DFVE vs EUSA

ADFVE

BEUSA

Measures won0–3EUSA wins · of 6 · 5Y

$10,000 · 5Y$13,877EUSA

Lowest cost0.09%EUSA · $9 on $10k

Most income1.42%EUSA · $142 on $10k

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

Held in common[…]DFVE and EUSA

DFVE

EUSA

DoubleLine Fortune 500 Equal Weight ETF · $48MiShares MSCI USA Equal Weighted ETF · $1.8B

[…]3 years · per year[…] · $16,448+18.0%

[…]5 years · per year[…] · $13,877+6.8%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.35%12-mo yield$135 · $142 on $10k1.42%

−7.8%Worst dropSmaller wins−7.8%

12.6%VolatilityLower wins12.3%

0–3EUSA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVE · EUSA

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

Held in common[…]

End-of-day Nov 6, 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	BEUSA	iShares MSCI USA Equal Weighted ETFRead Desk		0.09%	1.42%	−0.2%	+10.7%	+12.9%	+18.0%	+6.8%	−7.8%	$1.8B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.35%	−0.5%	+14.2%	+17.6%	new	new	−7.8%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEUSA	iShares MSCI USA Equal Weighted ETFRead Desk		0.09%	1.42%	−0.2%	+10.7%	+12.9%	+18.0%	+6.8%	−7.8%	$1.8B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.35%	−0.5%	+14.2%	+17.6%	new	new	−7.8%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFVE vs EUSA

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

EUSA

iShares MSCI USA Equal Weighted

$13,877

MeasureDFVEEUSA

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.35%1.42%

5 years, per year[…]+6.8%

3 years, per year[…]+18.0%

Worst drop · 1Y−7.8%−7.8%

Volatility · 1Y12.6%12.3%

2–0measures won
EUSA first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFVE, EUSA

Today

[…]holdings […]

DFVEEUSA

DFVE—[…]

EUSA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, EUSA

EUSA$142 − $9 = $133

DFVE$135 − $20 = $115

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee