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FV vs DVLU

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

FV

First Trust Dorsey Wright Focus 5 ETF

First Trust

Annual cost

0.89%

Fund size

$3.5B

DVLU

First Trust Dorsey Wright Momentum & Value ETF

First Trust

Annual cost

0.60%

Fund size

$44M

Key differences

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

Side-by-side comparison

FVDVLU
Annual cost (TER)0.89%0.60%
Fund size (AUM)$3.5B$44M
Since20142018
Dividend yield0.57%0.64%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.3%+34.2%
CAGR 3Y+18.0%+21.0%
CAGR 5Y+10.4%+11.0%
Sharpe 3Y0.770.91
Volatility 1Y15.21%16.39%
Max drawdown-34.04%-53.26%

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

Similar to FV and DVLU