Compare · 2 funds side by side · dividends reinvested

DFVE and EQWL

DFVEDoubleLine×EQWLInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,801EQWL · best of the two

02 / 04

DFVE and EQWL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 100 Equal Weight ETFUS Stock Styles · Equal weight0.30%1.53%+15.5%+17.9%+23.3%+12.2%−7.8%10.8%$2.7B1.4

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.31%+18.5%+22.2%[…][…]−7.8%12.2%$46M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFVE 2024 · EQWL 2006

Head to Head

Swap sides Versus in desk

Head to Head

DoubleLine Fortune 500 Equal Weight ETF · $46M[…]

DFVE

EQWL

Invesco S&P 100 Equal Weight ETF · $2.7B$17,801

$10,000 five years ago, dividends reinvested

DFVEMeasureEQWL

+18.5%Year to dateJan 1 → Nov 4+15.5%

+22.2%1 yearTotal return+17.9%

[…]3 years · per year$10,000 became […] · $18,729+23.3%

[…]5 years · per year$10,000 became […] · $17,801+12.2%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

1.31%Trailing 12-mo yield$131 · $153 a year on $10k1.53%

−7.8%Worst dropSmaller is better−7.8%

12.2%VolatilityLower is calmer10.8%

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

3–2DFVE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFVE vs EQWL: Top 5 Holdings

Today

DFVE

[…]in top 5

EQWL

in top 56.3%

DFVEStockEQWL

not top 5ACN1.4%

not top 5LLY1.2%

not top 5ISRG1.2%

not top 5LMT1.2%

not top 5TXN1.2%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DFVE vs EQWL Returns, Every Period

DoubleLineDFVE

+22.2%

past year

EQWLInvesco

+17.9%

past year

DFVEEQWLFaded: behind in that period

2–0DFVE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFVE vs EQWL

YTD

DoubleLineDFVE

+18.5%

EQWLInvesco

+15.5%

+18.5%Year to date+15.5%

−7.8%Worst drop · 1Y−7.8%

12.2%Volatility · 1Y10.8%

1.3%Yield1.5%

$46.4MAssets$2.7B

2–1EQWL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVE, EQWL

Today

0.20%lowest, DFVE

FundExpense ratioFee$10k

DFVE0.20%$20

EQWL0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFVE, EQWL

1.53%highest, EQWL

FundTrailing yieldYield$10k

EQWL1.53%$153

DFVE1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, EQWL

EQWL$153 − $30 = $123

DFVE$131 − $20 = $111

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFVE, EQWL

Today

[…]holdings […]

DFVEEQWL

DFVE—[…]

EQWL[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.2%DFVE, at 12.2% volatility

EQWLWorst drop−7.8%10.8% vol

DFVEWorst drop−7.8%12.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EQWLDFVE

+15.5%Year to date+18.5%

1.5%Yield1.3%

+17.9%Past year+22.2%

0.30%Fee0.20%

3–1DFVE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026