CAPE vs SCHB

ACAPE

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.57%CAPE · $157 on $10k

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

Held in common17.1%CAPE and SCHB

CAPE

SCHB

DoubleLine Shiller CAPE U.S. Equities ETF · $213MSchwab U.S. Broad Market ETF · $42.9B

+12.8%3 years · per year$14,363 · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

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

1.57%12-mo yield$157 · $109 on $10k1.09%

−9.7%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.8%

2–3SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAPE · SCHB

6.3%AMZN3.6%

4.5%TSLA1.4%

2.6%WMT0.8%

2.3%COST0.7%

Held in common17.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.57%	−1.9%	+0.8%	+4.3%	+12.8%	new	−9.7%	$213M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.57%	−1.9%	+0.8%	+4.3%	+12.8%	new	−9.7%	$213M

End-of-day Nov 6, 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

$16,377

MeasureCAPESCHB

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.57%1.09%

5 years, per year[…]+10.4%

3 years, per year+12.8%+21.6%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.6%13.8%

3–2measures won
SCHB first

17.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: CAPE, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

CAPESCHBVUG

CAPE—17.1%12.1%

SCHB17.1%—50.0%

VUG12.1%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

CAPE$157 − $65 = $92

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee