CAPE vs SCHB5YCAPECAPEAvsBSCHBSCHBDoubleLine Shiller CAPE U.S. Equities ETF · $212MSchwab U.S. Broad Market ETF · $44.5BReturns · dividends in+12.3%3 years · per year$14,152 · $17,836+21.3%[…]5 years · per year[…] · $16,423+10.4%Cost and income0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%1.55%12-mo yield$155 · $106 on $10k
Overlap: CAPE, SCHB, VTVToday39.3%most shared, SCHB and VTVCAPESCHBVTVCAPE—16.8%19.0%SCHB16.8%—39.3%VTV19.0%39.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CAPE vs SCHB5YACAPEDoubleLine Shiller CAPE U.S. Equities[…]vsSCHBBSchwab U.S. Broad Market$16,423MeasureCAPESCHBFee0.65%0.03%Cost on $10k a year$65$3Yield1.55%1.06%5 years, per year[…]+10.4%3 years, per year+12.3%+21.3%Worst drop · 1Y−9.7%−8.9%Volatility · 1Y12.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.3%+11.5%+11.6%+21.3%+10.4%−8.9%$44.5B3ACAPEDoubleLine Shiller CAPE U.S. Equities ETFReadDesk0.65%1.55%−0.1%+2.1%+3.6%+12.3%new−9.7%$212MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.3%+11.5%+11.6%+21.3%+10.4%−8.9%$44.5B3ACAPEDoubleLine Shiller CAPE U.S. Equities ETFReadDesk0.65%1.55%−0.1%+2.1%+3.6%+12.3%new−9.7%$212MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: CAPE, SCHB, VTVToday39.3%most shared, SCHB and VTVCAPESCHBVTVCAPE—16.8%19.0%SCHB16.8%—39.3%VTV19.0%39.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178SCHB$106 − $3 = $103CAPE$155 − $65 = $90KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee