|Family||Barclays Capital||Charles Schwab|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||The Shiller Barclays CAPE US Core Sector Index||Dow Jones U.S. Large Cap Total Stock Market 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 (36.47% of Total Assets)
|Meta Platforms Inc Class A||META||5.89%|
|Berkshire Hathaway Inc Class B||BRK.B||3.22%|
|Alphabet Inc Class A||GOOGL||2.85%|
|Alphabet Inc Class C||GOOG||2.48%|
|JPMorgan Chase & Co||JPM||2.25%|
|Visa Inc Class A||V||2.03%|
|Air Products & Chemicals Inc||APD||1.79%|
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 CDC
- CAPE vs CFO
- CAPE vs CFA
- CAPE vs CSM
- CAPE vs DUSA
- CAPE vs DJD
- CAPE vs DEUS
- CAPE vs DFND
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.
SCHX performance & returns
Top 10 Holdings (28.65% of Total Assets)
|Alphabet Inc Class A||GOOGL||1.99%|
|Alphabet Inc Class C||GOOG||1.73%|
|Meta Platforms Inc Class A||META||1.61%|
|Berkshire Hathaway Inc Class B||BRK.B||1.58%|
|Exxon Mobil Corp||XOM||1.11%|
The following are SCHX strengths from our perspective:
- SCHX 3-year return is 10.64%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SCHX 5-year return is 9.74%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SCHX 10-year return is 11.59%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.
The following are SCHX weaknesses from our perspective:
- SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SCHX comparisons
You may also want to check out the following SCHX comparisons that investors often look for on Finny
- SCHX vs VOO
- SCHX vs SCHB
- SCHX vs SCHD
- SCHX vs SCHG
- SCHX vs IVV
- SCHX vs SWPPX
- SCHX vs VTI
- SCHX vs SPY
- SCHX vs DIA
- SCHX vs DLN
- SCHX vs CDC
- SCHX vs CFO
- SCHX vs CFA
- SCHX vs CSM
- SCHX vs DUSA
- SCHX vs CAPE
- SCHX vs DJD
- SCHX vs DEUS