CAPE vs IWB

ACAPE

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,772IWB · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.55%CAPE · $155 on $10k

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

Held in common17.5%CAPE and IWB

DoubleLine Shiller CAPE U.S. Equities ETF · $211MiShares Russell 1000 ETF · $48.3B

+12.3%3 years · per year$14,170 · $17,870+21.3%

[…]5 years · per year[…] · $16,772+10.9%

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

1.55%12-mo yield$155 · $92 on $10k

Cards for this view

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

IWB

iShares Russell 1000

$16,772

MeasureCAPEIWB

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield1.55%0.92%

5 years, per year[…]+10.9%

3 years, per year+12.3%+21.3%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.7%

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.55%	−0.8%	+2.3%	+3.8%	+12.3%	new	−9.7%	$211M

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.55%	−0.8%	+2.3%	+3.8%	+12.3%	new	−9.7%	$211M

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