DFVE vs. XJH ETF Comparison

Comparison of DoubleLine Fortune 500 Equal Weight ETF (DFVE) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
DFVE

DoubleLine Fortune 500 Equal Weight ETF

DFVE 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.

Grade (RS Rating)

Last Trade

$29.37

Average Daily Volume

1,579

Number of Holdings *

454

* may have additional holdings in another (foreign) market
XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$43.33

Average Daily Volume

12,958

Number of Holdings *

353

* may have additional holdings in another (foreign) market
Performance
Period DFVE XJH
30 Days -0.40% 0.23%
60 Days 2.99% 2.92%
90 Days 5.37% 5.23%
12 Months 26.15%
70 Overlapping Holdings
Symbol Grade Weight in DFVE Weight in XJH Overlap
AA A 0.26% 0.4% 0.26%
ACM B 0.23% 0.54% 0.23%
AFG A 0.22% 0.39% 0.22%
AGCO F 0.2% 0.22% 0.2%
ALLY C 0.18% 0.37% 0.18%
ALV C 0.21% 0.27% 0.21%
AN D 0.19% 0.17% 0.17%
ARMK C 0.22% 0.39% 0.22%
ARW F 0.17% 0.23% 0.17%
AVT C 0.2% 0.18% 0.18%
BERY D 0.2% 0.29% 0.2%
BJ B 0.23% 0.44% 0.23%
BURL A 0.2% 0.64% 0.2%
CAR C 0.26% 0.07% 0.07%
CASY A 0.24% 0.57% 0.24%
CCK D 0.21% 0.4% 0.21%
CLF F 0.18% 0.21% 0.18%
CMC B 0.23% 0.26% 0.23%
CNXC F 0.11% 0.07% 0.07%
DINO D 0.18% 0.26% 0.18%
EME A 0.27% 0.88% 0.27%
EQH B 0.23% 0.45% 0.23%
FNF A 0.21% 0.59% 0.21%
GAP D 0.2% 0.19% 0.19%
GPK D 0.2% 0.32% 0.2%
GT C 0.23% 0.1% 0.1%
GXO B 0.25% 0.27% 0.25%
IBKR A 0.29% 0.73% 0.29%
INGR B 0.23% 0.37% 0.23%
JEF A 0.26% 0.45% 0.26%
JLL D 0.22% 0.47% 0.22%
JWN C 0.22% 0.08% 0.08%
KD A 0.25% 0.25% 0.25%
KNX B 0.23% 0.34% 0.23%
LAD B 0.26% 0.38% 0.26%
LEA F 0.17% 0.2% 0.17%
M D 0.2% 0.16% 0.16%
MAN F 0.18% 0.11% 0.11%
MTZ A 0.26% 0.32% 0.26%
MUSA B 0.21% 0.37% 0.21%
NOV D 0.19% 0.24% 0.19%
OC A 0.24% 0.64% 0.24%
ORI A 0.22% 0.33% 0.22%
OSK C 0.21% 0.27% 0.21%
PAG B 0.2% 0.12% 0.12%
PBF D 0.19% 0.12% 0.12%
PII F 0.17% 0.13% 0.13%
PVH C 0.22% 0.22% 0.22%
R B 0.24% 0.27% 0.24%
RGA B 0.22% 0.57% 0.22%
RPM B 0.24% 0.66% 0.24%
RS B 0.23% 0.64% 0.23%
SKX F 0.18% 0.31% 0.18%
SNX D 0.2% 0.33% 0.2%
THC C 0.21% 0.59% 0.21%
THO C 0.21% 0.22% 0.21%
TMHC B 0.22% 0.28% 0.22%
TOL B 0.22% 0.6% 0.22%
UFPI C 0.22% 0.3% 0.22%
UGI C 0.2% 0.19% 0.19%
