ALTY vs DVLU
Comparison between GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).
5-Year PerformanceDVLU has outperformed ALTY, delivering a return of +13.2% compared to +6.0%
ALTY vs DVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ALTY
$46M
Winner
DVLU
$46M
Expense Ratio
Winner
ALTY
0.50%
DVLU
0.60%
Max Drawdown
ALTY
60.08%
Winner
DVLU
53.26%
Sharpe Ratio
Winner
ALTY
1.84
DVLU
1.77
5Y Beta
Winner
ALTY
0.41
DVLU
0.97
P/E Ratio
ALTY
N/A
DVLU
16.61
Forward P/E
ALTY
N/A
DVLU
12.16
PEG Ratio
ALTY
N/A
DVLU
0.10
5Y Dividends CAGR
ALTY
-1.99%
Winner
DVLU
3.41%
5Y EPS CAGR
ALTY
N/A
DVLU
12.68%
Debt to Equity
ALTY
N/A
DVLU
-89.31%
P/S Ratio
ALTY
N/A
DVLU
0.90
P/B Ratio
ALTY
N/A
DVLU
2.01
ALTY vs DVLU - Holdings Comparison
ALTY and DVLU have 0 common holdings. Overlap is 0.00%
ALTY's top 25 holdings weight is 99.82%. DVLU's top 25 holdings weight is 68.04%.
| Rank | ALTY | DVLU |
|---|---|---|
| #1 | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 6.03% |
| #2 | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% | DELTA AIR LINES INC (DAL) - 3.58% |
| #3 | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% | TD SYNNEX CORP (SNX) - 3.36% |
| #4 | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% | INVESCO LTD (IVZ) - 3.32% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 1.72% | GENERAL MOTORS CO (GM) - 3.10% |
| #6 | KINDER MORGAN INC CLASS P (KMI) - 1.63% | POPULAR INC (BPOP) - 2.94% |
| #7 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% | OLD NATIONAL BANCORP (ONB) - 2.88% |
| #8 | SPIRE INC (SR) - 1.51% | U.S. BANCORP (USB) - 2.82% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 1.49% | AGNC INVESTMENT CORP (AGNC) - 2.80% |
| #10 | SUNOCO LP (SUN) - 1.46% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.80% |
| #11 | OGE ENERGY CORP (OGE) - 1.46% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.77% |
| #12 | EVERGY INC (EVRG) - 1.45% | CITIGROUP INC (C) - 2.72% |
| #13 | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% | EDISON INTERNATIONAL (EIX) - 2.66% |
| #14 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.65% |
| #15 | ENERGY TRANSFER LP (ET) - 1.37% | OSHKOSH CORP (OSK) - 2.44% |
| #16 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% | OVINTIV INC (OVV) - 2.40% |
| #17 | ALLETE INC (ALE) - 1.33% | BUNGE GLOBAL SA (BG) - 2.36% |
| #18 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% | TEXTRON INC (TXT) - 2.26% |
| #19 | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% | DEVON ENERGY CORP (DVN) - 2.16% |
| #20 | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% | WELLS FARGO & CO (WFC) - 2.15% |
| #21 | N/A | AGCO CORP (AGCO) - 2.09% |
| #22 | N/A | HF SINCLAIR CORP (DINO) - 2.06% |
| #23 | N/A | VALERO ENERGY CORP (VLO) - 1.95% |
| #24 | N/A | AT&T INC (T) - 1.92% |
| #25 | N/A | PHILLIPS 66 (PSX) - 1.82% |
| Total Holdings | 20 | 52 |
ALTY vs DVLU - Historical Returns
Returns include dividend reinvestment.
1M
ALTY
+1.54%
Winner
DVLU
+3.80%
3M
ALTY
+2.85%
Winner
DVLU
+9.53%
6M
ALTY
+5.31%
Winner
DVLU
+12.29%
1Y
ALTY
+15.41%
Winner
DVLU
+37.13%
5Y(CAGR)
ALTY
+5.98%
Winner
DVLU
+13.18%
10Y(CAGR)
ALTY
+5.82%
DVLU
N/A
Max(CAGR)
ALTY
+6.27%
Winner
DVLU
+11.24%
ALTY vs DVLU - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ALTY | DVLU |
|---|---|---|
| 2026 | +7.48% | +13.21% |
| 2025 | +10.21% | +23.99% |
| 2024 | +11.18% | +13.62% |
| 2023 | +10.01% | +21.07% |
| 2022 | -12.05% | -10.61% |
| 2021 | +24.58% | +43.88% |
| 2020 | -12.87% | -7.46% |
| 2019 | +20.36% | +28.51% |
| 2018 | -6.00% | -24.03% |
| 2017 | +10.29% | N/A |
| 2016 | +17.89% | N/A |
| 2015 | -4.66% | N/A |
ALTY vs DVLU Drawdown Comparison
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The current ALTY drawdown is -0.28%.
| Rank | ALTY | DVLU |
|---|---|---|
| #1 | -51.47% Feb 20, 2020 - May 7, 2021 | -53.26% Jan 17, 2020 - Feb 5, 2021 |
| #2 | -30.47% Jul 15, 2015 - Apr 25, 2017 | -26.57% Sep 20, 2018 - Nov 26, 2019 |
| #3 | -18.48% Jan 4, 2022 - May 15, 2024 | -24.86% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -14.18% Aug 29, 2018 - Feb 22, 2019 | -22.36% Jun 7, 2022 - Dec 14, 2023 |
| #5 | -10.07% Feb 20, 2025 - Jul 25, 2025 | -12.24% Feb 9, 2026 - Apr 30, 2026 |
| #6 | -7.30% Jan 26, 2018 - Jul 6, 2018 | -11.18% Jun 1, 2021 - Oct 18, 2021 |
| #7 | -4.34% Mar 2, 2026 - Apr 24, 2026 | -10.31% Mar 29, 2022 - Jun 7, 2022 |
| #8 | -4.23% Jun 14, 2021 - Aug 12, 2021 | -8.56% Jan 13, 2022 - Mar 29, 2022 |
| #9 | -4.06% Sep 2, 2021 - Jan 4, 2022 | -8.53% Nov 24, 2021 - Jan 4, 2022 |
| #10 | -3.92% May 10, 2021 - Jun 1, 2021 | -8.44% Mar 28, 2024 - Jul 30, 2024 |
| #11 | -3.91% Aug 1, 2019 - Sep 18, 2019 | -8.28% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -3.58% Jul 17, 2024 - Aug 19, 2024 | -6.85% Mar 29, 2021 - May 4, 2021 |
| #13 | -3.54% Nov 29, 2024 - Jan 21, 2025 | -6.33% Mar 15, 2021 - Mar 29, 2021 |
| #14 | -3.53% May 6, 2019 - Jun 20, 2019 | -5.61% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -2.41% Apr 27, 2017 - Jul 14, 2017 | -5.58% Oct 18, 2024 - Nov 8, 2024 |
Correlation
Correlation between ALTY and DVLU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
ALTY vs DVLU dividend yield comparison.
| Year | ALTY | DVLU |
|---|---|---|
| 2026 | 3.80% | 0.31% |
| 2025 | 7.50% | 0.73% |
| 2024 | 7.88% | 1.06% |
| 2023 | 7.31% | 1.34% |
| 2022 | 7.66% | 2.18% |
| 2021 | 6.88% | 1.33% |
| 2020 | 9.20% | 1.34% |
| 2019 | 8.74% | 1.71% |
| 2018 | 8.49% | 0.58% |
| 2017 | 7.52% | 0.00% |
| 2016 | 8.20% | 0.00% |
| 2015 | 4.21% | 0.00% |
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