DoubleLine Shiller Cape U.S. Equities ETFCAPE

ETFDoubleLine
Type
ETF
Peer group
US equity: large companies
Net assets
$260.7M
Expense ratio
0.65%
1-year return
+3.1%
3 years, a year
+11.5%
5 years, a year
—
12-month yield
1.44%
Holdings
194

What it aims to do.

The Funds investment objective is to seek total return which exceeds the total return of the S&P 500 Index.

Top 10 holdings.

Holding% of fund
AMZN Amazon.com, Inc.5.67%
TSLA Tesla, Inc.4.70%
META Meta Platforms, Inc.4.55%
LLY Eli Lilly & Co.3.44%
JNJ Johnson & Johnson2.76%
GOOGL Alphabet, Inc.2.60%
WELL Welltower, Inc.2.43%
PLD Prologis, Inc.2.28%
GOOG Alphabet, Inc.2.07%
ABBV AbbVie, Inc.1.80%

More on CAPE.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.