DFVE vs VTI

ADFVE

BVTI

Measures won3–1DFVE wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.35%DFVE · $135 on $10k

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

Held in common[…]DFVE and VTI

DFVE

VTI

DoubleLine Fortune 500 Equal Weight ETF · $48MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

1.35%12-mo yield$135 · $109 on $10k1.09%

−7.8%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.7%

3–1DFVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVE · VTI

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

All Three

5Y3 funds

#
1	IVV	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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	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

All Three

5Y3 funds

#
1	IVV	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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	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 VTI

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureDFVEVTI

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.35%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.7%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.6%13.7%

3–1measures won
DFVE first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFVE, VTI, IVV

Today

85.5%most shared, VTI and IVV

DFVEVTIIVV

DFVE—[…][…]

VTI[…]—85.5%

IVV[…]85.5%—

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

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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