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DVOL
+0.77 · +2.19%
$35.90 · NASDAQ

First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) ETF Analysis | Large Blend

First Trust · USA
AUM:$73.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

DVOL returned +4.8% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is DVOL?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
DVOL returned 4.8% over the past year.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 30.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$73.2M
Expense Ratio0.60%
Dividend Yield0.84%
Holdings50
Inception DateSept 2018
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.69
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.6%
1Y
+5.9%
3Y
+45.0%
5Y
+31.0%
OpenBook InsightIf you had invested £10,000 in DVOL 5 years ago, it would have grown to £13,095 — a gain of £3,095.

Annual Returns

Calendar year performance

DVOL delivered positive returns in 4 of the last 5 calendar years.
YearDVOL
2026 YTD+4.5%
2025+4.4%
2024+25.3%
2023+5.8%
2022-14.2%
CAGR 4yr+4.4%
4/5 positive yearsAvg return: +5.2%Worst year: -14.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
10.2%
Low
Momentum
-1.5%
30-day change
Support Level
36.84
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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