DFVE vs RSPT

ADFVE

BRSPT

Measures won4–0DFVE wins · of 6 · 5Y

$10,000 · 5Y$20,978RSPT · IWF $16,499

Lowest cost0.18%IWF · $18 on $10k

Most income1.33%DFVE · $133 on $10k

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

Held in common[…]DFVE and RSPT

DFVE

RSPT

DoubleLine Fortune 500 Equal Weight ETF · $46MInvesco S&P 500 Equal Weight Technology ETF · $5.8B

[…]3 years · per year[…] · $23,888+33.7%

[…]5 years · per year[…] · $20,978+16.0%

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

1.33%12-mo yield$133 · $25 on $10k0.25%

−7.8%Worst dropSmaller wins−13.3%

12.0%VolatilityLower wins26.6%

4–0DFVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVE · RSPT

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

Held in common[…]

End-of-day Nov 3, 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	BRSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.25%	+0.8%	+36.5%	+33.3%	+33.7%	+16.0%	−13.3%	$5.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−0.5%	+16.1%	+19.4%	new	new	−7.8%	$46M

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

All Three

5Y3 funds

#
1	BRSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.25%	+0.8%	+36.5%	+33.3%	+33.7%	+16.0%	−13.3%	$5.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−0.5%	+16.1%	+19.4%	new	new	−7.8%	$46M

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

Cards for this view

DFVE vs RSPT

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

RSPT

Invesco S&P 500 Equal Weight Technology

$20,978

MeasureDFVERSPT

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield1.33%0.25%

5 years, per year[…]+16.0%

3 years, per year[…]+33.7%

Worst drop · 1Y−7.8%−13.3%

Volatility · 1Y12.0%26.6%

4–0measures won
DFVE first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFVE, RSPT, IWF

Today

20.9%most shared, RSPT and IWF

DFVERSPTIWF

DFVE—[…][…]

RSPT[…]—20.9%

IWF[…]20.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, DFVE

DFVE$133 − $20 = $113

IWF$37 − $18 = $19

RSPT$25 − $40 = −$15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee