Compare · 3 funds side by side · dividends reinvested

CAPE, VUG and IWF

CAPEDoubleLine×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

CAPE, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.57%+0.8%+4.3%+12.8%[…]−9.7%12.6%$207M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CAPE 2022 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CAPE

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

CAPEMeasureVUG

+0.8%Year to dateJan 1 → Nov 6+1.4%

+4.3%1 yearTotal return+0.2%

+12.8%3 years · per year$10,000 became $14,363 · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

1.57%Trailing 12-mo yield$157 · $42 a year on $10k0.42%

−9.7%Worst dropSmaller is better−15.1%

12.6%VolatilityLower is calmer19.0%

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

4–3CAPE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAPE vs VUG: Top 5 Holdings

Today

CAPE

19.5%in top 5

VUG

in top 545.2%

CAPEStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

6.3%AMZNnot top 5

not top 5GOOGL5.2%

4.5%TSLAnot top 5

not top 5AVGO4.3%

3.2%NEEnot top 5

2.9%WELLnot top 5

2.6%WMTnot top 5

Held in common12.1%

End-of-day Nov 6, 2026 · share of each fund

CAPE vs VUG Returns, Every Period

DoubleLineCAPE

+4.3%

past year

VUGVanguard

+0.2%

past year

CAPEVUGFaded: behind in that period

1–2VUG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CAPE vs VUG

YTD

DoubleLineCAPE

+0.8%

VUGVanguard

+1.4%

+0.8%Year to date+1.4%

−9.7%Worst drop · 1Y−15.1%

12.6%Volatility · 1Y19.0%

1.6%Yield0.4%

$207MAssets$233B

3–1CAPE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAPE, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CAPE0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CAPE, VUG, IWF

1.57%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.57%$157

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, CAPE

CAPE$157 − $65 = $92

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CAPE, VUG, IWF

Today

78.0%most shared, VUG and IWF

CAPEVUGIWF

CAPE—12.1%10.2%

VUG12.1%—78.0%

IWF10.2%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+4.3%CAPE, at 12.6% volatility

CAPEWorst drop−9.7%12.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEVUG

+0.8%Year to date+1.4%

1.6%Yield0.4%

+4.3%Past year+0.2%

0.65%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026