Both CAPE and FMK are ETFs. CAPE has a higher expense ratio than FMK (0.65% vs 0.06%). Below is the comparison between CAPE and FMK.
|Category||Large Blend||Large Blend|
|Family||Barclays Capital||First Trust|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||The Shiller Barclays CAPE US Core Sector Index||NASDAQ AlphaDEX Mega Cap Index|
DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF is an exchange traded fund launched and managed by DoubleLine ETF Adviser LP. It invests in public equity markets of the United States. The fund invests directly and through other funds in stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF was formed on March 31, 2022 and is domiciled in the United States.
CAPE performance & returns
Top 10 Holdings (34.95% of Total Assets)
CAPE prosNone that we could think of.
CAPE consNone that we could think of.
Other relevant CAPE comparisons
You may also want to check out the following CAPE comparisons that investors often look for on Finny
- CAPE vs DIA
- CAPE vs DLN
- CAPE vs FMK
- CAPE vs CDC
- CAPE vs CFO
- CAPE vs CFA
- CAPE vs CSM
- CAPE vs DUSA
- CAPE vs DJD
- CAPE vs DTN
The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
FMK performance & returns
Top 10 Holdings (33.71% of Total Assets)
The following are FMK strengths from our perspective:
- FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.
FMK consNone that we could think of.
Other relevant FMK comparisons
You may also want to check out the following FMK comparisons that investors often look for on Finny
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DUSA
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN