Compare · 3 funds side by side · dividends reinvested

CPNJ, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

CPNJ, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.4

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+1.0%+1.9%[…][…]−2.6%3.1%$44M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CPNJ 2024 · DFAC 2005 · IWF 2000

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 · $89.2B$16,526

$10,000 five years ago, dividends reinvested

CPNJMeasureDFAC

+1.0%Year to dateJan 1 → Nov 5+11.2%

+1.9%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

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

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

−2.6%Worst dropSmaller is better−8.5%

3.1%VolatilityLower is calmer12.9%

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

2–4DFAC wins

End-of-day Nov 5, 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 520.5%

CPNJStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CPNJ vs DFAC Returns, Every Period

CalamosCPNJ

+1.9%

past year

DFACDimensional

+14.3%

past year

CPNJDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CPNJ vs DFAC

YTD

CalamosCPNJ

+1.0%

DFACDimensional

+11.2%

+1.0%Year to date+11.2%

−2.6%Worst drop · 1Y−8.5%

3.1%Volatility · 1Y12.9%

0.0%Yield0.9%

$44.2MAssets$89.2B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPNJ, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CPNJ0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPNJ, DFAC, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IWF0.39%$39

CPNJ0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

CPNJ$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CPNJ, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

CPNJDFACIWF

CPNJ—[…][…]

DFAC[…]—40.8%

IWF[…]40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

CPNJWorst drop−2.6%3.1% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPNJ

+11.2%Year to date+1.0%

0.9%Yield0.0%

+14.3%Past year+1.9%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026