SPIN vs DVLU
Comparison between SPDR SSGA US Equity Premium Income ETF (SPIN, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).
SPIN vs DVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPIN
$47M
Winner
DVLU
$47M
Expense Ratio
Winner
SPIN
0.25%
DVLU
0.60%
Max Drawdown
Winner
SPIN
19.04%
DVLU
53.26%
Sharpe Ratio
SPIN
0.84
Winner
DVLU
1.66
5Y Beta
Winner
SPIN
0.81
DVLU
0.98
P/E Ratio
SPIN
26.80
Winner
DVLU
22.63
Forward P/E
SPIN
21.55
Winner
DVLU
14.06
PEG Ratio
SPIN
0.25
Winner
DVLU
0.09
5Y Dividends CAGR
SPIN
N/A
DVLU
3.41%
5Y EPS CAGR
Winner
SPIN
29.90%
DVLU
7.61%
Debt to Equity
Winner
SPIN
18.62%
DVLU
30.50%
P/S Ratio
SPIN
5.07
Winner
DVLU
0.75
P/B Ratio
SPIN
6.06
Winner
DVLU
2.20
SPIN vs DVLU - Holdings Comparison
SPIN and DVLU have 4 common holdings. Overlap is 1.71%
SPIN's top 25 holdings weight is 66.99%. DVLU's top 25 holdings weight is 68.18%.
| Rank | SPIN | DVLU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.69% | GENERAL MOTORS CO (GM) - 3.78% |
| #2 | APPLE INC (AAPL) - 6.18% | INVESCO LTD (IVZ) - 3.40% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.13% | EDISON INTERNATIONAL (EIX) - 3.23% |
| #4 | MICROSOFT CORP (MSFT) - 5.91% | TD SYNNEX CORP (SNX) - 3.22% |
| #5 | AMAZON.COM INC (AMZN) - 4.97% | CVS HEALTH CORP (CVS) - 3.21% |
| #6 | BROADCOM INC (AVGO) - 3.64% | OSHKOSH CORP (OSK) - 3.14% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.28% | HF SINCLAIR CORP (DINO) - 3.13% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.75% | BORGWARNER INC (BWA) - 3.03% |
| #9 | JPMORGAN CHASE & CO (JPM) - 2.17% | POPULAR INC (BPOP) - 2.88% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.07% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.83% |
| #11 | ELI LILLY AND CO (LLY) - 2.03% | OLD NATIONAL BANCORP (ONB) - 2.83% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.77% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.81% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.72% | CENTENE CORP (CNC) - 2.81% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.54% | OWENS-CORNING INC (OC) - 2.73% |
| #15 | VISA INC CLASS A (V) - 1.44% | FRANKLIN RESOURCES INC (BEN) - 2.69% |
| #16 | THE HOME DEPOT INC (HD) - 1.37% | CITIGROUP INC (C) - 2.63% |
| #17 | S&P GLOBAL INC (SPGI) - 1.35% | UNITED AIRLINES HOLDINGS INC (UAL) - 2.48% |
| #18 | AMPHENOL CORP CLASS A (APH) - 1.32% | CITIZENS FINANCIAL GROUP INC (CFG) - 2.47% |
| #19 | PARKER HANNIFIN CORP (PH) - 1.26% | CARDINAL HEALTH INC (CAH) - 2.44% |
| #20 | EMERSON ELECTRIC CO (EMR) - 1.11% | WESCO INTERNATIONAL INC (WCC) - 2.42% |
| #21 | UBER TECHNOLOGIES INC (UBER) - 1.09% | STATE STREET CORP (STT) - 2.14% |
| #22 | LINDE PLC (LIN) - 1.08% | PROGRESSIVE CORP (PGR) - 2.05% |
| #23 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.08% | DELTA AIR LINES INC (DAL) - 2.04% |
