LYLDvsDVLUETF Comparison
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Cambria Large Cap Shareholder Yield ETF (LYLD) belongs to the US High Dividend segment. First Trust Dorsey Wright Momentum & Value ETF (DVLU) is part of the US Multi-Factor segment. LYLD's top 3 sector exposures are Finance, Energy and Consumer Non-Cyclicals. In contrast, DVLU's top sector exposures are Finance, Energy and Industrials. LYLD is less expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.6% for DVLU. LYLD is up 17.89% year-to-date (YTD) with +$762K in YTD flows. DVLU performs worse with 16.46% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of LYLD 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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LYLD vs DVLU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LYLD DVLU | +7.77%+4.47% | +9.41%+11.10% | +17.89%+16.46% | +24.80%+38.95% | n/a+74.62% | n/a+87.32% |
| Flows | LYLD DVLU | -+$20K | +$762K+$42K | +$762K+$5M | +$1M+$5M | -+$6M | -+$1M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LYLD DVLU | +10.64%+11.31% | +11.48%+16.10% | n/a+18.96% | n/a+20.97% |
| Max drawdown | LYLD DVLU | -3.30%-3.33% | -7.74%-12.21% | n/a-24.99% | n/a-24.99% |
| Max drawdown duration | LYLD DVLU | 22d23d | 119d79d | n/a296d | n/a296d |
Trading data
LYLD | DVLU | |
Last sale 7/28/2026 at 2:45 PM | $32.48 | $41.41 |
| Previous close 07/28/2026 | $31.97 | $41.50 |
| Consolidated volume 07/28/2026 | ||
| 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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LYLD
is actively managed and doesn’t replicate an indexLYLD | DVLU | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/28/2026 at 2:45 PM
Live
Closed
LYLD | DVLU | |
|---|---|---|
| Last price | $32.48 | $41.41 |
| 1D performance | +1.60% | -0.21% |
| AuM | $7.30 M | $47.68 M |
| E/R | 0.59% | 0.6% |
Characteristics
LYLD | DVLU | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Cambria | First Trust |
| Benchmark | - | Dorsey Wright Momentum Plus Value Index |
| N° of holdings | 49 | 50 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 12, 2024 | September 5, 2018 |
| ESG | No | No |
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Exposure
Countries
LYLD
USA
97.8%
Other
2.2%
DVLU
USA
96.88%
Other
3.12%
Sectors
LYLD
Finance
26.05%
Energy
17.78%
Consumer Non-Cycl.
12.13%
Healthcare
10.07%
Consumer Cyclical.
9.92%
Non-Energy Materi.
7.98%
Other
16.07%
DVLU
Finance
29.8%
Energy
16.54%
Industrials
14.25%
Technology
9.36%
Healthcare
9.15%
Other
20.9%
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Diversification
LYLD
Total weight of top 15 holdings out of 15
30.49%
DVLU
Total weight of top 15 holdings out of 15
47.25%
Top 15 holdings
Data as of June 30, 2026
LYLD
Dollar Tree, Inc.
2.10%
PayPal Holdings, Inc.
2.06%
Molson Coors Beverage Co.
2.04%
Fox Corp.
2.03%
The Hartford Insurance Group, Inc.
2.03%
General Mills, Inc.
2.03%
Exelixis, Inc.
2.03%
American Financial Group, Inc.
2.03%
Tenet Healthcare Corp.
2.03%
Corebridge Financial, Inc.
2.02%
Toll Brothers, Inc.
2.02%
Valero Energy Corp.
2.02%
Principal Financial Group, Inc.
2.02%
Pfizer Inc.
2.02%
Viatris, Inc.
2.01%
DVLU
Dell Technologies, Inc.
5.79%
Delta Air Lines, Inc.
3.80%
TD SYNNEX Corp.
3.57%
Invesco Ltd.
3.16%
General Motors Co.
3.11%
Popular, Inc.
2.98%
Old National Bancorp
2.94%
First Citizens BancShares, Inc. (North Carolina)
2.87%
U.S. Bancorp
2.87%
Citigroup, Inc.
2.78%
AGNC Investment Corp.
2.78%
Archer-Daniels-Midland Co.
2.76%
Old Republic International Corp.
2.67%
Edison International
2.66%
Oshkosh Corp.
2.51%
Frequently asked questions about LYLD and DVLU
How have the LYLD and DVLU ETFs performed in 2026?
As of July 28, 2026, LYLD is up 17.89% year-to-date (YTD), while DVLU has returned 16.46%. That puts LYLD better performer ahead so far this year.
Which ETF is attracting more investor money: LYLD or DVLU?
Year-to-date, the LYLD ETF saw +$762K in flows, compared to +$5M for DVLU.
Which ETF is more volatile: LYLD or DVLU?
Over the past year, LYLD had a volatility of 11.48%, while DVLU experienced 16.1%.
Which ETF is bigger: LYLD or DVLU?
As of July 28, 2026, LYLD holds $7.30 M in assets under management (AUM), while DVLU manages $47.68 M.
What sectors do the LYLD and DVLU ETFs invest in?
LYLD leans toward sectors like Finance, Energy and Consumer Non-Cyclicals. Meanwhile, DVLU focuses on Finance, Energy and Industrials.
What are the top holdings of the LYLD ETF and DVLU ETF?
LYLD top holdings include Dollar Tree, Inc., PayPal Holdings, Inc. and Molson Coors Beverage Co.. DVLU holds in its top three: Dell Technologies, Inc., Delta Air Lines, Inc. and TD SYNNEX Corp..
Which ETF is more diversified: LYLD or DVLU?
LYLD holds 49 securities with 30.49% of its assets in the top 15. DVLU has 50 securities and a top 15 weight of 47.25%.
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