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PDP vs DVLU
Invesco Dorsey Wright Momentum ETF vs First Trust Dorsey Wright Momentum & Value ETF
Key differences
- PDP is significantly larger than DVLU — larger funds tend to be more liquid and less likely to close.
- PDP follows a active selection strategy; DVLU uses index tracking.
- Over the last 3 years, PDP has delivered higher annualized returns.
- PDP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PDP | DVLU | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.60% |
| Fund size (AUM) | $1.5B | $44M |
| Since | 2007 | 2018 |
| Dividend yield | 0.11% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +38.4% | +34.2% |
| CAGR 3Y | +23.9% | +21.0% |
| CAGR 5Y | +11.8% | +11.0% |
| Sharpe 3Y | 0.97 | 0.91 |
| Volatility 1Y | 21.95% | 16.39% |
| Max drawdown | -34.70% | -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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