Compare · 2 funds side by side · dividends reinvested

DFVE and SPY

DFVEDoubleLine×SPYSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,214SPY · best of the two

Story of the two · IncomeMost incomeDFVE · 1.32% · $132 a year on $10k

Story of the two · RiskSmallest drop

DFVE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.32%+16.9%+18.8%[…][…]−7.8%12.8%$49M1.2

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFVE 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DoubleLine Fortune 500 Equal Weight ETF · $49M[…]

DFVE

SPY

State Street SPDR S&P 500 ETF · $807B$17,214

$10,000 five years ago, dividends reinvested

DFVEMeasureSPY

+16.9%

More Ways to See the Pairs

DFVE vs SPY: Top 5 Holdings

Today

DFVE

[…]in top 5

SPY

in top 526.8%

DFVEStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: DFVE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFVE0.20%$20

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFVE, SPY

1Y

1.32%highest, DFVE

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+18.8%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,889+21.4%

[…]5 years · per year$10,000 became […] · $17,214+11.5%

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

1.32%Trailing 12-mo yield$132 · $101 a year on $10k1.01%

−7.8%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.7%

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

5–1DFVE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DFVE vs SPY Returns, Every Period

1Y

DoubleLineDFVE

+18.8%

past year

SPYSPDR

+11.6%

past year

DFVESPYFaded: behind in that period

2–0DFVE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFVE vs SPY

YTD

DoubleLineDFVE

+16.9%

SPYSPDR

+11.5%

+16.9%Year to date+11.5%

−7.8%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.7%

1.3%Yield1.0%

$48.7MAssets$807B

4–0DFVE wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DFVE1.32%$132

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$112most kept, DFVE

DFVE$132 − $20 = $112

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFVE, SPY

Today

[…]holdings […]

DFVESPY

DFVE—[…]

SPY[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.8%DFVE, at 12.8% volatility

DFVEWorst drop−7.8%12.8% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFVESPY

+16.9%Year to date+11.5%

1.3%Yield1.0%

+18.8%Past year+11.6%

0.20%Fee0.09%

3–1DFVE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFVE and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two