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DALI vs DVLU

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

DALI

First Trust Dorsey Wright DALI 1 ETF

First Trust

Annual cost

0.91%

Fund size

$114M

DVLU

First Trust Dorsey Wright Momentum & Value ETF

First Trust

Annual cost

0.60%

Fund size

$44M

Key differences

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

Side-by-side comparison

DALIDVLU
Annual cost (TER)0.91%0.60%
Fund size (AUM)$114M$44M
Since20182018
Dividend yield0.39%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.4%+34.2%
CAGR 3Y+8.3%+21.0%
CAGR 5Y+6.4%+11.0%
Sharpe 3Y0.330.91
Volatility 1Y17.40%16.39%
Max drawdown-36.06%-53.26%

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

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