CAPE vs VTI

ACAPE

BVTI

Measures won2–3VTI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.55%CAPE · $155 on $10k

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

Held in common15.1%CAPE and VTI

CAPE

VTI

DoubleLine Shiller CAPE U.S. Equities ETF · $207MVanguard Morningstar Total Stock Market ETF · $689B

+12.8%3 years · per year$14,365 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

1.55%12-mo yield$155 · $106 on $10k1.06%

−9.7%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.9%

2–3VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAPE · VTI

6.3%AMZN3.3%

4.5%TSLA1.4%

2.6%WMT0.6%

2.3%COST0.6%

Held in common15.1%

End-of-day Nov 9, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk		0.65%	1.55%	+1.8%	+2.6%	+6.6%	+12.8%	new	−9.7%	$207M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	ACAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk		0.65%	1.55%	+1.8%	+2.6%	+6.6%	+12.8%	new	−9.7%	$207M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAPE vs VTI

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureCAPEVTI

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.55%1.06%

5 years, per year[…]+10.8%

3 years, per year+12.8%+21.8%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.8%13.9%

3–2measures won
VTI first

15.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CAPE, VTI

Today

15.1%most shared, CAPE and VTI

CAPEVTI

CAPE—15.1%

VTI15.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

CAPE$155 − $65 = $90

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee