Compare · 2 funds side by side · dividends reinvested

DVLU and VONV

DVLUFirst Trust×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,280VONV · best of the two

02 / 04

DVLU and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.53%+24.4%+28.5%+24.0%+11.6%−6.8%11.0%$21.7B1.0

First Trust Dorsey Wright Momentum & Value ETFUS Stock Styles · Value0.60%0.78%+9.8%+15.9%+23.9%+10.7%−12.2%16.1%$47M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DVLU 2018 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Value ETF · $47M$16,620

DVLU

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,280

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

DVLUMeasureVONV

+9.8%Year to dateJan 1 → Nov 3+24.4%

+15.9%1 yearTotal return+28.5%

+23.9%3 years · per year$10,000 became $18,998 · $19,054+24.0%

+10.7%5 years · per year$10,000 became $16,620 · $17,280+11.6%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $153 a year on $10k1.53%

−12.2%Worst dropSmaller is better−6.8%

16.1%VolatilityLower is calmer11.0%

DVLUVONV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8VONV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVLU vs VONV: Top 5 Holdings

Today

DVLU

16.5%in top 5

VONV

in top 522.3%

DVLUStockVONV

not top 5AMZN6.1%

not top 5AAPL6.1%

not top 5MSFT5.2%

3.5%APAnot top 5

3.5%GMnot top 5

3.3%LNGnot top 5

3.1%CNCnot top 5

3.1%COFnot top 5

not top 5BRK-B2.5%

not top 5JPM2.4%

Held in common8.6%

End-of-day Nov 3, 2026 · share of each fund

DVLU vs VONV Returns, Every Period

First TrustDVLU

+10.7%

5 years, per year

VONVVanguard

+11.6%

5 years, per year

DVLUVONVFaded: behind in that period

0–4VONV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DVLU vs VONV

YTD

First TrustDVLU

+9.8%

VONVVanguard

+24.4%

+9.8%Year to date+24.4%

−12.2%Worst drop · 1Y−6.8%

16.1%Volatility · 1Y11.0%

0.8%Yield1.5%

$47.0MAssets$21.7B

4–0VONV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVLU, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

DVLU0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DVLU, VONV

1.53%highest, VONV

FundTrailing yieldYield$10k

VONV1.53%$153

DVLU0.78%$78

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

DVLU$78 − $60 = $18

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DVLU, VONV

Today

8.6%most shared, DVLU and VONV

DVLUVONV

DVLU—8.6%

VONV8.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.5%VONV, at 11.0% volatility

VONVWorst drop−6.8%11.0% vol

DVLUWorst drop−12.2%16.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VONVDVLU

+24.4%Year to date+9.8%

1.5%Yield0.8%

+28.5%Past year+15.9%

0.06%Fee0.60%

4–0VONV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026