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 27 ETFs in the Global Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total International Stock ETF | 0.05% | 652.30B | Jan 2011 | CAPE vs VXUS | |
| Vanguard Total World Stock ETF | 0.06% | 95.30B | Jun 2008 | CAPE vs VT | |
| SPDR Portfolio MSCI Global Stock Market ETF | 0.09% | 1.72B | Feb 2012 | CAPE vs SPGM | |
| Invesco MSCI Global Climate 500 ETF | 0.10% | 1.57B | Jun 2024 | CAPE vs KLMT | |
| SPDR MSCI ACWI Climate Paris Aligned ETF | 0.12% | 191.79M | Nov 2014 | CAPE vs NZAC |
Best Risk-Adjusted Alternatives to CAPE
CAPE has a PortfoliosLab risk / return rank of 14. There are 79 ETFs in the Global Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Affinity World Leaders Equity ETF | 93 | 85.68M | Jan 2018 | CAPE vs WLDR | |
| Cambria Foreign Shareholder Yield ETF | 91 | 682.28M | Dec 2013 | CAPE vs FYLD | |
| Tema Electrification ETF | 89 | 693.48M | Dec 2024 | CAPE vs VOLT | |
| Avantis All Equity Markets Value ETF | 84 | 329.22M | Jun 2023 | CAPE vs AVGV | |
| Cambria Global Value ETF | 84 | 525.44M | Mar 2014 | CAPE vs GVAL |
Top Performing CAPE Alternatives (YTD)
CAPE is at -0.06% YTD. There are 93 ETFs in the Global Equities category with higher YTD returns, going as high as 40.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Tema Electrification ETF | 40.29% | 693.48M | Dec 2024 | CAPE vs VOLT | |
| AB Disruptors ETF | 35.59% | 2.99B | Mar 2023 | CAPE vs FWD | |
| Axs Green Alpha ETF | 33.79% | 57.43M | Sep 2022 | CAPE vs NXTE | |
| Affinity World Leaders Equity ETF | 30.43% | 85.68M | Jan 2018 | CAPE vs WLDR | |
| Global X Autonomous & Electric Vehicles ETF | 29.53% | 457.69M | Apr 2018 | CAPE vs DRIV |
Lowest Volatility Alternatives to CAPE
CAPE has 11.14% 1-year volatility. There are 9 ETFs in the Global Equities category with lower 1-year volatility, going as low as 3.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Procure Disaster Recovery Strategy ETF | 3.77% | 236.11M | May 2022 | CAPE vs FIXT | |
| SPDR SSgA Income Allocation ETF | 6.11% | 72.06M | Apr 2012 | CAPE vs INKM | |
| AdvisorShares STAR Global Buy-Write ETF | 9.61% | 88.80M | Sep 2012 | CAPE vs VEGA | |
| iShares Disciplined Volatility Equity Active ETF | 9.71% | 1.74B | Sep 2025 | CAPE vs BDVL | |
| Invesco International Dividend Achievers™ ETF | 9.83% | 903.33M | Sep 2005 | CAPE vs PID |
Lowest Drawdown Alternatives to CAPE
CAPE has a 1-year max drawdown of -9.68%. There are 37 ETFs in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Procure Disaster Recovery Strategy ETF | -3.02% | 236.11M | May 2022 | CAPE vs FIXT | |
| SPDR SSgA Income Allocation ETF | -4.55% | 72.06M | Apr 2012 | CAPE vs INKM | |
| WBI BullBear Yield 3000 ETF | -5.06% | 31.79M | Aug 2014 | CAPE vs WBIG | |
| Cambria Foreign Shareholder Yield ETF | -5.44% | 682.28M | Dec 2013 | CAPE vs FYLD | |
| Pacer Cash Cows Fund of Funds ETF | -5.68% | 98.29M | May 2019 | CAPE vs HERD |
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 $890M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iPath Series B S&P 500 VIX Short-Term Futures ETN | Volatility | 1 | -9.82% | 494.92M | Jan 2018 | CAPE vs VXX | |
| iPath Bloomberg Commodity Index Total Return ETN | Commodities | 40 | 17.18% | 890.29M | Jun 2006 | CAPE vs DJP | |
| Barclays ETN+ Select MLP ETN | MLPs | 43 | 20.30% | 627.41M | Mar 2013 | CAPE vs ATMP | |
| iPath Series B Carbon ETN | Commodities | 14 | -6.37% | 11.36M | Sep 2019 | CAPE vs GRN |
Often Compared With CAPE
Investors most often compare CAPE with SPY, VOO, SCHD. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CAPE with Any Fund or Stock
Compare CAPE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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