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Upturn AI SWOT - About
First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
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Upturn Advisory Summary
10/10/2025: DVOL (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 17.21% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.71 | 52 Weeks Range 28.82 - 36.43 | Updated Date 06/30/2025 |
52 Weeks Range 28.82 - 36.43 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Dorsey Wright Momentum & Low Volatility ETF
ETF Overview
Overview
The First Trust Dorsey Wright Momentum & Low Volatility ETF (DWLV) seeks to provide investment results that correspond generally to the price and yield (before the Fundu2019s fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative investment strategies and reliable execution.
Management Expertise
First Trust has a team of experienced professionals dedicated to developing and managing ETFs, with a strong understanding of the market.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of the Dorsey Wright Momentum Plus Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the performance of the Dorsey Wright Momentum Plus Low Volatility Index, which selects securities based on momentum and low volatility characteristics.
Composition The ETF holds a portfolio of U.S. large-cap stocks exhibiting both strong momentum and low volatility.
Market Position
Market Share: Data not readily available without live data feed.
Total Net Assets (AUM): 1300000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- Xtrackers Low Beta High Dividend Yield ETF (HDLV)
Competitive Landscape
The low volatility ETF market is competitive, with several established players offering similar strategies. DWLV differentiates itself through its momentum component in addition to low volatility, potentially providing different risk-adjusted returns. However, its AUM is smaller than that of SPLV and USMV, which may affect liquidity. Competitors have lower expense ratios.
Financial Performance
Historical Performance: Historical financial performance data is not provided, but can be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison requires access to historical index data and fund performance data.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume indicates good liquidity, facilitating ease of buying and selling shares.
Bid-Ask Spread
The ETF has a narrow bid-ask spread, suggesting efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions influence DWLV, with lower volatility stocks generally performing better during market downturns. Momentum and low volatility are factors that are inversely correlated.
Growth Trajectory
The growth trajectory depends on market conditions favoring momentum and low volatility strategies; significant changes to strategy and holdings are publicly disclosed in fund filings.
Moat and Competitive Advantages
Competitive Edge
DWLV's competitive advantage lies in its unique combination of momentum and low volatility factors, which aims to provide enhanced risk-adjusted returns compared to pure low volatility strategies. Its methodology uses the Dorsey Wright relative strength model to find stocks with strong price momentum and then selects stocks with low volatility from that subset. This approach may appeal to investors seeking both downside protection and upside potential. However, periods of high volatility could lead to underperformance.
Risk Analysis
Volatility
DWLV's historical volatility should be assessed relative to its benchmark and peers to understand its risk profile.
Market Risk
The ETF is subject to market risk, particularly related to fluctuations in the prices of the underlying stocks and the effectiveness of the momentum and low volatility factors.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a balance between downside protection and upside potential, with a moderate risk tolerance and a focus on long-term capital appreciation.
Market Risk
DWLV is suitable for long-term investors seeking a defensive equity strategy with the potential for outperformance compared to pure low volatility ETFs.
Summary
The First Trust Dorsey Wright Momentum & Low Volatility ETF (DWLV) offers a unique approach to investing by combining momentum and low volatility factors. This strategy aims to provide investors with downside protection while still participating in market gains. Its expense ratio of 0.29% is in line with similar ETFs. DWLV is most suitable for investors with a moderate risk tolerance seeking long-term capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Bloomberg
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is dependent on access to current financial data feeds.
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 & Low Volatility 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 stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit the lowest levels of volatility while still maintaining 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.