Compare · 3 funds side by side · dividends reinvested

DFVE, IVV and VTI

DFVEDoubleLine×IVViShares×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

DFVE, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.32%+17.1%+21.6%[…][…]−7.8%12.8%$48M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFVE 2024 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

DoubleLine Fortune 500 Equal Weight ETF · $48M[…]

DFVE

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested

DFVEMeasureIVV

+17.1%Year to dateJan 1 → Nov 9+11.3%

+21.6%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

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

1.32%Trailing 12-mo yield$132 · $111 a year on $10k1.11%

−7.8%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.8%

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

5–1DFVE wins

End-of-day Nov 9, 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 527.8%

DFVEStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFVE vs IVV Returns, Every Period

DoubleLineDFVE

+21.6%

past year

IVViShares

+13.6%

past year

DFVEIVVFaded: behind in that period

2–0DFVE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFVE vs IVV

YTD

DoubleLineDFVE

+17.1%

IVViShares

+11.3%

+17.1%Year to date+11.3%

−7.8%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.8%

1.3%Yield1.1%

$47.6MAssets$853B

4–0DFVE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVE, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

DFVE0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFVE, IVV, VTI

1.32%highest, DFVE

FundTrailing yieldYield$10k

DFVE1.32%$132

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, DFVE

DFVE$132 − $20 = $112

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFVE, IVV, VTI

Today

86.0%most shared, IVV and VTI

DFVEIVVVTI

DFVE—[…][…]

IVV[…]—86.0%

VTI[…]86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.6%DFVE, at 12.8% volatility

DFVEWorst drop−7.8%12.8% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFVEVTI

+17.1%Year to date+11.6%

1.3%Yield1.1%

+21.6%Past year+13.9%

0.20%Fee0.03%

3–1DFVE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026