Compare · 4 funds side by side · dividends reinvested

CPRJ, DFAS, IWF and VUG

CPRJCalamos×DFASDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

CPRJ, DFAS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CPRJ 2024 · DFAS 1992 · IWF 2000 · VUG 2004

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 · $33.7B$13,927

$10,000 five years ago, dividends reinvested

CPRJMeasureDFAS

+2.2%Year to dateJan 1 → Nov 6+12.7%

+3.3%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

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

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−2.4%Worst dropSmaller is better−9.4%

2.7%VolatilityLower is calmer15.7%

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

2–4DFAS wins

End-of-day Nov 6, 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 51.3%

CPRJStockDFAS

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CPRJ vs DFAS Returns, Every Period

CalamosCPRJ

+3.3%

past year

DFASDimensional

+15.9%

past year

CPRJDFASFaded: behind in that period

0–2DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CPRJ vs DFAS

YTD

CalamosCPRJ

+2.2%

DFASDimensional

+12.7%

+2.2%Year to date+12.7%

−2.4%Worst drop · 1Y−9.4%

2.7%Volatility · 1Y15.7%

0.0%Yield1.0%

$42.5MAssets$33.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, DFAS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

CPRJ0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CPRJ, DFAS, IWF, VUG

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

VUG0.42%$42

IWF0.39%$39

CPRJ0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CPRJ, DFAS, IWF, VUG

Today

78.0%most shared, IWF and VUG

CPRJDFASIWFVUG

CPRJ—[…][…][…]

DFAS[…]—1.4%0.0%

IWF[…]1.4%—78.0%

VUG[…]0.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

CPRJWorst drop−2.4%2.7% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFASCPRJ

+12.7%Year to date+2.2%

1.0%Yield0.0%

+15.9%Past year+3.3%

0.30%Fee0.69%

4–0DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026