DVLU vs KMID
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF) and VIRTUS KAR MID-CAP ETF (KMID, ETF).
DVLU vs KMID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVLU
$44M
Winner
KMID
$44M
Expense Ratio
Winner
DVLU
0.60%
KMID
0.80%
Max Drawdown
DVLU
53.26%
Winner
KMID
18.93%
Sharpe Ratio
Winner
DVLU
1.75
KMID
-0.18
5Y Beta
DVLU
0.99
Winner
KMID
0.80
P/E Ratio
Winner
DVLU
15.96
KMID
30.28
Forward P/E
Winner
DVLU
11.59
KMID
23.50
PEG Ratio
Winner
DVLU
0.10
KMID
1.67
5Y Dividends CAGR
DVLU
1.33%
KMID
N/A
5Y EPS CAGR
DVLU
12.11%
Winner
KMID
18.41%
Debt to Equity
Winner
DVLU
-0.02%
KMID
20.72%
P/S Ratio
Winner
DVLU
0.85
KMID
3.78
P/B Ratio
Winner
DVLU
1.89
KMID
5.40
DVLU vs KMID - Holdings Comparison
DVLU and KMID have 1 common holdings. Overlap is 0.00%
DVLU's top 25 holdings weight is 66.87%. KMID's top 25 holdings weight is 96.74%.
| Rank | DVLU | KMID |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.42% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 7.27% |
| #2 | INVESCO LTD (IVZ) - 3.33% | AMETEK INC (AME) - 6.03% |
| #3 | TD SYNNEX CORP (SNX) - 3.30% | TELEDYNE TECHNOLOGIES INC (TDY) - 5.65% |
| #4 | GENERAL MOTORS CO (GM) - 3.19% | CASH (n/a) - 5.51% |
| #5 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.05% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 5.07% |
| #6 | DELTA AIR LINES INC (DAL) - 2.96% | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.72% |
| #7 | OVINTIV INC (OVV) - 2.88% | WEST PHARMACEUTICAL SERVICES INC (WST) - 4.55% |
| #8 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.78% | ROSS STORES INC (ROST) - 4.49% |
| #9 | AGNC INVESTMENT CORP (AGNC) - 2.78% | EMCOR GROUP INC (EME) - 4.32% |
| #10 | DEVON ENERGY CORP (DVN) - 2.77% | ROLLINS INC (ROL) - 3.75% |
| #11 | OLD NATIONAL BANCORP (ONB) - 2.77% | VERISK ANALYTICS INC (VRSK) - 3.71% |
| #12 | BUNGE GLOBAL SA (BG) - 2.76% | MSCI INC (MSCI) - 3.58% |
| #13 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.76% | HOULIHAN LOKEY INC CLASS A (HLI) - 3.55% |
| #14 | POPULAR INC (BPOP) - 2.75% | HEICO CORP CLASS A (HEI-A) - 3.50% |
| #15 | EDISON INTERNATIONAL (EIX) - 2.73% | ALIGN TECHNOLOGY INC (ALGN) - 3.42% |
| #16 | U.S. BANCORP (USB) - 2.63% | LENNOX INTERNATIONAL INC (LII) - 3.39% |
| #17 | CITIGROUP INC (C) - 2.54% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.38% |
| #18 | AT&T INC (T) - 2.47% | JACK HENRY & ASSOCIATES INC (JKHY) - 3.30% |
| #19 | TEXTRON INC (TXT) - 2.40% | ALLEGION PLC (ALLE) - 2.73% |
| #20 | AGCO CORP (AGCO) - 2.23% | PENTAIR PLC (PNR) - 2.71% |
| #21 | OSHKOSH CORP (OSK) - 2.21% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.68% |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.10% | NORDSON CORP (NDSN) - 2.68% |
| #23 | HF SINCLAIR CORP (DINO) - 2.07% | THE COOPER COMPANIES INC (COO) - 2.49% |
| #24 | WELLS FARGO & CO (WFC) - 2.01% | EQUIFAX INC (EFX) - 2.27% |
| #25 | WESCO INTERNATIONAL INC (WCC) - 1.98% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.99% |
| Total Holdings | 52 | 27 |
DVLU vs KMID - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVLU
+2.14%
KMID
-1.26%
3M
Winner
DVLU
+11.00%
KMID
-2.51%
6M
Winner
DVLU
+11.04%
KMID
+0.60%
1Y
Winner
DVLU
+36.53%
KMID
-0.00%
5Y(CAGR)
DVLU
+10.88%
KMID
N/A
Max(CAGR)
Winner
DVLU
+10.79%
KMID
-0.85%
DVLU vs KMID - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DVLU | KMID |
|---|---|---|
| 2026 | +8.24% | +0.71% |
| 2025 | +23.99% | +0.93% |
| 2024 | +13.62% | -2.93% |
| 2023 | +21.07% | N/A |
| 2022 | -10.61% | N/A |
| 2021 | +43.88% | N/A |
| 2020 | -7.46% | N/A |
| 2019 | +28.51% | N/A |
| 2018 | -24.03% | N/A |
DVLU vs KMID Drawdown Comparison
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The maximum drawdown for KMID was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current DVLU drawdown is -1.42%. The current KMID drawdown is -5.81%.
| Rank | DVLU | KMID |
|---|---|---|
| #1 | -53.26% Jan 17, 2020 - Feb 5, 2021 | -18.89% Nov 29, 2024 - Apr 8, 2025 |
| #2 | -26.57% Sep 20, 2018 - Nov 26, 2019 | -2.53% Nov 8, 2024 - Nov 25, 2024 |
| #3 | -24.86% Nov 25, 2024 - Sep 18, 2025 | -2.07% Oct 18, 2024 - Nov 6, 2024 |
| #4 | -22.36% Jun 7, 2022 - Dec 14, 2023 | -0.33% Nov 25, 2024 - Nov 29, 2024 |
| #5 | -12.24% Feb 9, 2026 - Apr 30, 2026 | -0.10% Oct 16, 2024 - Oct 18, 2024 |
| #6 | -11.18% Jun 1, 2021 - Oct 18, 2021 | -0.06% Nov 6, 2024 - Nov 8, 2024 |
| #7 | -10.31% Mar 29, 2022 - Jun 7, 2022 | N/A |
| #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 KMID is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2018 - 2026)
DVLU vs KMID dividend yield comparison.
| Year | DVLU | KMID |
|---|---|---|
| 2026 | 0.07% | 0.06% |
| 2025 | 0.73% | 0.06% |
| 2024 | 1.06% | 0.05% |
| 2023 | 1.34% | 0.00% |
| 2022 | 2.18% | 0.00% |
| 2021 | 1.33% | 0.00% |
| 2020 | 1.34% | 0.00% |
| 2019 | 1.71% | 0.00% |
| 2018 | 0.58% | 0.00% |
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