CAPE vs VO5YCAPECAPEAvsBVOVODoubleLine Shiller CAPE U.S. Equities ETF · $212MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in+12.3%3 years · per year$14,152 · $16,641+18.5%[…]5 years · per year[…] · $13,748+6.6%Cost and income0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%1.55%12-mo yield$155 · $135 on $10k
Overlap: CAPE, VO, IWFToday22.9%most shared, CAPE and VOCAPEVOIWFCAPE—22.9%10.1%VO22.9%—9.4%IWF10.1%9.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CAPE vs VO5YACAPEDoubleLine Shiller CAPE U.S. Equities[…]vsVOBVanguard Morningstar Mid-Cap$13,748MeasureCAPEVOFee0.65%0.03%Cost on $10k a year$65$3Yield1.55%1.35%5 years, per year[…]+6.6%3 years, per year+12.3%+18.5%Worst drop · 1Y−9.7%−8.2%Volatility · 1Y12.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B3ACAPEDoubleLine 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B3ACAPEDoubleLine 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
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-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
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: CAPE, VO, IWFToday22.9%most shared, CAPE and VOCAPEVOIWFCAPE—22.9%10.1%VO22.9%—9.4%IWF10.1%9.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132CAPE$155 − $65 = $90IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee