Compare · 3 funds side by side · dividends reinvested

CPNM, DFAC and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the three · RiskSmallest drop

CPNM, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.4

Calamos Nasdaq-100 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+4.3%+5.4%[…][…]−1.1%2.3%$15M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: CPNM 2025 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos Nasdaq-100 Structured Alt Protection ETF – March · $15M[…]

CPNM

DFAC

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

$10,000 five years ago, dividends reinvested

CPNMMeasure

More Ways to See the Pairs

CPNM vs DFAC: Top 5 Holdings

Today

CPNM

[…]in top 5

DFAC

in top 519.9%

CPNMStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.9%

not top 5NVDA4.4%

not top 5AMZN2.8%

not top 5META2.0%

Cost, Income and Risk

Fees: CPNM, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CPNM0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CPNM, DFAC, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DFAC

+4.3%Year to dateJan 1 → Nov 11+14.9%

+5.4%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $17,728+21.0%

[…]5 years · per year$10,000 became […] · $16,748+10.9%

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

0.00%Trailing 12-mo yield$0 · $87 a year on $10k0.87%

−1.1%Worst dropSmaller is better−8.5%

2.3%VolatilityLower is calmer13.0%

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

2–4DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

CPNM vs DFAC Returns, Every Period

1Y

CalamosCPNM

+5.4%

past year

DFACDimensional

+16.5%

past year

CPNMDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CPNM vs DFAC

YTD

CalamosCPNM

+4.3%

DFACDimensional

+14.9%

+4.3%Year to date+14.9%

−1.1%Worst drop · 1Y−8.5%

2.3%Volatility · 1Y13.0%

0.0%Yield0.9%

$14.9MAssets$87.4B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IWF0.37%$37

CPNM0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

CPNM$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CPNM, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

CPNMDFACIWF

CPNM—[…][…]

DFAC[…]—40.2%

IWF[…]40.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

CPNMWorst drop−1.1%2.3% vol

DFACWorst drop−8.5%13.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPNM

+14.9%Year to date+4.3%

0.9%Yield0.0%

+16.5%Past year+5.4%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CPNM, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three