DVLU vs UTSL
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF) and DIREXION DAILY UTILITIES BULL 3X SHARES (UTSL, ETF).
5-Year PerformanceDVLU has outperformed UTSL, delivering a return of +13.2% compared to +10.5%
DVLU vs UTSL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVLU
$46M
Winner
UTSL
$46M
Expense Ratio
DVLU
0.60%
UTSL
N/A
Max Drawdown
Winner
DVLU
53.26%
UTSL
79.55%
Sharpe Ratio
Winner
DVLU
1.77
UTSL
0.42
5Y Beta
DVLU
0.97
Winner
UTSL
0.93
P/E Ratio
Winner
DVLU
16.61
UTSL
20.25
Forward P/E
Winner
DVLU
12.16
UTSL
18.83
PEG Ratio
Winner
DVLU
0.10
UTSL
0.82
5Y Dividends CAGR
DVLU
3.41%
Winner
UTSL
15.75%
5Y EPS CAGR
DVLU
12.68%
Winner
UTSL
13.01%
Debt to Equity
Winner
DVLU
-89.31%
UTSL
125.85%
P/S Ratio
Winner
DVLU
0.90
UTSL
2.93
P/B Ratio
Winner
DVLU
2.01
UTSL
2.35
DVLU vs UTSL - Holdings Comparison
DVLU and UTSL have 3 common holdings. Overlap is 2.29%
DVLU's top 25 holdings weight is 68.04%. UTSL's top 25 holdings weight is 98.88%.
| Rank | DVLU | UTSL |
|---|---|---|
| #1 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 6.03% | DREYFUS GOVT CASH MAN INS (n/a) - 19.81% |
| #2 | DELTA AIR LINES INC (DAL) - 3.58% | UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 12.26% |
| #3 | TD SYNNEX CORP (SNX) - 3.36% | NEXTERA ENERGY INC (NEE) - 8.92% |
| #4 | INVESCO LTD (IVZ) - 3.32% | SOUTHERN CO (SO) - 5.31% |
| #5 | GENERAL MOTORS CO (GM) - 3.10% | GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 5.03% |
| #6 | POPULAR INC (BPOP) - 2.94% | DUKE ENERGY CORP (DUK) - 4.84% |
| #7 | OLD NATIONAL BANCORP (ONB) - 2.88% | CONSTELLATION ENERGY CORP (CEG) - 3.71% |
| #8 | U.S. BANCORP (USB) - 2.82% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.62% |
| #9 | AGNC INVESTMENT CORP (AGNC) - 2.80% | SEMPRA (SRE) - 2.99% |
| #10 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.80% | DOMINION ENERGY INC (D) - 2.97% |
| #11 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.77% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 2.73% |
| #12 | CITIGROUP INC (C) - 2.72% | ENTERGY CORP (ETR) - 2.55% |
| #13 | EDISON INTERNATIONAL (EIX) - 2.66% | XCEL ENERGY INC (XEL) - 2.44% |
| #14 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.65% | VISTRA CORP (VST) - 2.39% |
| #15 | OSHKOSH CORP (OSK) - 2.44% | EXELON CORP (EXC) - 2.35% |
| #16 | OVINTIV INC (OVV) - 2.40% | CONSOLIDATED EDISON INC (ED) - 2.01% |
| #17 | BUNGE GLOBAL SA (BG) - 2.36% | CASH (n/a) - 1.97% |
| #18 | TEXTRON INC (TXT) - 2.26% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.97% |
| #19 | DEVON ENERGY CORP (DVN) - 2.16% | WEC ENERGY GROUP INC (WEC) - 1.85% |
| #20 | WELLS FARGO & CO (WFC) - 2.15% | PG&E CORP (PCG) - 1.83% |
| #21 | AGCO CORP (AGCO) - 2.09% | DTE ENERGY CO (DTE) - 1.55% |
| #22 | HF SINCLAIR CORP (DINO) - 2.06% | AMEREN CORP (AEE) - 1.53% |
| #23 | VALERO ENERGY CORP (VLO) - 1.95% | ATMOS ENERGY CORP (ATO) - 1.43% |
