Compare · 3 funds side by side · dividends reinvested

DCOR, CPST and VTV

DCORDimensional×CPSTCalamos×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

DCOR, CPST and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.93%+11.5%+13.4%+21.5%[…]−8.3%12.8%$43.9B2.1

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+3.7%+4.4%[…][…]−1.4%2.3%$41M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DCOR 2005 · CPST 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DCOR

CPST

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

$10,000 five years ago, dividends reinvested

DCORMeasureCPST

+11.5%Year to dateJan 1 → Nov 6+3.7%

+13.4%1 yearTotal return+4.4%

+21.5%3 years · per year$10,000 became $17,935 · […][…]

[…]5 years · per year[…]

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

0.93%Trailing 12-mo yield$93 · $0 a year on $10k0.00%

−8.3%Worst dropSmaller is better−1.4%

12.8%VolatilityLower is calmer2.3%

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

4–2DCOR wins

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

More Ways to See the Pairs

DCOR vs CPST: Top 5 Holdings

Today

DCOR

20.4%in top 5

CPST

in top 5[…]

DCORStockCPST

6.1%AAPLnot top 5

5.1%NVDAnot top 5

4.6%MSFTnot top 5

2.9%AMZNnot top 5

1.7%METAnot top 5

Held in common[…]

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

DCOR vs CPST Returns, Every Period

DimensionalDCOR

+13.4%

past year

CPSTCalamos

+4.4%

past year

DCORCPSTFaded: behind in that period

2–0DCOR wins

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

DCOR vs VTV

YTD

DimensionalDCOR

+11.5%

VTVVanguard

+18.5%

+11.5%Year to date+18.5%

−8.3%Worst drop · 1Y−6.4%

12.8%Volatility · 1Y10.7%

0.9%Yield1.9%

$43.9BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DCOR, CPST, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DCOR0.17%$17

CPST0.69%$69

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

Yields: DCOR, CPST, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DCOR0.93%$93

CPST0.00%$0

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DCOR$93 − $17 = $76

CPST$0 − $69 = −$69

KeptFee

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

Overlap: DCOR, CPST, VTV

Today

41.9%most shared, DCOR and VTV

DCORCPSTVTV

DCOR—[…]41.9%

CPST[…]—[…]

VTV41.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

CPSTWorst drop−1.4%2.3% vol

VTVWorst drop−6.4%10.7% vol

DCORWorst drop−8.3%12.8% vol

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

Paid More vs Made More

YTD

VTVDCOR

+18.5%Year to date+11.5%

1.9%Yield0.9%

+22.9%Past year+13.4%

0.03%Fee0.17%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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