Compare · 2 funds side by side · dividends reinvested

DFVE and QQEW

DFVEDoubleLine×QQEWFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,234QQEW · best of the two

02 / 04

DFVE and QQEW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.33%+16.1%+19.4%[…][…]−7.8%12.0%$46M1.0

First Trust Nasdaq-100 Select Equal Weight ETFUS Stock Styles · Equal weight0.55%0.14%+6.1%+4.8%+16.0%+5.8%−15.6%19.7%$1.8B1.8

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 · QQEW 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVE

QQEW

First Trust Nasdaq-100 Select Equal Weight ETF · $1.8B$13,234

$10,000 five years ago, dividends reinvested

DFVEMeasureQQEW

+16.1%Year to dateJan 1 → Nov 3+6.1%

+19.4%1 yearTotal return+4.8%

[…]3 years · per year$10,000 became […] · $15,595+16.0%

[…]5 years · per year$10,000 became […] · $13,234+5.8%

0.20%Expense ratio$20 · $55 a year on $10k · lower is better0.55%

1.33%Trailing 12-mo yield$133 · $14 a year on $10k0.14%

−7.8%Worst dropSmaller is better−15.6%

12.0%VolatilityLower is calmer19.7%

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

6–0DFVE 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 QQEW: Top 5 Holdings

Today

DFVE

[…]in top 5

QQEW

in top 512.2%

DFVEStockQQEW

not top 5REGN2.5%

not top 5TXN2.5%

not top 5ADI2.5%

not top 5ISRG2.5%

not top 5ROP2.4%

Held in common[…]

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

DFVE vs QQEW Returns, Every Period

DoubleLineDFVE

+19.4%

past year

QQEWFirst Trust

+4.8%

past year

DFVEQQEWFaded: behind in that period

2–0DFVE wins

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

DFVE vs QQEW

YTD

DoubleLineDFVE

+16.1%

QQEWFirst Trust

+6.1%

+16.1%Year to date+6.1%

−7.8%Worst drop · 1Y−15.6%

12.0%Volatility · 1Y19.7%

1.3%Yield0.1%

$46.4MAssets$1.8B

4–0DFVE wins

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

Cost, Income and Risk

Fees: DFVE, QQEW

Today

0.20%lowest, DFVE

FundExpense ratioFee$10k

DFVE0.20%$20

QQEW0.55%$55

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

Yields: DFVE, QQEW

1.33%highest, DFVE

FundTrailing yieldYield$10k

DFVE1.33%$133

QQEW0.14%$14

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

Income After Fees on $10,000

$113most kept, DFVE

DFVE$133 − $20 = $113

QQEW$14 − $55 = −$41

KeptFee

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

Overlap: DFVE, QQEW

Today

[…]holdings […]

DFVEQQEW

DFVE—[…]

QQEW[…]—

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

DFVEWorst drop−7.8%12.0% vol

QQEWWorst drop−15.6%19.7% vol

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

Paid More vs Made More

YTD

DFVEQQEW

+16.1%Year to date+6.1%

1.3%Yield0.1%

+19.4%Past year+4.8%

0.20%Fee0.55%

4–0DFVE wins

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