CAPE vs DFAC

ACAPE

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.54%CAPE · $154 on $10k

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

Held in common12.8%CAPE and DFAC

CAPE

DFAC

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

+13.8%3 years · per year$14,719 · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

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

1.54%12-mo yield$154 · $90 on $10k0.90%

−9.7%Worst dropSmaller wins−8.5%

12.5%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAPE · DFAC

6.3%AMZN2.7%

1.9%PG0.6%

2.6%WMT0.6%

1.9%KO0.5%

Held in common12.8%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	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

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	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

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 DFAC

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureCAPEDFAC

Fee0.65%0.21%

Cost on $10k a year$65$21

Yield1.54%0.90%

5 years, per year[…]+10.6%

3 years, per year+13.8%+21.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y12.5%12.9%

3–2measures won
DFAC first

12.8%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: CAPE, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

CAPEDFACVOO

CAPE—12.8%16.5%

DFAC12.8%—67.8%

VOO16.5%67.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

CAPE$154 − $65 = $89

DFAC$90 − $21 = $69

KeptFee

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