AZTD vs DVLU
Comparison between AZTLAN GLOBAL STOCK SELECTION DM SMID ETF (AZTD, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).
AZTD vs DVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AZTD
$44M
DVLU
$44M
Expense Ratio
AZTD
0.75%
Winner
DVLU
0.60%
Max Drawdown
Winner
AZTD
18.26%
DVLU
53.26%
Sharpe Ratio
AZTD
1.04
Winner
DVLU
1.75
5Y Beta
Winner
AZTD
0.97
DVLU
0.99
P/E Ratio
AZTD
N/A
DVLU
15.96
Forward P/E
AZTD
N/A
DVLU
11.59
PEG Ratio
AZTD
N/A
DVLU
0.10
5Y Dividends CAGR
AZTD
N/A
DVLU
1.33%
5Y EPS CAGR
AZTD
N/A
DVLU
12.11%
Debt to Equity
AZTD
N/A
DVLU
-0.02%
P/S Ratio
AZTD
N/A
DVLU
0.85
P/B Ratio
AZTD
N/A
DVLU
1.89
AZTD vs DVLU - Holdings Comparison
AZTD and DVLU have 2 common holdings. Overlap is 1.31%
AZTD's top 25 holdings weight is 54.29%. DVLU's top 25 holdings weight is 66.87%.
| Rank | AZTD | DVLU |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 3.08% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.42% |
| #2 | ANRITSU CORP (n/a) - 2.54% | INVESCO LTD (IVZ) - 3.33% |
| #3 | DAVITA INC (DVA) - 2.46% | TD SYNNEX CORP (SNX) - 3.30% |
| #4 | CYBOZU INC (n/a) - 2.38% | GENERAL MOTORS CO (GM) - 3.19% |
| #5 | ARROW ELECTRONICS INC (ARW) - 2.32% | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.05% |
| #6 | NEXANS (n/a) - 2.32% | DELTA AIR LINES INC (DAL) - 2.96% |
| #7 | ALLEGRO MICROSYSTEMS INC ORDINARY SHARES (ALGM) - 2.27% | OVINTIV INC (OVV) - 2.88% |
| #8 | FOOD & LIFE COMPANIES LTD (n/a) - 2.18% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.78% |
| #9 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.15% | AGNC INVESTMENT CORP (AGNC) - 2.78% |
| #10 | TFI INTERNATIONAL INC (TFII) - 2.14% | DEVON ENERGY CORP (DVN) - 2.77% |
| #11 | DOCUSIGN INC (DOCU) - 2.14% | OLD NATIONAL BANCORP (ONB) - 2.77% |
| #12 | MEDPACE HOLDINGS INC (MEDP) - 2.13% | BUNGE GLOBAL SA (BG) - 2.76% |
| #13 | EXELIXIS INC (EXEL) - 2.12% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.76% |
| #14 | VIRTU FINANCIAL INC CLASS A (VIRT) - 2.10% | POPULAR INC (BPOP) - 2.75% |
| #15 | LUMENTUM HOLDINGS INC (LITE) - 2.10% | EDISON INTERNATIONAL (EIX) - 2.73% |
| #16 | GIBSON ENERGY INC (n/a) - 2.03% | U.S. BANCORP (USB) - 2.63% |
| #17 | CYBERAGENT INC (n/a) - 2.02% | CITIGROUP INC (C) - 2.54% |
| #18 | HALOZYME THERAPEUTICS INC (HALO) - 2.01% | AT&T INC (T) - 2.47% |
| #19 | FRONTDOOR INC (FTDR) - 2.00% | TEXTRON INC (TXT) - 2.40% |
| #20 | ARGAN INC (AGX) - 1.98% | AGCO CORP (AGCO) - 2.23% |
| #21 | KONINKLIJKE BAM GROEP NV (n/a) - 1.98% | OSHKOSH CORP (OSK) - 2.21% |
| #22 | HAPPINET CORP (n/a) - 1.98% | PERMIAN RESOURCES CORP CLASS A (PR) - 2.10% |
| #23 | SANKI ENGINEERING CO LTD (n/a) - 1.96% | HF SINCLAIR CORP (DINO) - 2.07% |
| #24 | AVOLTA AG (n/a) - 1.96% | WELLS FARGO & CO (WFC) - 2.01% |
| #25 | REMITLY GLOBAL INC (RELY) - 1.94% | WESCO INTERNATIONAL INC (WCC) - 1.98% |
| Total Holdings | 53 | 52 |
AZTD vs DVLU - Historical Returns
Returns include dividend reinvestment.
