LALT vs RZV
Comparison between FIRST TRUST MULTI-STRATEGY ALTERNATIVE ETF (LALT, ETF) and INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV, ETF).
LALT vs RZV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LALT
$296M
Winner
RZV
$296M
Expense Ratio
LALT
1.18%
Winner
RZV
0.35%
Max Drawdown
Winner
LALT
7.22%
RZV
77.94%
Sharpe Ratio
Winner
LALT
1.52
RZV
1.25
5Y Beta
Winner
LALT
0.19
RZV
0.99
P/E Ratio
LALT
N/A
RZV
-28.11
Forward P/E
LALT
N/A
RZV
11.44
5Y Dividends CAGR
LALT
N/A
RZV
31.94%
5Y EPS CAGR
LALT
N/A
RZV
-2.21%
Debt to Equity
LALT
N/A
RZV
69.33%
P/S Ratio
LALT
N/A
RZV
0.39
P/B Ratio
LALT
N/A
RZV
1.19
LALT vs RZV - Holdings Comparison
LALT and RZV have 0 common holdings. Overlap is 0.00%
LALT's top 25 holdings weight is 99.92%. RZV's top 25 holdings weight is 33.59%.
| Rank | LALT | RZV |
|---|---|---|
| #1 | FIRST TRUST LONG/SHORT EQUITY ETF (FTLS) - 21.79% | ICHOR HOLDINGS LTD (ICHR) - 2.49% |
| #2 | FIRST TRUST MANAGED FUTURE STRATEGY ETF (FMF) - 21.35% | ACADIA HEALTHCARE CO INC (ACHC) - 2.00% |
| #3 | FIRST TRUST ALT ABS RET STRAT ETF (FAAR) - 20.84% | VESTIS CORP (VSTS) - 1.73% |
| #4 | FIRST TRUST LOW DURATION OPPOS ETF (LMBS) - 10.34% | EDGEWELL PERSONAL CARE CO (EPC) - 1.56% |
| #5 | FRANKLIN SYSTEMATIC STYLE PREMIA ETF (FLSP) - 9.50% | ARCBEST CORP (ARCB) - 1.49% |
| #6 | FIRST TRUST GLOBAL TACT CMDTY STRAT ETF (FTGC) - 8.81% | MOLINA HEALTHCARE INC (MOH) - 1.47% |
| #7 | ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 7.29% | MANPOWERGROUP INC (MAN) - 1.41% |
| #8 | N/A | NEWELL BRANDS INC (NWL) - 1.39% |
| #9 | N/A | MARINEMAX INC (HZO) - 1.33% |
| #10 | N/A | KOPPERS HOLDINGS INC (KOP) - 1.33% |
| #11 | N/A | CARMAX INC (KMX) - 1.31% |
| #12 | N/A | CRACKER BARREL OLD COUNTRY STORE INC (CBRL) - 1.29% |
| #13 | N/A | MARRIOTT VACATIONS WORLDWIDE CORP (VAC) - 1.29% |
| #14 | N/A | CONCENTRIX CORP ORDINARY SHARES (CNXC) - 1.27% |
| #15 | N/A | VISHAY INTERTECHNOLOGY INC (VSH) - 1.21% |
| #16 | N/A | ASTRANA HEALTH INC (ASTH) - 1.18% |
| #17 | N/A | PATTERSON-UTI ENERGY INC (PTEN) - 1.18% |
| #18 | N/A | MILLERKNOLL INC (MLKN) - 1.17% |
| #19 | N/A | SCANSOURCE INC (SCSC) - 1.10% |
| #20 | N/A | COTY INC CLASS A (COTY) - 1.09% |
| #21 | N/A | WORLD KINECT CORP (WKC) - 1.09% |
| #22 | N/A | G-III APPAREL GROUP LTD (GIII) - 1.07% |
| #23 | N/A | SCHOLASTIC CORP (SCHL) - 1.07% |
| #24 | N/A | ORGANON & CO ORDINARY SHARES (OGN) - 1.06% |
| #25 | N/A | SM ENERGY CO (SM) - 1.01% |
| Total Holdings | 7 | 159 |
LALT vs RZV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LALT
+0.78%
RZV
-0.02%
3M
LALT
-0.71%
Winner
RZV
+8.25%
6M
LALT
+2.88%
Winner
RZV
+16.05%
1Y
LALT
+14.56%
Winner
RZV
+27.79%
5Y(CAGR)
LALT
N/A
RZV
+11.17%
10Y(CAGR)
LALT
N/A
RZV
+10.69%
Max(CAGR)
Winner
LALT
+8.40%
RZV
+8.30%
LALT vs RZV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LALT | RZV |
|---|---|---|
| 2026 | +9.51% | +26.38% |
| 2025 | +10.43% | +8.49% |
| 2024 | +8.52% | +5.19% |
| 2023 | +0.88% | +22.46% |
| 2022 | N/A | -8.60% |
| 2021 | N/A | +46.94% |
| 2020 | N/A | -3.35% |
| 2019 | N/A | +19.64% |
| 2018 | N/A | -20.86% |
| 2017 | N/A | -0.15% |
| 2016 | N/A | +35.54% |
| 2015 | N/A | -12.12% |
| 2014 | N/A | +3.66% |
| 2013 | N/A | +40.74% |
| 2012 | N/A | +18.42% |
| 2011 | N/A | -9.75% |
| 2010 | N/A | +24.94% |
| 2009 | N/A | +59.92% |
| 2008 | N/A | -40.34% |
| 2007 | N/A | -19.53% |
| 2006 | N/A | +13.09% |
LALT vs RZV Drawdown Comparison
The maximum drawdown for LALT was -6.97%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for RZV was -77.13%, occurring on Mar 9, 2009. Recovery took 1332 trading sessions.
