Compare · 2 funds side by side · dividends reinvested

DFVE and IJH

DFVEDoubleLine×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

DFVE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.31%+18.5%+22.2%[…][…]−7.8%12.2%$46M1.2

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.6

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 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVE

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested

DFVEMeasureIJH

+18.5%Year to dateJan 1 → Nov 4+13.9%

+22.2%1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

1.31%Trailing 12-mo yield$131 · $121 a year on $10k1.21%

−7.8%Worst dropSmaller is better−8.8%

12.2%VolatilityLower is calmer15.0%

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

5–1DFVE 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 IJH: Top 5 Holdings

Today

DFVE

[…]in top 5

IJH

in top 53.6%

DFVEStockIJH

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common[…]

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

DFVE vs IJH Returns, Every Period

DoubleLineDFVE

+22.2%

past year

IJHiShares

+16.4%

past year

DFVEIJHFaded: behind in that period

2–0DFVE wins

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

DFVE vs IJH

YTD

DoubleLineDFVE

+18.5%

IJHiShares

+13.9%

+18.5%Year to date+13.9%

−7.8%Worst drop · 1Y−8.8%

12.2%Volatility · 1Y15.0%

1.3%Yield1.2%

$46.4MAssets$125B

4–0DFVE wins

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

Cost, Income and Risk

Fees: DFVE, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFVE0.20%$20

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

Yields: DFVE, IJH

1.31%highest, DFVE

FundTrailing yieldYield$10k

DFVE1.31%$131

IJH1.21%$121

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFVE$131 − $20 = $111

KeptFee

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

Overlap: DFVE, IJH

Today

[…]holdings […]

DFVEIJH

DFVE—[…]

IJH[…]—

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

DFVEWorst drop−7.8%12.2% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

DFVEIJH

+18.5%Year to date+13.9%

1.3%Yield1.2%

+22.2%Past year+16.4%

0.20%Fee0.05%

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