DVLU vs SARK

Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF) and TRADR 1X SHORT INNOVATION DAILY ETF (SARK, ETF).

5-Year PerformanceDVLU has outperformed SARK, delivering a return of +12.4% compared to -19.1%

DVLU vs SARK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVLU(ETF)	SARK(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.60%	0.99%
Max Drawdown	53.26%	89.37%
Sharpe Ratio	1.66	-0.58
5Y Beta	0.98	-2.65
P/E Ratio	22.63	N/A
Forward P/E	14.06	N/A
PEG Ratio	0.09	N/A
5Y Dividends CAGR	3.41%	N/A
5Y EPS CAGR	7.61%	N/A
Debt to Equity	30.50%	N/A
P/S Ratio	0.75	N/A
P/B Ratio	2.20	N/A

Net Assets

Winner

DVLU

$47M

SARK

$47M

Expense Ratio

Winner

DVLU

0.60%

SARK

0.99%

Max Drawdown

Winner

DVLU

53.26%

SARK

89.37%

Sharpe Ratio

Winner

DVLU

1.66

SARK

-0.58

5Y Beta

DVLU

0.98

Winner

SARK

-2.65

P/E Ratio

DVLU

22.63

SARK

N/A

Forward P/E

DVLU

14.06

SARK

N/A

PEG Ratio

DVLU

0.09

SARK

N/A

5Y Dividends CAGR

DVLU

3.41%

SARK

N/A

5Y EPS CAGR

DVLU

7.61%

SARK

N/A

Debt to Equity

DVLU

30.50%

SARK

N/A

P/S Ratio

DVLU

0.75

SARK

N/A

P/B Ratio

DVLU

2.20

SARK

N/A

DVLU vs SARK - Historical Returns

Returns include dividend reinvestment.

Period	DVLU	SARK
1 month	+1.05%	-18.07%
3 months	+8.40%	-13.65%
6 months	+12.26%	-20.01%
1 year	+35.05%	-22.73%
5 years(CAGR)	+12.44%	-19.10%
Max(CAGR)	+11.24%	-19.10%

Winner

DVLU

+1.05%

SARK

-18.07%

Winner

DVLU

+8.40%

SARK

-13.65%

Winner

DVLU

+12.26%

SARK

-20.01%

Winner

DVLU

+35.05%

SARK

-22.73%

5Y(CAGR)

Winner

DVLU

+12.44%

SARK

-19.10%

Max(CAGR)

Winner

DVLU

+11.24%

SARK

-19.10%

DVLU vs SARK - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	DVLU	SARK
2026	+14.41%	-16.75%
2025	+23.99%	-25.60%
2024	+13.62%	-39.17%
2023	+21.07%	-51.63%
2022	-10.61%	+62.97%
2021	+43.88%	+20.78%
2020	-7.46%	N/A
2019	+28.51%	N/A
2018	-24.03%	N/A

DVLU vs SARK Drawdown Comparison

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

The maximum drawdown for SARK was -85.61%, occurring on Aug 25, 2026. This drawdown has not yet recovered.

The current DVLU drawdown is -2.52%. The current SARK drawdown is -85.61%.

Rank	DVLU	SARK
#1	-53.26% Jan 17, 2020 - Feb 5, 2021	-85.61% May 11, 2022 - Aug 25, 2026
#2	-26.57% Sep 20, 2018 - Nov 26, 2019	-28.91% Mar 14, 2022 - Apr 28, 2022
#3	-24.86% Nov 25, 2024 - Sep 18, 2025	-14.96% Jan 27, 2022 - Feb 22, 2022
#4	-22.36% Jun 7, 2022 - Dec 14, 2023	-14.33% Feb 23, 2022 - Mar 7, 2022
#5	-12.24% Feb 9, 2026 - Apr 30, 2026	-10.56% Apr 29, 2022 - May 6, 2022
#6	-11.18% Jun 1, 2021 - Oct 18, 2021	-9.91% Dec 3, 2021 - Dec 16, 2021
#7	-10.31% Mar 29, 2022 - Jun 7, 2022	-7.93% Dec 16, 2021 - Jan 5, 2022
#8	-8.56% Jan 13, 2022 - Mar 29, 2022	-5.94% Mar 7, 2022 - Mar 11, 2022
#9	-8.53% Nov 24, 2021 - Jan 4, 2022	-3.01% Jan 7, 2022 - Jan 13, 2022
#10	-8.44% Mar 28, 2024 - Jul 30, 2024	-2.40% Jan 21, 2022 - Jan 25, 2022
#11	-8.28% Jul 31, 2024 - Aug 23, 2024	-1.96% Nov 23, 2021 - Dec 1, 2021
#12	-6.85% Mar 29, 2021 - May 4, 2021	-1.75% Nov 10, 2021 - Nov 18, 2021
#13	-6.33% Mar 15, 2021 - Mar 29, 2021	-0.44% Jan 13, 2022 - Jan 18, 2022
#14	-5.61% Nov 12, 2025 - Nov 25, 2025	-0.30% Dec 1, 2021 - Dec 3, 2021
#15	-5.58% Oct 18, 2024 - Nov 8, 2024	-0.15% Jan 19, 2022 - Jan 21, 2022