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Save view, at the bottom, keeps this one here RSPT and DFVE · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD1Y ▼3Y5YMAX
Total return+0.7%+4.3%−0.9%+17.9%+20.7%——+53.5%
Peer average+1.0%+2.6%−1.1%+15.1%+16.9%+59.8%+48.3%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
DoubleLine DFVE and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Kyndryl Hold0.3%Ulta Beauty 0.3%Viatris Inc0.3%Best Buy Co 0.3%PVH Corp0.3%BrightSpring0.3%BJ's Wholesa0.3%Marriott Int0.3%Walmart Inc0.3%Eli Lilly & 0.3%McKesson Cor0.3%HCA Healthca0.3%Intuitive Su0.3%EchoStar Cor0.3%Stanley Blac0.3%Fiserv Inc0.3%Kroger Co/Th0.3%Cardinal Hea0.3%
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Kyndryl Hold0.3%Ulta Beauty 0.3%Viatris Inc0.3%Best Buy Co 0.3%
Other
DoubleLine DFVE · 100 holdings · tile size = share of the fund · as of Nov 11, 2026
+14.6%
+15.9%
$1.9B
First Trust Nasdaq-100 Select Equal Weight
+6.3%
+6.6%
$1.7B
Direxion NASDAQ-100 Equal Weighted
+15.6%
+15.9%
$1.4B
S&P 500 Equal Weight Health Care
+30.4%
+36.5%
$1.1B
S&P 500 Equal Weight Industrials
+10.7%
+12.7%
$850M
Russell 1000 Equal Weight
+16.0%
+18.5%
$835M
S&P 500 Equal Weight Energy
+40.4%
+38.8%
$591M
S&P 500 Equal Weight Utilities
+6.2%
+2.4%
$543M
S&P 500 Equal Weight Financials
+10.3%
+15.1%
$333M
First Trust Dow 30 Equal Weight
+14.3%
+16.7%
$329M
S&P 500 Equal Weight Consumer Discretionary
+2.6%
+5.8%
$289M
S&P 500 Equal Weight Consumer Staples
+14.1%
+16.8%
$271M
Astoria US Equal Weight Quality Kings
+22.5%
+23.5%
$252M
S&P 500 Equal Weight Materials
+20.2%
+28.6%
$193M
Equal Weight · current AUM · as of Nov 11, 2026
+1.1%
+14.6%
+15.9%
$1.9B
First Trust Nasdaq-100 Select Equal Weight ETF
+2.8%
+6.3%
+6.6%
$1.7B
Direxion NASDAQ-100 Equal Weighted Index ETF
+2.2%
+15.6%
+15.9%
$1.4B
DoubleLine Fortune 500 Equal Weight ETF
+0.7%
+17.9%
+20.7%
$48.8M
#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%
10BrightBrightSpring Health Services I0.27%
DoubleLine DFVE · weight in the fund · as of Nov 11, 2026
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Kyndryl Hold0.3%Ulta Beauty 0.3%Viatris Inc0.3%
DoubleLine DFVE · 100 holdings · tile size = share of the fund · as of Nov 11, 2026
DFVE wins
+1.1 pts
RSPT and DFVE · year-to-date · as of Nov 11, 2026 · AUM not scored
DFVEAvsBPeer average
1D+0.7%+1.0%
1M+4.3%+2.6%
3M−0.9%−1.1%
YTD+17.9%+15.1%
1Y+20.7%+16.9%
3Y[…]+59.8%
5Y[…]+48.3%
4–1DFVE wins
20 Equal weight peers · each row scaled to its leader
PVH Corp0.3%
BrightSpring0.3%
BJ's Wholesa0.3%
Marriott Int0.3%
Best Buy Co 0.3%
PVH Corp0.3%
BrightSpring0.3%
BJ's Wholesa0.3%
Marriott Int0.3%
Walmart Inc0.3%
Eli Lilly & 0.3%
McKesson Cor0.3%
HCA Healthca0.3%
Intuitive Su0.3%
EchoStar Cor0.3%
Stanley Blac0.3%
Fiserv Inc0.3%
Kroger Co/Th0.3%
Cardinal Hea0.3%
Kimberly-ClarkKimberly-Clark0.4%VF Corp0.3%Kohl's Corp0.3%DXC Technolo0.3%Kyndryl Hold0.3%Ulta Beauty 0.3%Viatris Inc0.3%Best Buy Co 0.3%PVH Corp0.3%BrightSpring0.3%BJ's Wholesa0.3%Marriott Int0.3%