CAPE vs SCHB

ACAPE

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.54%CAPE · $154 on $10k

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

Held in common16.7%CAPE and SCHB

CAPE

SCHB

DoubleLine Shiller CAPE U.S. Equities ETF · $207MSchwab U.S. Broad Market ETF · $44.9B

+13.8%3 years · per year$14,719 · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

1.54%12-mo yield$154 · $109 on $10k1.09%

−9.7%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.8%

2–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAPE · SCHB

6.3%AMZN3.5%

4.5%TSLA1.5%

2.6%WMT0.8%

2.3%COST0.6%

Held in common16.7%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$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 SCHB

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureCAPESCHB

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.54%1.09%

5 years, per year[…]+10.3%

3 years, per year+13.8%+21.9%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.5%13.8%

3–2measures won
SCHB first

16.7%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

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

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, SCHB

Today

16.7%most shared, CAPE and SCHB

CAPESCHB

CAPE—16.7%

SCHB16.7%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

CAPE$154 − $65 = $89

KeptFee

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