CAPE vs IWF

ACAPE

BIWF

Measures won3–2CAPE wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.54%CAPE · $154 on $10k

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

Held in common10.0%CAPE and IWF

CAPE

IWF

DoubleLine Shiller CAPE U.S. Equities ETF · $207MiShares Russell 1000 Growth ETF · $121B

+13.8%3 years · per year$14,719 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

1.54%12-mo yield$154 · $39 on $10k0.39%

−9.7%Worst dropSmaller wins−14.6%

12.5%VolatilityLower wins19.3%

3–2CAPE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAPE · IWF

4.5%TSLA3.5%

1.3%HD0.8%

6.3%AMZN0.7%

2.3%COST0.6%

Held in common10.0%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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 IWF

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureCAPEIWF

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield1.54%0.39%

5 years, per year[…]+8.9%

3 years, per year+13.8%+19.5%

Worst drop · 1Y−9.7%−14.6%

Volatility · 1Y12.5%19.3%

3–2measures won
CAPE first

10.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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

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

Overlap: CAPE, IWF

Today

10.0%most shared, CAPE and IWF

CAPEIWF

CAPE—10.0%

IWF10.0%—

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

IWF$39 − $18 = $21

KeptFee

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