CAPE vs DCOR

ACAPE

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.57%CAPE · $157 on $10k

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

Held in common14.8%CAPE and DCOR

CAPE

DCOR

DoubleLine Shiller CAPE U.S. Equities ETF · $207MU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+12.8%3 years · per year$14,363 · $17,935+21.5%

[…]5 years · per year[…]

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

1.57%12-mo yield$157 · $93 on $10k0.93%

−9.7%Worst dropSmaller wins−8.3%

12.6%VolatilityLower wins12.8%

2–3DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAPE · DCOR

6.3%AMZN2.9%

2.6%WMT0.8%

1.9%PG0.6%

2.3%COST0.6%

Held in common14.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.57%	−1.9%	+0.8%	+4.3%	+12.8%	new	−9.7%	$207M
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.57%	−1.9%	+0.8%	+4.3%	+12.8%	new	−9.7%	$207M
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 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

Yield1.57%0.93%

5 years, per year[…][…]

3 years, per year+12.8%+21.5%

Worst drop · 1Y−9.7%−8.3%

Volatility · 1Y12.6%12.8%

3–2measures won
DCOR first

14.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CAPE, DCOR, VUG

Today

38.1%most shared, DCOR and VUG

CAPEDCORVUG

CAPE—14.8%12.1%

DCOR14.8%—38.1%

VUG12.1%38.1%—

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

Income After Fees on $10,000

$92most kept, CAPE

CAPE$157 − $65 = $92

DCOR$93 − $17 = $76

VUG$42 − $3 = $39

KeptFee

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