SCHX vs CAPE

Both CAPE and SCHX are ETFs. Below is the comparison between CAPE and SCHX.

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CAPE SCHX
Security Type ETF ETF
Finny Score 0 80
Category N/A Large Blend
Family Barclays Capital Charles Schwab
Net Assets $316.90M N/A
Expense Ratio N/A 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 1.45%
Underlying Index The Shiller Barclays CAPE US Core Sector Index Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return N/A 14.24%
1-Year Return N/A 15.84%
3-Year Return N/A 10.64%
5-Year Return N/A 9.74%
10-Year Return N/A 11.59%

CAPE

CAPE description

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
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CAPE expense ratio is N/A.

CAPE holdings

Top 10 Holdings (36.47% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 5.91%
Meta Platforms Inc Class A META 5.89%
Linde PLC LIN 5.05%
Tesla Inc TSLA 4.99%
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 pros

None that we could think of.

CAPE cons

None that we could think of.

Other relevant CAPE comparisons

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SCHX

SCHX description

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
YTD Return 14.24%
1-Month Return -1.37%
3-Month Return -0.35%
1-Year Return 15.84%
3-Year Return 10.64%
5-Year Return 9.74%
10-Year Return 11.59%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (28.65% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.85%
Microsoft Corp MSFT 6.01%
Amazon.com Inc AMZN 3.04%
NVIDIA Corp NVDA 3.01%
Alphabet Inc Class A GOOGL 1.99%
Alphabet Inc Class C GOOG 1.73%
Tesla Inc TSLA 1.71%
Meta Platforms Inc Class A META 1.61%
Berkshire Hathaway Inc Class B BRK.B 1.58%
Exxon Mobil Corp XOM 1.11%

SCHX pros

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.

SCHX cons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.