| #24 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% | PERFORMANCE FOOD GROUP CO (PFGC) - 1.93% |
| #25 | UNITED RENTALS INC (URI) - 1.01% | HUMANA INC (HUM) - 1.86% |
| Total Holdings | 104 | 52 |
SPIN vs DVLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPIN
+4.17%
DVLU
+1.05%
3M
SPIN
+4.28%
Winner
DVLU
+8.40%
6M
SPIN
+6.11%
Winner
DVLU
+12.26%
1Y
SPIN
+14.10%
Winner
DVLU
+35.05%
5Y(CAGR)
SPIN
N/A
DVLU
+12.44%
Max(CAGR)
Winner
SPIN
+13.82%
DVLU
+11.24%
SPIN vs DVLU - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SPIN | DVLU |
|---|---|---|
| 2026 | +6.63% | +14.41% |
| 2025 | +14.33% | +23.99% |
| 2024 | +6.09% | +13.62% |
| 2023 | N/A | +21.07% |
| 2022 | N/A | -10.61% |
| 2021 | N/A | +43.88% |
| 2020 | N/A | -7.46% |
| 2019 | N/A | +28.51% |
| 2018 | N/A | -24.03% |
SPIN vs DVLU Drawdown Comparison
The maximum drawdown for SPIN was -16.84%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The maximum drawdown for DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The current SPIN drawdown is -1.13%. The current DVLU drawdown is -2.52%.
| Rank | SPIN | DVLU |
|---|---|---|
| #1 | -16.84% Feb 19, 2025 - Jul 17, 2025 | -53.26% Jan 17, 2020 - Feb 5, 2021 |
| #2 | -9.81% Jan 27, 2026 - May 28, 2026 | -26.57% Sep 20, 2018 - Nov 26, 2019 |
| #3 | -4.36% Nov 12, 2025 - Nov 28, 2025 | -24.86% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -3.76% Jun 1, 2026 - Jul 9, 2026 | -22.36% Jun 7, 2022 - Dec 14, 2023 |
| #5 | -3.57% Dec 6, 2024 - Feb 19, 2025 | -12.24% Feb 9, 2026 - Apr 30, 2026 |
| #6 | -3.00% Jul 15, 2026 - Aug 3, 2026 | -11.18% Jun 1, 2021 - Oct 18, 2021 |
| #7 | -2.55% Jan 12, 2026 - Jan 26, 2026 | -10.31% Mar 29, 2022 - Jun 7, 2022 |
| #8 | -2.46% Dec 11, 2025 - Dec 23, 2025 | -8.56% Jan 13, 2022 - Mar 29, 2022 |
| #9 | -2.42% Oct 8, 2025 - Oct 21, 2025 | -8.53% Nov 24, 2021 - Jan 4, 2022 |
| #10 | -1.93% Nov 3, 2025 - Nov 11, 2025 | -8.44% Mar 28, 2024 - Jul 30, 2024 |
| #11 | -1.90% Oct 22, 2024 - Nov 6, 2024 | -8.28% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -1.61% Aug 13, 2026 - Aug 20, 2026 | -6.85% Mar 29, 2021 - May 4, 2021 |
| #13 | -1.45% Sep 5, 2024 - Sep 10, 2024 | -6.33% Mar 15, 2021 - Mar 29, 2021 |
| #14 | -1.43% Jul 29, 2025 - Aug 4, 2025 | -5.61% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -1.38% Aug 14, 2025 - Aug 22, 2025 | -5.58% Oct 18, 2024 - Nov 8, 2024 |
Correlation
Correlation between SPIN and DVLU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2018 - 2026)
SPIN vs DVLU dividend yield comparison.
| Year | SPIN | DVLU |
|---|---|---|
| 2026 | 3.27% | 0.31% |
| 2025 | 8.20% | 0.73% |
| 2024 | 2.36% | 1.06% |
| 2023 | 0.00% | 1.34% |
| 2022 | 0.00% | 2.18% |
| 2021 | 0.00% | 1.33% |
| 2020 | 0.00% | 1.34% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 0.58% |
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