Compare · 4 funds side by side · dividends reinvested

DFAC, CPSF, VUG and VO

DFACDimensional×CPSFCalamos×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, CPSF, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

Calamos S&P 500 Structured Alt Protection ETF – FebruaryUS Stock Styles · Large cap0.69%0.00%+4.3%+5.8%[…][…]−1.3%2.3%$37M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, 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: DFAC 2005 · CPSF 2025 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

CPSF

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPSF

+14.1%Year to dateJan 1 → Nov 9+4.3%

+17.7%1 yearTotal return+5.8%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

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%

13.1%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs CPSF: Top 5 Holdings

Today

DFAC

20.4%in top 5

CPSF

in top 5[…]

DFACStockCPSF

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

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

DFAC vs CPSF Returns, Every Period

DimensionalDFAC

+17.7%

past year

CPSFCalamos

+5.8%

past year

DFACCPSFFaded: behind in that period

2–0DFAC wins

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

DFAC vs VO

YTD

DimensionalDFAC

+14.1%

VOVanguard

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.1%

0.9%Yield1.4%

$87.7BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: DFAC, CPSF, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

CPSF0.69%$69

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

Yields: DFAC, CPSF, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

VUG0.41%$41

CPSF0.00%$0

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

CPSF$0 − $69 = −$69

KeptFee

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

Overlap: DFAC, CPSF, VUG, VO

Today

35.8%most shared, DFAC and VUG

DFACCPSFVUGVO

DFAC—[…]35.8%19.6%

CPSF[…]—[…][…]

VUG35.8%[…]—10.2%

VO19.6%[…]10.2%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

CPSFWorst drop−1.3%2.3% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% 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

VODFAC

+13.6%Year to date+14.1%

1.4%Yield0.9%

+15.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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