UNM A 0.26% 0.45% 0.26%
USFD A 0.23% 0.61% 0.23%
VOYA B 0.24% 0.3% 0.24%
WCC B 0.26% 0.35% 0.26%
WHR B 0.23% 0.24% 0.23%
WLK F 0.18% 0.16% 0.16%
WSM D 0.2% 0.63% 0.2%
WSO A 0.24% 0.69% 0.24%
X C 0.2% 0.31% 0.2%
XPO B 0.27% 0.65% 0.27%
DFVE Overweight 384 Positions Relative to XJH
Symbol Grade Weight
UAL A 0.43%
LUMN C 0.36%
VST A 0.35%
CVNA A 0.33%
TSLA A 0.33%
DAL A 0.32%
ATUS C 0.3%
ALK A 0.3%
DASH A 0.29%
JBLU F 0.29%
UNFI B 0.29%
YUMC B 0.29%
LPLA A 0.29%
AAL B 0.28%
BKNG A 0.28%
RJF A 0.28%
ORCL A 0.28%
MS A 0.27%
LYV A 0.27%
SYF B 0.27%
TRGP A 0.27%
CRM B 0.27%
FAST B 0.26%
ETR A 0.26%
NVDA A 0.26%
NOW B 0.26%
INTC C 0.26%
MTB A 0.26%
EMR A 0.26%
AMZN B 0.26%
KMI A 0.26%
WBD B 0.26%
NWL B 0.26%
LULU C 0.26%
WFC A 0.26%
EXPE B 0.26%
AMP A 0.26%
DFS B 0.26%
COF B 0.26%
LVS B 0.26%
SQ A 0.26%
WAB B 0.25%
TAP B 0.25%
NTRS A 0.25%
PYPL B 0.25%
MNST C 0.25%
OKE A 0.25%
PWR A 0.25%
SCHW A 0.25%
BKR B 0.25%
JBL C 0.25%
DELL B 0.25%
GWW B 0.25%
WMB A 0.25%
PCAR C 0.25%
FI A 0.25%
LDOS C 0.25%
MAR B 0.25%
SAIC F 0.24%
LNG A 0.24%
BAC A 0.24%
DIS B 0.24%
BECN B 0.24%
SATS C 0.24%
BK B 0.24%
PKG B 0.24%
HLT A 0.24%
CHTR B 0.24%
HTZ C 0.24%
CEG C 0.24%
HPE B 0.24%
URI B 0.24%
GM B 0.24%
GILD C 0.24%
GS B 0.24%
SNEX B 0.24%
CPNG D 0.24%
PH B 0.24%
IP A 0.24%
ALB B 0.24%
CSCO B 0.24%
BMY A 0.24%
CMI A 0.24%
VMC B 0.24%
CBRE B 0.24%
HBAN B 0.24%
NFLX A 0.24%
STLD B 0.24%
CAT C 0.23%
FIS C 0.23%
VTRS A 0.23%
ISRG A 0.23%
ORLY B 0.23%
ABG B 0.23%
BAH D 0.23%
JBHT C 0.23%
USB B 0.23%
LOW C 0.23%
EQIX A 0.23%
FCNCA A 0.23%
BSX A 0.23%
AXP B 0.23%
STT B 0.23%
AVGO C 0.23%
CINF A 0.23%
GOOGL B 0.23%
CMCSA B 0.23%
AEE A 0.23%
HD A 0.23%
DOV B 0.23%
C B 0.23%
FITB B 0.23%
CAH B 0.23%
LHX B 0.23%
GPI B 0.23%
NRG B 0.23%
XEL A 0.23%
RF A 0.23%
GLW B 0.23%
CNP A 0.23%
META C 0.23%
SANM B 0.23%
WMT A 0.23%
LUV B 0.23%
HON B 0.23%
CTAS B 0.23%
MCK A 0.23%
V A 0.23%
APD A 0.23%
INTU B 0.23%
T A 0.23%
ADP B 0.23%
KEY B 0.23%
MSI B 0.23%
PFGC B 0.23%
TRV A 0.23%
SRE A 0.23%
KR B 0.23%
CHWY B 0.23%
ABNB D 0.23%
FOXA B 0.23%
PNC B 0.23%
RSG A 0.22%
GPN C 0.22%
COST A 0.22%
PRU B 0.22%
PGR B 0.22%
MU D 0.22%
SAH B 0.22%
OMC C 0.22%
CLX A 0.22%
PARA D 0.22%
CZR F 0.22%
WDAY C 0.22%