The current LALT drawdown is -1.75%. The current RZV drawdown is -1.98%.
| Rank | LALT | RZV |
|---|---|---|
| #1 | -6.97% Feb 13, 2025 - Jul 21, 2025 | -77.13% Jun 4, 2007 - Sep 13, 2012 |
| #2 | -3.81% Sep 14, 2023 - Feb 7, 2024 | -60.41% Aug 22, 2018 - Feb 16, 2021 |
| #3 | -3.72% May 13, 2026 - Jun 26, 2026 | -30.99% Jun 23, 2015 - Nov 10, 2016 |
| #4 | -2.87% Mar 12, 2026 - Apr 10, 2026 | -29.82% Dec 2, 2024 - Aug 27, 2025 |
| #5 | -2.72% Jan 29, 2026 - Feb 25, 2026 | -26.46% Nov 8, 2021 - Feb 1, 2023 |
| #6 | -2.42% Apr 3, 2024 - Jul 3, 2024 | -21.44% Feb 2, 2023 - Dec 19, 2023 |
| #7 | -1.95% Jul 16, 2024 - Sep 19, 2024 | -21.10% Dec 9, 2016 - Jan 22, 2018 |
| #8 | -1.83% Apr 13, 2023 - Jul 18, 2023 | -14.82% Jul 3, 2014 - Mar 24, 2015 |
| #9 | -1.65% Dec 11, 2024 - Jan 15, 2025 | -14.11% Jun 8, 2021 - Oct 25, 2021 |
| #10 | -1.59% Nov 11, 2025 - Jan 5, 2026 | -13.00% May 5, 2006 - Oct 26, 2006 |
| #11 | -1.43% Jul 26, 2023 - Aug 29, 2023 | -12.56% Feb 6, 2026 - Apr 20, 2026 |
| #12 | -1.41% Mar 6, 2023 - Apr 4, 2023 | -11.01% Mar 12, 2021 - May 17, 2021 |
| #13 | -1.29% Oct 8, 2025 - Oct 15, 2025 | -10.92% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -1.23% Oct 20, 2025 - Nov 10, 2025 | -10.70% Jan 22, 2018 - May 21, 2018 |
| #15 | -1.14% Jul 29, 2025 - Aug 8, 2025 | -10.57% Jul 31, 2024 - Nov 6, 2024 |
Correlation
Correlation between LALT and RZV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
LALT vs RZV dividend yield comparison.
| Year | LALT | RZV |
|---|---|---|
| 2026 | 2.37% | 0.73% |
| 2025 | 2.03% | 1.59% |
| 2024 | 2.06% | 1.14% |
| 2023 | 2.44% | 1.13% |
| 2022 | 0.00% | 1.43% |
| 2021 | 0.00% | 0.86% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 1.03% |
| 2018 | 0.00% | 2.03% |
| 2017 | 0.00% | 1.02% |
| 2016 | 0.00% | 0.46% |
| 2015 | 0.00% | 1.24% |
| 2014 | 0.00% | 0.68% |
| 2013 | 0.00% | 0.64% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.82% |
| 2010 | 0.00% | 0.45% |
| 2009 | 0.00% | 0.90% |
| 2008 | 0.00% | 3.51% |
| 2007 | 0.00% | 1.95% |
| 2006 | 0.00% | 1.03% |
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