DFVE vs QQQE

ADFVE

BQQQE

Measures won4–0DFVE wins · of 6 · 5Y

$10,000 · 5Y$13,782QQQE

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 QQQE

DFVE

QQQE

DoubleLine Fortune 500 Equal Weight ETF · $48MDirexion NASDAQ-100 Equal Weighted Index ETF · $1.4B

[…]3 years · per year[…] · $15,892+16.7%

[…]5 years · per year[…] · $13,782+6.6%

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

1.35%12-mo yield$135 · $63 on $10k0.63%

−7.8%Worst dropSmaller wins−10.4%

12.6%VolatilityLower wins17.2%

4–0DFVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVE · QQQE

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	BQQQE	Direxion NASDAQ-100 Equal Weighted Index ETFRead Desk		0.35%	0.63%	+0.4%	+10.0%	+9.8%	+16.7%	+6.6%	−10.4%	$1.4B
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	BQQQE	Direxion NASDAQ-100 Equal Weighted Index ETFRead Desk		0.35%	0.63%	+0.4%	+10.0%	+9.8%	+16.7%	+6.6%	−10.4%	$1.4B
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 QQQE

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

QQQE

Direxion NASDAQ-100 Equal Weighted Index

$13,782

MeasureDFVEQQQE

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield1.35%0.63%

5 years, per year[…]+6.6%

3 years, per year[…]+16.7%

Worst drop · 1Y−7.8%−10.4%

Volatility · 1Y12.6%17.2%

4–0measures won
DFVE 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, QQQE

Today

[…]holdings […]

DFVEQQQE

DFVE—[…]

QQQE[…]—

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

Income After Fees on $10,000

$115most kept, DFVE

DFVE$135 − $20 = $115

QQQE$63 − $35 = $28

KeptFee

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