Compare · 3 funds side by side · dividends reinvested

CPSD, DFAC and VUG

CPSDCalamos×DFACDimensional×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.87% · $87 a year on $10k

Story of the three · RiskSmallest drop

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%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.5

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - DecemberUS Stock Styles · Large cap0.69%0.00%+5.2%+6.2%[…][…]−1.5%2.5%$46M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+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 11, 2026 · returns include dividends · since: CPSD 2024 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

DFAC

More Ways to See the Pairs

DFAC vs VUG: Top 5 Holdings

Today

DFAC

19.9%in top 5

VUG

in top 545.2%

DFACStockVUG

4.4%NVDA13.5%

5.9%AAPL12.5%

4.9%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

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 11, 2026 · fee on $10,000 a year

Yields: CPSD, DFAC, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

VUG

+14.9%Year to dateJan 1 → Nov 11+5.1%

+16.5%1 yearTotal return+3.6%

+21.0%3 years · per year$10,000 became $17,728 · $18,430+22.6%

+10.9%5 years · per year$10,000 became $16,748 · $16,557+10.6%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

13.0%VolatilityLower is calmer19.1%

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

6–2DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.8%AMZNnot top 5

2.0%METAnot top 5

Held in common35.6%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs VUG Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

DFACVUGFaded: behind in that period

3–1DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs VUG

YTD

DimensionalDFAC

+14.9%

VUGVanguard

+5.1%

+14.9%Year to date+5.1%

−8.5%Worst drop · 1Y−15.1%

13.0%Volatility · 1Y19.1%

0.9%Yield0.4%

$87.4BAssets$233B

4–0DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

VUG0.41%$41

CPSD0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

CPSD$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CPSD, DFAC, VUG

Today

35.6%most shared, DFAC and VUG

CPSDDFACVUG

CPSD—[…][…]

DFAC[…]—35.6%

VUG[…]35.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

CPSDWorst drop−1.5%2.5% vol

DFACWorst drop−8.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPSD

+14.9%Year to date+5.2%

0.9%Yield0.0%

+16.5%Past year+6.2%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

CPSD, DFAC and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three