CAPE vs DCOR

ACAPE

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income1.54%CAPE · $154 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common14.4%CAPE and DCOR

CAPE

DCOR

DoubleLine Shiller CAPE U.S. Equities ETF · $207MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+13.8%3 years · per year$14,719 · $18,033+21.7%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $17 on $10k · lower wins0.17%

1.54%12-mo yield$154 · $93 on $10k0.93%

−9.7%Worst dropSmaller wins−8.3%

12.5%VolatilityLower wins12.9%

2–3DCOR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCAPE · DCOR

6.3%AMZN2.8%

2.6%WMT0.8%

1.9%PG0.6%

4.5%TSLA0.6%

Held in common14.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk		0.65%	1.54%	−0.7%	+2.8%	+6.7%	+13.8%	new	−9.7%	$207M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk		0.65%	1.54%	−0.7%	+2.8%	+6.7%	+13.8%	new	−9.7%	$207M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAPE vs DCOR

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCAPEDCOR

Fee0.65%0.17%

Cost on $10k a year$65$17

Yield1.54%0.93%

5 years, per year[…][…]

3 years, per year+13.8%+21.7%

Worst drop · 1Y−9.7%−8.3%

Volatility · 1Y12.5%12.9%

3–2measures won
DCOR first

14.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CAPE, DCOR

Today

14.4%most shared, CAPE and DCOR

CAPEDCOR

CAPE—14.4%

DCOR14.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$89most kept, CAPE

CAPE$154 − $65 = $89

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee