Compare · 2 funds side by side · dividends reinvested

CPRJ and DFAS

CPRJCalamos×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,932DFAS · best of the two

02 / 04

CPRJ and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+3.8%[…][…]−2.4%2.6%$43M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CPRJ 2024 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Russell 2000 Structured Alt Protection ETF – July · $43M[…]

CPRJ

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested

CPRJMeasureDFAS

+2.8%Year to dateJan 1 → Nov 5+17.0%

+3.8%1 yearTotal return+20.4%

[…]3 years · per year$10,000 became […] · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

0.69%Expense ratio$69 · $30 a year on $10k · lower is better0.30%

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

−2.4%Worst dropSmaller is better−9.4%

2.6%VolatilityLower is calmer15.3%

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

2–4DFAS wins

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

More Ways to See the Pairs

CPRJ vs DFAS: Top 5 Holdings

Today

CPRJ

[…]in top 5

DFAS

in top 51.4%

CPRJStockDFAS

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common[…]

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

CPRJ vs DFAS Returns, Every Period

CalamosCPRJ

+3.8%

past year

DFASDimensional

+20.4%

past year

CPRJDFASFaded: behind in that period

0–2DFAS wins

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

CPRJ vs DFAS

YTD

CalamosCPRJ

+2.8%

DFASDimensional

+17.0%

+2.8%Year to date+17.0%

−2.4%Worst drop · 1Y−9.4%

2.6%Volatility · 1Y15.3%

0.0%Yield1.0%

$42.8MAssets$35.2B

2–2level

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

Cost, Income and Risk

Fees: CPRJ, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

CPRJ0.69%$69

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

Yields: CPRJ, DFAS

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

CPRJ0.00%$0

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, DFAS

Today

[…]holdings […]

CPRJDFAS

CPRJ—[…]

DFAS[…]—

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

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

CPRJWorst drop−2.4%2.6% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

DFASCPRJ

+17.0%Year to date+2.8%

1.0%Yield0.0%

+20.4%Past year+3.8%

0.30%Fee0.69%

4–0DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026