DVLU vs LOTI
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF) and Liberty One Tactical Income ETF (LOTI, ETF).
DVLU vs LOTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DVLU
$47M
LOTI
$47M
Expense Ratio
Winner
DVLU
0.60%
LOTI
1.01%
Max Drawdown
DVLU
53.26%
Winner
LOTI
4.67%
Sharpe Ratio
Winner
DVLU
1.66
LOTI
0.57
5Y Beta
DVLU
0.98
Winner
LOTI
0.08
P/E Ratio
Winner
DVLU
22.63
LOTI
25.30
Forward P/E
Winner
DVLU
14.06
LOTI
20.34
PEG Ratio
Winner
DVLU
0.09
LOTI
0.60
5Y Dividends CAGR
DVLU
3.41%
LOTI
N/A
5Y EPS CAGR
DVLU
7.61%
Winner
LOTI
13.25%
Debt to Equity
DVLU
30.50%
Winner
LOTI
-92.94%
P/S Ratio
Winner
DVLU
0.75
LOTI
1.56
P/B Ratio
Winner
DVLU
2.20
LOTI
4.61
DVLU vs LOTI - Holdings Comparison
DVLU and LOTI have 2 common holdings. Overlap is 3.89%
DVLU's top 25 holdings weight is 68.18%. LOTI's top 25 holdings weight is 84.97%.
| Rank | DVLU | LOTI |
|---|---|---|
| #1 | GENERAL MOTORS CO (GM) - 3.78% | JPMORGAN INCOME ETF (JPIE) - 7.55% |
| #2 | INVESCO LTD (IVZ) - 3.40% | EATON VANCE SHORT DURATION INCOME ETF (EVSD) - 6.62% |
| #3 | EDISON INTERNATIONAL (EIX) - 3.23% | TCW FLEXIBLE INCOME ETF (FLXR) - 6.54% |
| #4 | TD SYNNEX CORP (SNX) - 3.22% | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 6.53% |
| #5 | CVS HEALTH CORP (CVS) - 3.21% | VANGUARD MORTGAGE-BACKED SECS ETF (VMBS) - 5.65% |
| #6 | OSHKOSH CORP (OSK) - 3.14% | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 5.58% |
| #7 | HF SINCLAIR CORP (DINO) - 3.13% | VANGUARD LONG-TERM CORPORATE BD ETF (VCLT) - 4.44% |
| #8 | BORGWARNER INC (BWA) - 3.03% | ELI LILLY AND CO (LLY) - 3.00% |
| #9 | POPULAR INC (BPOP) - 2.88% | CARDINAL HEALTH INC (CAH) - 2.98% |
| #10 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.83% | HARTFORD STRATEGIC INCOME ETF (HFSI) - 2.82% |
| #11 | OLD NATIONAL BANCORP (ONB) - 2.83% | JOHNSON & JOHNSON (JNJ) - 2.73% |
| #12 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.81% | COCA-COLA CO (KO) - 2.53% |
| #13 | CENTENE CORP (CNC) - 2.81% | CHUBB LTD (CB) - 2.40% |
| #14 | OWENS-CORNING INC (OC) - 2.73% | UNITEDHEALTH GROUP INC (UNH) - 2.38% |
| #15 | FRANKLIN RESOURCES INC (BEN) - 2.69% | BROADCOM INC (AVGO) - 2.31% |
| #16 | CITIGROUP INC (C) - 2.63% | GILEAD SCIENCES INC (GILD) - 2.26% |
| #17 | UNITED AIRLINES HOLDINGS INC (UAL) - 2.48% | ALPHABET INC CLASS C (GOOG) - 2.25% |
| #18 | CITIZENS FINANCIAL GROUP INC (CFG) - 2.47% | ENTERGY CORP (ETR) - 2.23% |
| #19 | CARDINAL HEALTH INC (CAH) - 2.44% | W.W. GRAINGER INC (GWW) - 2.19% |
| #20 | WESCO INTERNATIONAL INC (WCC) - 2.42% | AGREE REALTY CORP (ADC) - 2.09% |
| #21 | STATE STREET CORP (STT) - 2.14% | ALLIANT ENERGY CORP (LNT) - 2.07% |
| #22 | PROGRESSIVE CORP (PGR) - 2.05% | WASTE MANAGEMENT INC (WM) - 1.99% |
| #23 | DELTA AIR LINES INC (DAL) - 2.04% | VISA INC CLASS A (V) - 1.96% |
| #24 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.93% | DUKE ENERGY CORP (DUK) - 1.95% |
| #25 | HUMANA INC (HUM) - 1.86% | SOUTHERN CO (SO) - 1.92% |
| Total Holdings | 52 | 34 |
DVLU vs LOTI - Historical Returns
Returns include dividend reinvestment.
