SPY vs CAPE

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

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CAPE SPY
Security Type ETF ETF
Finny Score 0 83
Category N/A Large Blend
Family Barclays Capital State Street Global Advisors
Net Assets $316.90M N/A
Expense Ratio N/A 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 1.45%
Underlying Index The Shiller Barclays CAPE US Core Sector Index S&P 500
YTD Return N/A 14.07%
1-Year Return N/A 16.13%
3-Year Return N/A 11.33%
5-Year Return N/A 9.95%
10-Year Return N/A 11.74%

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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SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 14.07%
1-Month Return -1.46%
3-Month Return -0.46%
1-Year Return 16.13%
3-Year Return 11.33%
5-Year Return 9.95%
10-Year Return 11.74%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (30.82% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.37%
Microsoft Corp MSFT 6.46%
Amazon.com Inc AMZN 3.27%
NVIDIA Corp NVDA 3.24%
Alphabet Inc Class A GOOGL 2.15%
Alphabet Inc Class C GOOG 1.86%
Tesla Inc TSLA 1.84%
Meta Platforms Inc Class A META 1.74%
Berkshire Hathaway Inc Class B BRK.B 1.70%
Exxon Mobil Corp XOM 1.19%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 11.33%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 9.95%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 11.74%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

You may also want to check out the following SPY 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.