Compare · 3 funds side by side · dividends reinvested

CPSD, DFAC and VUG

CPSDCalamos×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,820DFAC · best of the three

02 / 04

CPSD, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.5

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - DecemberUS Stock Styles · Large cap0.69%0.00%+4.8%+6.2%[…][…]−1.5%2.5%$46M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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: CPSD 2024 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

CPSD

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December · $46M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureCPSD

+14.1%Year to dateJan 1 → Nov 9+4.8%

+17.7%1 yearTotal return+6.2%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $69 a year on $10k · lower is better0.69%

0.88%Trailing 12-mo yield$88 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−1.5%

13.1%VolatilityLower is calmer2.5%

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

4–2DFAC wins

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

More Ways to See the Pairs

DFAC vs CPSD: Top 5 Holdings

Today

DFAC

20.4%in top 5

CPSD

in top 5[…]

DFACStockCPSD

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

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

DFAC vs CPSD Returns, Every Period

DimensionalDFAC

+17.7%

past year

CPSDCalamos

+6.2%

past year

DFACCPSDFaded: behind in that period

2–0DFAC wins

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

DFAC vs VUG

YTD

DimensionalDFAC

+14.1%

VUGVanguard

+4.2%

+14.1%Year to date+4.2%

−8.5%Worst drop · 1Y−15.1%

13.1%Volatility · 1Y19.1%

0.9%Yield0.4%

$87.7BAssets$233B

4–0DFAC wins

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

Cost, Income and Risk

Fees: CPSD, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CPSD0.69%$69

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

Yields: CPSD, DFAC, VUG

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

CPSD0.00%$0

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

CPSD$0 − $69 = −$69

KeptFee

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

Overlap: CPSD, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

CPSDDFACVUG

CPSD—[…][…]

DFAC[…]—35.8%

VUG[…]35.8%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

CPSDWorst drop−1.5%2.5% vol

DFACWorst drop−8.5%13.1% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

DFACCPSD

+14.1%Year to date+4.8%

0.9%Yield0.0%

+17.7%Past year+6.2%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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