LOHAvsDVOLETF Comparison
VS
ETF 2
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
This fund is part of
US Multi-Factor
-0.62%
Roundhill HALO ETF (LOHA) and First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) belong to the same industry segment: US Multi-Factor. LOHA's top 3 sector exposures are Industrials, Consumer Non-Cyclicals and Non-Energy Materials. In contrast, DVOL's top sector exposures are Finance, Industrials and Energy. LOHA is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.6% for DVOL. Run a side-by-side ETF comparison of LOHA and DVOL 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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LOHA vs DVOL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LOHA DVOL | +2.47%+3.22% | n/a+4.71% | n/a+8.14% | n/a+10.68% | n/a+47.47% | n/a+43.53% |
| Flows | LOHA DVOL | +$10M-$2M | --$2M | --$13M | --$4M | --$6M | --$97M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LOHA DVOL | n/a+10.46% | n/a+11.49% | n/a+12.83% | n/a+14.59% |
| Max drawdown | LOHA DVOL | n/a-4.74% | n/a-9.79% | n/a-11.82% | n/a-24.74% |
| Max drawdown duration | LOHA DVOL | n/a62d | n/a147d | n/a414d | n/a921d |
Trading data
LOHA | DVOL | |
Last sale 7/17/2026 at 1:30 PM | $25.81 | $37.62 |
| Previous close 07/16/2026 | $26.10 | $37.71 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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LOHA | DVOL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
LOHA | DVOL | |
|---|---|---|
| Last price | $25.81 | $37.62 |
| 1D performance | -1.11% | -0.24% |
| AuM | $42.86 M | $73.59 M |
| E/R | 0.35% | 0.6% |
Characteristics
LOHA | DVOL | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Roundhill Investments | First Trust |
| Benchmark | Akros U.S. Heavy Assets Low Obsolescence (HALO) Index | Dorsey Wright Momentum Plus Low Volatility Index |
| N° of holdings | 98 | 50 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 14, 2026 | September 5, 2018 |
| ESG | No | No |
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Exposure
Countries
LOHA
USA
82.93%
Other
17.07%
DVOL
USA
98.34%
Other
1.66%
Sectors
LOHA
Industrials
29.44%
Consumer Non-Cycl.
18.65%
Non-Energy Materi.
18.2%
Energy
11.35%
Consumer Cyclical.
10.01%
Other
12.35%
DVOL
Finance
30.86%
Industrials
15.82%
Energy
13.7%
Consumer Non-Cycl.
13.01%
Non-Energy Materi.
8.98%
Other
17.63%
Diversification
LOHA
Total weight of top 15 holdings out of 15
17.96%
DVOL
Total weight of top 15 holdings out of 15
42.94%
Top 15 holdings
Data as of May 31, 2026
LOHA
TFI International, Inc.
1.38%
Cummins, Inc.
1.33%
J.B. Hunt Transport Services, Inc.
1.28%
AutoZone, Inc.
1.24%
Lennox International, Inc.
1.20%
Ryder System, Inc.
1.19%
Autoliv, Inc.
1.17%
Delta Air Lines, Inc.
1.17%
Lamar Advertising Co.
1.17%
CSX Corp.
1.15%
Magna International, Inc.
1.14%
Southern Copper Corp.
1.14%
United Airlines Holdings, Inc.
1.14%
James Hardie Industries Plc
1.13%
Anglogold Ashanti Plc
1.13%
DVOL
The TJX Cos., Inc.
3.21%
The Bank of New York Mellon Corp.
3.21%
Ventas, Inc.
3.08%
Omega Healthcare Investors, Inc.
3.04%
Welltower, Inc.
2.90%
AMETEK, Inc.
2.86%
DT Midstream, Inc.
2.86%
Cboe Global Markets, Inc.
2.86%
Costco Wholesale Corp.
2.85%
Entergy Corp.
2.83%
AGNC Investment Corp.
2.77%
Kinder Morgan, Inc.
2.68%
JPMorgan Chase & Co.
2.66%
Antero Midstream Corp.
2.58%
The Charles Schwab Corp.
2.55%
Frequently asked questions about LOHA and DVOL
Which ETF is bigger: LOHA or DVOL?
As of July 17, 2026, LOHA holds $42.86 M in assets under management (AUM), while DVOL manages $73.59 M.
What sectors do the LOHA and DVOL ETFs invest in?
LOHA leans toward sectors like Industrials, Consumer Non-Cyclicals and Non-Energy Materials. Meanwhile, DVOL focuses on Finance, Industrials and Energy.
What are the top holdings of the LOHA ETF and DVOL ETF?
LOHA top holdings include TFI International, Inc., Cummins, Inc. and J.B. Hunt Transport Services, Inc.. DVOL holds in its top three: The TJX Cos., Inc., The Bank of New York Mellon Corp. and Ventas, Inc..
Which ETF is more diversified: LOHA or DVOL?
LOHA holds 98 securities with 17.96% of its assets in the top 15. DVOL has 50 securities and a top 15 weight of 42.94%.
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