Compare · 2 funds side by side · dividends reinvested

CAPE and SCHB

CAPEDoubleLine×SCHBSchwab×

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$16,423SCHB · 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 SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.5B1.3

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.55%+2.1%+3.6%+12.3%[…]−9.7%12.7%$212M1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: CAPE 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CAPE

SCHB

Schwab U.S. Broad Market ETF · $44.5B$16,423

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

CAPEMeasureSCHB

+2.1%

More Ways to See the Pairs

CAPE vs SCHB: Top 5 Holdings

Today

CAPE

19.5%in top 5

SCHB

in top 523.8%

CAPEStockSCHB

not top 5AAPL7.1%

6.3%AMZN3.6%

not top 5NVDA5.5%

not top 5MSFT5.3%

4.5%TSLA

Cost, Income and Risk

Fees: CAPE, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CAPE0.65%$65

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

Yields: CAPE, SCHB

1Y

1.55%highest, CAPE

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+3.6%1 yearTotal return+11.6%

+12.3%3 years · per year$10,000 became $14,152 · $17,836+21.3%

[…]5 years · per year$10,000 became […] · $16,423+10.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.55%Trailing 12-mo yield$155 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer14.0%

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

2–5SCHB wins

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

not top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

not top 5GOOGL2.4%

Held in common16.8%

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

CAPE vs SCHB Returns, Every Period

1Y

DoubleLineCAPE

+3.6%

past year

SCHBSchwab

+11.6%

past year

CAPESCHBFaded: behind in that period

0–3SCHB wins

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

CAPE vs SCHB

YTD

DoubleLineCAPE

+2.1%

SCHBSchwab

+11.5%

+2.1%Year to date+11.5%

−9.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y14.0%

1.6%Yield1.1%

$212MAssets$44.5B

2–2level

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

Yield

$10k

CAPE1.55%$155

SCHB1.06%$106

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

CAPE$155 − $65 = $90

KeptFee

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

Overlap: CAPE, SCHB

Today

16.8%most shared, CAPE and SCHB

CAPESCHB

CAPE—16.8%

SCHB16.8%—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

CAPEWorst drop−9.7%12.7% vol

SCHBWorst drop−8.9%14.0% vol

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

Paid More vs Made More

YTD

CAPESCHB

+2.1%Year to date+11.5%

1.6%Yield1.1%

+3.6%Past year+11.6%

0.65%Fee0.03%

3–1SCHB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD 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

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CAPE and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two