IFV vs BVAL
Comparison between FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF) and BLUEMONTE LARGE CAP VALUE ETF (BVAL, ETF).
5-Year PerformanceBVAL has outperformed IFV, delivering a return of +11.8% compared to +3.9%
IFV vs BVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IFV vs BVAL - Holdings Comparison
IFV and BVAL have 0 common holdings. Overlap is 0.00%
IFV's top 25 holdings weight is 99.97%. BVAL's top 25 holdings weight is 99.84%.
| Rank | IFV | BVAL |
|---|---|---|
| #1 | FIRST TRUST ASIAPAC EX-JPN ALPHADEX® ETF (FPA) - 22.96% | SPDR® PORTFOLIO S&P 500 VALUE ETF (SPYV) - 34.35% |
| #2 | FIRST TRUST EUROZONE ALPHADEX® ETF (FEUZ) - 19.72% | SCHWAB US LARGE-CAP VALUE ETF„¢ (SCHV) - 29.29% |
| #3 | FIRST TRUST GERMANY ALPHADEX® ETF (FGM) - 19.69% | VANGUARD RUSSELL 1000 VALUE ETF (VONV) - 19.58% |
| #4 | FIRST TRUST EUROPE ALPHADEX® ETF (FEP) - 19.54% | SPDR® PORTFOLIO S&P 500® ETF (SPLG) - 15.63% |
| #5 | FIRST TRUST CHINA ALPHADEX® ETF (FCA) - 18.06% | CASH (n/a) - 0.91% |
| #6 | N/A | INVESCO RAFI US 1000 ETF (PRF) - 0.05% |
| #7 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 0.01% |
| #8 | N/A | ISHARES CORE S&P 500 ETF (IVV) - 0.01% |
| #9 | N/A | THE HOME DEPOT INC (HD) - 0.01% |
| #10 | N/A | ALPHABET INC CLASS A (GOOGL) - 0.00% |
| #11 | N/A | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.00% |
| #12 | N/A | ALTRIA GROUP INC (MO) - 0.00% |
| #13 | N/A | APPLIED MATERIALS INC (AMAT) - 0.00% |
| #14 | N/A | AT&T INC (T) - 0.00% |
| #15 | N/A | AVANTIS US EQUITY ETF (AVUS) - 0.00% |
| #16 | N/A | AMAZON.COM INC (AMZN) - 0.00% |
| #17 | N/A | BANK OF AMERICA CORP (BAC) - 0.00% |
| #18 | N/A | ALLIANZIM US LRG CP 6M BFR10 JUN/DEC ETF (SIXD) - 0.00% |
| #19 | N/A | BP PLC ADR (BP) - 0.00% |
| #20 | N/A | BROADCOM INC (AVGO) - 0.00% |
| #21 | N/A | CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) - 0.00% |
| #22 | N/A | CAPITAL GROUP GROWTH ETF (CGGR) - 0.00% |
| #23 | N/A | CAPITAL GROUP INTERNATIONAL FOCUS EQ ETF (CGXU) - 0.00% |
| #24 | N/A | APPLE INC (AAPL) - 0.00% |
| #25 | N/A | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF (CGNG) - 0.00% |
| Total Holdings | 5 | 200 |
IFV vs BVAL - Historical Returns
Returns include dividend reinvestment.
IFV vs BVAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IFV | BVAL |
|---|---|---|
| 2026 | +7.04% | +9.70% |
| 2025 | +32.24% | +11.37% |
| 2024 | +1.00% | N/A |
| 2023 | +22.61% | N/A |
| 2022 | -25.67% | N/A |
| 2021 | +4.37% | N/A |
| 2020 | +4.57% | -10.34% |
| 2019 | +24.45% | +27.16% |
| 2018 | -21.77% | -9.48% |
| 2017 | +30.59% | +6.96% |
| 2016 | -1.59% | N/A |
| 2015 | +0.43% | N/A |
| 2014 | -9.93% | N/A |
IFV vs BVAL Drawdown Comparison
The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.
The maximum drawdown for BVAL was -37.18%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current IFV drawdown is -5.09%. The current BVAL drawdown is -1.66%.
| Rank | IFV | BVAL |
|---|---|---|
| #1 | -48.88% Jan 26, 2018 - Jan 5, 2021 | -37.18% Feb 12, 2020 - Jun 23, 2025 |
| #2 | -35.32% Jun 8, 2021 - Jun 26, 2025 | -15.50% Jan 26, 2018 - Apr 26, 2019 |
| #3 | -28.10% May 15, 2015 - May 16, 2017 | -6.69% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -14.62% Jul 23, 2014 - Apr 9, 2015 | -6.25% Apr 30, 2019 - Jun 18, 2019 |
| #5 | -12.57% Feb 25, 2026 - May 6, 2026 | -6.19% Aug 8, 2017 - Nov 29, 2017 |
| #6 | -8.11% Feb 16, 2021 - May 28, 2021 | -6.05% Jul 29, 2019 - Oct 28, 2019 |
| #7 | -7.18% May 16, 2017 - Jul 19, 2017 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -5.73% Nov 12, 2025 - Dec 19, 2025 | -3.89% Jan 17, 2020 - Feb 12, 2020 |
| #9 | -5.09% May 11, 2026 - Jun 5, 2026 | -2.79% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -4.72% Jul 23, 2025 - Aug 12, 2025 | -2.71% Oct 6, 2025 - Oct 23, 2025 |
| #11 | -4.26% Jan 21, 2021 - Feb 3, 2021 | -2.24% Oct 27, 2025 - Nov 12, 2025 |
| #12 | -3.56% Aug 22, 2025 - Sep 30, 2025 | -1.88% Nov 27, 2019 - Dec 6, 2019 |
| #13 | -3.15% Nov 24, 2017 - Dec 27, 2017 | -1.72% Jun 19, 2017 - Jun 27, 2017 |
| #14 | -3.10% Aug 7, 2017 - Sep 1, 2017 | -1.66% Jun 4, 2026 - Jun 5, 2026 |
| #15 | -2.95% Oct 6, 2025 - Nov 12, 2025 | -1.63% Jan 15, 2026 - Jan 29, 2026 |
Correlation
Correlation between IFV and BVAL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2014 - 2026)
IFV vs BVAL dividend yield comparison.
| Year | IFV | BVAL |
|---|---|---|
| 2026 | 0.03% | 0.32% |
| 2025 | 1.95% | 0.73% |
| 2024 | 2.31% | 0.00% |
| 2023 | 2.88% | 0.00% |
| 2022 | 3.79% | 0.00% |
| 2021 | 1.04% | 0.00% |
| 2020 | 1.53% | 0.00% |
| 2019 | 2.91% | 1.17% |
| 2018 | 1.86% | 1.85% |
| 2017 | 1.43% | 0.80% |
| 2016 | 1.10% | 0.00% |
| 2015 | 1.52% | 0.00% |
| 2014 | 0.21% | 0.00% |
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