Compare · 2 funds side by side · dividends reinvested

CPNJ and DFAC

CPNJCalamos×DFACDimensional×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,689DFAC · best of the two

Story of the two · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the two · RiskSmallest drop

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%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.4B1.3

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+1.6%+2.7%[…][…]−2.6%3.2%$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 10, 2026 · returns include dividends · since: CPNJ 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

CPNJ

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPNJ

+13.7%

More Ways to See the Pairs

DFAC vs CPNJ: Top 5 Holdings

Today

DFAC

20.2%in top 5

CPNJ

in top 5[…]

DFACStockCPNJ

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: CPNJ, DFAC

1Y

0.88%highest, DFAC

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+1.6%

+16.9%1 yearTotal return+2.7%

+20.5%3 years · per year$10,000 became $17,492 · […][…]

+10.8%5 years · per year$10,000 became $16,689 · […][…]

0.21%Expense ratio$21 · $69 a year on $10k · lower is better0.69%

0.88%Trailing 12-mo yield$88 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−2.6%

13.0%VolatilityLower is calmer3.2%

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

4–2DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DFAC vs CPNJ Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

CPNJCalamos

+2.7%

past year

DFACCPNJFaded: behind in that period

2–0DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs CPNJ

YTD

DimensionalDFAC

+13.7%

CPNJCalamos

+1.6%

+13.7%Year to date+1.6%

−8.5%Worst drop · 1Y−2.6%

13.0%Volatility · 1Y3.2%

0.9%Yield0.0%

$87.4BAssets$44.1M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAC0.88%$88

CPNJ0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

CPNJ$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CPNJ, DFAC

Today

[…]holdings […]

CPNJDFAC

CPNJ—[…]

DFAC[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

CPNJWorst drop−2.6%3.2% vol

DFACWorst drop−8.5%13.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPNJ

+13.7%Year to date+1.6%

0.9%Yield0.0%

+16.9%Past year+2.7%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CPNJ and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two