ALL A 0.22%
COR B 0.22%
UPS C 0.22%
GE D 0.22%
SBUX A 0.22%
WEC A 0.22%
EBAY D 0.22%
GD D 0.22%
TFC A 0.22%
GNW A 0.22%
IBM C 0.22%
PPL A 0.22%
SHW C 0.22%
CMG C 0.22%
OTIS C 0.22%
MET A 0.22%
NSC B 0.22%
LH B 0.22%
ROK B 0.22%
CTSH C 0.22%
CARR D 0.22%
CVX A 0.22%
WM B 0.22%
PFG C 0.22%
CSX C 0.22%
DXC D 0.22%
DRI C 0.22%
APH B 0.22%
CHRW B 0.22%
JPM A 0.22%
MA B 0.22%
SYK A 0.22%
CFG B 0.22%
EA A 0.22%
BEN C 0.22%
PEG C 0.22%
ITW B 0.22%
AIZ A 0.22%
LNC B 0.22%
VFC C 0.22%
PCG A 0.22%
OI D 0.21%
EMN D 0.21%
VZ C 0.21%
MMC D 0.21%
AIG C 0.21%
GEHC D 0.21%
WDC F 0.21%
F C 0.21%
MAS D 0.21%
ECL D 0.21%
BRK.A B 0.21%
BALL D 0.21%
DD D 0.21%
CMS C 0.21%
SPGI D 0.21%
STZ D 0.21%
FLR B 0.21%
NOC D 0.21%
EXC C 0.21%
VRTX D 0.21%
AFL C 0.21%
TGT B 0.21%
D C 0.21%
ABM B 0.21%
K B 0.21%
MKL A 0.21%
CTVA C 0.21%
RTX D 0.21%
TSCO D 0.21%
NUE D 0.21%
WY D 0.21%
MGM D 0.21%
DE C 0.21%
HIG B 0.21%
BBWI C 0.21%
WRB B 0.21%
L A 0.21%
PM A 0.21%
SO C 0.21%
XOM B 0.21%
AJG B 0.21%
MSFT D 0.21%
DVA C 0.21%
BWA D 0.21%
UNH C 0.21%
ABT A 0.21%
MCD D 0.21%
DGX A 0.21%
EOG A 0.21%
BLDR D 0.21%
TJX A 0.21%
HES B 0.21%
MO A 0.21%
NWSA B 0.21%
ULTA F 0.21%
HPQ B 0.21%
SIRI D 0.2%
HRL D 0.2%
UNP D 0.2%
QCOM F 0.2%
ED C 0.2%
AMAT F 0.2%
FE C 0.2%
CVS F 0.2%
EIX C 0.2%
ACI C 0.2%
PSX C 0.2%
HSIC C 0.2%
DTE C 0.2%
PEP F 0.2%
DK D 0.2%
BDX F 0.2%
HAL C 0.2%
ZBH C 0.2%
PPG F 0.2%
AMD F 0.2%
OVV C 0.2%
HSY F 0.2%
AZO C 0.2%
ZTS D 0.2%
TXT D 0.2%
WKC D 0.2%
COP B 0.2%
WBA F 0.2%
SJM D 0.2%
ICE C 0.2%
EXPD D 0.2%
PHM D 0.2%
TXN C 0.2%
AAPL C 0.2%
PG C 0.2%
TSN B 0.2%
VLO C 0.2%
UBER F 0.2%
FDX B 0.2%
FCX F 0.2%
LMT D 0.2%
DUK C 0.2%
SYY D 0.2%
MMM D 0.2%
J D 0.2%
CPB D 0.19%
DHR D 0.19%
ON F 0.19%
IPG F 0.19%
XYL D 0.19%
MOS D 0.19%
AMGN D 0.19%
BBY D 0.19%
KMX C 0.19%
KHC F 0.19%
KSS F 0.19%
W D 0.19%
GIS F 0.19%
ES C 0.19%
NKE F 0.19%
MHK D 0.19%
LEN D 0.19%
FANG D 0.19%
AVY D 0.19%
CI D 0.19%
KMB C 0.19%
ADI D 0.19%
ROST D 0.19%
LKQ F 0.19%
NVR D 0.19%
ANDE F 0.19%
LRCX F 0.19%
MPC D 0.19%
KDP D 0.19%
PLD D 0.19%
PFE F 0.19%
JNJ D 0.19%
NEE C 0.19%
MDLZ F 0.19%
ADBE D 0.19%
AEP C 0.19%
ADM D 0.18%
BAX F 0.18%
LLY F 0.18%
DHI D 0.18%
UHS D 0.18%
CL D 0.18%
DVN F 0.18%
GPC F 0.18%
