AFOS vs. DFVE
AFOS (ARS Focused Opportunities Strategy ETF) and DFVE (Doubleline Fortune 500 Equal Weight ETF) are both Large Cap Blend Equities funds. A 0.57 correlation means they provide meaningful diversification when combined. AFOS charges 0.45%/yr vs 0.20%/yr for DFVE.
Performance
AFOS vs. DFVE - Performance Comparison
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Returns By Period
In the year-to-date period, AFOS achieves a 32.04% return, which is significantly higher than DFVE's 10.31% return.
AFOS
- 1D
- -0.29%
- 1M
- 8.94%
- YTD
- 32.04%
- 6M
- 37.37%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DFVE
- 1D
- -0.48%
- 1M
- 2.49%
- YTD
- 10.31%
- 6M
- 10.69%
- 1Y
- 23.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AFOS vs. DFVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 32.04% | 36.15% |
DFVE Doubleline Fortune 500 Equal Weight ETF | 10.31% | 9.49% |
Correlation
The correlation between AFOS and DFVE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 27, 2025 | 0.57 |
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Return for Risk
AFOS vs. DFVE — Risk / Return Rank
AFOS
DFVE
AFOS vs. DFVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARS Focused Opportunities Strategy ETF (AFOS) and Doubleline Fortune 500 Equal Weight ETF (DFVE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| AFOS | DFVE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 4.35 | 1.09 | +3.26 |
Drawdowns
AFOS vs. DFVE - Drawdown Comparison
The maximum AFOS drawdown since its inception was -11.52%, smaller than the maximum DFVE drawdown of -19.43%. Use the drawdown chart below to compare losses from any high point for AFOS and DFVE.
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Drawdown Indicators
| AFOS | DFVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.52% | -19.43% | +7.91% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.79% | — |
Current DrawdownCurrent decline from peak | -0.29% | -0.48% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -1.37% | -2.77% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.19% | — |
Volatility
AFOS vs. DFVE - Volatility Comparison
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Volatility by Period
| AFOS | DFVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.98% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.09% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 12.73% | +7.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.19% | 15.56% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 15.56% | +4.63% |
AFOS vs. DFVE - Expense Ratio Comparison
AFOS has a 0.45% expense ratio, which is higher than DFVE's 0.20% expense ratio.
Dividends
AFOS vs. DFVE - Dividend Comparison
AFOS's dividend yield for the trailing twelve months is around 0.22%, less than DFVE's 1.37% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
AFOS ARS Focused Opportunities Strategy ETF | 0.22% | 0.30% | 0.00% |
DFVE Doubleline Fortune 500 Equal Weight ETF | 1.37% | 1.52% | 1.53% |
Frequently Asked Questions
AFOS and DFVE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DFVE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DFVE is cheaper with a 0.20% expense ratio, compared with 0.45% for AFOS.
DFVE has the higher dividend yield at 1.37%, compared with 0.22% for AFOS.
They also come from different issuers: ARS Investment Partners and DoubleLine. Their fees differ too: 0.45% for AFOS and 0.20% for DFVE.
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