CAPE vs VUG5YCAPECAPEAvsBVUGVUGDoubleLine Shiller CAPE U.S. Equities ETF · $211MVanguard Morningstar Growth ETF · $233BReturns · dividends in+12.6%3 years · per year$14,272 · $18,430+22.6%[…]5 years · per year[…] · $16,557+10.6%Cost and income0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%1.54%12-mo yield$154 · $41 on $10k
Overlap: CAPE, VUG, IWFToday78.0%most shared, VUG and IWFCAPEVUGIWFCAPE—12.1%10.3%VUG12.1%—78.0%IWF10.3%78.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
CAPE vs VUG5YACAPEDoubleLine Shiller CAPE U.S. Equities[…]vsVUGBVanguard Morningstar Growth$16,557MeasureCAPEVUGFee0.65%0.03%Cost on $10k a year$65$3Yield1.54%0.41%5 years, per year[…]+10.6%3 years, per year+12.6%+22.6%Worst drop · 1Y−9.7%−15.1%Volatility · 1Y12.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1B3ACAPEDoubleLine Shiller CAPE U.S. Equities ETFReadDesk0.65%1.54%+0.2%+3.0%+6.1%+12.6%new−9.7%$211MEnd-of-day Nov 11, 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▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1B3ACAPEDoubleLine Shiller CAPE U.S. Equities ETFReadDesk0.65%1.54%+0.2%+3.0%+6.1%+12.6%new−9.7%$211MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: CAPE, VUG, IWFToday78.0%most shared, VUG and IWFCAPEVUGIWFCAPE—12.1%10.3%VUG12.1%—78.0%IWF10.3%78.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$89most kept, CAPECAPE$154 − $65 = $89VUG$41 − $3 = $38IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee