CAPE vs VOO
Comparison between DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE, ETF) and VANGUARD 500 INDEX FUND ETF SHARES (VOO, ETF).
CAPE vs VOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAPE
$269M
Winner
VOO
$1.60T
Expense Ratio
CAPE
0.65%
Winner
VOO
0.03%
Max Drawdown
Winner
CAPE
22.43%
VOO
34.30%
Sharpe Ratio
CAPE
0.19
Winner
VOO
1.63
5Y Beta
Winner
CAPE
0.65
VOO
0.97
P/E Ratio
Winner
CAPE
25.65
VOO
28.31
Forward P/E
Winner
CAPE
20.45
VOO
22.15
5Y Dividends CAGR
CAPE
N/A
VOO
10.66%
5Y EPS CAGR
CAPE
16.14%
Winner
VOO
25.68%
Debt to Equity
Winner
CAPE
-32.58%
VOO
30.51%
P/S Ratio
Winner
CAPE
2.42
VOO
3.61
P/B Ratio
Winner
CAPE
3.93
VOO
5.46
CAPE vs VOO - Holdings Comparison
CAPE and VOO have 159 common holdings. Overlap is 29.55%
CAPE's top 25 holdings weight is 51.37%. VOO's top 25 holdings weight is 51.07%.
| Rank | CAPE | VOO |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.67% | NVIDIA CORP (NVDA) - 7.84% |
| #2 | TESLA INC (TSLA) - 4.70% | APPLE INC (AAPL) - 6.44% |
| #3 | META PLATFORMS INC CLASS A (META) - 4.55% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | ELI LILLY AND CO (LLY) - 3.44% | AMAZON.COM INC (AMZN) - 4.19% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.76% | ALPHABET INC CLASS A (GOOGL) - 3.62% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.60% | BROADCOM INC (AVGO) - 3.20% |
| #7 | WELLTOWER INC (WELL) - 2.43% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | PROLOGIS INC (PLD) - 2.29% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #9 | ALPHABET INC CLASS C (GOOG) - 2.07% | TESLA INC (TSLA) - 1.74% |
| #10 | ABBVIE INC (ABBV) - 1.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.49% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #12 | THE HOME DEPOT INC (HD) - 1.48% | ELI LILLY AND CO (LLY) - 1.20% |
| #13 | NETFLIX INC (NFLX) - 1.48% | EXXON MOBIL CORP (XOM) - 1.04% |
| #14 | AT&T INC (T) - 1.40% | MICRON TECHNOLOGY INC (MU) - 0.94% |
| #15 | MERCK & CO INC (MRK) - 1.40% | ADVANCED MICRO DEVICES INC (AMD) - 0.93% |
| #16 | T-MOBILE US INC (TMUS) - 1.27% | WALMART INC (WMT) - 0.93% |
| #17 | MCDONALD'S CORP (MCD) - 1.24% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #18 | EQUINIX INC (EQIX) - 1.24% | VISA INC CLASS A (V) - 0.88% |
| #19 | COMCAST CORP CLASS A (CMCSA) - 1.24% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #20 | ELECTRONIC ARTS INC (EA) - 1.19% | INTEL CORP (INTC) - 0.72% |
| #21 | DIGITAL REALTY TRUST INC (DLR) - 1.16% | CATERPILLAR INC (CAT) - 0.67% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 1.15% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | TJX COMPANIES INC (TJX) - 1.12% | NETFLIX INC (NFLX) - 0.64% |
| #24 | SIMON PROPERTY GROUP INC (SPG) - 1.10% | ABBVIE INC (ABBV) - 0.60% |
| #25 | REALTY INCOME CORP (O) - 1.10% | CHEVRON CORP (CVX) - 0.59% |
| Total Holdings | 195 | 517 |
CAPE vs VOO - Historical Returns
Returns include dividend reinvestment.
