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DVOLFirst Trust Dorsey Wright Momentum & Low Volatility ETF

Grow my money#1549 of 2944 for Grow my money

Seeks investment results that correspond generally to the price and yield of the Dorsey Wright Momentum Plus Low Volatility Index.

First Trust · Since 2018 (7 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$69M

#3064 out of 5,332 ETFs

Dividend Yield

0.70%

Track Record

7 years

#1828 out of 5,332 ETFs

Performance

1 Year

+6.3%

3 Years

+14.0%

5 Years

+7.8%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Industrials
27.7%
Financial Services
23.9%
Healthcare
14.6%
Consumer Cyclical
9.6%
Real Estate
6.0%
Technology
4.9%
Consumer Defensive
4.7%
Utilities
4.0%
Other
4.8%

Top holdings

Entergy CorpETR3.9%
Welltower IncWELL3.4%
McKesson CorpMCK3.2%
Ross Stores IncROST3.2%
Ensign Group IncENSG3.1%
Walmart IncWMT3.1%
Bank of New York Mellon CorpBK2.9%
Cencora IncCOR2.9%
Hilton Worldwide Holdings IncHLT2.9%
Cardinal Health IncCAH2.8%

Risk profile

Volatility (1Y)

12.0%

Moderate

Max drawdown

-38.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.18

Good downside protection

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Data updated on 2026-05-05