Compare · 2 funds side by side · dividends reinvested

CAPE and VTI

CAPEDoubleLine×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,697VTI · best of the two

02 / 04

CAPE and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.3

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 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CAPE

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

CAPEMeasureVTI

+2.6%Year to dateJan 1 → Nov 9+11.6%

+6.6%1 yearTotal return+13.9%

+12.8%3 years · per year$10,000 became $14,365 · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

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%

12.8%VolatilityLower is calmer13.9%

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

2–5VTI 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 VTI: Top 5 Holdings

Today

CAPE

19.5%in top 5

VTI

in top 525.0%

CAPEStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

6.3%AMZN3.3%

not top 5MSFT5.2%

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

not top 5GOOGL2.8%

2.6%WMTnot top 5

Held in common15.1%

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

CAPE vs VTI Returns, Every Period

DoubleLineCAPE

+6.6%

past year

VTIVanguard

+13.9%

past year

CAPEVTIFaded: behind in that period

0–3VTI wins

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

Stocks vs Core: CAPE vs VTI

YTD

DoubleLineCAPE

+2.6%

VTIVanguard

+11.6%

+2.6%Year to date+11.6%

−9.7%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.9%

1.5%Yield1.1%

$207MAssets$689B

2–2level

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

Cost, Income and Risk

Fees: CAPE, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

CAPE0.65%$65

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

Yields: CAPE, VTI

1.55%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.55%$155

VTI1.06%$106

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

CAPE$155 − $65 = $90

KeptFee

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

Overlap: CAPE, VTI

Today

15.1%most shared, CAPE and VTI

CAPEVTI

CAPE—15.1%

VTI15.1%—

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

Return vs Bumpiness: 2 ETFs

+13.9%VTI, at 13.9% volatility

CAPEWorst drop−9.7%12.8% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

CAPEVTI

+2.6%Year to date+11.6%

1.5%Yield1.1%

+6.6%Past year+13.9%

0.65%Fee0.03%

3–1VTI wins

End-of-day Nov 9, 2026

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$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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