CAPE vs VOO

ACAPE

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.54%CAPE · $154 on $10k

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

Held in common16.5%CAPE and VOO

CAPE

VOO

DoubleLine Shiller CAPE U.S. Equities ETF · $207MVanguard S&P 500 ETF · $1.00T

+13.8%3 years · per year$14,719 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

1.54%12-mo yield$154 · $110 on $10k1.10%

−9.7%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAPE · VOO

6.3%AMZN3.7%

4.5%TSLA1.5%

2.6%WMT0.7%

2.3%COST0.6%

Held in common16.5%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 VOO

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

VOO

Vanguard S&P 500

$17,156

MeasureCAPEVOO

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.54%1.10%

5 years, per year[…]+11.4%

3 years, per year+13.8%+22.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.5%13.5%

3–2measures won
VOO first

16.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

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

Overlap: CAPE, VOO

Today

16.5%most shared, CAPE and VOO

CAPEVOO

CAPE—16.5%

VOO16.5%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

CAPE$154 − $65 = $89

KeptFee

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