SPYH vs DFVE
Comparison between NEOS S&P 500(R) HEDGED EQUITY INCOME ETF (SPYH, ETF) and DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF (DFVE, ETF).
SPYH vs DFVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYH
$32M
DFVE
$32M
Expense Ratio
SPYH
0.68%
Winner
DFVE
0.20%
Max Drawdown
Winner
SPYH
7.66%
DFVE
20.12%
Sharpe Ratio
SPYH
1.20
Winner
DFVE
1.32
5Y Beta
Winner
SPYH
0.69
DFVE
0.81
P/E Ratio
SPYH
27.85
Winner
DFVE
-39.82
Forward P/E
SPYH
20.31
Winner
DFVE
15.24
5Y EPS CAGR
Winner
SPYH
28.51%
DFVE
11.27%
Debt to Equity
SPYH
44.98%
Winner
DFVE
38.87%
P/S Ratio
SPYH
3.60
Winner
DFVE
0.75
P/B Ratio
SPYH
5.33
Winner
DFVE
2.59
SPYH vs DFVE - Holdings Comparison
SPYH and DFVE have 275 common holdings. Overlap is 25.57%
SPYH's top 25 holdings weight is 49.88%. DFVE's top 25 holdings weight is 6.82%.
| Rank | SPYH | DFVE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.91% | PBF ENERGY INC CLASS A (PBF) - 0.32% |
| #2 | APPLE INC (AAPL) - 7.15% | OPTIMUM COMMUNICATIONS INC CLASS A (OPTU) - 0.32% |
| #3 | MICROSOFT CORP (MSFT) - 4.43% | PALO ALTO NETWORKS INC (PANW) - 0.30% |
| #4 | AMAZON.COM INC (AMZN) - 3.72% | OSCAR HEALTH INC CLASS A (OSCR) - 0.29% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.24% | CARMAX INC (KMX) - 0.29% |
| #6 | BROADCOM INC (AVGO) - 2.85% | n/a (DK) - 0.29% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.58% | MANPOWERGROUP INC (MAN) - 0.28% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.22% | BEST BUY CO INC (BBY) - 0.28% |
| #9 | TESLA INC (TSLA) - 1.71% | n/a (DELL) - 0.28% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.62% | DOLLAR TREE INC (DLTR) - 0.28% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.43% | HUMANA INC (HUM) - 0.28% |
| #12 | ELI LILLY AND CO (LLY) - 1.41% | KOHL'S CORP (KSS) - 0.28% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | MOLINA HEALTHCARE INC (MOH) - 0.27% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | APPLIED MATERIALS INC (AMAT) - 0.27% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.95% | WORLD KINECT CORP (WKC) - 0.27% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.94% | PAYPAL HOLDINGS INC (PYPL) - 0.27% |
| #17 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.94% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.27% |
| #18 | VISA INC CLASS A (V) - 0.92% | VALERO ENERGY CORP (VLO) - 0.26% |
| #19 | SPX US 08/21/26 P6975 (n/a) - 0.84% | VOYA FINANCIAL INC (VOYA) - 0.26% |
| #20 | INTEL CORP (INTC) - 0.79% | WAYFAIR INC CLASS A (W) - 0.26% |
| #21 | PEPSICO INC (PEP) - 0.29% | LINCOLN NATIONAL CORP (LNC) - 0.24% |
| #22 | NEXTERA ENERGY INC (NEE) - 0.29% | LITHIA MOTORS INC CLASS A (LAD) - 0.24% |
| #23 | WESTERN DIGITAL CORP (WDC) - 0.29% | M&T BANK CORP (MTB) - 0.24% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.29% | INTERNATIONAL PAPER CO (IP) - 0.24% |
| #25 | AMGEN INC (AMGN) - 0.29% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.24% |
| Total Holdings | 451 | 428 |
SPYH vs DFVE - Historical Returns
Returns include dividend reinvestment.
1M
SPYH
+0.86%
Winner
DFVE
+2.20%
3M
Winner
SPYH
+4.29%
DFVE
+4.02%
6M
SPYH
+5.37%
Winner
DFVE
+8.80%
1Y
SPYH
+14.07%
Winner
DFVE
+21.62%
Max(CAGR)
Winner
SPYH
+21.07%
DFVE
+17.31%
SPYH vs DFVE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SPYH | DFVE |
|---|---|---|
| 2026 | +5.63% | +12.93% |
| 2025 | +21.08% | +14.66% |
| 2024 | N/A | +13.70% |
SPYH vs DFVE Drawdown Comparison
The maximum drawdown for SPYH was -6.39%, occurring on Apr 8, 2025. Recovery took 4 trading sessions.
The maximum drawdown for DFVE was -19.43%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The current SPYH drawdown is -0.48%. The current DFVE drawdown is -0.88%.
| Rank | SPYH | DFVE |
|---|---|---|
| #1 | -6.39% Apr 3, 2025 - Apr 9, 2025 | -19.43% Nov 25, 2024 - Jul 2, 2025 |
| #2 | -6.03% Feb 25, 2026 - Apr 17, 2026 | -7.79% Feb 11, 2026 - Apr 17, 2026 |
| #3 | -4.20% Apr 9, 2025 - Apr 24, 2025 | -6.35% Jul 31, 2024 - Aug 23, 2024 |
| #4 | -3.28% Oct 28, 2025 - Nov 28, 2025 | -6.31% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -3.05% Jun 2, 2026 - Jul 10, 2026 | -5.41% Oct 27, 2025 - Nov 28, 2025 |
| #6 | -1.95% Oct 8, 2025 - Oct 20, 2025 | -4.22% Jul 23, 2025 - Aug 22, 2025 |
| #7 | -1.79% Dec 11, 2025 - Dec 22, 2025 | -3.85% Oct 3, 2025 - Oct 27, 2025 |
| #8 | -1.71% Jan 12, 2026 - Jan 27, 2026 | -3.65% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -1.56% Feb 2, 2026 - Feb 9, 2026 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -1.54% May 16, 2025 - Jun 3, 2025 | -3.28% Apr 20, 2026 - May 28, 2026 |
| #11 | -1.46% Jul 28, 2025 - Aug 8, 2025 | -2.79% Jul 16, 2024 - Jul 30, 2024 |
| #12 | -1.18% Feb 9, 2026 - Feb 25, 2026 | -2.19% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -1.04% Jul 15, 2026 - Jul 20, 2026 | -2.13% Feb 12, 2024 - Feb 15, 2024 |
| #14 | -0.93% Dec 26, 2025 - Jan 6, 2026 | -2.09% Jul 10, 2025 - Jul 23, 2025 |
| #15 | -0.92% Aug 13, 2025 - Aug 22, 2025 | -2.05% Jan 15, 2026 - Feb 3, 2026 |
Correlation
Correlation between SPYH and DFVE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
SPYH vs DFVE dividend yield comparison.
| Year | SPYH | DFVE |
|---|---|---|
| 2026 | 3.84% | 0.68% |
| 2025 | 5.54% | 1.52% |
| 2024 | 0.00% | 1.53% |
Select Stocks to Compare
Popular: SPYH vs SPYDFVE vs SPY
More Comparisons
Compare with similar stocks