Compare · 2 funds side by side · dividends reinvested

CAPE and IWF

CAPEDoubleLine×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

CAPE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.53%+3.5%+7.4%+14.2%[…]−9.7%12.5%$207M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CAPE 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CAPE

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

CAPEMeasureIWF

+3.5%Year to dateJan 1 → Nov 5−0.1%

+7.4%1 yearTotal return−3.0%

+14.2%3 years · per year$10,000 became $14,910 · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.65%Expense ratio$65 · $18 a year on $10k · lower is better0.18%

1.53%Trailing 12-mo yield$153 · $37 a year on $10k0.37%

−9.7%Worst dropSmaller is better−15.6%

12.5%VolatilityLower is calmer18.3%

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

5–2CAPE 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 IWF: Top 5 Holdings

Today

CAPE

19.5%in top 5

IWF

in top 539.6%

CAPEStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

6.3%AMZNnot top 5

not top 5GOOGL5.3%

not top 5AVGO4.7%

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 5, 2026 · share of each fund

CAPE vs IWF Returns, Every Period

DoubleLineCAPE

+7.4%

past year

IWFiShares

−3.0%

past year

CAPEIWFFaded: behind in that period

2–1CAPE wins

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

CAPE vs IWF

YTD

DoubleLineCAPE

+3.5%

IWFiShares

−0.1%

+3.5%Year to date−0.1%

−9.7%Worst drop · 1Y−15.6%

12.5%Volatility · 1Y18.3%

1.5%Yield0.4%

$207MAssets$121B

4–0CAPE wins

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

Cost, Income and Risk

Fees: CAPE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CAPE0.65%$65

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

Yields: CAPE, IWF

1.53%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.53%$153

IWF0.37%$37

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

Income After Fees on $10,000

$88most kept, CAPE

CAPE$153 − $65 = $88

IWF$37 − $18 = $19

KeptFee

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

Overlap: CAPE, IWF

Today

10.0%most shared, CAPE and IWF

CAPEIWF

CAPE—10.0%

IWF10.0%—

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

Return vs Bumpiness: 2 ETFs

+7.4%CAPE, at 12.5% volatility

CAPEWorst drop−9.7%12.5% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CAPEIWF

+3.5%Year to date−0.1%

1.5%Yield0.4%

+7.4%Past year−3.0%

0.65%Fee0.18%

3–1CAPE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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