CAPE vs AVUQ
Comparison between DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE, ETF) and AVANTIS U.S. QUALITY ETF (AVUQ, ETF).
CAPE vs AVUQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAPE
$257M
AVUQ
$256M
Expense Ratio
CAPE
0.65%
Winner
AVUQ
0.15%
Max Drawdown
CAPE
22.43%
Winner
AVUQ
11.86%
Sharpe Ratio
CAPE
0.21
Winner
AVUQ
1.27
5Y Beta
Winner
CAPE
0.65
AVUQ
1.04
P/E Ratio
Winner
CAPE
25.03
AVUQ
31.14
Forward P/E
Winner
CAPE
20.56
AVUQ
24.07
5Y EPS CAGR
CAPE
14.48%
Winner
AVUQ
36.25%
Debt to Equity
Winner
CAPE
-29.22%
AVUQ
53.63%
P/S Ratio
Winner
CAPE
2.43
AVUQ
4.46
P/B Ratio
Winner
CAPE
3.90
AVUQ
9.64
CAPE vs AVUQ - Holdings Comparison
CAPE and AVUQ have 56 common holdings. Overlap is 20.60%
CAPE's top 25 holdings weight is 51.37%. AVUQ's top 25 holdings weight is 66.98%.
| Rank | CAPE | AVUQ |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.67% | NVIDIA CORP (NVDA) - 12.72% |
| #2 | TESLA INC (TSLA) - 4.70% | APPLE INC (AAPL) - 11.50% |
| #3 | META PLATFORMS INC CLASS A (META) - 4.55% | MICROSOFT CORP (MSFT) - 7.03% |
| #4 | ELI LILLY AND CO (LLY) - 3.44% | AMAZON.COM INC (AMZN) - 5.57% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.76% | BROADCOM INC (AVGO) - 5.03% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.60% | META PLATFORMS INC CLASS A (META) - 3.90% |
| #7 | WELLTOWER INC (WELL) - 2.43% | ALPHABET INC CLASS A (GOOGL) - 2.87% |
| #8 | PROLOGIS INC (PLD) - 2.29% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.07% | LAM RESEARCH CORP (LRCX) - 2.07% |
| #10 | ABBVIE INC (ABBV) - 1.80% | ADVANCED MICRO DEVICES INC (AMD) - 1.99% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.49% | ELI LILLY AND CO (LLY) - 1.64% |
| #12 | THE HOME DEPOT INC (HD) - 1.48% | VISA INC CLASS A (V) - 1.54% |
| #13 | NETFLIX INC (NFLX) - 1.48% | COSTCO WHOLESALE CORP (COST) - 1.13% |
| #14 | AT&T INC (T) - 1.40% | NETFLIX INC (NFLX) - 1.12% |
| #15 | MERCK & CO INC (MRK) - 1.40% | KLA CORP (KLAC) - 1.09% |
| #16 | T-MOBILE US INC (TMUS) - 1.27% | ORACLE CORP (ORCL) - 0.98% |
| #17 | MCDONALD'S CORP (MCD) - 1.24% | MASTERCARD INC CLASS A (MA) - 0.93% |
| #18 | EQUINIX INC (EQIX) - 1.24% | GE VERNOVA INC (GEV) - 0.87% |
| #19 | COMCAST CORP CLASS A (CMCSA) - 1.24% | n/a (PLTR) - 0.81% |
| #20 | ELECTRONIC ARTS INC (EA) - 1.19% | TESLA INC (TSLA) - 0.75% |
| #21 | DIGITAL REALTY TRUST INC (DLR) - 1.16% | BURLINGTON STORES INC (BURL) - 0.24% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 1.15% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.23% |
| #23 | TJX COMPANIES INC (TJX) - 1.12% | CIENA CORP (CIEN) - 0.23% |
| #24 | SIMON PROPERTY GROUP INC (SPG) - 1.10% | LPL FINANCIAL HOLDINGS INC (LPLA) - 0.23% |
| #25 | REALTY INCOME CORP (O) - 1.10% | INTUITIVE SURGICAL INC (ISRG) - 0.22% |
| Total Holdings | 195 | 559 |
CAPE vs AVUQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAPE
+0.52%
AVUQ
-0.47%
3M
CAPE
+3.27%
Winner
AVUQ
+11.72%
6M
CAPE
+1.44%
Winner
AVUQ
+8.79%
1Y
CAPE
+5.76%
Winner
AVUQ
+24.87%
5Y(CAGR)
CAPE
+7.80%
AVUQ
N/A
Max(CAGR)
CAPE
+7.80%
Winner
AVUQ
+26.24%
CAPE vs AVUQ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CAPE | AVUQ |
|---|---|---|
| 2026 | +1.90% | +8.09% |
| 2025 | +9.55% | +22.52% |
| 2024 | +14.49% | N/A |
| 2023 | +28.01% | N/A |
| 2022 | -15.28% | N/A |
CAPE vs AVUQ Drawdown Comparison
The maximum drawdown for CAPE was -22.08%, occurring on Oct 12, 2022. Recovery took 312 trading sessions.
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The current CAPE drawdown is -1.73%. The current AVUQ drawdown is -3.65%.
| Rank | CAPE | AVUQ |
|---|---|---|
| #1 | -22.08% Apr 20, 2022 - Jul 19, 2023 | -11.86% Mar 27, 2025 - May 12, 2025 |
| #2 | -14.32% Nov 29, 2024 - Jul 1, 2025 | -11.61% Oct 29, 2025 - Apr 15, 2026 |
| #3 | -10.29% Jul 31, 2023 - Dec 1, 2023 | -5.84% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -9.68% Feb 27, 2026 - Mar 27, 2026 | -3.29% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -5.78% Jul 16, 2024 - Aug 21, 2024 | -2.72% Aug 14, 2025 - Aug 28, 2025 |
| #6 | -5.69% Mar 28, 2024 - Jul 2, 2024 | -2.54% May 16, 2025 - Jun 2, 2025 |
| #7 | -4.79% Sep 11, 2025 - Jan 9, 2026 | -2.52% May 14, 2026 - May 28, 2026 |
| #8 | -3.27% Dec 28, 2023 - Jan 30, 2024 | -2.34% Jul 28, 2025 - Aug 8, 2025 |
| #9 | -3.20% Jul 23, 2025 - Aug 22, 2025 | -1.94% Aug 28, 2025 - Sep 4, 2025 |
| #10 | -2.60% Aug 30, 2024 - Sep 16, 2024 | -1.93% Sep 22, 2025 - Oct 8, 2025 |
| #11 | -2.16% Jul 3, 2025 - Jul 22, 2025 | -1.50% Jun 10, 2025 - Jun 24, 2025 |
| #12 | -2.13% Apr 5, 2022 - Apr 20, 2022 | -1.22% Apr 27, 2026 - May 5, 2026 |
| #13 | -1.78% Sep 19, 2024 - Oct 14, 2024 | -0.99% Apr 17, 2026 - Apr 22, 2026 |
| #14 | -1.76% Jan 30, 2024 - Feb 2, 2024 | -0.94% Jul 3, 2025 - Jul 14, 2025 |
| #15 | -1.54% Oct 18, 2024 - Nov 6, 2024 | -0.89% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between CAPE and AVUQ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2026)
CAPE vs AVUQ dividend yield comparison.
| Year | CAPE | AVUQ |
|---|---|---|
| 2026 | 0.23% | 0.16% |
| 2025 | 1.39% | 0.32% |
| 2024 | 1.23% | 0.00% |
| 2023 | 1.01% | 0.00% |
| 2022 | 0.80% | 0.00% |
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