DVAL vs HUSV
Comparison between BRANDYWINEGLOBAL-DYNAMIC US LARGE CAP VALUE ETF (DVAL, ETF) and FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV, ETF).
DVAL vs HUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVAL
$72M
HUSV
$72M
Expense Ratio
Winner
DVAL
0.49%
HUSV
0.70%
Max Drawdown
Winner
DVAL
20.38%
HUSV
35.72%
Sharpe Ratio
Winner
DVAL
1.08
HUSV
-0.32
5Y Beta
DVAL
0.67
Winner
HUSV
0.40
P/E Ratio
Winner
DVAL
13.28
HUSV
21.49
Forward P/E
Winner
DVAL
12.85
HUSV
19.25
PEG Ratio
Winner
DVAL
0.28
HUSV
0.72
5Y Dividends CAGR
DVAL
N/A
HUSV
5.85%
5Y EPS CAGR
Winner
DVAL
13.81%
HUSV
11.91%
Debt to Equity
DVAL
57.79%
Winner
HUSV
19.59%
P/S Ratio
Winner
DVAL
1.37
HUSV
3.39
P/B Ratio
Winner
DVAL
2.47
HUSV
3.44
DVAL vs HUSV - Holdings Comparison
DVAL and HUSV have 13 common holdings. Overlap is 8.82%
DVAL's top 25 holdings weight is 59.25%. HUSV's top 25 holdings weight is 50.75%.
| Rank | DVAL | HUSV |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 5.28% | CISCO SYSTEMS INC (CSCO) - 3.97% |
| #2 | GE AEROSPACE (GE) - 4.14% | VERISIGN INC (VRSN) - 3.17% |
| #3 | JPMORGAN CHASE & CO (JPM) - 4.11% | GEN DIGITAL INC (GEN) - 3.16% |
| #4 | BANK OF AMERICA CORP (BAC) - 3.86% | APPLE INC (AAPL) - 3.02% |
| #5 | WELLS FARGO & CO (WFC) - 3.78% | MICROSOFT CORP (MSFT) - 2.78% |
| #6 | LOCKHEED MARTIN CORP (LMT) - 3.17% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.44% |
| #7 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.93% | ROPER TECHNOLOGIES INC (ROP) - 2.39% |
| #8 | COMCAST CORP CLASS A (CMCSA) - 2.74% | MOTOROLA SOLUTIONS INC (MSI) - 2.20% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 2.60% | PTC INC (PTC) - 2.15% |
| #10 | THE CIGNA GROUP (CI) - 2.32% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.04% |
| #11 | PEPSICO INC (PEP) - 2.28% | COCA-COLA CO (KO) - 2.04% |
| #12 | AT&T INC (T) - 2.26% | REALTY INCOME CORP (O) - 2.02% |
| #13 | EOG RESOURCES INC (EOG) - 1.88% | REGENCY CENTERS CORP (REG) - 1.79% |
| #14 | PFIZER INC (PFE) - 1.71% | LOEWS CORP (L) - 1.75% |
| #15 | D.R. HORTON INC (DHI) - 1.69% | REPUBLIC SERVICES INC (RSG) - 1.61% |
| #16 | T. ROWE PRICE GROUP INC (TROW) - 1.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.60% |
| #17 | SYNCHRONY FINANCIAL (SYF) - 1.52% | WEC ENERGY GROUP INC (WEC) - 1.58% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.51% | MCDONALD'S CORP (MCD) - 1.55% |
| #19 | NORTHERN TRUST CORP (NTRS) - 1.49% | TJX COMPANIES INC (TJX) - 1.54% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.44% | JOHNSON & JOHNSON (JNJ) - 1.52% |
| #21 | QUALCOMM INC (QCOM) - 1.40% | AFLAC INC (AFL) - 1.47% |
| #22 | ALPHABET INC CLASS A (GOOGL) - 1.39% | WASTE MANAGEMENT INC (WM) - 1.26% |
| #23 | U.S. BANCORP (USB) - 1.38% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.26% |
| #24 | ZOOM COMMUNICATIONS INC (ZM) - 1.37% | LINDE PLC (LIN) - 1.22% |
| #25 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.32% | VENTAS INC (VTR) - 1.22% |
| Total Holdings | 109 | 101 |
DVAL vs HUSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVAL
+5.32%
HUSV
+0.82%
3M
Winner
DVAL
+6.44%
HUSV
+0.00%
6M
Winner
DVAL
+8.01%
HUSV
+1.36%
1Y
Winner
DVAL
+15.62%
HUSV
+0.30%
5Y(CAGR)
DVAL
N/A
HUSV
+5.74%
10Y(CAGR)
DVAL
N/A
HUSV
+8.66%
Max(CAGR)
Winner
DVAL
+11.37%
HUSV
+8.66%
DVAL vs HUSV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DVAL | HUSV |
|---|---|---|
| 2026 | +8.40% | +2.37% |
| 2025 | +9.14% | +5.32% |
| 2024 | +12.13% | +12.39% |
| 2023 | +8.56% | +3.48% |
| 2022 | +1.62% | -5.39% |
| 2021 | N/A | +27.66% |
| 2020 | N/A | +5.36% |
| 2019 | N/A | +28.57% |
| 2018 | N/A | -1.51% |
| 2017 | N/A | +15.78% |
| 2016 | N/A | +0.69% |
DVAL vs HUSV Drawdown Comparison
The maximum drawdown for DVAL was -18.14%, occurring on Apr 8, 2025. Recovery took 258 trading sessions.
