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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 a closer substitute for your current allocation.

Cheapest Alternatives to CAPE

CAPE charges 0.45% annually. There are 30 ETFs in the Global Equities category with lower expense ratios, going as low as 0.05%.


Best Risk-Adjusted Alternatives to CAPE

CAPE has a PortfoliosLab risk / return rank of 15. There are 84 ETFs in the Global Equities category with higher risk-adjusted ranks, going as high as 94.


Top Performing CAPE Alternatives (YTD)

CAPE is at 1.86% YTD. There are 99 ETFs in the Global Equities category with higher YTD returns, going as high as 38.93%.


Lowest Volatility Alternatives to CAPE

CAPE has 11.38% 1-year volatility. There are 12 ETFs in the Global Equities category with lower 1-year volatility, going as low as 3.71%.


Lowest Drawdown Alternatives to CAPE

CAPE has a 1-year max drawdown of -9.68%. There are 40 ETFs in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.02%.


Other ETFs from Barclays Capital

The 4 most viewed Barclays Capital ETFs shown here include VXX, DJP, ATMP and span 3 categories. AUM among these funds goes as high as $885M.


Often Compared With CAPE

Investors most often compare CAPE with SPY, VOO, SCHD. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
66
10.45%
783.21BJan 1993CAPE vs SPY
Vanguard S&P 500 ETFS&P 500
66
10.45%
1.70TSep 2010CAPE vs VOO
Schwab U.S. Dividend Equity ETFDividend
86
20.66%
98.55BOct 2011CAPE vs SCHD
DoubleLine Shiller Enhanced CAPELarge Cap Blend Equities
5
0.96%
Oct 2013CAPE vs DSEEX
AMG Yacktman FundLarge Cap Value Equities
86
15.35%
Jul 1992CAPE vs YACKX
ProShares UltraPro QQQLeveraged Equities
48
38.33%
37.04BFeb 2010CAPE vs TQQQ
SPDR S&P MidCap 400 ETFMid Cap Blend Equities
50
14.27%
27.22BMay 1995CAPE vs MDY
iShares Core S&P 500 UCITS ETFS&P 500
82
13.47%
May 2010CAPE vs CSPX.AS
iShares MSCI USA Quality Factor ETFLarge Cap Blend Equities
63
10.52%
46.45BJul 2013CAPE vs QUAL
iShares Russell Top 200 Growth ETFLarge Cap Growth Equities
28
2.97%
16.92BSep 2009CAPE vs IWY
Goldman Sachs ActiveBeta World Equity ETFGlobal Equities
61
10.96%
1.72BMar 2022CAPE vs GSWO
Vanguard Value ETFLarge Cap Value Equities
90
16.06%
245.00BJan 2004CAPE vs VTV
Sarmaya Thematic ETFGlobal Equities
43
1.89%
Jan 2025CAPE vs LENS
IQ Global Equity R&D Leaders ETFGlobal Equities
57
12.50%
8.84MFeb 2022CAPE vs WRND
VanEck Israel ETFGlobal Equities
45
8.57%
151.94MJun 2013CAPE vs ISRA
Invesco International Dividend Achievers™ ETFGlobal Equities, Dividend
51
5.78%
900.68MSep 2005CAPE vs PID
Invesco S&P 500 Equal Weight ETFS&P 500, Equal Weight
58
12.75%
96.24BApr 2003CAPE vs RSP
Alpha Architect International Quantitative Value E...Foreign Large Cap Equities
69
12.61%
209.81MDec 2014CAPE vs IVAL
WBI BullBear Value 3000 ETFGlobal Equities
70
14.53%
26.54MAug 2014CAPE vs WBIF
Alpha Architect Value Momentum Trend ETFMomentum, Global Equities
65
12.86%
22.05MMay 2017CAPE vs VMOT

Compare CAPE with Any Fund or Stock

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


 

Diversifiers

Pair CAPE with funds that move differently

iPath Shiller CAPE ETN alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAPE.

Explore CAPE Diversifiers