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$16,526DFAC · 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%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.54%+2.8%+6.7%+13.8%[…]−9.7%12.5%$207M1.7

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 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

CAPE

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

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

DFACMeasureCAPE

+11.2%Year to dateJan 1 → Nov 5+2.8%

+14.3%1 yearTotal return+6.7%

+21.2%3 years · per year$10,000 became $17,812 · $14,719+13.8%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $65 a year on $10k · lower is better0.65%

0.90%Trailing 12-mo yield$90 · $154 a year on $10k1.54%

−8.5%Worst dropSmaller is better−9.7%

12.9%VolatilityLower is calmer12.5%

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

5–2DFAC wins

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

More Ways to See the Pairs

DFAC vs CAPE: Top 5 Holdings

Today

DFAC

20.5%in top 5

CAPE

in top 519.5%

DFACStockCAPE

2.7%AMZN6.3%

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

not top 5TSLA4.5%

not top 5NEE3.2%

not top 5WELL2.9%

not top 5WMT2.6%

1.9%METAnot top 5

Held in common12.8%

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

DFAC vs CAPE Returns, Every Period

DimensionalDFAC

+14.3%

past year

CAPEDoubleLine

+6.7%

past year

DFACCAPEFaded: behind in that period

3–0DFAC wins

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

DFAC vs CAPE

YTD

DimensionalDFAC

+11.2%

CAPEDoubleLine

+2.8%

+11.2%Year to date+2.8%

−8.5%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y12.5%

0.9%Yield1.5%

$89.2BAssets$207M

2–2level

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

Yields: CAPE, DFAC

1.54%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.54%$154

DFAC0.90%$90

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

Income After Fees on $10,000

$89most kept, CAPE

CAPE$154 − $65 = $89

DFAC$90 − $21 = $69

KeptFee

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

Overlap: CAPE, DFAC

Today

12.8%most shared, CAPE and DFAC

CAPEDFAC

CAPE—12.8%

DFAC12.8%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

CAPEWorst drop−9.7%12.5% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

CAPEDFAC

+2.8%Year to date+11.2%

1.5%Yield0.9%

+6.7%Past year+14.3%

0.65%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026