Expense ratioPer year
Cost per year on $10kCheapest: DFVE
DFVE$20
EQWL$30
DFVE is cheapest at $20 a yearOpen the cost rows →
15 rows · best in each row highlighted
| Fund | DFVEDoubleLine Fortune 500 Equal Weight ETF | EQWLInvesco S&P 100 Equal Weight ETF |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Cost | ||
| Expense ratio | 0.20% | 0.30% |
| Cost per year on $10k | $20 | $30 |
| Income | ||
| Trailing 12-mo yield | 1.33% | 1.56% |
| Income per year on $10k | $133 | $156 |
| Returns | ||
| YTD | +16.8% | +13.4% |
| 1 year | +20.3% | +15.7% |
| 3 years · per year | — | +22.6% |
| 5 years · per year | — | +11.6% |
| Risk | ||
| Worst drop · 1Y | −7.8% | −7.8% |
| Volatility · 1Y | 12.0% | 10.7% |
| Fund facts | ||
| Holdings | 0 | 102 |
| Assets | $46M | $2.8B |
| Leverage | None | None |
| Since | 2024 | 2006 |
Share of the portfolio held in common
Holdings data is missing for at least one fund, so overlap can't be measured.
0%60%