Compare CAPE and DCOR

CAPE and DCOR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.6B1.1

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.53%+3.5%+7.4%+14.2%[…]−9.7%12.5%$207M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CAPE 2022 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DoubleLine Shiller CAPE U.S. Equities ETF · $207M[…]

CAPE

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B[…]

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

CAPEMeasureDCOR

+3.5%Year to dateJan 1 → Nov 5+15.9%

+7.4%1 yearTotal return+17.4%

+14.2%3 years · per year$10,000 became $14,910 · $18,904+23.6%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $17 a year on $10k · lower is better0.17%

1.53%Trailing 12-mo yield$153 · $89 a year on $10k0.89%

−9.7%Worst dropSmaller is better−8.3%

12.5%VolatilityLower is calmer12.2%

CAPEDCOR Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6DCOR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAPE vs DCOR: Top 5 Holdings

Today

CAPE

19.5%in top 5

DCOR

in top 520.5%

CAPEStockDCOR

6.3%AMZN2.8%

not top 5AAPL6.0%

not top 5NVDA5.4%

not top 5MSFT4.6%

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

not top 5META1.7%

Held in common14.4%

End-of-day Nov 5, 2026 · share of each fund

CAPE vs DCOR Returns, Every Period

1Y

DoubleLineCAPE

+7.4%

past year

DCORDimensional

+17.4%

past year

CAPEDCORFaded: behind in that period

0–3DCOR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CAPE vs DCOR

YTD

DoubleLineCAPE

+3.5%

DCORDimensional

+15.9%

+3.5%Year to date+15.9%

−9.7%Worst drop · 1Y−8.3%

12.5%Volatility · 1Y12.2%

1.5%Yield0.9%

$207MAssets$45.6B

3–1DCOR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAPE, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

CAPE0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CAPE, DCOR

1Y

1.53%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.53%$153

DCOR0.89%$89

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$88most kept, CAPE

CAPE$153 − $65 = $88

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CAPE, DCOR

Today

14.4%most shared, CAPE and DCOR

CAPEDCOR

CAPE—14.4%

DCOR14.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

CAPEWorst drop−9.7%12.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEDCOR

+3.5%Year to date+15.9%

1.5%Yield0.9%

+7.4%Past year+17.4%

0.65%Fee0.17%

3–1DCOR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026