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Save view, at the bottom, keeps this one here RSPT and DFVE · year-to-date · as of Nov 10, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.1%+3.8%−0.8%+17.0%+20.5%——+52.4%
Peer average−0.1%+1.8%−1.3%+13.9%+16.6%+57.3%+47.2%—
S&P 500 · VOO−0.3%−3.6%−2.7%+10.9%+13.1%+79.3%+74.2%+811.1%
DoubleLine DFVE and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Best Buy Co 0.3%Ulta Beauty 0.3%Kyndryl Hold0.3%Viatris Inc0.3%Intuitive Su0.3%PVH Corp0.3%BJ's Wholesa0.3%Walmart Inc0.3%Stanley Blac0.3%HCA Healthca0.3%Mohawk Indus0.3%Eli Lilly & 0.3%Fiserv Inc0.3%Marriott Int0.3%McKesson Cor0.3%GXO Logistic0.3%Kroger Co/Th0.3%Masco Corp0.3%
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Best Buy Co 0.3%Ulta Beauty 0.3%Kyndryl Hold0.3%Viatris Inc0.3%Intuitive Su0.3%
Other
DoubleLine DFVE · 100 holdings · tile size = share of the fund · as of Nov 10, 2026
+13.4%
+13.4%
$1.9B
First Trust Nasdaq-100 Select Equal Weight
+3.4%
+3.4%
$1.6B
Direxion NASDAQ-100 Equal Weighted
+13.0%
+13.0%
$1.4B
S&P 500 Equal Weight Health Care
+30.3%
+30.3%
$1.0B
S&P 500 Equal Weight Industrials
+9.6%
+9.6%
$822M
Russell 1000 Equal Weight
+15.0%
+15.0%
$816M
S&P 500 Equal Weight Energy
+36.2%
+36.2%
$575M
S&P 500 Equal Weight Utilities
+6.0%
+6.0%
$528M
S&P 500 Equal Weight Financials
+9.8%
+9.8%
$327M
First Trust Dow 30 Equal Weight
+14.0%
+14.0%
$324M
S&P 500 Equal Weight Consumer Discretionary
+2.9%
+2.9%
$285M
S&P 500 Equal Weight Consumer Staples
+13.9%
+13.9%
$260M
Astoria US Equal Weight Quality Kings
+20.8%
+20.8%
$243M
S&P 500 Equal Weight Materials
+19.9%
+19.9%
$181M
Equal Weight · current AUM · as of Nov 10, 2026
0.0%
+13.4%
+15.4%
$1.9B
First Trust Nasdaq-100 Select Equal Weight ETF
−0.7%
+3.4%
+4.9%
$1.6B
Direxion NASDAQ-100 Equal Weighted Index ETF
−0.4%
+13.0%
+14.6%
$1.4B
DoubleLine Fortune 500 Equal Weight ETF
−0.1%
+17.0%
+20.5%
$47.6M
#6 of 20 this year · #2 cheapest of 21 · sorted by assets
DFVE and its peer group · total return · as of Nov 11, 2026
0.30%
9IntuitIntuitive Surgical0.27%
DoubleLine DFVE · weight in the fund · as of Nov 10, 2026
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Best Buy Co 0.3%Ulta Beauty 0.3%Kyndryl Hold0.3%Viatris Inc0.3%Intuitive Su0.3%
DoubleLine DFVE · 100 holdings · tile size = share of the fund · as of Nov 10, 2026
DFVE wins
+1.1 pts
RSPT and DFVE · year-to-date · as of Nov 10, 2026 · AUM not scored
DFVEAvsBPeer average
1D−0.1%−0.1%
1M+3.8%+1.8%
3M−0.8%−1.3%
YTD+17.0%+13.9%
1Y+20.5%+16.6%
3Y[…]+57.3%
5Y[…]+47.2%
4–1DFVE wins
20 Equal weight peers · each row scaled to its leader
PVH Corp0.3%
BJ's Wholesa0.3%
Walmart Inc0.3%
PVH Corp0.3%
BJ's Wholesa0.3%
Walmart Inc0.3%
Stanley Blac0.3%
HCA Healthca0.3%
Mohawk Indus0.3%
Eli Lilly & 0.3%
Fiserv Inc0.3%
Marriott Int0.3%
McKesson Cor0.3%
GXO Logistic0.3%
Kroger Co/Th0.3%
Masco Corp0.3%
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Best Buy Co 0.3%Ulta Beauty 0.3%Kyndryl Hold0.3%Viatris Inc0.3%Intuitive Su0.3%PVH Corp0.3%BJ's Wholesa0.3%Walmart Inc0.3%