Compare · 3 funds side by side · dividends reinvested

CPRY, DFAS and VO

CPRYCalamos×DFASDimensional×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,953DFAS · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

CPRY, DFAS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JanuaryUS Stock Styles · Small cap0.69%0.00%+5.4%+8.8%[…][…]−2.1%3.5%$33M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: CPRY 2025 · DFAS 1992 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

DFAS

Dimensional - US Small Cap ETF · $34.7B$13,953

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VOMeasure

More Ways to See the Pairs

VO vs DFAS: Top 5 Holdings

Today

VO

5.3%in top 5

DFAS

in top 51.3%

VOStockDFAS

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Cost, Income and Risk

Fees: CPRY, DFAS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

CPRY0.69%$69

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

Yields: CPRY, DFAS, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

DFAS

+13.6%Year to dateJan 1 → Nov 10+15.7%

+14.4%1 yearTotal return+19.6%

+18.0%3 years · per year$10,000 became $16,445 · $15,805+16.5%

+6.7%5 years · per year$10,000 became $13,829 · $13,953+6.9%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.35%Trailing 12-mo yield$135 · $101 a year on $10k1.01%

−8.2%Worst dropSmaller is better−9.4%

13.0%VolatilityLower is calmer15.9%

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

5–3VO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

VO vs DFAS Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

VODFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VO vs DFAS

YTD

VanguardVO

+13.6%

DFASDimensional

+15.7%

+13.6%Year to date+15.7%

−8.2%Worst drop · 1Y−9.4%

13.0%Volatility · 1Y15.9%

1.4%Yield1.0%

$103BAssets$34.7B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.01%$101

CPRY0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAS$101 − $30 = $71

CPRY$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CPRY, DFAS, VO

Today

0.1%most shared, DFAS and VO

CPRYDFASVO

CPRY—[…][…]

DFAS[…]—0.1%

VO[…]0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.6%DFAS, at 15.9% volatility

CPRYWorst drop−2.1%3.5% vol

VOWorst drop−8.2%13.0% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+13.6%Year to date+15.7%

1.4%Yield1.0%

+14.4%Past year+19.6%

0.03%Fee0.30%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CPRY, DFAS and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three