DFVE vs VTI

ADFVE

BVTI

Measures won3–1DFVE wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · VTI $16,585

Lowest cost0.03%VTI · $3 on $10k

Most income1.32%DFVE · $132 on $10k

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

Held in common[…]DFVE and VTI

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

[…]3 years · per year[…] · $17,823+21.2%

[…]5 years · per year[…] · $16,585+10.6%

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

1.32%12-mo yield$132 · $107 on $10k1.07%

Cards for this view

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,585

MeasureDFVEVTI

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.32%1.07%

5 years, per year[…]+10.6%

3 years, per year[…]+21.2%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.32%	−0.1%	+17.0%	+20.5%	new	new	−7.8%	$48M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	ADFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.32%	−0.1%	+17.0%	+20.5%	new	new	−7.8%	$48M

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