DFVE vs QQEW

ADFVE

BQQEW

Measures won4–0DFVE wins · of 6 · 5Y

$10,000 · 5Y$12,462QQEW

Lowest cost0.20%DFVE · $20 on $10k

Most income1.35%DFVE · $135 on $10k

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

Held in common[…]DFVE and QQEW

DFVE

QQEW

DoubleLine Fortune 500 Equal Weight ETF · $47MFirst Trust Nasdaq-100 Select Equal Weight ETF · $1.8B

[…]3 years · per year[…] · $14,496+13.2%

[…]5 years · per year[…] · $12,462+4.5%

0.20%Expense ratio$20 · $55 on $10k · lower wins0.55%

1.35%12-mo yield$135 · $15 on $10k0.15%

−7.8%Worst dropSmaller wins−15.6%

12.6%VolatilityLower wins20.8%

4–0DFVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVE · QQEW

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

Held in common[…]

End-of-day Nov 5, 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	BQQEW	First Trust Nasdaq-100 Select Equal Weight ETFRead Desk		0.55%	0.15%	−6.5%	−0.2%	+0.5%	+13.2%	+4.5%	−15.6%	$1.8B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.35%	−3.3%	+14.7%	+18.8%	new	new	−7.8%	$47M

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

Both

5Y2 funds

#			Trend
1	BQQEW	First Trust Nasdaq-100 Select Equal Weight ETFRead Desk		0.55%	0.15%	−6.5%	−0.2%	+0.5%	+13.2%	+4.5%	−15.6%	$1.8B
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.35%	−3.3%	+14.7%	+18.8%	new	new	−7.8%	$47M

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

Cards for this view

DFVE vs QQEW

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

QQEW

First Trust Nasdaq-100 Select Equal Weight

$12,462

MeasureDFVEQQEW

Fee0.20%0.55%

Cost on $10k a year$20$55

Yield1.35%0.15%

5 years, per year[…]+4.5%

3 years, per year[…]+13.2%

Worst drop · 1Y−7.8%−15.6%

Volatility · 1Y12.6%20.8%

4–0measures won
DFVE first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFVE, QQEW

Today

[…]holdings […]

DFVEQQEW

DFVE—[…]

QQEW[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, DFVE

DFVE$135 − $20 = $115

QQEW$15 − $55 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee