Compare · 2 funds side by side · dividends reinvested

CPSD and DFAC

CPSDCalamos×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

CPSD and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.3

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - DecemberUS Stock Styles · Large cap0.69%0.00%+4.1%+5.4%[…][…]−1.5%2.4%$46M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CPSD 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CPSD

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

$10,000 five years ago, dividends reinvested

CPSDMeasureDFAC

+4.1%Year to dateJan 1 → Nov 5+11.2%

+5.4%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.69%Expense ratio$69 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

−1.5%Worst dropSmaller is better−8.5%

2.4%VolatilityLower is calmer12.9%

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

2–4DFAC wins

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

More Ways to See the Pairs

CPSD vs DFAC: Top 5 Holdings

Today

CPSD

[…]in top 5

DFAC

in top 520.5%

CPSDStockDFAC

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CPSD vs DFAC Returns, Every Period

CalamosCPSD

+5.4%

past year

DFACDimensional

+14.3%

past year

CPSDDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CPSD vs DFAC

YTD

CalamosCPSD

+4.1%

DFACDimensional

+11.2%

+4.1%Year to date+11.2%

−1.5%Worst drop · 1Y−8.5%

2.4%Volatility · 1Y12.9%

0.0%Yield0.9%

$46.0MAssets$85.7B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPSD, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CPSD0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPSD, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

CPSD0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

CPSD$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CPSD, DFAC

Today

[…]holdings […]

CPSDDFAC

CPSD—[…]

DFAC[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

CPSDWorst drop−1.5%2.4% vol

DFACWorst drop−8.5%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPSD

+11.2%Year to date+4.1%

0.9%Yield0.0%

+14.3%Past year+5.4%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026