DDIV vs MNVT
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF) and MOONVEST ETF (MNVT, ETF).
DDIV vs MNVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDIV
$67M
MNVT
$67M
Expense Ratio
Winner
DDIV
0.60%
MNVT
0.75%
Max Drawdown
DDIV
47.56%
Winner
MNVT
17.80%
Sharpe Ratio
DDIV
1.20
Winner
MNVT
1.91
5Y Beta
Winner
DDIV
0.87
MNVT
2.66
P/E Ratio
DDIV
18.45
Winner
MNVT
-10.68
Forward P/E
DDIV
13.22
Winner
MNVT
12.98
PEG Ratio
DDIV
0.27
Winner
MNVT
-0.37
5Y Dividends CAGR
DDIV
4.75%
MNVT
N/A
5Y EPS CAGR
DDIV
9.81%
MNVT
N/A
Debt to Equity
DDIV
23.46%
Winner
MNVT
-7.69%
P/S Ratio
DDIV
1.79
Winner
MNVT
1.00
P/B Ratio
Winner
DDIV
2.28
MNVT
2.48
DDIV vs MNVT - Holdings Comparison
DDIV and MNVT have 1 common holdings. Overlap is -0.01%
DDIV's top 25 holdings weight is 71.25%. MNVT's top 25 holdings weight is 100.00%.
| Rank | DDIV | MNVT |
|---|---|---|
| #1 | AGNC INVESTMENT CORP (AGNC) - 5.40% | CLEANSPARK INC (CLSK) - 9.11% |
| #2 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.73% | REDWIRE CORP (RDW) - 8.45% |
| #3 | EDISON INTERNATIONAL (EIX) - 3.64% | FLUENCE ENERGY INC CLASS A (FLNC) - 7.58% |
| #4 | INVESCO LTD (IVZ) - 3.55% | IONQ INC CLASS A (IONQ) - 6.91% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.40% | RED CAT HOLDINGS INC (RCAT) - 6.41% |
| #6 | IRON MOUNTAIN INC (IRM) - 3.24% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.81% |
| #7 | U.S. BANCORP (USB) - 3.13% | SUPER MICRO COMPUTER INC (SMCI) - 5.50% |
| #8 | HF SINCLAIR CORP (DINO) - 2.97% | NUSCALE POWER CORP CLASS A (SMR) - 4.82% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 2.96% | PAGAYA TECHNOLOGIES LTD CLASS A (PGY) - 4.43% |
| #10 | AT&T INC (T) - 2.77% | CHAGEE HOLDINGS LTD ADR (CHA) - 4.13% |
| #11 | WATSCO INC ORDINARY SHARES (WSO) - 2.76% | COURSERA INC (COUR) - 3.90% |
| #12 | KINDER MORGAN INC CLASS P (KMI) - 2.76% | SAREPTA THERAPEUTICS INC (SRPT) - 3.53% |
| #13 | CHEVRON CORP (CVX) - 2.57% | KOHL'S CORP (KSS) - 3.49% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.55% | LUCID GROUP INC SHS (LCID) - 3.45% |
| #15 | HASBRO INC (HAS) - 2.49% | WERIDE INC ADR (WRD) - 3.45% |
| #16 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.45% | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 3.42% |
| #17 | PHILLIPS 66 (PSX) - 2.36% | WIX.COM LTD (WIX) - 3.40% |
| #18 | MERCK & CO INC (MRK) - 2.30% | TRANSMEDICS GROUP INC (TMDX) - 3.40% |
| #19 | WILLIAMS COMPANIES INC (WMB) - 2.27% | DLOCAL LTD CLASS A (DLO) - 3.28% |
| #20 | OLD NATIONAL BANCORP (ONB) - 2.27% | ODDITY TECH LTD CLASS A SHARES (ODD) - 2.88% |
| #21 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.26% | THE SIMPLY GOOD FOODS CO (SMPL) - 2.57% |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.23% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.09% |
| #23 | MORGAN STANLEY (MS) - 2.14% | US DOLLARS (n/a) - 0.00% |
| #24 | VENTAS INC (VTR) - 2.05% | OTHER ASSETS AND LIABILITIES (n/a) - -0.01% |
| #25 | PACKAGING CORP OF AMERICA (PKG) - 2.00% | N/A |
| Total Holdings | 52 | 24 |
DDIV vs MNVT - Historical Returns
Returns include dividend reinvestment.
1M
DDIV
+0.61%
Winner
MNVT
+4.20%
3M
DDIV
+14.49%
Winner
MNVT
+21.22%
6M
DDIV
+9.17%
MNVT
N/A
1Y
DDIV
+22.92%
MNVT
N/A
5Y(CAGR)
DDIV
+9.96%
MNVT
N/A
10Y(CAGR)
DDIV
+9.99%
MNVT
N/A
Max(CAGR)
DDIV
+8.96%
Winner
MNVT
+126.45%
DDIV vs MNVT - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DDIV | MNVT |
|---|---|---|
| 2026 | +7.98% | +21.22% |
| 2025 | +11.50% | N/A |
| 2024 | +27.42% | N/A |
| 2023 | +11.52% | N/A |
| 2022 | -12.49% | N/A |
| 2021 | +42.71% | N/A |
| 2020 | -3.46% | N/A |
| 2019 | +31.83% | N/A |
| 2018 | -15.93% | N/A |
| 2017 | +10.82% | N/A |
| 2016 | +16.35% | N/A |
| 2015 | -8.48% | N/A |
| 2014 | +9.81% | N/A |
DDIV vs MNVT Drawdown Comparison
The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The maximum drawdown for MNVT was -17.80%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current DDIV drawdown is -0.09%. The current MNVT drawdown is -14.11%.
| Rank | DDIV | MNVT |
|---|---|---|
| #1 | -47.56% Feb 20, 2020 - Feb 11, 2021 | -17.80% Jun 1, 2026 - Jun 10, 2026 |
| #2 | -22.88% Aug 21, 2018 - Jun 20, 2019 | -12.56% Mar 25, 2026 - Apr 14, 2026 |
| #3 | -21.11% Jan 13, 2022 - Mar 5, 2024 | -8.88% May 11, 2026 - May 26, 2026 |
| #4 | -18.96% Nov 26, 2024 - Sep 30, 2025 | -8.56% Apr 22, 2026 - May 6, 2026 |
| #5 | -17.47% Apr 23, 2015 - Jun 3, 2016 | -4.18% Mar 18, 2026 - Mar 25, 2026 |
| #6 | -11.31% Feb 9, 2026 - Apr 23, 2026 | -1.40% Apr 20, 2026 - Apr 22, 2026 |
| #7 | -11.13% Jun 8, 2021 - Oct 15, 2021 | -0.24% Apr 16, 2026 - Apr 20, 2026 |
| #8 | -7.88% Jul 22, 2016 - Dec 8, 2016 | N/A |
| #9 | -7.81% Dec 18, 2017 - Aug 17, 2018 | N/A |
| #10 | -7.69% Jul 31, 2024 - Aug 21, 2024 | N/A |
| #11 | -6.54% Nov 15, 2021 - Dec 28, 2021 | N/A |
| #12 | -6.33% Jul 1, 2014 - Nov 3, 2014 | N/A |
| #13 | -6.01% Mar 28, 2024 - May 15, 2024 | N/A |
| #14 | -5.70% Mar 15, 2021 - Apr 16, 2021 | N/A |
| #15 | -4.67% May 7, 2021 - May 17, 2021 | N/A |
Correlation
Correlation between DDIV and MNVT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
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