DFVE vs EQWL

ADFVE

BEQWL

Measures won1–2EQWL wins · of 6 · 5Y

$10,000 · 5Y$17,031EQWL · VUG $16,151

Lowest cost0.03%VUG · $3 on $10k

Most income1.55%EQWL · $155 on $10k

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

Held in common[…]DFVE and EQWL

DoubleLine Fortune 500 Equal Weight ETF · $49MInvesco S&P 100 Equal Weight ETF · $2.8B

[…]3 years · per year[…] · $17,727+21.0%

[…]5 years · per year[…] · $17,139+11.4%

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

1.33%12-mo yield$133 · $155 on $10k1.55%

Cards for this view

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

EQWL

Invesco S&P 100 Equal Weight

$17,139

MeasureDFVEEQWL

Fee0.20%0.30%

Cost on $10k a year$20$30

Yield1.33%1.55%

5 years, per year[…]+11.4%

3 years, per year[…]+21.0%

Worst drop · 1Y−7.8%−7.8%

Volatility · 1Y12.8%11.6%

#
1	BEQWL	Invesco S&P 100 Equal Weight ETFRead Desk	0.30%	1.55%	−0.5%	+14.2%	+15.8%	+21.0%	+11.4%	−7.8%	$2.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−1.0%	+16.7%	+19.1%	new	new	−7.8%	$49M

#
1	BEQWL	Invesco S&P 100 Equal Weight ETFRead Desk	0.30%	1.55%	−0.5%	+14.2%	+15.8%	+21.0%	+11.4%	−7.8%	$2.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−1.0%	+16.7%	+19.1%	new	new	−7.8%	$49M

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