DFVE vs EQWL

ADFVE

BEQWL

Measures won1–2EQWL wins · of 6 · 5Y

$10,000 · 5Y$17,801EQWL

Lowest cost0.20%DFVE · $20 on $10k

Most income1.53%EQWL · $153 on $10k

Smallest drop−7.8%EQWL · worst fall in 1Y

Held in common[…]DFVE and EQWL

DFVE

EQWL

DoubleLine Fortune 500 Equal Weight ETF · $46MInvesco S&P 100 Equal Weight ETF · $2.7B

[…]3 years · per year[…] · $18,729+23.3%

[…]5 years · per year[…] · $17,801+12.2%

0.20%Expense ratio$20 · $30 on $10k · lower wins0.30%

1.31%12-mo yield$131 · $153 on $10k1.53%

−7.8%Worst dropSmaller wins−7.8%

12.2%VolatilityLower wins10.8%

1–2EQWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVE · EQWL

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEQWL	Invesco S&P 100 Equal Weight ETFRead Desk		0.30%	1.53%	+1.9%	+15.5%	+17.9%	+23.3%	+12.2%	−7.8%	$2.7B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.31%	+2.1%	+18.5%	+22.2%	new	new	−7.8%	$46M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEQWL	Invesco S&P 100 Equal Weight ETFRead Desk		0.30%	1.53%	+1.9%	+15.5%	+17.9%	+23.3%	+12.2%	−7.8%	$2.7B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.31%	+2.1%	+18.5%	+22.2%	new	new	−7.8%	$46M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFVE vs EQWL

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

EQWL

Invesco S&P 100 Equal Weight

$17,801

MeasureDFVEEQWL

Fee0.20%0.30%

Cost on $10k a year$20$30

Yield1.31%1.53%

5 years, per year[…]+12.2%

3 years, per year[…]+23.3%

Worst drop · 1Y−7.8%−7.8%

Volatility · 1Y12.2%10.8%

2–1measures won
EQWL first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFVE, EQWL

Today

[…]holdings […]

DFVEEQWL

DFVE—[…]

EQWL[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, EQWL

EQWL$153 − $30 = $123

DFVE$131 − $20 = $111

KeptFee

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