CAPE vs LQDW
Comparison between DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE, ETF) and ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF).
CAPE vs LQDW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CAPE vs LQDW - Holdings Comparison
CAPE and LQDW have 0 common holdings. Overlap is 0.00%
CAPE's top 25 holdings weight is 51.37%. LQDW's top 25 holdings weight is 100.32%.
| Rank | CAPE | LQDW |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.67% | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 100.32% |
| #2 | TESLA INC (TSLA) - 4.70% | N/A |
| #3 | META PLATFORMS INC CLASS A (META) - 4.55% | N/A |
| #4 | ELI LILLY AND CO (LLY) - 3.44% | N/A |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.76% | N/A |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.60% | N/A |
| #7 | WELLTOWER INC (WELL) - 2.43% | N/A |
| #8 | PROLOGIS INC (PLD) - 2.29% | N/A |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.07% | N/A |
| #10 | ABBVIE INC (ABBV) - 1.80% | N/A |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.49% | N/A |
| #12 | THE HOME DEPOT INC (HD) - 1.48% | N/A |
| #13 | NETFLIX INC (NFLX) - 1.48% | N/A |
| #14 | AT&T INC (T) - 1.40% | N/A |
| #15 | MERCK & CO INC (MRK) - 1.40% | N/A |
| #16 | T-MOBILE US INC (TMUS) - 1.27% | N/A |
| #17 | MCDONALD'S CORP (MCD) - 1.24% | N/A |
| #18 | EQUINIX INC (EQIX) - 1.24% | N/A |
| #19 | COMCAST CORP CLASS A (CMCSA) - 1.24% | N/A |
| #20 | ELECTRONIC ARTS INC (EA) - 1.19% | N/A |
| #21 | DIGITAL REALTY TRUST INC (DLR) - 1.16% | N/A |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 1.15% | N/A |
| #23 | TJX COMPANIES INC (TJX) - 1.12% | N/A |
| #24 | SIMON PROPERTY GROUP INC (SPG) - 1.10% | N/A |
| #25 | REALTY INCOME CORP (O) - 1.10% | N/A |
| Total Holdings | 195 | 1 |
CAPE vs LQDW - Historical Returns
Returns include dividend reinvestment.
CAPE vs LQDW - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CAPE | LQDW |
|---|---|---|
| 2026 | +0.78% | +0.84% |
| 2025 | +9.55% | +8.83% |
| 2024 | +14.49% | +2.88% |
| 2023 | +28.01% | +3.37% |
| 2022 | -15.28% | -6.78% |
CAPE vs LQDW Drawdown Comparison
The maximum drawdown for CAPE was -22.08%, occurring on Oct 12, 2022. Recovery took 312 trading sessions.
The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The current CAPE drawdown is -2.81%. The current LQDW drawdown is -0.70%.
| Rank | CAPE | LQDW |
|---|---|---|
| #1 | -22.08% Apr 20, 2022 - Jul 19, 2023 | -9.20% Aug 25, 2022 - Aug 16, 2024 |
| #2 | -14.32% Nov 29, 2024 - Jul 1, 2025 | -3.68% Oct 1, 2024 - Apr 1, 2025 |
| #3 | -10.29% Jul 31, 2023 - Dec 1, 2023 | -3.14% Apr 3, 2025 - May 15, 2025 |
| #4 | -9.68% Feb 27, 2026 - Mar 27, 2026 | -2.59% Feb 27, 2026 - Mar 13, 2026 |
| #5 | -5.78% Jul 16, 2024 - Aug 21, 2024 | -1.15% Oct 27, 2025 - Dec 18, 2025 |
| #6 | -5.69% Mar 28, 2024 - Jul 2, 2024 | -0.66% May 15, 2025 - May 27, 2025 |
| #7 | -4.79% Sep 11, 2025 - Jan 9, 2026 | -0.61% Jan 13, 2026 - Jan 23, 2026 |
| #8 | -3.27% Dec 28, 2023 - Jan 30, 2024 | -0.51% Aug 28, 2025 - Sep 4, 2025 |
| #9 | -3.20% Jul 23, 2025 - Aug 22, 2025 | -0.40% Sep 18, 2025 - Oct 1, 2025 |
| #10 | -2.60% Aug 30, 2024 - Sep 16, 2024 | -0.34% Oct 2, 2025 - Oct 10, 2025 |
| #11 | -2.16% Jul 3, 2025 - Jul 22, 2025 | -0.32% Jul 10, 2025 - Jul 17, 2025 |
| #12 | -2.13% Apr 5, 2022 - Apr 20, 2022 | -0.30% Jan 26, 2026 - Feb 6, 2026 |
| #13 | -1.78% Sep 19, 2024 - Oct 14, 2024 | -0.25% Sep 24, 2024 - Sep 27, 2024 |
| #14 | -1.76% Jan 30, 2024 - Feb 2, 2024 | -0.25% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -1.54% Oct 18, 2024 - Nov 6, 2024 | -0.24% Jul 2, 2025 - Jul 10, 2025 |
Correlation
Correlation between CAPE and LQDW is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2022 - 2026)
CAPE vs LQDW dividend yield comparison.
| Year | CAPE | LQDW |
|---|---|---|
| 2026 | 0.24% | 4.36% |
| 2025 | 1.39% | 16.02% |
| 2024 | 1.23% | 15.74% |
| 2023 | 1.01% | 19.28% |
| 2022 | 0.80% | 8.85% |
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