DFVE

DoubleLine Fortune 500 Equal Weight ETFDoubleLine
$32.50-0.33 (-1.01%)Close
AUM$18.9M
Expense Ratio0.20%
NAV$31.10
HoldingsN/A
InceptionFeb 1, 2024

Price Chart

Key Statistics

Previous Close

$32.83

Day Range

$32.50$32.70

52-Week Range

$24.42$34.47

Avg Volume

5.0K

Dividend Yield

1.46%

Expense Ratio

0.20%

AUM

$18.9M

Shares Outstanding

541.8K

Sector Breakdown

SectorWeight %
Industrials16.91%
Consumer Cyclical16.70%
Financial Services14.22%
Technology11.63%
Healthcare10.38%
Consumer Defensive8.91%
Energy5.44%
Utilities5.41%
Basic Materials4.65%
Communication Services4.38%
Real Estate1.35%
Cash & Others0.02%

Fund Information

Category
Industrials
Subcategory
Industrials
Inception Date
Feb 1, 2024
Exchange
NYSE_ARCA
Description
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the underlying index, or derivatives transactions that provide investment exposure to the underlying index or securities that comprise the underlying index. The fund will concentrate its investments in securities of issuers in any one industry or group of industries to the extent that the underlying index reflects a concentration in that industry or group of industries.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VXUSVanguard Total International Stock ETF$606.20B0.05%8,602
VOVanguard Mid-Cap ETF$202.90B0.03%307
VBVanguard Small-Cap ETF$169.10B0.03%1,357
IJHiShares Core S&P Mid-Cap ETF$106.69B0.05%401
VBRVanguard Small-Cap Value ETF$62.30B0.05%841

The DoubleLine Fortune 500 Equal Weight ETF (DFVE) is an exchange-traded fund issued by DoubleLine that launched on Feb 1, 2024. It currently manages $18.9M in assets under management. The fund charges an expense ratio of 0.20%. It falls under the Industrials category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-1.01%
1W
-3.48%
1M
-4.37%
3M
+1.37%
6M
+5.14%
YTD
+0.80%
1Y
+19.19%
3Y
+29.80%
5Y
+29.80%

Moving Averages

20-Day MA

$33.93

Below 20-Day MA
50-Day MA

$33.41

Below 50-Day MA
200-Day MA

$31.25

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$34.47

Current Price

$32.50

52-Week Low

$24.42

$24.42$34.47

Current Yield

1.46%

Annual Dividend

$0.4848

Frequency

4x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.1267Dec 30, 2025
Oct 1, 2025$0.1239Oct 7, 2025
Jul 1, 2025$0.1156Jul 8, 2025
Apr 1, 2025$0.1186Apr 7, 2025
Dec 23, 2024$0.1267Dec 30, 2024
Oct 1, 2024$0.1109Oct 7, 2024
Jul 1, 2024$0.1130Jul 8, 2024
Apr 1, 2024$0.0838Apr 5, 2024

Dividend Payments Over Time

Category Comparison

MetricDFVEIndustrials(380 ETFs)Industrials(41 ETFs)
Fund Info
Expense Ratio0.20%0.66%1.39%
AUM$18.9M$4.68B$727.8M
Dividend Yield1.46%1.84%1.63%
Avg Volume5.0K469.3K300.0K
Holdings29398
Performance
1-Month Return-4.48%-3.97%-4.84%
6-Month Return+5.31%+8.01%+11.11%
YTD Return+2.90%+4.89%+5.98%
1-Year Return+17.22%+25.79%+26.18%

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