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Upturn AI SWOT - About
First Trust Dorsey Wright Momentum & Value ETF (DVLU)
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Upturn Advisory Summary
08/14/2025: DVLU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.37% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 24.04 - 32.77 | Updated Date 06/30/2025 |
52 Weeks Range 24.04 - 32.77 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Dorsey Wright Momentum & Value ETF
ETF Overview
Overview
First Trust Dorsey Wright Momentum & Value ETF (DVLU) seeks long-term capital appreciation by investing in US companies with attractive momentum and value characteristics. It utilizes a proprietary Dorsey Wright relative strength-based methodology.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong reputation for innovation and thematic investing.
Management Expertise
First Trust has a dedicated team of experienced portfolio managers and analysts specializing in ETF product development and management.
Investment Objective
Goal
The primary investment goal of DVLU is to provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: DVLU employs a rules-based, momentum and value strategy. It does not track a specific index but instead uses a proprietary methodology.
Composition DVLU primarily holds US large- and mid-cap stocks selected based on relative strength and value metrics.
Market Position
Market Share: DVLU's market share is relatively small compared to broader market ETFs; its niche focus on momentum and value strategies contributes to this.
Total Net Assets (AUM): 200000000
Competitors
Key Competitors
- MTUM
- VLUE
- QUAL
- SPGP
Competitive Landscape
The competitive landscape consists of large, established factor ETFs. DVLU differentiates itself with the Dorsey Wright relative strength methodology, offering a unique approach. MTUM and VLUE are much larger and have higher liquidity, offering wider acceptance, but less specialized approach.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites like Yahoo Finance, Google Finance, or the First Trust website; actual returns are dynamic and time-sensitive.
Benchmark Comparison: A suitable benchmark would be a blended index of momentum and value strategies or the S&P 500 Value Index, adjusted for market cap.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
DVLU's average trading volume is moderate, reflecting its smaller size and niche strategy.
Bid-Ask Spread
The bid-ask spread is typically reasonable, reflecting the liquidity of its underlying holdings.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment regarding momentum and value stocks influence DVLU's performance.
Growth Trajectory
DVLU's growth depends on its ability to attract assets based on its performance relative to competing momentum and value strategies. Changes to the Dorsey Wright methodology could impact its holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
DVLU's competitive edge lies in the Dorsey Wright relative strength-based methodology, which provides a systematic approach to identifying momentum and value stocks. This rules-based approach can reduce emotional biases. The ETF offers a targeted exposure to high-quality value and momentum stocks. Its methodology is transparent and readily explainable to investors.
Risk Analysis
Volatility
DVLU's volatility will depend on the market environment, and the volatility of the underlying holdings of momentum and value stocks.
Market Risk
DVLU is exposed to market risk, sector concentration risk (depending on current allocations), and the risk that the momentum and value factors may underperform.
Investor Profile
Ideal Investor Profile
DVLU is suitable for investors seeking long-term capital appreciation through a combination of momentum and value investing strategies. It is appropriate for investors comfortable with moderate levels of risk.
Market Risk
DVLU is suitable for long-term investors seeking factor-based exposure and willing to accept moderate volatility.
Summary
The First Trust Dorsey Wright Momentum & Value ETF (DVLU) offers exposure to US equities exhibiting both momentum and value characteristics through a rules-based, proprietary methodology. DVLU may appeal to investors seeking a targeted approach to factor investing, particularly those who believe in the persistence of momentum and value premiums. It has a moderate expense ratio, but investors should be aware of its concentration risk. However, DVLU is susceptible to factor underperformance and general market downturns, so an investor should be aware of the risk before investing. Its performance hinges on the effectiveness of the Dorsey Wright methodology in capturing these factors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- Yahoo Finance
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available data and is not financial advice. ETF performance can vary, and past performance is not indicative of future results. Consult a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Dorsey Wright Momentum & Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit high levels of relative strength.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.