Compare · 3 funds side by side · dividends reinvested

CPNM, DFAC and VOO

CPNMCalamos×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

CPNM, DFAC and VOO, 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%$87.6B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Calamos Nasdaq-100 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+4.2%+5.3%[…][…]−1.0%2.1%$15M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: CPNM 2025 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

DFAC

CPNM

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPNM

+14.1%Year to dateJan 1 → Nov 3+4.2%

+16.0%1 yearTotal return+5.3%

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

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

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−1.0%

12.2%VolatilityLower is calmer2.1%

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

4–2DFAC wins

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

More Ways to See the Pairs

DFAC vs CPNM: Top 5 Holdings

Today

DFAC

19.9%in top 5

CPNM

in top 5[…]

DFACStockCPNM

5.7%AAPLnot top 5

5.2%NVDAnot top 5

4.7%MSFTnot top 5

2.5%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

DFAC vs CPNM Returns, Every Period

DimensionalDFAC

+16.0%

past year

CPNMCalamos

+5.3%

past year

DFACCPNMFaded: behind in that period

2–0DFAC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs VOO

YTD

DimensionalDFAC

+14.1%

VOOVanguard

+11.5%

+14.1%Year to date+11.5%

−8.5%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.7%

0.9%Yield1.1%

$87.6BAssets$1.00T

3–1DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPNM, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

CPNM0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CPNM, DFAC, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

DFAC0.88%$88

CPNM0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

CPNM$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CPNM, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

CPNMDFACVOO

CPNM—[…][…]

DFAC[…]—67.3%

VOO[…]67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%DFAC, at 12.2% volatility

CPNMWorst drop−1.0%2.1% vol

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+11.5%Year to date+14.1%

1.1%Yield0.9%

+11.9%Past year+16.0%

0.03%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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 3, 2026