Compare · 3 funds side by side · dividends reinvested

CPRJ, DFAS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

CPRJ, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+4.1%[…][…]−2.4%2.7%$43M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CPRJ 2024 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

CPRJ

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

$10,000 five years ago, dividends reinvested

DFASMeasureCPRJ

+16.1%Year to dateJan 1 → Nov 9+2.8%

+20.9%1 yearTotal return+4.1%

+17.5%3 years · per year$10,000 became $16,239 · […][…]

+7.0%5 years · per year$10,000 became $14,033 · […][…]

0.30%Expense ratio$30 · $69 a year on $10k · lower is better0.69%

1.00%Trailing 12-mo yield$100 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better−2.4%

15.9%VolatilityLower is calmer2.7%

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

4–2DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs CPRJ: Top 5 Holdings

Today

DFAS

1.3%in top 5

CPRJ

in top 5[…]

DFASStockCPRJ

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFAS vs CPRJ Returns, Every Period

DimensionalDFAS

+20.9%

past year

CPRJCalamos

+4.1%

past year

DFASCPRJFaded: behind in that period

2–0DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+16.1%

IJHiShares

+13.6%

+16.1%Year to date+13.6%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.8%

1.0%Yield1.2%

$33.7BAssets$121B

3–1IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

CPRJ0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CPRJ, DFAS, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

CPRJ0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CPRJ, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

CPRJDFASIJH

CPRJ—[…][…]

DFAS[…]—40.7%

IJH[…]40.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

CPRJWorst drop−2.4%2.7% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.6%Year to date+16.1%

1.2%Yield1.0%

+17.5%Past year+20.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026