DALI vs IROC
Comparison between FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF (DALI, ETF) and INVESCO ROCHESTER HIGH YIELD MUNICIPAL ETF (IROC, ETF).
DALI vs IROC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DALI
$114M
Winner
IROC
$114M
Expense Ratio
DALI
0.91%
Winner
IROC
0.39%
Max Drawdown
DALI
36.06%
Winner
IROC
6.98%
Sharpe Ratio
DALI
0.74
Winner
IROC
1.14
5Y Beta
DALI
1.12
Winner
IROC
0.03
5Y Dividends CAGR
DALI
-13.63%
IROC
N/A
DALI vs IROC - Historical Returns
Returns include dividend reinvestment.
1M
DALI
-3.32%
Winner
IROC
+0.80%
3M
Winner
DALI
+4.29%
IROC
+1.35%
6M
Winner
DALI
+3.41%
IROC
+3.35%
1Y
Winner
DALI
+16.47%
IROC
+7.22%
5Y(CAGR)
DALI
+4.49%
IROC
N/A
10Y(CAGR)
DALI
+5.92%
IROC
N/A
Max(CAGR)
Winner
DALI
+5.92%
IROC
+4.80%
DALI vs IROC - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DALI | IROC |
|---|---|---|
| 2026 | +1.64% | +2.74% |
| 2025 | +11.89% | +4.01% |
| 2024 | +20.16% | +4.75% |
| 2023 | -7.34% | +5.81% |
| 2022 | -8.39% | -0.88% |
| 2021 | +24.04% | N/A |
| 2020 | +4.46% | N/A |
| 2019 | +25.32% | N/A |
| 2018 | -14.81% | N/A |
DALI vs IROC Drawdown Comparison
The maximum drawdown for DALI was -36.06%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for IROC was -4.79%, occurring on Oct 25, 2023. Recovery took 88 trading sessions.
The current DALI drawdown is -5.59%. The current IROC drawdown is -0.17%.
| Rank | DALI | IROC |
|---|---|---|
| #1 | -36.06% Feb 19, 2020 - Jan 7, 2021 | -4.79% Jul 26, 2023 - Nov 29, 2023 |
| #2 | -26.27% Mar 8, 2022 - Oct 24, 2025 | -3.52% Mar 3, 2025 - Sep 8, 2025 |
| #3 | -25.44% Aug 29, 2018 - Jan 9, 2020 | -2.93% Feb 2, 2023 - Jul 13, 2023 |
| #4 | -15.21% Nov 16, 2021 - Mar 7, 2022 | -2.64% Feb 25, 2026 - May 29, 2026 |
| #5 | -12.54% Jan 22, 2026 - May 6, 2026 | -1.46% Oct 2, 2024 - Nov 29, 2024 |
| #6 | -8.60% Feb 12, 2021 - Apr 9, 2021 | -1.30% Dec 6, 2024 - Feb 4, 2025 |
| #7 | -7.62% Oct 27, 2025 - Dec 10, 2025 | -1.05% May 15, 2024 - Jun 12, 2024 |
| #8 | -6.70% Apr 27, 2021 - Jun 8, 2021 | -1.03% Mar 22, 2024 - May 7, 2024 |
| #9 | -5.59% May 11, 2026 - Jun 5, 2026 | -1.00% Jan 12, 2024 - Jan 31, 2024 |
| #10 | -5.56% Sep 3, 2021 - Oct 21, 2021 | -0.94% Dec 13, 2022 - Jan 9, 2023 |
| #11 | -5.27% Jan 22, 2021 - Feb 5, 2021 | -0.84% Feb 1, 2024 - Feb 28, 2024 |
| #12 | -5.14% Jun 20, 2018 - Aug 21, 2018 | -0.71% Aug 2, 2024 - Sep 4, 2024 |
| #13 | -4.99% Jun 29, 2021 - Jul 29, 2021 | -0.55% Jun 14, 2024 - Jul 5, 2024 |
| #14 | -3.86% Dec 11, 2025 - Dec 24, 2025 | -0.52% Nov 24, 2025 - Jan 2, 2026 |
| #15 | -3.37% Aug 12, 2021 - Aug 25, 2021 | -0.47% Feb 6, 2025 - Feb 20, 2025 |
Correlation
Correlation between DALI and IROC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2018 - 2026)
DALI vs IROC dividend yield comparison.
| Year | DALI | IROC |
|---|---|---|
| 2026 | 0.07% | 2.13% |
| 2025 | 0.38% | 4.79% |
| 2024 | 0.18% | 4.08% |
| 2023 | 3.42% | 3.68% |
| 2022 | 0.50% | 0.00% |
| 2021 | 0.11% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 0.45% | 0.00% |
| 2018 | 0.17% | 0.00% |
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