Compare · 3 funds side by side · dividends reinvested

IVV, CAPE and VTI

IVViShares×CAPEDoubleLine×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

IVV, CAPE and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

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%$689B1.9

DoubleLine Shiller CAPE U.S. Equities ETFUS Stock Styles · Large cap0.65%1.55%+2.6%+6.6%+12.8%[…]−9.7%12.8%$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 9, 2026 · returns include dividends · since: IVV 2000 · CAPE 2022 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

CAPE

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

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

IVVMeasureCAPE

+11.3%Year to dateJan 1 → Nov 9+2.6%

+13.6%1 yearTotal return+6.6%

+22.0%3 years · per year$10,000 became $18,159 · $14,365+12.8%

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

1.11%Trailing 12-mo yield$111 · $155 a year on $10k1.55%

−8.9%Worst dropSmaller is better−9.7%

13.8%VolatilityLower is calmer12.8%

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

5–2IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CAPE: Top 5 Holdings

Today

IVV

27.8%in top 5

CAPE

in top 519.5%

IVVStockCAPE

7.9%AAPLnot top 5

7.1%NVDAnot top 5

4.0%AMZN6.3%

6.2%MSFTnot top 5

not top 5TSLA4.5%

not top 5NEE3.2%

not top 5WELL2.9%

2.6%GOOGLnot top 5

not top 5WMT2.6%

Held in common18.5%

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

IVV vs CAPE Returns, Every Period

iSharesIVV

+13.6%

past year

CAPEDoubleLine

+6.6%

past year

IVVCAPEFaded: behind in that period

3–0IVV wins

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

Core vs Stocks: IVV vs CAPE

YTD

iSharesIVV

+11.3%

CAPEDoubleLine

+2.6%

+11.3%Year to date+2.6%

−8.9%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y12.8%

1.1%Yield1.5%

$875BAssets$207M

2–2level

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

Cost, Income and Risk

Fees: IVV, CAPE, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

CAPE0.65%$65

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

Yields: IVV, CAPE, VTI

1.55%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.55%$155

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

CAPE$155 − $65 = $90

KeptFee

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

Overlap: IVV, CAPE, VTI

Today

86.0%most shared, IVV and VTI

IVVCAPEVTI

IVV—18.5%86.0%

CAPE18.5%—15.1%

VTI86.0%15.1%—

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

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

CAPEWorst drop−9.7%12.8% vol

IVVWorst drop−8.9%13.8% 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 Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026