Compare · 3 funds side by side · dividends reinvested

CAPE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

CAPE, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.54%+2.8%+6.7%+13.8%[…]−9.7%12.5%$207M2.4

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CAPE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

CAPEMeasureSPYM

+2.8%Year to dateJan 1 → Nov 5+8.4%

+6.7%1 yearTotal return+9.8%

+13.8%3 years · per year$10,000 became $14,719 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

1.54%Trailing 12-mo yield$154 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.6%

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

2–5SPYM 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 SPYM: Top 5 Holdings

Today

CAPE

19.5%in top 5

SPYM

in top 527.7%

CAPEStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

6.3%AMZN3.9%

not top 5MSFT6.2%

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

not top 5GOOGL2.6%

Held in common18.3%

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

CAPE vs SPYM Returns, Every Period

DoubleLineCAPE

+6.7%

past year

SPYMSPDR

+9.8%

past year

CAPESPYMFaded: behind in that period

0–3SPYM wins

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

Stocks vs Core: CAPE vs SPYM

YTD

DoubleLineCAPE

+2.8%

SPYMSPDR

+8.4%

+2.8%Year to date+8.4%

−9.7%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.6%

1.5%Yield1.1%

$207MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: CAPE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CAPE0.65%$65

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

Yields: CAPE, SPYM, SPY

1.54%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.54%$154

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

CAPE$154 − $65 = $89

KeptFee

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

Overlap: CAPE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CAPESPYMSPY

CAPE—18.3%18.3%

SPYM18.3%—99.9%

SPY18.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

CAPEWorst drop−9.7%12.5% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CAPESPYM

+2.8%Year to date+8.4%

1.5%Yield1.1%

+6.7%Past year+9.8%

0.65%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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