Compare · 3 funds side by side · dividends reinvested

CAPE, VUG and VO

CAPEDoubleLine×VUGVanguard×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeCAPE · 1.54% · $154 a year on $10k

Story of the three · RiskSmallest drop

CAPE, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.1

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.54%+3.0%+6.1%+12.6%[…]−9.7%12.7%$211M2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: CAPE 2022 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DoubleLine Shiller CAPE U.S. Equities ETF · $211M[…]

CAPE

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

CAPEMeasure

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 5GOOGL

Cost, Income and Risk

Fees: CAPE, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

CAPE0.65%$65

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CAPE, VUG, VO

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

+3.0%Year to dateJan 1 → Nov 11+5.1%

+6.1%1 yearTotal return+3.6%

+12.6%3 years · per year$10,000 became $14,272 · $18,430+22.6%

[…]5 years · per year$10,000 became […] · $16,557+10.6%

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

1.54%Trailing 12-mo yield$154 · $41 a year on $10k0.41%

−9.7%Worst dropSmaller is better−15.1%

12.7%VolatilityLower is calmer19.1%

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

4–3CAPE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.2%

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 11, 2026 · share of each fund

CAPE vs VUG Returns, Every Period

1Y

DoubleLineCAPE

+6.1%

past year

VUGVanguard

+3.6%

past year

CAPEVUGFaded: behind in that period

1–2VUG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CAPE vs VO

YTD

DoubleLineCAPE

+3.0%

VOVanguard

+15.0%

+3.0%Year to date+15.0%

−9.7%Worst drop · 1Y−8.2%

12.7%Volatility · 1Y13.1%

1.5%Yield1.3%

$211MAssets$103B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.54%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.54%$154

VO1.33%$133

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

CAPE$154 − $65 = $89

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CAPE, VUG, VO

Today

22.9%most shared, CAPE and VO

CAPEVUGVO

CAPE—12.1%22.9%

VUG12.1%—10.2%

VO22.9%10.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.0%VO, at 13.1% volatility

CAPEWorst drop−9.7%12.7% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CAPEVO

+3.0%Year to date+15.0%

1.5%Yield1.3%

+6.1%Past year+15.0%

0.65%Fee0.03%

3–1VO wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CAPE, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three