CAPE vs VO

ACAPE

BVO

Measures won2–3VO wins · of 6 · 5Y

$10,000 · 5Y$13,944VO

Lowest cost0.03%VO · $3 on $10k

Most income1.54%CAPE · $154 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common22.9%CAPE and VO

CAPE

DoubleLine Shiller CAPE U.S. Equities ETF · $211MVanguard Morningstar Mid-Cap ETF · $103B

+12.6%3 years · per year$14,272 · $16,782+18.8%

[…]5 years · per year[…] · $13,944+6.9%

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

1.54%12-mo yield$154 · $133 on $10k1.33%

−9.7%

End-of-day Nov 11, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
2	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk		0.65%	1.54%	+0.2%	+3.0%	+6.1%	+12.6%	new	−9.7%	$211M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
2	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk		0.65%	1.54%	+0.2%	+3.0%	+6.1%	+12.6%	new	−9.7%	$211M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAPE vs VO

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

Vanguard Morningstar Mid-Cap

$13,944

MeasureCAPEVO

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.54%1.33%

5 years, per year[…]+6.9%

3 years, per year+12.6%+18.8%

Worst drop · 1Y−9.7%−8.2%

Volatility · 1Y12.7%

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CAPE vs VO

Both

Both

$10,000 in CAPE, VO

Overlap: CAPE, VO

CAPE vs VO

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: CAPE, VO

Income After Fees on $10,000