -2.7% | |
| FTNT | C | -2.67% | |
| RMD | C | -2.65% | |
| FCNCA | A | -2.59% | |
| URI | B | -2.57% | |
| GPN | B | -2.51% | |
| IRM | D | -2.47% | |
| VRT | B | -2.41% | |
| IBM | C | -2.35% | |
| PAYX | C | -2.18% | |
| ADBE | C | -1.94% | |
| ARES | A | -1.81% |
DVOL: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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