DVOL vs. ZECP ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to Zacks Earnings Consistent Portfolio ETF (ZECP)
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
ZECP
Zacks Earnings Consistent Portfolio ETF
ZECP Description
The Zacks Earnings Consistent Portfolio ETF seeks to provide long-term total returns and minimize capital loss. The Fund pursues its investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with little to minimal impact on aggregate earnings growth relative to the overall equity market.Grade (RS Rating)
Last Trade
$31.79
Average Daily Volume
38,364
61
Performance
| Period | DVOL | ZECP |
|---|---|---|
| 30 Days | 5.98% | 2.68% |
| 60 Days | 9.31% | 3.48% |
| 90 Days | 12.19% | 5.50% |
| 12 Months | 36.44% | 26.08% |
12 Overlapping Holdings
| Symbol | Grade | Weight in DVOL | Weight in ZECP | Overlap | |
|---|---|---|---|---|---|
| AMP | A | 2.26% | 1.97% | 1.97% | |
| CAH | B | 1.29% | 0.76% | 0.76% | |
| CTAS | B | 2.59% | 2.05% | 2.05% | |
| FI | A | 3.01% | 1.21% | 1.21% | |
| JPM | A | 1.99% | 2.78% | 1.99% | |
| MMC | B | 2.87% | 1.99% | 1.99% | |
| MSFT | F | 1.68% | 5.81% | 1.68% | |
| RSG | A | 3.18% | 1.69% | 1.69% | |
| RTX | C | 2.28% | 1.33% | 1.33% | |
| TJX | A | 2.71% | 1.07% | 1.07% | |
| WMT | A | 2.49% | 2.48% | 2.48% | |
| WRB | A | 0.98% | 0.93% | 0.93% |
DVOL Overweight 38 Positions Relative to ZECP
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 3.35% | |
| KMI | A | 3.16% | |
| DTM | B | 3.1% | |
| V | A | 3.05% | |
| WMB | A | 2.96% | |
| MSI | B | 2.8% | |
| MA | C | 2.74% | |
| WELL | A | 2.69% | |
| LIN | D | 2.68% | |
| INGR | B | 2.63% | |
| CB | C | 2.55% | |
| OKE | A | 2.44% | |
| NOC | D | 2.33% | |
| HLT | A | 2.33% | |
| CACI | D | 2.23% | |
| BRO | B | 2.19% | |
| PKG | A | 2.12% | |
| AM | A | 1.79% | |
| COST | B | 1.69% | |
| EHC | B | 1.6% | |
| CW | B | 1.56% | |
| AFL | B | 1.53% | |
| GWW | B | 1.47% | |
| 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% | |
| PGR | A | 1.08% | |
| BRX | A | 1.08% | |
| SF | B | 1.06% | |
| TW | A | 1.03% | |
| RGA | A | 1.01% | |
| MTG | C | 0.95% | |
| TDG | D | 0.85% |
DVOL Underweight 49 Positions Relative to ZECP
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.19% | |
| GOOGL | C | -4.57% | |
| UNH | C | -2.83% | |
| PG | A | -2.62% | |
| CAT | B | -2.61% | |
| AXP | A | -2.52% | |
| HD | A | -2.51% | |
| SNPS | B | -2.36% | |
| LLY | F | -2.24% | |
| NFLX | A | -2.23% | |
| RCL | A | -1.78% | |
| HIG | B | -1.78% | |
| AMAT | F | -1.76% | |
| ACN | C | -1.68% | |
| AEP | D | -1.65% | |
| PEP | F | -1.64% | |
| ORCL | B | -1.55% | |
| MAR | B | -1.38% | |
| TFC | A | -1.36% | |
| MET | A | -1.36% | |
| MCO | B | -1.35% | |
| CDNS | B | -1.32% | |
| INTU | C | -1.3% | |
| JNJ | D | -1.29% | |
| PHM | D | -1.27% | |
| AMGN | D | -1.23% | |
| HSY | F | -1.22% | |
| PNC | B | -1.17% | |
| SYK | C | -1.11% | |
| BSX | B | -1.1% | |
| TXN | C | -1.06% | |
| ABT | B | -1.06% | |
| SO | D | -1.03% | |
| MCD | D | -1.03% | |
| TMO | F | -1.02% | |
| AWK | D | -0.97% | |
| BLK | C | -0.93% | |
| GD | F | -0.93% | |
| MAA | B | -0.89% | |
| LH | C | -0.85% | |
| IBM | C | -0.81% | |
| CHD | B | -0.79% | |
| NEE | D | -0.79% | |
| MRK | F | -0.74% | |
| BMY | B | -0.73% | |
| PLD | D | -0.69% | |
| DHR | F | -0.66% | |
| NDAQ | A | -0.44% | |
| CSCO | B | -0.43% |
DVOL: Top Represented Industries & Keywords
ZECP: Top Represented Industries & Keywords
Compare ETFs
