BITS vs DFVE

Comparison between GLOBAL X BLOCKCHAIN & BITCOIN STRATEGY ETF (BITS, ETF) and DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF (DFVE, ETF).

BITS vs DFVE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BITS(ETF)	DFVE(ETF)
Net Assets	$31M	$32M
Expense Ratio	0.65%	0.20%
Max Drawdown	83.43%	20.12%
Sharpe Ratio	0.36	1.55
5Y Beta	2.00	0.82
P/E Ratio	N/A	-101.64
Forward P/E	N/A	14.21
5Y EPS CAGR	N/A	11.58%
Debt to Equity	N/A	40.59%
P/S Ratio	N/A	0.74
P/B Ratio	N/A	2.49

Net Assets

BITS

$31M

Winner

DFVE

$32M

Expense Ratio

BITS

0.65%

Winner

DFVE

0.20%

Max Drawdown

BITS

83.43%

Winner

DFVE

20.12%

Sharpe Ratio

BITS

0.36

Winner

DFVE

1.55

5Y Beta

BITS

2.00

Winner

DFVE

0.82

P/E Ratio

BITS

N/A

DFVE

-101.64

Forward P/E

BITS

N/A

DFVE

14.21

5Y EPS CAGR

BITS

N/A

DFVE

11.58%

Debt to Equity

BITS

N/A

DFVE

40.59%

P/S Ratio

BITS

N/A

DFVE

0.74

P/B Ratio

BITS

N/A

DFVE

2.49

BITS vs DFVE - Holdings Comparison

BITS and DFVE have 0 common holdings. Overlap is 0.00%

BITS's top 25 holdings weight is 90.90%. DFVE's top 25 holdings weight is 6.55%.

Rank	BITS	DFVE
#1	GLOBAL X BLOCKCHAIN ETF (BKCH) - 57.52%	OPTIMUM COMMUNICATIONS INC CLASS A (OPTU) - 0.38%
#2	GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) - 33.38%	MARVELL TECHNOLOGY INC (MRVL) - 0.33%
#3	N/A	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.32%
#4	N/A	n/a (DELL) - 0.30%
#5	N/A	SUPER MICRO COMPUTER INC (SMCI) - 0.27%
#6	N/A	KOHL'S CORP (KSS) - 0.26%
#7	N/A	CDW CORP (CDW) - 0.26%
#8	N/A	TAYLOR MORRISON HOME CORP (TMHC) - 0.26%
#9	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.26%
#10	N/A	ORACLE CORP (ORCL) - 0.26%
#11	N/A	DOLLAR TREE INC (DLTR) - 0.25%
#12	N/A	MGM RESORTS INTERNATIONAL (MGM) - 0.25%
#13	N/A	SERVICENOW INC (NOW) - 0.25%
#14	N/A	MICRON TECHNOLOGY INC (MU) - 0.25%
#15	N/A	WORKDAY INC CLASS A (WDAY) - 0.25%
#16	N/A	BROADCOM INC (AVGO) - 0.24%
#17	N/A	BEST BUY CO INC (BBY) - 0.24%
#18	N/A	WESTERN DIGITAL CORP (WDC) - 0.24%
#19	N/A	PALO ALTO NETWORKS INC (PANW) - 0.24%
#20	N/A	IQVIA HOLDINGS INC (IQV) - 0.24%
#21	N/A	INSIGHT ENTERPRISES INC (NSIT) - 0.24%
#22	N/A	HORMEL FOODS CORP (HRL) - 0.24%
#23	N/A	INGRAM MICRO HOLDING CORP (INGM) - 0.24%
#24	N/A	KLA CORP (KLAC) - 0.24%
#25	N/A	PBF ENERGY INC CLASS A (PBF) - 0.24%
Total Holdings	2	466

BITS vs DFVE - Historical Returns

Returns include dividend reinvestment.

Period	BITS	DFVE
1 month	-12.30%	+4.55%
3 months	+13.06%	+11.05%
6 months	-7.19%	+11.50%
1 year	+10.55%	+25.33%
5 years(CAGR)	+0.32%	N/A
Max(CAGR)	+0.32%	+17.66%

BITS

-12.30%

Winner

DFVE

+4.55%

Winner

BITS

+13.06%

DFVE

+11.05%

BITS

-7.19%

Winner

DFVE

+11.50%

BITS

+10.55%

Winner

DFVE

+25.33%

5Y(CAGR)

BITS

+0.32%

DFVE

N/A

Max(CAGR)

BITS

+0.32%

Winner

DFVE

+17.66%

BITS vs DFVE - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BITS	DFVE
2026	-6.49%	+11.80%
2025	+11.36%	+14.66%
2024	+58.93%	+13.70%
2023	+211.93%	N/A
2022	-75.53%	N/A
2021	-29.31%	N/A

BITS vs DFVE Drawdown Comparison

The maximum drawdown for BITS was -83.11%, occurring on Dec 28, 2022. Recovery took 759 trading sessions.

The maximum drawdown for DFVE was -19.43%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The current BITS drawdown is -34.32%.

Rank	BITS	DFVE
#1	-83.11% Nov 16, 2021 - Nov 22, 2024	-19.43% Nov 25, 2024 - Jul 2, 2025
#2	-48.24% Oct 15, 2025 - Mar 30, 2026	-7.79% Feb 11, 2026 - Apr 17, 2026
#3	-43.73% Dec 17, 2024 - Jul 14, 2025	-6.35% Jul 31, 2024 - Aug 23, 2024
#4	-11.46% Jul 22, 2025 - Sep 10, 2025	-6.31% Mar 28, 2024 - Jul 16, 2024
#5	-8.39% Dec 6, 2024 - Dec 17, 2024	-5.41% Oct 27, 2025 - Nov 28, 2025
#6	-8.33% Nov 22, 2024 - Nov 29, 2024	-4.22% Jul 23, 2025 - Aug 22, 2025
#7	-6.02% Sep 24, 2025 - Sep 29, 2025	-3.85% Oct 3, 2025 - Oct 27, 2025
#8	-3.90% Oct 9, 2025 - Oct 14, 2025	-3.65% Aug 30, 2024 - Sep 19, 2024
#9	-2.93% Nov 29, 2024 - Dec 4, 2024	-3.42% Oct 18, 2024 - Nov 6, 2024
#10	-2.62% Jul 14, 2025 - Jul 16, 2025	-3.28% Apr 20, 2026 - May 28, 2026
#11	-1.88% Sep 22, 2025 - Sep 24, 2025	-2.79% Jul 16, 2024 - Jul 30, 2024
#12	-1.55% Dec 4, 2024 - Dec 6, 2024	-2.19% Nov 11, 2024 - Nov 22, 2024
#13	-1.21% Jul 17, 2025 - Jul 22, 2025	-2.13% Feb 12, 2024 - Feb 15, 2024
#14	-1.10% Oct 6, 2025 - Oct 8, 2025	-2.09% Jul 10, 2025 - Jul 23, 2025
#15	-0.85% Sep 18, 2025 - Sep 22, 2025	-2.05% Jan 15, 2026 - Feb 3, 2026