Compare · 3 funds side by side · dividends reinvested

CPSU, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

CPSU, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.4

Calamos S&P 500 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+2.7%+3.7%[…][…]−1.1%2.5%$29M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: CPSU 2025 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF – June · $29M[…]

CPSU

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested

CPSUMeasureDFAC

+2.7%Year to dateJan 1 → Nov 6+11.4%

+3.7%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+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%

−1.1%Worst dropSmaller is better−8.5%

2.5%VolatilityLower is calmer12.9%

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

2–4DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPSU vs DFAC: Top 5 Holdings

Today

CPSU

[…]in top 5

DFAC

in top 520.4%

CPSUStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CPSU vs DFAC Returns, Every Period

CalamosCPSU

+3.7%

past year

DFACDimensional

+13.8%

past year

CPSUDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CPSU vs DFAC

YTD

CalamosCPSU

+2.7%

DFACDimensional

+11.4%

+2.7%Year to date+11.4%

−1.1%Worst drop · 1Y−8.5%

2.5%Volatility · 1Y12.9%

0.0%Yield0.9%

$29.2MAssets$85.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPSU, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CPSU0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CPSU, DFAC, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IWF0.39%$39

CPSU0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

CPSU$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CPSU, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

CPSUDFACIWF

CPSU—[…][…]

DFAC[…]—40.2%

IWF[…]40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

CPSUWorst drop−1.1%2.5% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPSU

+11.4%Year to date+2.7%

0.9%Yield0.0%

+13.8%Past year+3.7%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026