IFF D 0.18%
ABBV F 0.18%
AMT D 0.18%
KO D 0.18%
AAP D 0.18%
MOH F 0.18%
TMO F 0.18%
DG F 0.18%
HCA F 0.18%
CAG F 0.18%
OXY F 0.18%
BA D 0.17%
KLAC F 0.17%
BIIB F 0.17%
MCHP F 0.17%
HUM D 0.17%
SEB F 0.17%
ODP F 0.17%
CDW F 0.17%
DOW F 0.17%
MRK F 0.17%
DKS D 0.17%
IQV F 0.17%
AMRK F 0.17%
SPTN F 0.17%
SWK F 0.17%
DLTR F 0.16%
OMI F 0.16%
DAN F 0.16%
NEM D 0.16%
FL F 0.16%
AES F 0.16%
PARR F 0.16%
QRTEA F 0.15%
HII F 0.15%
NSIT F 0.15%
CYH F 0.15%
ELV F 0.15%
CNC F 0.15%
APA F 0.15%
REGN F 0.14%
EL F 0.14%
CE F 0.12%
SMCI F 0.09%
DFVE Underweight 283 Positions Relative to XJH
Symbol Grade Weight
ILMN C -0.85%
CSL C -0.78%
LII A -0.75%
MANH D -0.65%
UTHR C -0.65%
DT C -0.61%
FIX A -0.59%
COHR B -0.58%
PSTG F -0.58%
GGG B -0.57%
SFM A -0.54%
EWBC A -0.54%
AVTR F -0.54%
SAIA C -0.54%
CW B -0.52%
RNR C -0.51%
TXRH B -0.5%
GLPI C -0.5%
ELS B -0.5%
CLH C -0.48%
ITT A -0.47%
NBIX C -0.47%
BMRN F -0.47%
DUOL A -0.46%
SCI A -0.46%
NVT C -0.46%
AMH C -0.45%
SF B -0.45%
WPC C -0.45%
ATR B -0.44%
LECO C -0.44%
RRX B -0.43%
LAMR D -0.42%
CUBE C -0.41%
FHN A -0.41%
BLD F -0.41%
TTEK F -0.41%
FND F -0.41%
KNSL B -0.4%
GME C -0.4%
EVR B -0.4%
EHC B -0.39%
WBS A -0.39%
OHI B -0.39%
EXP B -0.39%
WWD B -0.39%
CHDN C -0.39%
AIT B -0.39%
SRPT F -0.39%
EXEL B -0.38%
PRI A -0.38%
CIEN B -0.38%
AYI B -0.38%
WING D -0.37%
HLI B -0.37%
NLY C -0.37%
PNFP B -0.36%
TPX B -0.36%
WTRG B -0.36%
DTM A -0.36%
GMED A -0.35%
WMS F -0.35%
RGLD C -0.35%
DCI B -0.35%
FBIN F -0.35%
BRBR A -0.35%
PCTY B -0.34%
AXTA B -0.34%
AAON B -0.34%
CFR B -0.34%
PEN B -0.34%
REXR F -0.34%
BRX A -0.33%
WTFC B -0.33%
ZION B -0.33%
NYT D -0.33%
CBSH A -0.32%
CHE F -0.32%
CR A -0.32%
TTC F -0.32%
MEDP D -0.32%
CNM C -0.31%
SSB B -0.31%
ONTO F -0.31%
PLNT A -0.31%
LNW F -0.31%
HRB D -0.31%
EGP D -0.31%
HQY A -0.31%
PB A -0.3%
SEIC B -0.3%
SNV B -0.3%
ADC A -0.29%
MKSI C -0.29%
WH B -0.29%
JAZZ C -0.29%
NNN C -0.29%
FYBR C -0.29%
TREX D -0.29%
SSD D -0.29%
FLS A -0.29%
RLI A -0.28%
MIDD D -0.28%
EXLS B -0.28%
MTSI B -0.28%
OLED F -0.28%
ANF C -0.28%
G B -0.28%
RGEN F -0.28%
WEX F -0.28%
CVLT B -0.28%
KEX B -0.28%
LPX B -0.27%
MASI B -0.27%
H B -0.27%
GTLS A -0.27%
COKE C -0.27%
ESAB C -0.27%
RYAN B -0.27%
