DFAC vs CAPE

ADFAC

BCAPE

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,748DFAC · VO $13,944

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 common13.0%DFAC and CAPE

Dimensional - US Core Equity 2 ETF · $87.4BDoubleLine Shiller CAPE U.S. Equities ETF · $211M

+21.0%3 years · per year$17,728 · $14,272+12.6%

+10.9%5 years · per year$16,748 · […][…]

0.21%Expense ratio$21 · $65 on $10k · lower wins0.65%

0.87%12-mo yield$87 · $154 on $10k

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,748

CAPE

DoubleLine Shiller CAPE U.S. Equities

[…]

MeasureDFACCAPE

Fee0.21%0.65%

Cost on $10k a year$21$65

Yield0.87%1.54%

5 years, per year+10.9%[…]

3 years, per year+21.0%+12.6%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y13.0%

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$87.4B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.54%	+0.2%	+3.0%	+6.1%	+12.6%	new	−9.7%	$211M

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.0%	+14.9%	+16.5%	+21.0%	+10.9%	−8.5%	$87.4B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	BCAPE	DoubleLine Shiller CAPE U.S. Equities ETFRead Desk	0.65%	1.54%	+0.2%	+3.0%	+6.1%	+12.6%	new	−9.7%	$211M

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