DFVE vs VTV

ADFVE

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common[…]DFVE and VTV

DFVE

VTV

DoubleLine Fortune 500 Equal Weight ETF · $48MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

1.32%12-mo yield$132 · $183 on $10k1.83%

−7.8%Worst dropSmaller wins−6.4%

12.8%VolatilityLower wins10.8%

0–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVE · VTV

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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 VTV

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureDFVEVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.32%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−7.8%−6.4%

Volatility · 1Y12.8%10.8%

4–0measures won
VTV first

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

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

Overlap: DFVE, VTV

Today

[…]holdings […]

DFVEVTV

DFVE—[…]

VTV[…]—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFVE$132 − $20 = $112

KeptFee

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