MSA D -0.26%
HALO F -0.26%
VMI B -0.26%
VNO C -0.26%
FCN F -0.26%
FR C -0.26%
CGNX D -0.26%
ELF C -0.26%
ONB B -0.26%
LSCC D -0.26%
GNTX F -0.26%
DOCS C -0.25%
COLB B -0.25%
DAR B -0.25%
AZPN A -0.25%
DBX C -0.25%
STAG D -0.25%
LSTR D -0.25%
FAF C -0.25%
MTN C -0.25%
HR C -0.24%
GBCI B -0.24%
MTG D -0.24%
CYTK D -0.24%
CBT C -0.23%
VNT C -0.23%
BRKR F -0.23%
SIGI B -0.23%
NOVT D -0.23%
WFRD F -0.23%
LFUS D -0.23%
ALTR B -0.23%
STWD C -0.23%
UBSI B -0.22%
HOMB A -0.22%
RMBS C -0.22%
LITE B -0.22%
JHG B -0.22%
WTS B -0.22%
THG A -0.22%
KRG A -0.22%
CHX C -0.22%
ESNT D -0.22%
CROX F -0.22%
FNB B -0.22%
CRUS F -0.21%
CADE B -0.21%
UMBF B -0.21%
QLYS C -0.21%
VVV D -0.21%
AMG C -0.21%
LNTH F -0.21%
ALTM C -0.21%
OLLI D -0.21%
KBH D -0.21%
SLM B -0.2%
FFIN B -0.2%
KNF B -0.2%
BC D -0.2%
APPF C -0.2%
GATX B -0.2%
BDC B -0.19%
HXL F -0.19%
ST F -0.19%
SON F -0.19%
EXPO D -0.19%
BYD B -0.19%
NXST C -0.19%
ROIV D -0.19%
AM A -0.19%
OZK B -0.19%
HWC B -0.19%
POST C -0.19%
HAE C -0.18%
CUZ B -0.18%
AVNT B -0.18%
IRT A -0.18%
NJR A -0.18%
WMG C -0.18%
VLY B -0.18%
LOPE B -0.18%
TKR F -0.18%
RH D -0.18%
FIVE F -0.18%
MMS D -0.18%
EEFT C -0.17%
DLB F -0.17%
SLGN A -0.17%
SWX A -0.17%
TCBI B -0.16%
ASGN F -0.16%
BCO F -0.16%
KRC C -0.16%
NEU D -0.16%
CELH F -0.16%
OGS A -0.16%
SBRA B -0.16%
KMPR A -0.16%
ORA B -0.16%
FLO D -0.16%
IBOC B -0.15%
MSM D -0.15%
HOG F -0.15%
ENS D -0.15%
RYN D -0.15%
ASB B -0.15%
CNO B -0.15%
XRAY D -0.14%
ACHC F -0.14%
TNL B -0.14%
OPCH F -0.14%
ASH F -0.14%
SR A -0.14%
FHI B -0.13%
EPR D -0.13%
VAL F -0.13%
BLKB B -0.13%
CDP C -0.13%
SLAB F -0.13%
NVST C -0.13%
TEX D -0.13%
IRDM F -0.13%
POWI D -0.13%
LANC D -0.13%
ZI D -0.12%
PK D -0.12%
ALGM F -0.12%
BHF C -0.12%
WEN C -0.12%
SMG C -0.12%
GHC B -0.12%
FLG D -0.12%
CHH A -0.12%
YETI D -0.12%
COLM B -0.11%
COTY F -0.11%
LIVN D -0.11%
SAM C -0.11%
TDC D -0.11%
NEOG D -0.11%
AMKR F -0.11%
AMED F -0.11%
NSA C -0.11%
SYNA D -0.11%
VAC C -0.11%
PCH D -0.11%
WU F -0.1%
ENOV C -0.1%
VC F -0.1%
ARWR D -0.1%
NSP F -0.1%
CXT C -0.1%
HGV C -0.1%
CPRI F -0.09%
PPC B -0.08%
IPGP D -0.08%
AZTA F -0.08%
RCM A -0.08%
GEF B -0.07%
VSH F -0.07%
UAA C -0.07%
CRI F -0.07%
UA C -0.05%
MAGN F -0.01%
Compare ETFs