iPath Shiller CAPE ETN (CAPE) Alternatives

iPath Shiller CAPE ETN (CAPE) belongs to the Global Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CAPE. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CAPE

CAPE charges 0.45% annually. Among ETFs in the Global Equities category, these options have the lowest expense ratios among CAPE alternatives.

Symbol	Name	Expense Ratio	Inception
VT	Vanguard Total World Stock ETF	0.06%	Jun 24, 2008	CAPE vs VT
SPGM	SPDR Portfolio MSCI Global Stock Market ETF	0.09%	Feb 27, 2012	CAPE vs SPGM
NZAC	SPDR MSCI ACWI Climate Paris Aligned ETF	0.12%	Nov 25, 2014	CAPE vs NZAC
WRND	IQ Global Equity R&D Leaders ETF	0.18%	Feb 8, 2022	CAPE vs WRND
DFAI	Dimensional International Core Equity Market ETF	0.18%	Nov 17, 2020	CAPE vs DFAI

Best Risk-Adjusted Alternatives to CAPE

Among ETFs in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
IDV	iShares International Select Dividend ETF	97	Jun 11, 2007	CAPE vs IDV
FYLD	Cambria Foreign Shareholder Yield ETF	96	Dec 3, 2013	CAPE vs FYLD
UFO	Procure Space ETF	96	Apr 11, 2019	CAPE vs UFO
FGD	First Trust Dow Jones Global Select Dividend Index...	96	Nov 21, 2007	CAPE vs FGD
WLDR	Affinity World Leaders Equity ETF	93	Jan 16, 2018	CAPE vs WLDR

Top Performing CAPE Alternatives (YTD)

CAPE alternatives from the Global Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
INFL	Horizon Kinetics Inflation Beneficiaries ETF	17.28%	Jan 11, 2021	CAPE vs INFL
UFO	Procure Space ETF	15.94%	Apr 11, 2019	CAPE vs UFO
FYLD	Cambria Foreign Shareholder Yield ETF	15.22%	Dec 3, 2013	CAPE vs FYLD
IDV	iShares International Select Dividend ETF	8.40%	Jun 11, 2007	CAPE vs IDV
IMFL	Invesco International Developed Dynamic Multifacto...	7.24%	Feb 24, 2021	CAPE vs IMFL

Lowest Volatility Alternatives to CAPE

CAPE alternatives from the Global Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
FIXT	Procure Disaster Recovery Strategy ETF	3.82%	May 31, 2022	CAPE vs FIXT
INKM	SPDR SSgA Income Allocation ETF	7.83%	Apr 25, 2012	CAPE vs INKM
BDVL	iShares Disciplined Volatility Equity Active ETF	9.29%	Sep 12, 2025	CAPE vs BDVL
VEGA	AdvisorShares STAR Global Buy-Write ETF	11.99%	Sep 17, 2012	CAPE vs VEGA
WDIV	SPDR S&P Global Dividend ETF	12.08%	May 29, 2013	CAPE vs WDIV

Lowest Drawdown Alternatives to CAPE

CAPE alternatives from the Global Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
INKM	SPDR SSgA Income Allocation ETF	-5.76%	Apr 25, 2012	CAPE vs INKM
VEGA	AdvisorShares STAR Global Buy-Write ETF	-8.32%	Sep 17, 2012	CAPE vs VEGA
WDIV	SPDR S&P Global Dividend ETF	-8.61%	May 29, 2013	CAPE vs WDIV
PID	Invesco International Dividend Achievers™ ETF	-8.83%	Sep 15, 2005	CAPE vs PID
GSWO	Goldman Sachs ActiveBeta World Equity ETF	-9.50%	Mar 15, 2022	CAPE vs GSWO

Other ETFs from Barclays Capital

Most popular Barclays Capital ETFs on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VXX	iPath Series B S&P 500 VIX Short-Term Futures ETN	Volatility	7	34.87%	Jan 19, 2018	CAPE vs VXX
DJP	iPath Bloomberg Commodity Index Total Return ETN	Commodities	89	28.00%	Jun 6, 2006	CAPE vs DJP
ATMP	Barclays ETN+ Select MLP ETN	MLPs	50	21.01%	Mar 13, 2013	CAPE vs ATMP
GRN	iPath Series B Carbon ETN	Commodities	19	-16.12%	Sep 10, 2019	CAPE vs GRN

Often Compared With CAPE

What investors most often compare with CAPE, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	CAPE vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	CAPE vs VOO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	CAPE vs SCHD
DSEEX	DoubleLine Shiller Enhanced CAPE	Large Cap Blend Equities	6	-7.19%	Oct 31, 2013	CAPE vs DSEEX
YACKX	AMG Yacktman Fund	Large Cap Value Equities	10	4.19%	Jul 6, 1992	CAPE vs YACKX
TQQQ	ProShares UltraPro QQQ	Leveraged Equities, Leveraged	50	-20.81%	Feb 9, 2010	CAPE vs TQQQ
CSPX.AS	iShares Core S&P 500 UCITS ETF	S&P 500	51	-4.51%	May 19, 2010	CAPE vs CSPX.AS
QUAL	iShares MSCI USA Quality Factor ETF	Large Cap Blend Equities	51	-3.22%	Jul 18, 2013	CAPE vs QUAL
MDY	SPDR S&P MidCap 400 ETF	Small Cap Growth Equities	52	2.49%	May 4, 1995	CAPE vs MDY
IWY	iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	50	-10.08%	Sep 22, 2009	CAPE vs IWY
ISRA	VanEck Vectors Israel ETF	Global Equities	92	2.82%	Jun 25, 2013	CAPE vs ISRA
PTLC	Pacer Trendpilot US Large Cap ETF	Large Cap Blend Equities	19	-5.61%	Jun 11, 2015	CAPE vs PTLC
RSP	Invesco S&P 500 Equal Weight ETF	S&P 500	47	0.62%	Apr 24, 2003	CAPE vs RSP
VTV	Vanguard Value ETF	Large Cap Value Equities	67	3.30%	Jan 26, 2004	CAPE vs VTV
IVAL	Alpha Architect International Quantitative Value E...	Foreign Large Cap Equities	92	8.42%	Dec 16, 2014	CAPE vs IVAL
MTUM	iShares MSCI USA Momentum Factor ETF	Large Cap Blend Equities	59	-4.04%	Apr 16, 2013	CAPE vs MTUM
BRK-B	Berkshire Hathaway Inc.		20	-4.67%	—	CAPE vs BRK-B
LVHI	Legg Mason International Low Volatility High Divid...	Volatility Hedged Equity, Dividend	95	10.54%	Jul 27, 2016	CAPE vs LVHI
VMOT	Alpha Architect Value Momentum Trend ETF	Global Equities	85	6.19%	May 3, 2017	CAPE vs VMOT
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	66	-5.78%	Oct 9, 2015	CAPE vs SPMO

Compare CAPE with Any Fund or Stock

Compare CAPE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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iPath Shiller CAPE ETN

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