Compare · 2 funds side by side · dividends reinvested

DVLU and VUG

DVLUFirst Trust×VUGVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,560DVLU · best of the two

02 / 04

DVLU and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dorsey Wright Momentum & Value ETFUS Stock Styles · Value0.60%0.80%+6.8%+12.9%+21.3%+10.6%−12.2%16.3%$47M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: DVLU 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Value ETF · $47M$16,560

DVLU

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DVLUMeasureVUG

+6.8%Year to dateJan 1 → Nov 6+1.4%

+12.9%1 yearTotal return+0.2%

+21.3%3 years · per year$10,000 became $17,854 · $18,415+22.6%

+10.6%5 years · per year$10,000 became $16,560 · $16,124+10.0%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.80%Trailing 12-mo yield$80 · $42 a year on $10k0.42%

−12.2%Worst dropSmaller is better−15.1%

16.3%VolatilityLower is calmer19.0%

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

6–2DVLU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVLU vs VUG: Top 5 Holdings

Today

DVLU

16.4%in top 5

VUG

in top 545.2%

DVLUStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.7%GMnot top 5

3.5%CNCnot top 5

3.2%COFnot top 5

3.1%TRVnot top 5

3.0%OSKnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

DVLU vs VUG Returns, Every Period

First TrustDVLU

+10.6%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

DVLUVUGFaded: behind in that period

3–1DVLU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DVLU vs VUG

YTD

First TrustDVLU

+6.8%

VUGVanguard

+1.4%

+6.8%Year to date+1.4%

−12.2%Worst drop · 1Y−15.1%

16.3%Volatility · 1Y19.0%

0.8%Yield0.4%

$47.1MAssets$233B

4–0DVLU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVLU, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DVLU0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DVLU, VUG

0.80%highest, DVLU

FundTrailing yieldYield$10k

DVLU0.80%$80

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

DVLU$80 − $60 = $20

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DVLU, VUG

Today

0.2%most shared, DVLU and VUG

DVLUVUG

DVLU—0.2%

VUG0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%DVLU, at 16.3% volatility

DVLUWorst drop−12.2%16.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DVLUVUG

+6.8%Year to date+1.4%

0.8%Yield0.4%

+12.9%Past year+0.2%

0.60%Fee0.03%

3–1DVLU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026