Compare · 4 funds side by side · dividends reinvested

DFAC, CPSF, VO and IWF

DFACDimensional×CPSFCalamos×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,689DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAC, CPSF, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.1

Calamos S&P 500 Structured Alt Protection ETF – FebruaryUS Stock Styles · Large cap0.69%0.00%+4.3%+5.7%[…][…]−1.3%2.3%$37M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: DFAC 2005 · CPSF 2025 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

More Ways to See the Pairs

DFAC vs CPSF: Top 5 Holdings

Today

DFAC

20.2%in top 5

CPSF

in top 5[…]

DFACStockCPSF

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, CPSF, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

CPSF0.69%$69

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

CPSF

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPSF

+13.7%Year to dateJan 1 → Nov 10+4.3%

+16.9%1 yearTotal return+5.7%

+20.5%3 years · per year$10,000 became $17,492 · […][…]

+10.8%5 years · per year$10,000 became $16,689 · […][…]

0.21%Expense ratio$21 · $69 a year on $10k · lower is better0.69%

0.88%Trailing 12-mo yield$88 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−1.3%

13.0%VolatilityLower is calmer2.3%

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

4–2DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DFAC vs CPSF Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

CPSFCalamos

+5.7%

past year

DFACCPSFFaded: behind in that period

2–0DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+13.7%

VOVanguard

+13.6%

+13.7%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y13.0%

0.9%Yield1.4%

$87.7BAssets$103B

2–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFAC, CPSF, VO, IWF

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

CPSF0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

CPSF$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, CPSF, VO, IWF

Today

40.4%most shared, DFAC and IWF

DFACCPSFVOIWF

DFAC—[…]19.7%40.4%

CPSF[…]—[…][…]

VO19.7%[…]—9.3%

IWF40.4%[…]9.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

CPSFWorst drop−1.3%2.3% vol

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+13.6%Year to date+13.7%

1.4%Yield0.9%

+14.4%Past year+16.9%

0.03%Fee0.21%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAC, CPSF, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four