CAPE vs VXUS
CAPE vs VXUS
DoubleLine Shiller CAPE US Equities ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | CAPE | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.05% | |
| AUM | $240M | $156.5B | |
| Dividend Yield | 1.25% | 2.60% | |
| Holdings | 196 | 8,747 | |
| YTD Return | +2.70% | +11.13% | |
| 1Y Return | +5.64% | +27.13% | |
| 3Y Return (annualized) | +10.42% | +17.24% | |
| 5Y Return (annualized) | - | +8.71% | |
| Volatility (annualized) | 16.8% | 15.1% | |
| Max Drawdown | -22.1% | -39.9% | |
| Fund Family | DoubleLine Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2022 | Jan 26, 2011 |
CAPE vs VXUS Performance
DoubleLine Shiller CAPE US Equities ETF (CAPE) is a ETF from DoubleLine Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CAPE returned +5.64% while VXUS returned +27.13%. Year to date, CAPE is up 2.70% versus a gain of 11.13% for VXUS.
Over three years, CAPE compounded at +10.42% per year against +17.24% for VXUS. Across the full 4-year window we track, CAPE has the edge at +7.67% annualized vs +4.66%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAPE has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.1% for CAPE and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAPE charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, CAPE currently yields 1.25% against 2.60% for VXUS.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, CAPE or VXUS?
CAPE has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, CAPE or VXUS?
Over the past year CAPE returned +5.64% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), CAPE annualized +7.67% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, CAPE or VXUS?
CAPE has been the more volatile fund at 16.8% annualized versus 15.1% for VXUS. Worst drawdown: CAPE -22.1% vs VXUS -39.9%.
Should I hold both CAPE and VXUS?
CAPE and VXUS have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CAPE and VXUS?
CAPE and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 8052 unique securities.
Which pays a higher dividend, CAPE or VXUS?
CAPE yields 1.25% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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