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