Compare · 2 funds side by side · dividends reinvested

CAPE and IJH

CAPEDoubleLine×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,049IJH · best of the two

02 / 04

CAPE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.3

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.55%+2.6%+6.6%+12.8%[…]−9.7%12.8%$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 9, 2026 · returns include dividends · since: CAPE 2022 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CAPE

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

CAPEMeasureIJH

+2.6%Year to dateJan 1 → Nov 9+13.6%

+6.6%1 yearTotal return+17.5%

+12.8%3 years · per year$10,000 became $14,365 · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.65%Expense ratio$65 · $5 a year on $10k · lower is better0.05%

1.55%Trailing 12-mo yield$155 · $121 a year on $10k1.21%

−9.7%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.8%

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

2–5IJH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAPE vs IJH: Top 5 Holdings

Today

CAPE

19.5%in top 5

IJH

in top 53.5%

CAPEStockIJH

6.3%AMZNnot top 5

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common4.3%

End-of-day Nov 9, 2026 · share of each fund

CAPE vs IJH Returns, Every Period

DoubleLineCAPE

+6.6%

past year

IJHiShares

+17.5%

past year

CAPEIJHFaded: behind in that period

0–3IJH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CAPE vs IJH

YTD

DoubleLineCAPE

+2.6%

IJHiShares

+13.6%

+2.6%Year to date+13.6%

−9.7%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.8%

1.5%Yield1.2%

$207MAssets$121B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAPE, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

CAPE0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CAPE, IJH

1.55%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.55%$155

IJH1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

CAPE$155 − $65 = $90

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CAPE, IJH

Today

4.3%most shared, CAPE and IJH

CAPEIJH

CAPE—4.3%

IJH4.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%IJH, at 15.8% volatility

CAPEWorst drop−9.7%12.8% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEIJH

+2.6%Year to date+13.6%

1.5%Yield1.2%

+6.6%Past year+17.5%

0.65%Fee0.05%

3–1IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026