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DDIV vs FV

First Trust Dorsey Wright Momentum & Dividend ETF vs First Trust Dorsey Wright Focus 5 ETF

DDIV

First Trust Dorsey Wright Momentum & Dividend ETF

First Trust

Annual cost

0.60%

Fund size

$70M

FV

First Trust Dorsey Wright Focus 5 ETF

First Trust

Annual cost

0.89%

Fund size

$3.5B

Key differences

  • DDIV costs 0.29% less per year.
  • FV is significantly larger than DDIV — larger funds tend to be more liquid and less likely to close.
  • DDIV covers north america markets; FV covers global.
  • Over the last 3 years, DDIV has delivered higher annualized returns.

Side-by-side comparison

DDIVFV
Annual cost (TER)0.60%0.89%
Fund size (AUM)$70M$3.5B
Since20142014
Dividend yield1.58%0.57%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+23.1%+27.3%
CAGR 3Y+20.9%+18.0%
CAGR 5Y+10.1%+10.4%
Sharpe 3Y1.020.77
Volatility 1Y14.36%15.21%
Max drawdown-47.55%-34.04%

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

Similar to DDIV and FV