CAPE vs DFAC

ACAPE

BDFAC

Measures won1–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.53%CAPE · $153 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common12.4%CAPE and DFAC

CAPE

DFAC

DoubleLine Shiller CAPE U.S. Equities ETF · $207MDimensional - US Core Equity 2 ETF · $89.2B

+14.2%3 years · per year$14,910 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.65%Expense ratio$65 · $21 on $10k · lower wins0.21%

1.53%12-mo yield$153 · $87 on $10k0.87%

−9.7%Worst dropSmaller wins−8.5%

12.5%VolatilityLower wins12.3%

1–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAPE · DFAC

6.3%AMZN2.6%

1.9%PG0.5%

2.6%WMT0.5%

1.9%KO0.5%

Held in common12.4%

End-of-day Nov 4, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.53%	+2.7%	+3.5%	+7.4%	+14.2%	new	−9.7%	$207M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.53%	+2.7%	+3.5%	+7.4%	+14.2%	new	−9.7%	$207M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAPE vs DFAC

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureCAPEDFAC

Fee0.65%0.21%

Cost on $10k a year$65$21

Yield1.53%0.87%

5 years, per year[…]+11.7%

3 years, per year+14.2%+23.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y12.5%12.3%

4–1measures won
DFAC first

12.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CAPE, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

CAPEDFACIWF

CAPE—12.4%9.9%

DFAC12.4%—40.8%

IWF9.9%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$88most kept, CAPE

CAPE$153 − $65 = $88

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee