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DALI vs DDIV

First Trust Dorsey Wright DALI 1 ETF vs First Trust Dorsey Wright Momentum & Dividend ETF

DALI

First Trust Dorsey Wright DALI 1 ETF

First Trust

Annual cost

0.91%

Fund size

$114M

DDIV

First Trust Dorsey Wright Momentum & Dividend ETF

First Trust

Annual cost

0.60%

Fund size

$70M

Key differences

  • DDIV costs 0.31% less per year.
  • Over the last 3 years, DDIV has delivered higher annualized returns.

Side-by-side comparison

DALIDDIV
Annual cost (TER)0.91%0.60%
Fund size (AUM)$114M$70M
Since20182014
Dividend yield0.39%1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.4%+23.1%
CAGR 3Y+8.3%+20.9%
CAGR 5Y+6.4%+10.1%
Sharpe 3Y0.331.02
Volatility 1Y17.40%14.36%
Max drawdown-36.06%-47.55%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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