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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 28 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 13. There are 77 ETFs in the Global Equities category with higher risk-adjusted ranks, going as high as 94.


Top Performing CAPE Alternatives (YTD)

CAPE is at -1.70% YTD. There are 98 ETFs in the Global Equities category with higher YTD returns, going as high as 49.39%.


Lowest Volatility Alternatives to CAPE

CAPE has 10.89% 1-year volatility. There are 10 ETFs in the Global Equities category with lower 1-year volatility, going as low as 3.77%.


Lowest Drawdown Alternatives to CAPE

CAPE has a 1-year max drawdown of -9.68%. There are 36 ETFs in the Global Equities category with shallower 1-year drawdowns, going as shallow as -4.55%.


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 $983M.


Often Compared With CAPE

Investors most often compare CAPE with SPY, VOO, SCHD. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993CAPE vs SPY
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010CAPE vs VOO
Schwab U.S. Dividend Equity ETFDividend
80
19.01%
94.95BOct 2011CAPE vs SCHD
DoubleLine Shiller Enhanced CAPELarge Cap Blend Equities
4
-2.04%
Oct 2013CAPE vs DSEEX
AMG Yacktman FundLarge Cap Value Equities
13
19.98%
Jul 1992CAPE vs YACKX
ProShares UltraPro QQQLeveraged Equities
71
64.46%
39.77BFeb 2010CAPE vs TQQQ
iShares Core S&P 500 UCITS ETFS&P 500
68
11.63%
May 2010CAPE vs CSPX.AS
SPDR S&P MidCap 400 ETFSmall Cap Growth Equities
50
13.91%
26.46BMay 1995CAPE vs MDY
iShares MSCI USA Quality Factor ETFLarge Cap Blend Equities
53
8.80%
47.11BJul 2013CAPE vs QUAL
iShares Russell Top 200 Growth ETFLarge Cap Growth Equities
41
7.20%
17.61BSep 2009CAPE vs IWY
Goldman Sachs ActiveBeta World Equity ETFGlobal Equities
56
11.00%
1.71BMar 2022CAPE vs GSWO
Vanguard Value ETFLarge Cap Value Equities
79
12.30%
238.00BJan 2004CAPE vs VTV
IQ Global Equity R&D Leaders ETFGlobal Equities
69
16.08%
8.84MFeb 2022CAPE vs WRND
Sarmaya Thematic ETFGlobal Equities
67
13.33%
Jan 2025CAPE vs LENS
VanEck Israel ETFGlobal Equities
65
14.05%
166.69MJun 2013CAPE vs ISRA
Invesco S&P 500 Equal Weight ETFS&P 500
49
9.70%
89.51BApr 2003CAPE vs RSP
Alpha Architect International Quantitative Value E...Foreign Large Cap Equities
61
13.29%
209.81MDec 2014CAPE vs IVAL
Berkshire Hathaway Inc.
23
-5.43%
CAPE vs BRK-B
Alpha Architect Value Momentum Trend ETFMomentum, Global Equities
69
17.28%
22.05MMay 2017CAPE vs VMOT
Pacer Trendpilot US Large Cap ETFLarge Cap Blend Equities
53
5.53%
3.35BJun 2015CAPE vs PTLC

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