DVLUFirst Trust Dorsey Wright Momentum & Value ETF
Grow my money#1919 of 2944 for Grow my money
Seeks investment results that correspond generally to the price and yield of the Dorsey Wright Momentum Plus Value Index.
First Trust · Since 2018 (7 years)
Annual Cost
0.60%
#2918 out of 5,332 ETFs
Fund Size
$41M
#3520 out of 5,332 ETFs
Dividend Yield
0.71%
Track Record
7 years
#1828 out of 5,332 ETFs
Performance
1 Year
+40.2%
3 Years
+21.3%
5 Years
+11.8%
What's inside
Asset class
Region
Strategy
index tracking
Cap
multi cap
Factor
multifactor
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Financial Services
30.2%
Healthcare
20.6%
Industrials
15.5%
Consumer Cyclical
9.4%
Technology
8.1%
Basic Materials
6.9%
Real Estate
3.7%
Utilities
3.6%
Other
2.0%
Top holdings
TD Synnex CorpSNX4.0%
General Motors CoGM3.4%
Popular IncBPOP3.4%
Delta Air Lines IncDAL3.1%
HCA Healthcare IncHCA3.0%
McKesson CorpMCK3.0%
WESCO International IncWCC3.0%
Tenet Healthcare CorpTHC2.9%
Cardinal Health IncCAH2.9%
Citigroup IncC2.9%
Risk profile
Volatility (1Y)
16.8%
Moderate
Max drawdown
-53.3%
Worst peak-to-trough loss
Sharpe (3Y)
0.92
Decent risk-adjusted returns
Sortino (3Y)
1.34
Good downside protection
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Data updated on 2026-05-05