DVLU vs DXD

Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF) and PROSHARES ULTRASHORT DOW30 (DXD, ETF).

5-Year PerformanceDVLU has outperformed DXD, delivering a return of +13.2% compared to -15.4%

DVLU vs DXD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVLU(ETF)	DXD(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.60%	N/A
Max Drawdown	53.26%	99.79%
Sharpe Ratio	1.77	-1.23
5Y Beta	0.97	-1.49
P/E Ratio	16.61	N/A
Forward P/E	12.16	N/A
PEG Ratio	0.10	N/A
5Y Dividends CAGR	3.41%	N/A
5Y EPS CAGR	12.68%	N/A
Debt to Equity	-89.31%	N/A
P/S Ratio	0.90	N/A
P/B Ratio	2.01	N/A

Net Assets

DVLU

$46M

Winner

DXD

$46M

Expense Ratio

DVLU

0.60%

DXD

N/A

Max Drawdown

Winner

DVLU

53.26%

DXD

99.79%

Sharpe Ratio

Winner

DVLU

1.77

DXD

-1.23

5Y Beta

DVLU

0.97

Winner

DXD

-1.49

P/E Ratio

DVLU

16.61

DXD

N/A

Forward P/E

DVLU

12.16

DXD

N/A

PEG Ratio

DVLU

0.10

DXD

N/A

5Y Dividends CAGR

DVLU

3.41%

DXD

N/A

5Y EPS CAGR

DVLU

12.68%

DXD

N/A

Debt to Equity

DVLU

-89.31%

DXD

N/A

P/S Ratio

DVLU

0.90

DXD

N/A

P/B Ratio

DVLU

2.01

DXD

N/A

DVLU vs DXD - Historical Returns

Returns include dividend reinvestment.

Period	DVLU	DXD
1 month	+3.80%	-1.39%
3 months	+9.53%	-10.72%
6 months	+12.29%	-10.85%
1 year	+37.13%	-25.44%
5 years(CAGR)	+13.18%	-15.38%
10 years(CAGR)	N/A	-24.35%
Max(CAGR)	+11.24%	-23.27%

Winner

DVLU

+3.80%

DXD

-1.39%

Winner

DVLU

+9.53%

DXD

-10.72%

Winner

DVLU

+12.29%

DXD

-10.85%

Winner

DVLU

+37.13%

DXD

-25.44%

5Y(CAGR)

Winner

DVLU

+13.18%

DXD

-15.38%

10Y(CAGR)

DVLU

N/A

DXD

-24.35%

Max(CAGR)

Winner

DVLU

+11.24%

DXD

-23.27%

DVLU vs DXD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DVLU	DXD
2026	+13.21%	-13.36%
2025	+23.99%	-21.75%
2024	+13.62%	-15.98%
2023	+21.07%	-18.91%
2022	-10.61%	+8.56%
2021	+43.88%	-36.60%
2020	-7.46%	-43.13%
2019	+28.51%	-35.32%
2018	-24.03%	+3.70%
2017	N/A	-38.07%
2016	N/A	-31.86%
2015	N/A	-7.27%
2014	N/A	-21.92%
2013	N/A	-39.84%
2012	N/A	-19.67%
2011	N/A	-25.06%
2010	N/A	-27.52%
2009	N/A	-41.74%
2008	N/A	+42.06%
2007	N/A	-8.91%
2006	N/A	-21.72%

DVLU vs DXD Drawdown Comparison

The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.

The maximum drawdown for DXD was -99.72%, occurring on Jul 6, 2026. This drawdown has not yet recovered.

The current DXD drawdown is -99.71%.

Rank	DVLU	DXD
#1	-53.26% Jan 17, 2020 - Feb 5, 2021	-99.72% Mar 9, 2009 - Jul 6, 2026
#2	-26.57% Sep 20, 2018 - Nov 26, 2019	-38.16% Jul 17, 2006 - Oct 3, 2008
#3	-24.86% Nov 25, 2024 - Sep 18, 2025	-35.19% Nov 20, 2008 - Mar 2, 2009
#4	-22.36% Jun 7, 2022 - Dec 14, 2023	-31.57% Oct 27, 2008 - Nov 20, 2008
#5	-12.24% Feb 9, 2026 - Apr 30, 2026	-19.15% Oct 10, 2008 - Oct 27, 2008
#6	-11.18% Jun 1, 2021 - Oct 18, 2021	-4.65% Mar 3, 2009 - Mar 5, 2009
#7	-10.31% Mar 29, 2022 - Jun 7, 2022	-1.05% Mar 5, 2009 - Mar 9, 2009
#8	-8.56% Jan 13, 2022 - Mar 29, 2022	N/A
#9	-8.53% Nov 24, 2021 - Jan 4, 2022	N/A
#10	-8.44% Mar 28, 2024 - Jul 30, 2024	N/A
#11	-8.28% Jul 31, 2024 - Aug 23, 2024	N/A
#12	-6.85% Mar 29, 2021 - May 4, 2021	N/A
#13	-6.33% Mar 15, 2021 - Mar 29, 2021	N/A
#14	-5.61% Nov 12, 2025 - Nov 25, 2025	N/A
#15	-5.58% Oct 18, 2024 - Nov 8, 2024	N/A

Correlation

Correlation between DVLU and DXD is -0.78 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.78

-101

Dividend Comparison (2006 - 2026)

DVLU vs DXD dividend yield comparison.

Year	DVLU	DXD
2026	0.31%	1.48%
2025	0.73%	4.25%
2024	1.06%	5.91%
2023	1.34%	3.87%
2022	2.18%	0.25%
2021	1.33%	0.00%
2020	1.34%	0.31%
2019	1.71%	1.76%
2018	0.58%	1.15%
2017	0.00%	0.12%
2008	0.00%	37.79%
2007	0.00%	3.98%
2006	0.00%	1.06%