Compare · 2 funds side by side · dividends reinvested

DFVE and EUSA

DFVEDoubleLine×EUSAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,096EUSA · best of the two

02 / 04

DFVE and EUSA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Equal Weighted ETFUS Stock Styles · Equal weight0.09%1.39%+13.0%+14.5%+19.7%+7.1%−7.8%11.8%$1.9B1.4

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.33%+16.1%+19.4%[…][…]−7.8%12.0%$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 3, 2026 · returns include dividends · since: DFVE 2024 · EUSA 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVE

EUSA

iShares MSCI USA Equal Weighted ETF · $1.9B$14,096

$10,000 five years ago, dividends reinvested

DFVEMeasureEUSA

+16.1%Year to dateJan 1 → Nov 3+13.0%

+19.4%1 yearTotal return+14.5%

[…]3 years · per year$10,000 became […] · $17,141+19.7%

[…]5 years · per year$10,000 became […] · $14,096+7.1%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

1.33%Trailing 12-mo yield$133 · $139 a year on $10k1.39%

−7.8%Worst dropSmaller is better−7.8%

12.0%VolatilityLower is calmer11.8%

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

2–3EUSA wins

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

More Ways to See the Pairs

DFVE vs EUSA: Top 5 Holdings

Today

DFVE

[…]in top 5

EUSA

in top 51.4%

DFVEStockEUSA

not top 5OKTA0.3%

not top 5ACN0.3%

not top 5ZS0.3%

not top 5PTC0.3%

not top 5NTRA0.3%

Held in common[…]

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

DFVE vs EUSA Returns, Every Period

DoubleLineDFVE

+19.4%

past year

EUSAiShares

+14.5%

past year

DFVEEUSAFaded: behind in that period

2–0DFVE wins

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

DFVE vs EUSA

YTD

DoubleLineDFVE

+16.1%

EUSAiShares

+13.0%

+16.1%Year to date+13.0%

−7.8%Worst drop · 1Y−7.8%

12.0%Volatility · 1Y11.8%

1.3%Yield1.4%

$46.4MAssets$1.9B

2–1EUSA wins

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

Cost, Income and Risk

Fees: DFVE, EUSA

Today

0.09%lowest, EUSA

FundExpense ratioFee$10k

EUSA0.09%$9

DFVE0.20%$20

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

Yields: DFVE, EUSA

1.39%highest, EUSA

FundTrailing yieldYield$10k

EUSA1.39%$139

DFVE1.33%$133

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

Income After Fees on $10,000

$130most kept, EUSA

EUSA$139 − $9 = $130

DFVE$133 − $20 = $113

KeptFee

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

Overlap: DFVE, EUSA

Today

[…]holdings […]

DFVEEUSA

DFVE—[…]

EUSA[…]—

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

Return vs Bumpiness: 2 ETFs

+19.4%DFVE, at 12.0% volatility

EUSAWorst drop−7.8%11.8% vol

DFVEWorst drop−7.8%12.0% vol

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

Paid More vs Made More

YTD

EUSADFVE

+13.0%Year to date+16.1%

1.4%Yield1.3%

+14.5%Past year+19.4%

0.09%Fee0.20%

2–2level

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