DFVE vs IVV

ADFVE

BIVV

Measures won3–1DFVE wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.32%DFVE · $132 on $10k

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

Held in common[…]DFVE and IVV

DFVE

IVV

DoubleLine Fortune 500 Equal Weight ETF · $48MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.32%12-mo yield$132 · $114 on $10k1.14%

−7.8%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

3–1DFVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVE · IVV

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.32%	+2.9%	+17.4%	+22.0%	new	new	−7.8%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.32%	+2.9%	+17.4%	+22.0%	new	new	−7.8%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFVE vs IVV

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

IVV

iShares Core S&P 500

$17,177

MeasureDFVEIVV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.32%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.9%13.6%

3–1measures won
DFVE first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.6%

+11.6%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$93.2B

1–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

Overlap: DFVE, IVV, VTI

Today

85.5%most shared, IVV and VTI

DFVEIVVVTI

DFVE—[…][…]

IVV[…]—85.5%

VTI[…]85.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, DFVE

DFVE$132 − $20 = $112

IVV$114 − $3 = $111

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee