The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

1.37%Dividend Yield

Apr 26

$0.08

Dec 25

$0.15

Oct 25

$0.12

Jul 25

$0.1

Apr 25

$0.08

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

18.51%

1Y Growth

-0.99%

People Also Follow

This list is based on the watchlists of people on Stock Events who follow CAPE. It's not an investment recommendation.

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

Schwab US Dividend Equity

SCHD

Mkt Cap0

Schwab U.S. Dividend Equity ETF competes by focusing on high dividend yielding U.S. stocks, similar to CAPE's value-oriented approach.

Vanguard Value

VTV

Mkt Cap0

Vanguard Value ETF is a competitor because it targets U.S. stocks with value characteristics, akin to the CAPE methodology.

iShares Select Dividend

DVY

Mkt Cap0

iShares Select Dividend ETF competes by investing in high dividend yielding U.S. stocks, offering an alternative to CAPE's strategy.

State Street SPDR Portfolio S&P 500 Value

SPYV

Mkt Cap0

SPDR Portfolio S&P 500 Value ETF is a direct competitor by focusing on S&P 500 companies with value attributes, similar to CAPE's investment focus.

iShares Russell 1000 Value

IWD

Mkt Cap0

iShares Russell 1000 Value ETF competes by targeting large-cap U.S. value stocks, paralleling CAPE's investment philosophy.

Invesco S&P 500 Pure Value

RPV

Mkt Cap0

Invesco S&P 500 Pure Value ETF is a competitor due to its pure value focus within the S&P 500, closely aligning with CAPE's strategy.

Vanguard Mid-Cap Value

VOE

Mkt Cap0

Vanguard Mid-Cap Value ETF competes by investing in mid-sized U.S. companies with value characteristics, offering a similar approach to CAPE.

WisdomTree U.S. High Dividend Fund

DHS

Mkt Cap0

WisdomTree U.S. High Dividend Fund is a competitor because it focuses on high dividend yielding U.S. equities, akin to CAPE's strategy.

Vanguard High Dividend Yield Indx

VYM

Mkt Cap0

Vanguard High Dividend Yield ETF competes by targeting high dividend yielding U.S. stocks, similar to CAPE's investment focus.

iShares Core High Dividend

HDV

Mkt Cap0

iShares Core High Dividend ETF is a competitor by focusing on high dividend yielding U.S. equities, offering an alternative to CAPE's value-driven approach.

Holdings

About

The investment seeks to replicate, net of expenses, the Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued U.S. equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500Â.

CEO

Country

United States

ISIN

US25861R2040

Listings

0 Comments

Share your thoughts

FAQ

What is DoubleLine Shiller CAPE U.S. Equities stock price today?▼

The current price of CAPE is $32.37 USD — it has decreased by -0.32% in the past 24 hours. Watch DoubleLine Shiller CAPE U.S. Equities stock price performance more closely on the chart.

What is DoubleLine Shiller CAPE U.S. Equities stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on exchange DoubleLine Shiller CAPE U.S. Equities stocks are traded under the ticker CAPE.

Is DoubleLine Shiller CAPE U.S. Equities stock price growing?▼

CAPE stock has fallen by -0.18% compared to the previous week, the month change is a +0.76% rise, over the last year DoubleLine Shiller CAPE U.S. Equities has showed a +4.88% increase.

Does DoubleLine Shiller CAPE U.S. Equities pay dividends?▼

Yes, CAPE dividends are paid quarterly. The last dividend per share was 0.08 USD. As of today, Dividend Yield (FWD)% is 1.37%.

In which sector is DoubleLine Shiller CAPE U.S. Equities located?▼

DoubleLine Shiller CAPE U.S. Equities operates in the Other sector.

When did DoubleLine Shiller CAPE U.S. Equities complete a stock split?▼

The last stock split for DoubleLine Shiller CAPE U.S. Equities was on June 04, 2021 with a ratio of 10:1.