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EQALvsDVLUETF Comparison

ETF 1

EQAL

Invesco Russell 1000 Equal Weight ETF

This fund is part of

US Large Cap

+0.06%

Full EQAL fund page

VS

ETF 2

DVLU

First Trust Dorsey Wright Momentum & Value ETF

This fund is part of

US Multi-Factor

-0.05%

Full DVLU fund page

Invesco Russell 1000 Equal Weight ETF (EQAL) belongs to the US Large Cap segment. First Trust Dorsey Wright Momentum & Value ETF (DVLU) is part of the US Multi-Factor segment. EQAL's top 3 sector exposures are Information Technology, Energy and Industrials. In contrast, DVLU's top sector exposures are Financials, Health Care and Industrials. EQAL is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.6% for DVLU. EQAL is up 9.2% year-to-date (YTD) with +$34M in YTD flows. DVLU performs worse with 4.82% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of EQAL and DVLU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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EQAL vs DVLU performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 04/29/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EQAL DVLU	+5.96%+12.96%	+4.32%+3.43%	+9.20%+4.82%	+26.54%+38.42%	+48.18%+71.77%	+38.20%+69.48%
Flows	EQAL DVLU	+$18M-$2M	+$37M-$232K	+$34M+$5M	+$43M+$5M	-$18M+$7M	-$5M+$9M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EQAL DVLU	+13.64%+20.23%	+12.69%+16.76%	+15.16%+19.15%	+17.24%+21.60%
Max drawdown	EQAL DVLU	-6.60%-12.21%	-6.60%-12.21%	-19.52%-24.99%	-21.70%-24.99%
Max drawdown duration	EQAL DVLU	44d78d	44d78d	233d296d	869d296d

Trading data

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	EQAL	DVLU
Last sale 4/30/2026 at 1:30 PM	$58.19	$37.47
Previous close 04/29/2026	$57.17	$37.41
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	EQAL	DVLU
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	EQAL	DVLU
Last price	$58.19	$37.47
1D performance	+1.78%	+0.16%
AuM	$783.17 M	$43.02 M
E/R	0.2%	0.6%

Characteristics

	EQAL	DVLU
Management strategy	Passive	Passive
Provider	Invesco	First Trust
Benchmark	Russell 1000 Equal Weight Index	Dorsey Wright Momentum Plus Value Index
N° of holdings	908	49
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 23, 2014	September 5, 2018
ESG	No	No

More EQAL data on Trackinsight

More DVLU data on Trackinsight

Exposure

Countries

EQAL

USA

93.36%

Other

6.64%

DVLU

USA

88.96%

Other

11.04%

Sectors

EQAL

Information Techn.

11.62%

Energy

9.11%

Industrials

8.77%

Health Care

8.64%

Financials

8.57%

Materials

8.35%

Other

44.95%

DVLU

Financials

29.84%

Health Care

20.33%

Industrials

16.09%

Consumer Discreti.

7.21%

Materials

7.06%

Other

19.47%

Diversification

EQAL

Total weight of top 15 holdings out of 15

7.93%

DVLU

Total weight of top 15 holdings out of 15

45.03%

Top 15 holdings

Data as of March 31, 2026

EQAL

CIENA

0.61%

LUMENTUM HOLDINGS

0.58%

IRIDIUM COMMUNICATIONS

0.58%

AT&T

0.54%

MILLICOM INTERNATIONAL CELLULAR

0.54%

UBIQUITI INC

0.53%

CISCO-T

0.53%

CHARTER COMMUNICATIONS INC(NEW)

0.52%

LIBERTY BROADBAND CORP

0.52%

US36164V8000

0.51%

VERIZON COMMUNICATIONS

0.51%

T-MOBILE US INC

0.50%

BMG611881019

0.49%

MOTOROLA SOLUTIONS

0.48%

COMCAST

0.48%

DVLU

TD SYNNEX

4.37%

GENERAL MOTORS

3.40%

POPULAR

3.37%

DELTA AIR LINES

3.07%

WESCO INTL

3.00%

HCA HEALTHCARE

2.98%

MCKESSON

2.94%

TENET HEALTHCARE

2.92%

CITIGROUP

2.89%

CARDINAL HEALTH

2.89%

INVESCO

2.70%

UNITED AIRLINES HOLDINGS

2.68%

FIRST CITIZENS BANCSHARES

2.67%

JONES LANG LASALLE

2.61%

JE00BTDN8H13

2.54%

Frequently asked questions about EQAL and DVLU

How have the EQAL and DVLU ETFs performed in 2026?

As of April 29, 2026, EQAL is up 9.2% year-to-date (YTD), while DVLU has returned 4.82%. That puts EQAL better performer ahead so far this year.

Which ETF is attracting more investor money: EQAL or DVLU?

Year-to-date, the EQAL ETF saw +$34M in flows, compared to +$5M for DVLU.

Which ETF is more volatile: EQAL or DVLU?

Over the past year, EQAL had a volatility of 12.69%, while DVLU experienced 16.76%.

Which ETF is bigger: EQAL or DVLU?

As of April 29, 2026, EQAL holds $783.17 M in assets under management (AUM), while DVLU manages $43.02 M.

What sectors do the EQAL and DVLU ETFs invest in?

EQAL leans toward sectors like Information Technology, Energy and Industrials. Meanwhile, DVLU focuses on Financials, Health Care and Industrials.

What are the top holdings of the EQAL ETF and DVLU ETF?

EQAL top holdings include CIENA, LUMENTUM HOLDINGS and IRIDIUM COMMUNICATIONS. DVLU holds in its top three: TD SYNNEX, GENERAL MOTORS and POPULAR.

Which ETF is more diversified: EQAL or DVLU?

EQAL holds 991 securities with 7.93% of its assets in the top 15. DVLU has 50 securities and a top 15 weight of 45.03%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

May 14, 2024

EQAL

EQALvsDVLUETF Comparison

Invesco Russell 1000 Equal Weight ETF

First Trust Dorsey Wright Momentum & Value ETF

EQAL vs DVLU performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EQAL and DVLU ETFs performed in 2026?

As of April 29, 2026, EQAL is up 9.2% year-to-date (YTD), while DVLU has returned 4.82%. That puts EQAL better performer ahead so far this year.

Which ETF is attracting more investor money: EQAL or DVLU?

Year-to-date, the EQAL ETF saw +$34M in flows, compared to +$5M for DVLU.

Which ETF is more volatile: EQAL or DVLU?

Over the past year, EQAL had a volatility of 12.69%, while DVLU experienced 16.76%.

Which ETF is bigger: EQAL or DVLU?

As of April 29, 2026, EQAL holds $783.17 M in assets under management (AUM), while DVLU manages $43.02 M.

What sectors do the EQAL and DVLU ETFs invest in?

EQAL leans toward sectors like Information Technology, Energy and Industrials. Meanwhile, DVLU focuses on Financials, Health Care and Industrials.

What are the top holdings of the EQAL ETF and DVLU ETF?

EQAL top holdings include CIENA, LUMENTUM HOLDINGS and IRIDIUM COMMUNICATIONS. DVLU holds in its top three: TD SYNNEX, GENERAL MOTORS and POPULAR.

Which ETF is more diversified: EQAL or DVLU?

EQAL holds 991 securities with 7.93% of its assets in the top 15. DVLU has 50 securities and a top 15 weight of 45.03%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

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