| #24 | AT&T INC (T) - 1.92% | CENTERPOINT ENERGY INC (CNP) - 1.41% |
| #25 | PHILLIPS 66 (PSX) - 1.82% | EDISON INTERNATIONAL (EIX) - 1.41% |
| Total Holdings | 52 | 37 |
DVLU vs UTSL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVLU
+3.80%
UTSL
+0.23%
3M
Winner
DVLU
+9.53%
UTSL
-2.97%
6M
Winner
DVLU
+12.29%
UTSL
+8.09%
1Y
Winner
DVLU
+37.13%
UTSL
+12.22%
5Y(CAGR)
Winner
DVLU
+13.18%
UTSL
+10.46%
10Y(CAGR)
DVLU
N/A
UTSL
+8.74%
Max(CAGR)
Winner
DVLU
+11.24%
UTSL
+8.74%
DVLU vs UTSL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DVLU | UTSL |
|---|---|---|
| 2026 | +13.21% | +6.16% |
| 2025 | +23.99% | +26.55% |
| 2024 | +13.62% | +48.21% |
| 2023 | +21.07% | -35.51% |
| 2022 | -10.61% | -11.56% |
| 2021 | +43.88% | +60.76% |
| 2020 | -7.46% | -36.19% |
| 2019 | +28.51% | +90.52% |
| 2018 | -24.03% | +1.10% |
| 2017 | N/A | +11.30% |
DVLU vs UTSL Drawdown Comparison
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The maximum drawdown for UTSL was -79.55%, occurring on Mar 23, 2020. Recovery took 1512 trading sessions.
The current UTSL drawdown is -19.31%.
| Rank | DVLU | UTSL |
|---|---|---|
| #1 | -53.26% Jan 17, 2020 - Feb 5, 2021 | -79.55% Feb 18, 2020 - Feb 24, 2026 |
| #2 | -26.57% Sep 20, 2018 - Nov 26, 2019 | -40.98% Nov 14, 2017 - Mar 8, 2019 |
| #3 | -24.86% Nov 25, 2024 - Sep 18, 2025 | -28.46% Feb 27, 2026 - Jun 1, 2026 |
| #4 | -22.36% Jun 7, 2022 - Dec 14, 2023 | -16.80% Sep 26, 2019 - Jan 15, 2020 |
| #5 | -12.24% Feb 9, 2026 - Apr 30, 2026 | -15.14% Jun 16, 2017 - Aug 15, 2017 |
| #6 | -11.18% Jun 1, 2021 - Oct 18, 2021 | -11.02% Mar 26, 2019 - May 22, 2019 |
| #7 | -10.31% Mar 29, 2022 - Jun 7, 2022 | -9.89% Jul 18, 2019 - Aug 19, 2019 |
| #8 | -8.56% Jan 13, 2022 - Mar 29, 2022 | -9.66% May 23, 2019 - Jun 5, 2019 |
| #9 | -8.53% Nov 24, 2021 - Jan 4, 2022 | -9.38% Aug 29, 2017 - Nov 3, 2017 |
| #10 | -8.44% Mar 28, 2024 - Jul 30, 2024 | -8.20% Jun 21, 2019 - Jul 18, 2019 |
| #11 | -8.28% Jul 31, 2024 - Aug 23, 2024 | -6.29% Jun 6, 2019 - Jun 14, 2019 |
| #12 | -6.85% Mar 29, 2021 - May 4, 2021 | -5.91% Sep 4, 2019 - Sep 19, 2019 |
| #13 | -6.33% Mar 15, 2021 - Mar 29, 2021 | -4.72% Mar 15, 2019 - Mar 22, 2019 |
| #14 | -5.61% Nov 12, 2025 - Nov 25, 2025 | -4.14% Jun 2, 2017 - Jun 16, 2017 |
| #15 | -5.58% Oct 18, 2024 - Nov 8, 2024 | -4.12% Aug 22, 2019 - Aug 27, 2019 |
Correlation
Correlation between DVLU and UTSL is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2017 - 2026)
DVLU vs UTSL dividend yield comparison.
| Year | DVLU | UTSL |
|---|---|---|
| 2026 | 0.31% | 0.89% |
| 2025 | 0.73% | 1.69% |
| 2024 | 1.06% | 1.61% |
| 2023 | 1.34% | 3.61% |
| 2022 | 2.18% | 1.15% |
| 2021 | 1.33% | 1.19% |
| 2020 | 1.34% | 1.40% |
| 2019 | 1.71% | 5.01% |
| 2018 | 0.58% | 1.46% |
| 2017 | 0.00% | 0.57% |
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