CAPE ETF
DoubleLine Shiller CAPE US Equities ETF
CAPE ETF Overview
CAPE ETF (DoubleLine Shiller CAPE US Equities ETF) is managed by DoubleLine Funds with $241.0M in net assets. CAPE expense ratio is 0.65%, holding 307 positions across sectors including Health Care, Real Estate, Consumer Staples. Inception date: 2022-03-31.
CAPE performance shows a YTD return of 2.29%. The 1-year return is 5.70%. CAPE dividend yield stands at 1.37%, paid quarterly.
CAPE top holdings include Eli Lilly & Co. (4.4%), Meta Platforms, Inc. (3.1%), Johnson & Johnson (2.8%), Welltower Inc (2.7%), Walmart, Inc. (2.6%). Go to all CAPE holdings, CAPE sectors, or CAPE dividends.
CAPE can be compared against other funds. Use CAPE overlap to find shared positions, or CAPE vs another fund for a side-by-side view. CAPE alternatives are available via the screener, along with tax-loss harvesting opportunities.