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FVC vs DVLU

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

FVC

First Trust Dorsey Wright Dynamic Focus 5 ETF

First Trust

Annual cost

0.87%

Fund size

$104M

DVLU

First Trust Dorsey Wright Momentum & Value ETF

First Trust

Annual cost

0.60%

Fund size

$44M

Key differences

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

Side-by-side comparison

FVCDVLU
Annual cost (TER)0.87%0.60%
Fund size (AUM)$104M$44M
Since20162018
Dividend yield2.12%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.6%+34.2%
CAGR 3Y+10.1%+21.0%
CAGR 5Y+5.1%+11.0%
Sharpe 3Y0.480.91
Volatility 1Y12.82%16.39%
Max drawdown-30.96%-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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