DVOLFirst Trust Dorsey Wright Momentum & Low Volatility ETF
Seeks investment results that correspond generally to the price and yield of the Dorsey Wright Momentum Plus Low Volatility Index.
By First Trust · Launched 2018
Annual Cost
0.60%
#3,337 of 6,040 · average
Fund Size
$73M
#3,386 of 6,040 · mid-size
Return (1Y)
+3.5%
Track Record
8 years
#1,778 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,300+3.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaStrategy
Index tracking
Factor
Multifactor
Index tracked
Dorsey Wright Momentum Plus Low Volatility TM Index
Holdings
By weightConcentration
Top 10 holdings = 31.6% of funddiversified
Entergy Corporation
3.9%
Welltower Inc.
3.4%
Mckesson Corp.
3.2%
Ross Stores Inc
3.2%
Ensign Group Inc
3.1%
Walmart Inc
3.1%
The Bank of New York Mellon Corp.
2.9%
Cencora Inc
2.9%
Hilton Worldwide Holdings Inc
2.9%
Cardinal Health, Inc.
2.8%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Financial Services
27.2%
Industrials
24.4%
Real Estate
12.7%
Consumer Cyclical
10.0%
Healthcare
5.0%
Technology
5.0%
Energy
4.8%
Basic Materials
3.4%
Other
7.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.9%Moderate
Year-on-year price swings
Max drawdown
-38.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.65Decent risk-adjusted returns
Sortino (3Y)
0.93Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the Dorsey Wright Momentum Plus Low Volatility Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Dorsey Wright Momentum Plus Low Volatility Index using an indexing investment approach. Securities are selected based on individual stock momentum and volatility, with the 50 lowest volatility scores included in the Index.
- Inception date
- September 5, 2018
- Fund family
- First Trust
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Data updated on 2026-09-18