Compare · 2 funds side by side · dividends reinvested

IVV and CAPE

IVViShares×CAPEDoubleLine×

Versus in desk

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

02 / 04

IVV and CAPE, 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%$875B1.3

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: IVV 2000 · CAPE 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

CAPE

IVV

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

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

CAPEMeasureIVV

+2.6%Year to dateJan 1 → Nov 9+11.3%

+6.6%1 yearTotal return+13.6%

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

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

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

1.55%Trailing 12-mo yield$155 · $111 a year on $10k1.11%

−9.7%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.8%

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

2–5IVV 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 IVV: Top 5 Holdings

Today

CAPE

19.5%in top 5

IVV

in top 527.8%

CAPEStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

6.3%AMZN4.0%

not top 5MSFT6.2%

4.5%TSLAnot top 5

3.2%NEEnot top 5

2.9%WELLnot top 5

not top 5GOOGL2.6%

2.6%WMTnot top 5

Held in common18.5%

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

CAPE vs IVV Returns, Every Period

DoubleLineCAPE

+6.6%

past year

IVViShares

+13.6%

past year

CAPEIVVFaded: behind in that period

0–3IVV wins

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

Stocks vs Core: CAPE vs IVV

YTD

DoubleLineCAPE

+2.6%

IVViShares

+11.3%

+2.6%Year to date+11.3%

−9.7%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.8%

1.5%Yield1.1%

$207MAssets$875B

2–2level

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

Cost, Income and Risk

Fees: IVV, CAPE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CAPE0.65%$65

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

Yields: IVV, CAPE

1.55%highest, CAPE

FundTrailing yieldYield$10k

CAPE1.55%$155

IVV1.11%$111

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

CAPE$155 − $65 = $90

KeptFee

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

Overlap: IVV, CAPE

Today

18.5%most shared, IVV and CAPE

IVVCAPE

IVV—18.5%

CAPE18.5%—

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

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

CAPEWorst drop−9.7%12.8% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

CAPEIVV

+2.6%Year to date+11.3%

1.5%Yield1.1%

+6.6%Past year+13.6%

0.65%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

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

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