CAPE vs IWB

ACAPE

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.54%CAPE · $154 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common17.5%CAPE and IWB

CAPE

IWB

DoubleLine Shiller CAPE U.S. Equities ETF · $207MiShares Russell 1000 ETF · $48.5B

+13.8%3 years · per year$14,719 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.65%Expense ratio$65 · $15 on $10k · lower wins0.15%

1.54%12-mo yield$154 · $95 on $10k0.95%

−9.7%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.6%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAPE · IWB

6.3%AMZN3.6%

4.5%TSLA1.6%

2.6%WMT0.8%

2.3%COST0.7%

Held in common17.5%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
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 IWB

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

IWB

iShares Russell 1000

$16,543

MeasureCAPEIWB

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield1.54%0.95%

5 years, per year[…]+10.6%

3 years, per year+13.8%+21.8%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.5%13.6%

3–2measures won
IWB first

17.5%

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, IWB

Today

17.5%most shared, CAPE and IWB

CAPEIWB

CAPE—17.5%

IWB17.5%—

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

IWB$95 − $15 = $80

KeptFee

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