DFVE vs RSMR
DoubleLine Fortune 500 Equal Weight ETF vs FT Vest US Equity Equal Weight Buffer ETF - March
Which is better, DFVE or RSMR?
Nearly the same fund. DFVE costs less.
DFVE has a lower expense ratio. DFVE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DFVE | RSMR |
|---|---|---|
| Expense Ratio | 0.20%Best | 0.85% |
| AUM | $45M | $11M |
| Dividend Yield | 1.42% | 0.00% |
| Holdings | 931 | 10 |
| YTD Return | +11.09%Best | +9.11% |
| 1Y Return | +15.05%Best | +12.12% |
| Volatility (annualized) | 11.5% | 5.3%Best |
| Max Drawdown | -13.8% | -9.1%Best |
| $10,000 over 1.6 years | $12,854Best | $11,863 |
| Fund Family | DoubleLine Funds | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2024 | Mar 21, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 24, 2025 to Oct 14, 2026 (1.6 years).
DFVE vs RSMR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
DFVE vs RSMR Performance
DoubleLine Fortune 500 Equal Weight ETF (DFVE) is an ETF from DoubleLine Funds and FT Vest US Equity Equal Weight Buffer ETF - March (RSMR) is an ETF from First Trust Portfolios (US). Over the past year DFVE returned +15.05% while RSMR returned +12.12%. Year to date, DFVE is up 11.09% versus a gain of 9.11% for RSMR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFVE has been the more volatile fund, with annualized monthly volatility of 11.5% compared with 5.3% for RSMR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.8% for DFVE and -9.1% for RSMR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DFVE charges 0.20% per year while RSMR charges 0.85%. On a $10,000 position that is $20 vs $85 annually, a gap of $65 per year that compounds over a long holding period. On income, DFVE currently yields 1.42% against 0.00% for RSMR.
You are not choosing between two funds in isolation.
Whichever of DFVE and RSMR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFVE or RSMR?
DFVE has an expense ratio of 0.20% while RSMR charges 0.85%. DFVE is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, DFVE or RSMR?
Over the past year DFVE returned +15.05% vs +12.12% for RSMR, so DFVE leads on 1-year performance. Over the longest common window we track (2 years), DFVE annualized +16.99% vs +11.27% for RSMR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DFVE or RSMR?
DFVE has been the more volatile fund at 11.5% annualized versus 5.3% for RSMR. Worst drawdown: DFVE -13.8% vs RSMR -9.1%.
Should I hold both DFVE and RSMR?
DFVE and RSMR have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DFVE or RSMR?
DFVE yields 1.42% while RSMR yields 0.00%, so DFVE currently pays the higher dividend yield.
Is RSMR better than DFVE?
DFVE has a lower expense ratio. DFVE led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.