Compare · 3 funds side by side · dividends reinvested

DFVE, IVV and VOO

DFVEDoubleLine×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DFVE, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.35%+14.7%+18.8%[…][…]−7.8%12.6%$46M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFVE 2024 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVE

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested

DFVEMeasureIVV

+14.7%Year to dateJan 1 → Nov 5+8.4%

+18.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $114 a year on $10k1.14%

−7.8%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.6%

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

5–1DFVE wins

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

More Ways to See the Pairs

DFVE vs IVV: Top 5 Holdings

Today

DFVE

[…]in top 5

IVV

in top 527.7%

DFVEStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFVE vs IVV Returns, Every Period

DoubleLineDFVE

+18.8%

past year

IVViShares

+9.7%

past year

DFVEIVVFaded: behind in that period

2–0DFVE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFVE vs IVV

YTD

DoubleLineDFVE

+14.7%

IVViShares

+8.4%

+14.7%Year to date+8.4%

−7.8%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.6%

1.3%Yield1.1%

$46.2MAssets$887B

4–0DFVE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVE, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

DFVE0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFVE, IVV, VOO

1.35%highest, DFVE

FundTrailing yieldYield$10k

DFVE1.35%$135

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, DFVE

DFVE$135 − $20 = $115

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFVE, IVV, VOO

Today

93.5%most shared, IVV and VOO

DFVEIVVVOO

DFVE—[…][…]

IVV[…]—93.5%

VOO[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%DFVE, at 12.6% volatility

DFVEWorst drop−7.8%12.6% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFVEVOO

+14.7%Year to date+8.4%

1.3%Yield1.1%

+18.8%Past year+9.8%

0.20%Fee0.03%

3–1DFVE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026