DFVE
+2.04 · +6.58%
$33.09 · NYSE ARCA

DoubleLine ETF Trust (DFVE) ETF Analysis | Mid-Cap Value

DoubleLine ETF Trust · USA
AUM:$28.4M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is DFVE?

Under normal circumstances, the fund invests 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DFVE delivered 17.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 3.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$28.4M
Expense Ratio0.20%
Dividend Yield1.46%
Holdings50
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderDoubleLine ETF Trust
Beta–
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would DFVE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.8%
1Y
+20.6%
3Y
+52.3%
5Y
+52.3%
OpenBook InsightIf you had invested £10,000 in DFVE 5 years ago, it would have grown to £15,231 — a gain of £5,231.

Annual Returns

Calendar year performance

DFVE delivered positive returns in 3 of the last 3 calendar years.
YearDFVE
2026 YTD+16.0%
2025+14.7%
2024+13.7%
CAGR 2yr+14.2%
3/3 positive yearsAvg return: +14.8%Worst year: +13.7% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.4%
Low
Momentum
+3.5%
30-day change
Support Level
36.84
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.