Compare · 2 funds side by side · dividends reinvested

CAPE and DFAC

CAPEDoubleLine×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

CAPE and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.1

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.57%+0.8%+3.7%+13.9%[…]−9.7%12.2%$208M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: CAPE 2022 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

DoubleLine Shiller CAPE U.S. Equities ETF · $208M[…]

CAPE

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

CAPEMeasureDFAC

+0.8%Year to dateJan 1 → Nov 4+14.1%

+3.7%1 yearTotal return+16.0%

+13.9%3 years · per year$10,000 became $14,766 · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.65%Expense ratio$65 · $21 a year on $10k · lower is better0.21%

1.57%Trailing 12-mo yield$157 · $88 a year on $10k0.88%

−9.7%Worst dropSmaller is better−8.5%

12.2%VolatilityLower is calmer12.2%

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

1–5DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAPE vs DFAC: Top 5 Holdings

Today

CAPE

19.5%in top 5

DFAC

in top 520.1%

CAPEStockDFAC

6.3%AMZN2.6%

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

not top 5META1.9%

Held in common12.4%

End-of-day Nov 4, 2026 · share of each fund

CAPE vs DFAC Returns, Every Period

DoubleLineCAPE

+3.7%

past year

DFACDimensional

+16.0%

past year

CAPEDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CAPE vs DFAC

YTD

DoubleLineCAPE

+0.8%

DFACDimensional

+14.1%

+0.8%Year to date+14.1%

−9.7%Worst drop · 1Y−8.5%

12.2%Volatility · 1Y12.2%

1.6%Yield0.9%

$208MAssets$87.6B

2–1DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAPE, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CAPE0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CAPE, DFAC

1.57%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.57%$157

DFAC0.88%$88

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, CAPE

CAPE$157 − $65 = $92

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CAPE, DFAC

Today

12.4%most shared, CAPE and DFAC

CAPEDFAC

CAPE—12.4%

DFAC12.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

CAPEWorst drop−9.7%12.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEDFAC

+0.8%Year to date+14.1%

1.6%Yield0.9%

+3.7%Past year+16.0%

0.65%Fee0.21%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026