DVLU vs SHAG

Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF) and WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF).

5-Year PerformanceDVLU has outperformed SHAG, delivering a return of +11.7% compared to +1.6%

DVLU vs SHAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVLU(ETF)	SHAG(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.60%	0.12%
Max Drawdown	53.26%	11.39%
Sharpe Ratio	1.84	0.04
5Y Beta	0.99	0.02
P/E Ratio	16.35	N/A
Forward P/E	11.81	N/A
PEG Ratio	0.11	N/A
5Y Dividends CAGR	1.33%	18.46%
5Y EPS CAGR	12.22%	N/A
Debt to Equity	-87.94%	N/A
P/S Ratio	0.88	N/A
P/B Ratio	1.95	N/A

Net Assets

Winner

DVLU

$43M

SHAG

$43M

Expense Ratio

DVLU

0.60%

Winner

SHAG

0.12%

Max Drawdown

DVLU

53.26%

Winner

SHAG

11.39%

Sharpe Ratio

Winner

DVLU

1.84

SHAG

0.04

5Y Beta

DVLU

0.99

Winner

SHAG

0.02

P/E Ratio

DVLU

16.35

SHAG

N/A

Forward P/E

DVLU

11.81

SHAG

N/A

PEG Ratio

DVLU

0.11

SHAG

N/A

5Y Dividends CAGR

DVLU

1.33%

Winner

SHAG

18.46%

5Y EPS CAGR

DVLU

12.22%

SHAG

N/A

Debt to Equity

DVLU

-87.94%

SHAG

N/A

P/S Ratio

DVLU

0.88

SHAG

N/A

P/B Ratio

DVLU

1.95

SHAG

N/A

DVLU vs SHAG - Historical Returns

Returns include dividend reinvestment.

Period	DVLU	SHAG
1 month	+5.97%	+0.08%
3 months	+17.73%	+0.38%
6 months	+10.64%	+0.82%
1 year	+37.92%	+3.66%
5 years(CAGR)	+11.65%	+1.58%
10 years(CAGR)	N/A	+2.15%
Max(CAGR)	+11.00%	+2.15%

Winner

DVLU

+5.97%

SHAG

+0.08%

Winner

DVLU

+17.73%

SHAG

+0.38%

Winner

DVLU

+10.64%

SHAG

+0.82%

Winner

DVLU

+37.92%

SHAG

+3.66%

5Y(CAGR)

Winner

DVLU

+11.65%

SHAG

+1.58%

10Y(CAGR)

DVLU

N/A

SHAG

+2.15%

Max(CAGR)

Winner

DVLU

+11.00%

SHAG

+2.15%

DVLU vs SHAG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DVLU	SHAG
2026	+10.11%	+0.47%
2025	+23.99%	+6.30%
2024	+13.62%	+4.49%
2023	+21.07%	+4.47%
2022	-10.61%	-6.19%
2021	+43.88%	-0.89%
2020	-7.46%	+4.56%
2019	+28.51%	+5.81%
2018	-24.03%	+0.88%
2017	N/A	-0.11%

DVLU vs SHAG Drawdown Comparison

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

The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The current SHAG drawdown is -0.54%.

Rank	DVLU	SHAG
#1	-53.26% Jan 17, 2020 - Feb 5, 2021	-9.61% Aug 3, 2021 - Aug 2, 2024
#2	-26.57% Sep 20, 2018 - Nov 26, 2019	-5.80% Mar 6, 2020 - May 20, 2020
#3	-24.86% Nov 25, 2024 - Sep 18, 2025	-1.79% Sep 5, 2017 - Dec 24, 2018
#4	-22.36% Jun 7, 2022 - Dec 14, 2023	-1.38% Feb 27, 2026 - Mar 26, 2026
#5	-12.24% Feb 9, 2026 - Apr 30, 2026	-1.23% Sep 24, 2024 - Jan 27, 2025
#6	-11.18% Jun 1, 2021 - Oct 18, 2021	-1.09% Apr 3, 2025 - Apr 28, 2025
#7	-10.31% Mar 29, 2022 - Jun 7, 2022	-0.98% Sep 4, 2019 - Oct 3, 2019
#8	-8.56% Jan 13, 2022 - Mar 29, 2022	-0.86% Feb 10, 2021 - Jun 10, 2021
#9	-8.53% Nov 24, 2021 - Jan 4, 2022	-0.67% May 27, 2025 - Jun 23, 2025
#10	-8.44% Mar 28, 2024 - Jul 30, 2024	-0.60% Oct 3, 2019 - Dec 3, 2019
#11	-8.28% Jul 31, 2024 - Aug 23, 2024	-0.55% Apr 30, 2025 - May 27, 2025
#12	-6.85% Mar 29, 2021 - May 4, 2021	-0.52% Jun 30, 2025 - Aug 1, 2025
#13	-6.33% Mar 15, 2021 - Mar 29, 2021	-0.50% Feb 5, 2025 - Feb 21, 2025
#14	-5.61% Nov 12, 2025 - Nov 25, 2025	-0.45% Jun 10, 2021 - Jul 19, 2021
#15	-5.58% Oct 18, 2024 - Nov 8, 2024	-0.40% Jul 3, 2019 - Aug 1, 2019