Compare · 3 funds side by side · dividends reinvested

DCOR, CPSN and VUG

DCORDimensional×CPSNCalamos×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

DCOR, CPSN and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.90%+14.4%+17.6%+21.7%[…]−8.3%13.0%$43.9B1.6

Calamos S&P 500 Structured Alt Protection ETF – NovemberUS Stock Styles · Large cap0.69%0.00%+5.5%+6.3%[…][…]−1.6%2.3%$37M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

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: DCOR 2005 · CPSN 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B[…]

DCOR

CPSN

Calamos S&P 500 Structured Alt Protection ETF – November · $37M[…]

$10,000 five years ago, dividends reinvested

DCORMeasureCPSN

+14.4%Year to dateJan 1 → Nov 9+5.5%

+17.6%1 yearTotal return+6.3%

+21.7%3 years · per year$10,000 became $18,015 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $69 a year on $10k · lower is better0.69%

0.90%Trailing 12-mo yield$90 · $0 a year on $10k0.00%

−8.3%Worst dropSmaller is better−1.6%

13.0%VolatilityLower is calmer2.3%

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

4–2DCOR wins

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

More Ways to See the Pairs

DCOR vs CPSN: Top 5 Holdings

Today

DCOR

20.5%in top 5

CPSN

in top 5[…]

DCORStockCPSN

6.1%AAPLnot top 5

5.2%NVDAnot top 5

4.6%MSFTnot top 5

2.8%AMZNnot top 5

1.7%METAnot top 5

Held in common[…]

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

DCOR vs CPSN Returns, Every Period

DimensionalDCOR

+17.6%

past year

CPSNCalamos

+6.3%

past year

DCORCPSNFaded: behind in that period

2–0DCOR wins

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

DCOR vs VUG

YTD

DimensionalDCOR

+14.4%

VUGVanguard

+4.2%

+14.4%Year to date+4.2%

−8.3%Worst drop · 1Y−15.1%

13.0%Volatility · 1Y19.1%

0.9%Yield0.4%

$43.9BAssets$233B

4–0DCOR wins

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

Cost, Income and Risk

Fees: DCOR, CPSN, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DCOR0.17%$17

CPSN0.69%$69

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

Yields: DCOR, CPSN, VUG

0.90%highest, DCOR

FundTrailing yieldYield$10k

DCOR0.90%$90

VUG0.41%$41

CPSN0.00%$0

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

Income After Fees on $10,000

$73most kept, DCOR

DCOR$90 − $17 = $73

VUG$41 − $3 = $38

CPSN$0 − $69 = −$69

KeptFee

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

Overlap: DCOR, CPSN, VUG

Today

38.3%most shared, DCOR and VUG

DCORCPSNVUG

DCOR—[…]38.3%

CPSN[…]—[…]

VUG38.3%[…]—

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

Return vs Bumpiness: 3 ETFs

+17.6%DCOR, at 13.0% volatility

CPSNWorst drop−1.6%2.3% vol

DCORWorst drop−8.3%13.0% 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

DCORCPSN

+14.4%Year to date+5.5%

0.9%Yield0.0%

+17.6%Past year+6.3%

0.17%Fee0.69%

4–0DCOR 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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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