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DVLU vs FVC

First Trust Dorsey Wright Momentum & Value ETF vs First Trust Dorsey Wright Dynamic Focus 5 ETF

DVLU

First Trust Dorsey Wright Momentum & Value ETF

First Trust

Annual cost

0.60%

Fund size

$44M

FVC

First Trust Dorsey Wright Dynamic Focus 5 ETF

First Trust

Annual cost

0.87%

Fund size

$104M

Key differences

  • DVLU costs 0.27% less per year.
  • Over the last 3 years, DVLU has delivered higher annualized returns.

Side-by-side comparison

DVLUFVC
Annual cost (TER)0.60%0.87%
Fund size (AUM)$44M$104M
Since20182016
Dividend yield0.64%2.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.2%+20.6%
CAGR 3Y+21.0%+10.1%
CAGR 5Y+11.0%+5.1%
Sharpe 3Y0.910.48
Volatility 1Y16.39%12.82%
Max drawdown-53.26%-30.96%

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

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