Compare · 2 funds side by side · dividends reinvested

CPNJ and DFAC

CPNJCalamos×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

CPNJ and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.3

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+1.9%+2.6%[…][…]−1.9%2.9%$44M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CPNJ 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Nasdaq-100 Structured Alt Protection ETF – June · $44M[…]

CPNJ

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested

CPNJMeasureDFAC

+1.9%Year to dateJan 1 → Nov 4+14.1%

+2.6%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.69%Expense ratio$69 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $88 a year on $10k0.88%

−1.9%Worst dropSmaller is better−8.5%

2.9%VolatilityLower is calmer12.2%

CPNJDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPNJ vs DFAC: Top 5 Holdings

Today

CPNJ

[…]in top 5

DFAC

in top 520.1%

CPNJStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CPNJ vs DFAC Returns, Every Period

CalamosCPNJ

+2.6%

past year

DFACDimensional

+16.0%

past year

CPNJDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CPNJ vs DFAC

YTD

CalamosCPNJ

+1.9%

DFACDimensional

+14.1%

+1.9%Year to date+14.1%

−1.9%Worst drop · 1Y−8.5%

2.9%Volatility · 1Y12.2%

0.0%Yield0.9%

$44.1MAssets$87.6B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPNJ, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CPNJ0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPNJ, DFAC

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

CPNJ0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

CPNJ$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPNJ, DFAC

Today

[…]holdings […]

CPNJDFAC

CPNJ—[…]

DFAC[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

CPNJWorst drop−1.9%2.9% vol

DFACWorst drop−8.5%12.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPNJ

+14.1%Year to date+1.9%

0.9%Yield0.0%

+16.0%Past year+2.6%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026