CAPEDoubleLine Shiller CAPE U.S. Equities ETF
Grow my money#1339 of 2944 for Grow my money
Seeks total return which exceeds the total return of the S&P 500 Index.
DoubleLine ETF Trust · Since 2022 (4 years)
Annual Cost
0.65%
#3117 out of 5,332 ETFs
Fund Size
$261M
#1910 out of 5,332 ETFs
Dividend Yield
1.45%
Track Record
4 years
#2742 out of 5,332 ETFs
Performance
1 Year
+9.3%
3 Years
+15.2%
5 Years
N/A
What's inside
Asset class
Region
Strategy
index tracking
Cap
multi cap
Asset allocation
Stocks
99.8%
Cash
0.1%
Sector breakdown
Consumer Defensive
25.9%
Healthcare
25.6%
Communication
24.9%
Financial Services
23.2%
Technology
0.4%
Industrials
0.1%
Top holdings
Meta Platforms Inc Class AMETA4.8%
Eli Lilly and CoLLY3.7%
Berkshire Hathaway Inc Class BBRK-B3.0%
Walmart IncWMT2.9%
Johnson & JohnsonJNJ2.6%
JPMorgan Chase & CoJPM2.6%
Alphabet Inc Class AGOOGL2.6%
Costco Wholesale CorpCOST2.3%
Alphabet Inc Class CGOOG2.1%
Procter & Gamble CoPG2.1%
Risk profile
Volatility (1Y)
11.4%
Moderate
Max drawdown
-22.9%
Worst peak-to-trough loss
Sharpe (3Y)
0.86
Decent risk-adjusted returns
Sortino (3Y)
1.28
Good downside protection
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Data updated on 2026-05-05