Compare · 3 funds side by side · dividends reinvested

CPRJ, DFAS and VUG

CPRJCalamos×DFASDimensional×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

CPRJ, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.3%+3.2%[…][…]−2.4%2.8%$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 12, 2026 · returns include dividends · since: CPRJ 2024 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPRJ

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested

CPRJMeasure

More Ways to See the Pairs

CPRJ vs VUG: Top 5 Holdings

Today

CPRJ

[…]in top 5

VUG

in top 545.2%

CPRJStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: CPRJ, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

CPRJ0.69%$69

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CPRJ, DFAS, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG

+2.3%Year to dateJan 1 → Nov 12+4.9%

+3.2%1 yearTotal return+3.5%

[…]3 years · per year$10,000 became […] · $18,215+22.1%

[…]5 years · per year$10,000 became […] · $16,326+10.3%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

−2.4%Worst dropSmaller is better−15.1%

2.8%VolatilityLower is calmer19.1%

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

2–4VUG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

CPRJ vs VUG Returns, Every Period

1Y

CalamosCPRJ

+3.2%

past year

VUGVanguard

+3.5%

past year

CPRJVUGFaded: behind in that period

0–2VUG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CPRJ vs DFAS

YTD

CalamosCPRJ

+2.3%

DFASDimensional

+15.2%

+2.3%Year to date+15.2%

−2.4%Worst drop · 1Y−9.4%

2.8%Volatility · 1Y16.0%

0.0%Yield1.0%

$42.8MAssets$33.5B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

VUG0.41%$41

CPRJ0.00%$0

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

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CPRJ, DFAS, VUG

Today

0.0%most shared, DFAS and VUG

CPRJDFASVUG

CPRJ—[…][…]

DFAS[…]—0.0%

VUG[…]0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.7%DFAS, at 16.0% volatility

CPRJWorst drop−2.4%2.8% vol

DFASWorst drop−9.4%16.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFASVUG

+15.2%Year to date+4.9%

1.0%Yield0.4%

+17.7%Past year+3.5%

0.30%Fee0.03%

3–1DFAS wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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CPRJ, DFAS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three