DVLUvsMDPLETF Comparison
First Trust Dorsey Wright Momentum & Value ETF (DVLU) and Monarch Dividend Plus Index ETF (MDPL) belong to the same industry segment: US Multi-Factor. DVLU's top 3 sector exposures are Financials, Energy and Industrials. In contrast, MDPL's top sector exposures are Financials, Information Technology and Energy. DVLU is less expensive with a Total Expense Ratio (TER) of 0.6%, versus 1.24% for MDPL. DVLU is up 9.21% year-to-date (YTD) with +$5M in YTD flows. MDPL performs worse with -6.4% YTD performance, and +$6M in YTD flows. Run a side-by-side ETF comparison of DVLU and MDPL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DVLU vs MDPL performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DVLU MDPL | +5.25%-4.61% | +15.88%-1.43% | +9.21%-6.40% | +35.80%-0.63% | +75.64%n/a | +77.94%n/a |
| Flows | DVLU MDPL | +$23K-$800K | -$2M+$3M | +$5M+$6M | +$5M+$3M | +$8M- | -$19M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DVLU MDPL | +16.08%+15.35% | +16.37%+15.60% | +18.99%n/a | +21.24%n/a |
| Max drawdown | DVLU MDPL | -3.33%-6.50% | -12.21%-10.72% | -24.99%n/a | -24.99%n/a |
| Max drawdown duration | DVLU MDPL | 23d17d | 79d154d | 296dn/a | 296dn/a |
DVLU | MDPL | |
Last sale 6/18/2026 at 1:30 PM | $39.00 | $25.01 |
| Previous close 06/18/2026 | $39.32 | $25.58 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DVLU | MDPL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DVLU | MDPL | |
|---|---|---|
| Last price | $39.00 | $25.01 |
| 1D performance | -0.81% | -2.24% |
| AuM | $44.83 M | $57.57 M |
| E/R | 0.6% | 1.24% |
DVLU | MDPL | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | Monarch Fund |
| Benchmark | Dorsey Wright Momentum Plus Value Index | Monarch Dividend Plus Index |
| N° of holdings | 49 | 30 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 5, 2018 | March 6, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