1M
CAPE
-0.04%
Winner
VOO
+1.91%
3M
CAPE
-0.71%
Winner
VOO
+8.51%
6M
CAPE
+0.63%
Winner
VOO
+8.19%
1Y
CAPE
+5.93%
Winner
VOO
+25.88%
5Y(CAGR)
CAPE
+7.55%
Winner
VOO
+13.38%
10Y(CAGR)
CAPE
N/A
VOO
+15.25%
Max(CAGR)
CAPE
+7.55%
Winner
VOO
+14.90%
CAPE vs VOO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | CAPE | VOO |
|---|---|---|
| 2026 | +0.78% | +8.26% |
| 2025 | +9.55% | +18.12% |
| 2024 | +14.49% | +25.78% |
| 2023 | +28.01% | +26.81% |
| 2022 | -15.28% | -18.68% |
| 2021 | N/A | +30.55% |
| 2020 | N/A | +17.25% |
| 2019 | N/A | +31.25% |
| 2018 | N/A | -5.20% |
| 2017 | N/A | +20.93% |
| 2016 | N/A | +13.77% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.58% |
| 2013 | N/A | +29.20% |
| 2012 | N/A | +14.31% |
| 2011 | N/A | +0.95% |
| 2010 | N/A | +14.77% |
CAPE vs VOO Drawdown Comparison
The maximum drawdown for CAPE was -22.08%, occurring on Oct 12, 2022. Recovery took 312 trading sessions.
The maximum drawdown for VOO was -34.01%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current CAPE drawdown is -2.81%. The current VOO drawdown is -2.90%.
| Rank | CAPE | VOO |
|---|---|---|
| #1 | -22.08% Apr 20, 2022 - Jul 19, 2023 | -34.01% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -14.32% Nov 29, 2024 - Jul 1, 2025 | -24.53% Jan 3, 2022 - Dec 13, 2023 |
| #3 | -10.29% Jul 31, 2023 - Dec 1, 2023 | -19.47% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -9.68% Feb 27, 2026 - Mar 27, 2026 | -18.75% Apr 29, 2011 - Feb 3, 2012 |
| #5 | -5.78% Jul 16, 2024 - Aug 21, 2024 | -18.69% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -5.69% Mar 28, 2024 - Jul 2, 2024 | -13.01% Jul 20, 2015 - Apr 18, 2016 |
| #7 | -4.79% Sep 11, 2025 - Jan 9, 2026 | -10.09% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -3.27% Dec 28, 2023 - Jan 30, 2024 | -9.65% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -3.20% Jul 23, 2025 - Aug 22, 2025 | -9.45% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.60% Aug 30, 2024 - Sep 16, 2024 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #11 | -2.16% Jul 3, 2025 - Jul 22, 2025 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -2.13% Apr 5, 2022 - Apr 20, 2022 | -7.41% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -1.78% Sep 19, 2024 - Oct 14, 2024 | -7.30% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -1.76% Jan 30, 2024 - Feb 2, 2024 | -6.64% May 3, 2019 - Jun 20, 2019 |
| #15 | -1.54% Oct 18, 2024 - Nov 6, 2024 | -6.21% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between CAPE and VOO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2010 - 2026)
CAPE vs VOO dividend yield comparison.
| Year | CAPE | VOO |
|---|---|---|
| 2026 | 0.24% | 0.28% |
| 2025 | 1.39% | 1.13% |
| 2024 | 1.23% | 1.24% |
| 2023 | 1.01% | 1.46% |
| 2022 | 0.80% | 1.69% |
| 2021 | 0.00% | 1.25% |
| 2020 | 0.00% | 1.54% |
| 2019 | 0.00% | 1.88% |
| 2018 | 0.00% | 2.06% |
| 2017 | 0.00% | 1.78% |
| 2016 | 0.00% | 2.02% |
| 2015 | 0.00% | 2.10% |
| 2014 | 0.00% | 1.85% |
| 2013 | 0.00% | 1.84% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.06% |
| 2010 | 0.00% | 0.94% |
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