CAPE vs DIA

ACAPE

BDIA

Measures won3–2CAPE wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.54%CAPE · $154 on $10k

Smallest drop−9.7%CAPE · worst fall in 1Y

Held in common9.9%CAPE and DIA

CAPE

DIA

DoubleLine Shiller CAPE U.S. Equities ETF · $207MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+13.8%3 years · per year$14,719 · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.65%Expense ratio$65 · $16 on $10k · lower wins0.16%

1.54%12-mo yield$154 · $140 on $10k1.40%

−9.7%Worst dropSmaller wins−9.8%

12.5%VolatilityLower wins13.4%

3–2CAPE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAPE · DIA

6.3%AMZN3.0%

1.9%PG1.9%

2.6%WMT1.4%

1.3%HD4.0%

Held in common9.9%

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
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	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

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	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 DIA

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureCAPEDIA

Fee0.65%0.16%

Cost on $10k a year$65$16

Yield1.54%1.40%

5 years, per year[…]+9.4%

3 years, per year+13.8%+17.7%

Worst drop · 1Y−9.7%−9.8%

Volatility · 1Y12.5%13.4%

3–2measures won
CAPE first

9.9%

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, DIA

Today

9.9%most shared, CAPE and DIA

CAPEDIA

CAPE—9.9%

DIA9.9%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

CAPE$154 − $65 = $89

KeptFee

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