DFVE vs RSPG

ADFVE

BRSPG

Measures won3–1DFVE wins · of 6 · 5Y

$10,000 · 5Y$24,118RSPG

Lowest cost0.20%DFVE · $20 on $10k

Most income1.94%RSPG · $194 on $10k

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

Held in common[…]DFVE and RSPG

DFVE

RSPG

DoubleLine Fortune 500 Equal Weight ETF · $48MInvesco S&P 500 Equal Weight Energy ETF · $575M

[…]3 years · per year[…] · $14,877+14.2%

[…]5 years · per year[…] · $24,118+19.3%

0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%

1.32%12-mo yield$132 · $194 on $10k1.94%

−7.8%Worst dropSmaller wins−13.7%

12.8%VolatilityLower wins23.9%

3–1DFVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVE · RSPG

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

Both

5Y2 funds

#			Trend
1	BRSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.94%	+1.0%	+36.2%	+37.7%	+14.2%	+19.3%	−13.7%	$575M
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.32%	+2.6%	+17.1%	+21.6%	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

Both

5Y2 funds

#			Trend
1	BRSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.94%	+1.0%	+36.2%	+37.7%	+14.2%	+19.3%	−13.7%	$575M
2	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk		0.20%	1.32%	+2.6%	+17.1%	+21.6%	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 RSPG

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

RSPG

Invesco S&P 500 Equal Weight Energy

$24,118

MeasureDFVERSPG

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield1.32%1.94%

5 years, per year[…]+19.3%

3 years, per year[…]+14.2%

Worst drop · 1Y−7.8%−13.7%

Volatility · 1Y12.8%23.9%

3–1measures won
DFVE first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: DFVE, RSPG

Today

[…]holdings […]

DFVERSPG

DFVE—[…]

RSPG[…]—

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

Income After Fees on $10,000

$154most kept, RSPG

RSPG$194 − $40 = $154

DFVE$132 − $20 = $112

KeptFee

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