1M
DVLU
+1.05%
Winner
LOTI
+1.12%
3M
Winner
DVLU
+8.40%
LOTI
+2.47%
6M
Winner
DVLU
+12.26%
LOTI
+1.49%
1Y
Winner
DVLU
+35.05%
LOTI
+6.47%
5Y(CAGR)
DVLU
+12.44%
LOTI
N/A
Max(CAGR)
Winner
DVLU
+11.24%
LOTI
+7.21%
DVLU vs LOTI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DVLU | LOTI |
|---|---|---|
| 2026 | +14.41% | +6.32% |
| 2025 | +23.99% | +0.44% |
| 2024 | +13.62% | N/A |
| 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 LOTI Drawdown Comparison
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The maximum drawdown for LOTI was -4.42%, occurring on Mar 27, 2026. Recovery took 86 trading sessions.
The current DVLU drawdown is -2.52%.
| Rank | DVLU | LOTI |
|---|---|---|
| #1 | -53.26% Jan 17, 2020 - Feb 5, 2021 | -4.42% Feb 27, 2026 - Jul 2, 2026 |
| #2 | -26.57% Sep 20, 2018 - Nov 26, 2019 | -2.36% Nov 26, 2025 - Jan 30, 2026 |
| #3 | -24.86% Nov 25, 2024 - Sep 18, 2025 | -1.74% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -22.36% Jun 7, 2022 - Dec 14, 2023 | -1.57% Jul 7, 2026 - Jul 28, 2026 |
| #5 | -12.24% Feb 9, 2026 - Apr 30, 2026 | -1.24% Jul 28, 2026 - Aug 25, 2026 |
| #6 | -11.18% Jun 1, 2021 - Oct 18, 2021 | -0.43% Oct 20, 2025 - Oct 27, 2025 |
| #7 | -10.31% Mar 29, 2022 - Jun 7, 2022 | -0.40% Feb 17, 2026 - Feb 23, 2026 |
| #8 | -8.56% Jan 13, 2022 - Mar 29, 2022 | -0.30% Oct 14, 2025 - Oct 17, 2025 |
| #9 | -8.53% Nov 24, 2021 - Jan 4, 2022 | -0.30% Oct 1, 2025 - Oct 3, 2025 |
| #10 | -8.44% Mar 28, 2024 - Jul 30, 2024 | -0.25% Oct 8, 2025 - Oct 14, 2025 |
| #11 | -8.28% Jul 31, 2024 - Aug 23, 2024 | -0.25% Jul 2, 2026 - Jul 7, 2026 |
| #12 | -6.85% Mar 29, 2021 - May 4, 2021 | -0.24% Oct 3, 2025 - Oct 7, 2025 |
| #13 | -6.33% Mar 15, 2021 - Mar 29, 2021 | -0.21% Feb 24, 2026 - Feb 27, 2026 |
| #14 | -5.61% Nov 12, 2025 - Nov 25, 2025 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #15 | -5.58% Oct 18, 2024 - Nov 8, 2024 | N/A |
Correlation
Correlation between DVLU and LOTI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2018 - 2026)
DVLU vs LOTI dividend yield comparison.
| Year | DVLU | LOTI |
|---|---|---|
| 2026 | 0.31% | 1.51% |
| 2025 | 0.73% | 0.45% |
| 2024 | 1.06% | 0.00% |
| 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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