Compare · 2 funds side by side · dividends reinvested

CAPE and DIA

CAPEDoubleLine×DIASPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,701DIA · best of the two

Story of the two · IncomeMost incomeCAPE · 1.55% · $155 a year on $10k

Story of the two · RiskSmallest drop

CAPE and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+10.0%+17.2%+9.4%−9.8%13.5%$45.7B1.4

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.55%+2.1%+3.6%+12.3%[…]−9.7%12.7%$212M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: CAPE 2022 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DoubleLine Shiller CAPE U.S. Equities ETF · $212M[…]

CAPE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.7B$15,701

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

CAPEMeasureDIA

+2.1%

More Ways to See the Pairs

CAPE vs DIA: Top 5 Holdings

Today

CAPE

19.5%in top 5

DIA

in top 533.3%

CAPEStockDIA

not top 5GS10.5%

not top 5CAT6.8%

6.3%AMZNnot top 5

not top 5MSFT5.9%

not top 5AMGN5.3%

Cost, Income and Risk

Fees: CAPE, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

CAPE0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CAPE, DIA

1Y

1.55%highest, CAPE

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+10.1%

+3.6%1 yearTotal return+10.0%

+12.3%3 years · per year$10,000 became $14,152 · $16,086+17.2%

[…]5 years · per year$10,000 became […] · $15,701+9.4%

0.65%Expense ratio$65 · $16 a year on $10k · lower is better0.16%

1.55%Trailing 12-mo yield$155 · $137 a year on $10k1.37%

−9.7%Worst dropSmaller is better−9.8%

12.7%VolatilityLower is calmer13.5%

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

3–4DIA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5V4.8%

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

Held in common10.0%

End-of-day Nov 13, 2026 · share of each fund

CAPE vs DIA Returns, Every Period

1Y

DoubleLineCAPE

+3.6%

past year

DIASPDR

+10.0%

past year

CAPEDIAFaded: behind in that period

0–3DIA wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CAPE vs DIA

YTD

DoubleLineCAPE

+2.1%

DIASPDR

+10.1%

+2.1%Year to date+10.1%

−9.7%Worst drop · 1Y−9.8%

12.7%Volatility · 1Y13.5%

1.6%Yield1.4%

$212MAssets$45.7B

3–1CAPE wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

CAPE1.55%$155

DIA1.37%$137

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, DIA

DIA$137 − $16 = $121

CAPE$155 − $65 = $90

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CAPE, DIA

Today

10.0%most shared, CAPE and DIA

CAPEDIA

CAPE—10.0%

DIA10.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.0%DIA, at 13.5% volatility

CAPEWorst drop−9.7%12.7% vol

DIAWorst drop−9.8%13.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEDIA

+2.1%Year to date+10.1%

1.6%Yield1.4%

+3.6%Past year+10.0%

0.65%Fee0.16%

3–1DIA wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CAPE and DIA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two