1M
AZTD
-1.64%
Winner
DVLU
+2.14%
3M
AZTD
+5.50%
Winner
DVLU
+11.00%
6M
Winner
AZTD
+13.54%
DVLU
+11.04%
1Y
AZTD
+21.91%
Winner
DVLU
+36.53%
5Y(CAGR)
AZTD
N/A
DVLU
+10.88%
Max(CAGR)
Winner
AZTD
+13.53%
DVLU
+10.79%
AZTD vs DVLU - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | AZTD | DVLU |
|---|---|---|
| 2026 | +10.22% | +8.24% |
| 2025 | +24.96% | +23.99% |
| 2024 | +7.31% | +13.62% |
| 2023 | +11.75% | +21.07% |
| 2022 | -1.54% | -10.61% |
| 2021 | N/A | +43.88% |
| 2020 | N/A | -7.46% |
| 2019 | N/A | +28.51% |
| 2018 | N/A | -24.03% |
AZTD vs DVLU Drawdown Comparison
The maximum drawdown for AZTD was -16.76%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The current AZTD drawdown is -4.24%. The current DVLU drawdown is -1.42%.
| Rank | AZTD | DVLU |
|---|---|---|
| #1 | -16.76% Dec 4, 2024 - May 12, 2025 | -53.26% Jan 17, 2020 - Feb 5, 2021 |
| #2 | -15.77% Jul 31, 2023 - Jul 15, 2024 | -26.57% Sep 20, 2018 - Nov 26, 2019 |
| #3 | -12.00% Aug 18, 2022 - Nov 10, 2022 | -24.86% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -11.19% Feb 25, 2026 - Apr 17, 2026 | -22.36% Jun 7, 2022 - Dec 14, 2023 |
| #5 | -11.01% Jul 16, 2024 - Aug 19, 2024 | -12.24% Feb 9, 2026 - Apr 30, 2026 |
| #6 | -10.05% Feb 2, 2023 - Jul 12, 2023 | -11.18% Jun 1, 2021 - Oct 18, 2021 |
| #7 | -9.89% Sep 18, 2025 - Dec 22, 2025 | -10.31% Mar 29, 2022 - Jun 7, 2022 |
| #8 | -8.28% Nov 30, 2022 - Jan 31, 2023 | -8.56% Jan 13, 2022 - Mar 29, 2022 |
| #9 | -6.30% Sep 26, 2024 - Nov 25, 2024 | -8.53% Nov 24, 2021 - Jan 4, 2022 |
| #10 | -4.83% May 6, 2026 - May 19, 2026 | -8.44% Mar 28, 2024 - Jul 30, 2024 |
| #11 | -3.94% Aug 30, 2024 - Sep 13, 2024 | -8.28% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -3.33% Jul 25, 2025 - Aug 12, 2025 | -6.85% Mar 29, 2021 - May 4, 2021 |
| #13 | -3.05% Jan 28, 2026 - Feb 6, 2026 | -6.33% Mar 15, 2021 - Mar 29, 2021 |
| #14 | -2.89% Nov 11, 2022 - Nov 25, 2022 | -5.61% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -2.87% Apr 20, 2026 - Apr 30, 2026 | -5.58% Oct 18, 2024 - Nov 8, 2024 |
Correlation
Correlation between AZTD and DVLU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
AZTD vs DVLU dividend yield comparison.
| Year | AZTD | DVLU |
|---|---|---|
| 2026 | 0.00% | 0.07% |
| 2025 | 1.05% | 0.73% |
| 2024 | 1.86% | 1.06% |
| 2023 | 0.12% | 1.34% |
| 2022 | 0.00% | 2.18% |
| 2021 | 0.00% | 1.33% |
| 2020 | 0.00% | 1.34% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 0.58% |
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