The maximum drawdown for HUSV was -35.72%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The current DVAL drawdown is -0.36%. The current HUSV drawdown is -3.00%.
| Rank | DVAL | HUSV |
|---|---|---|
| #1 | -18.14% Nov 29, 2024 - Dec 11, 2025 | -35.72% Feb 14, 2020 - Nov 16, 2020 |
| #2 | -11.87% Feb 2, 2023 - Dec 19, 2023 | -17.00% Apr 20, 2022 - Feb 22, 2024 |
| #3 | -6.20% Feb 9, 2026 - Jun 4, 2026 | -12.46% Sep 21, 2018 - Feb 13, 2019 |
| #4 | -6.14% Nov 30, 2022 - Jan 11, 2023 | -9.50% Dec 31, 2021 - Apr 20, 2022 |
| #5 | -6.09% Mar 28, 2024 - Jul 31, 2024 | -9.35% Mar 3, 2025 - May 16, 2025 |
| #6 | -5.95% Jul 31, 2024 - Aug 23, 2024 | -7.68% Jan 26, 2018 - Aug 6, 2018 |
| #7 | -3.74% Oct 18, 2024 - Nov 6, 2024 | -7.26% Nov 29, 2024 - Feb 13, 2025 |
| #8 | -3.45% Aug 30, 2024 - Sep 19, 2024 | -6.78% Feb 27, 2026 - Mar 27, 2026 |
| #9 | -3.07% Jan 13, 2023 - Jan 25, 2023 | -5.27% Aug 20, 2025 - Feb 26, 2026 |
| #10 | -2.75% Nov 1, 2022 - Nov 7, 2022 | -5.22% Sep 2, 2021 - Oct 22, 2021 |
| #11 | -2.11% Nov 11, 2022 - Nov 23, 2022 | -5.17% Mar 28, 2024 - Jun 21, 2024 |
| #12 | -2.08% Nov 11, 2024 - Nov 22, 2024 | -5.07% Jan 8, 2021 - Mar 15, 2021 |
| #13 | -2.01% Nov 8, 2022 - Nov 10, 2022 | -4.99% Sep 6, 2016 - Dec 9, 2016 |
| #14 | -1.99% Jan 2, 2024 - Jan 26, 2024 | -4.20% Jul 15, 2019 - Aug 29, 2019 |
| #15 | -1.84% Jan 15, 2026 - Jan 29, 2026 | -3.60% Nov 23, 2021 - Dec 7, 2021 |
Correlation
Correlation between DVAL and HUSV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2016 - 2026)
DVAL vs HUSV dividend yield comparison.
| Year | DVAL | HUSV |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 2.00% | 1.38% |
| 2024 | 2.82% | 1.14% |
| 2023 | 1.16% | 1.80% |
| 2022 | 13.13% | 1.68% |
| 2021 | 0.00% | 1.35% |
| 2020 | 0.00% | 1.29% |
| 2019 | 0.00% | 1.36% |
| 2018 | 0.00% | 1.48% |
| 2017 | 0.00% | 1.31% |
| 2016 | 0.00% | 0.35% |
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