Compare · 2 funds side by side · dividends reinvested

DFAC and CPSM

DFACDimensional×CPSMCalamos×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

DFAC and CPSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.3

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.8%+4.8%[…][…]−0.5%1.8%$59M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · CPSM 2024

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

CPSM

Calamos S&P 500 Structured Alt Protection ETF – May · $59M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureCPSM

+15.8%Year to dateJan 1 → Nov 4+3.8%

+17.7%1 yearTotal return+4.8%

+23.2%3 years · per year$10,000 became $18,682 · […][…]

+11.7%5 years · per year$10,000 became $17,417 · […][…]

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

0.87%Trailing 12-mo yield$87 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−0.5%

12.3%VolatilityLower is calmer1.8%

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

4–2DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs CPSM: Top 5 Holdings

Today

DFAC

20.1%in top 5

CPSM

in top 5[…]

DFACStockCPSM

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DFAC vs CPSM Returns, Every Period

DimensionalDFAC

+17.7%

past year

CPSMCalamos

+4.8%

past year

DFACCPSMFaded: behind in that period

2–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs CPSM

YTD

DimensionalDFAC

+15.8%

CPSMCalamos

+3.8%

+15.8%Year to date+3.8%

−8.5%Worst drop · 1Y−0.5%

12.3%Volatility · 1Y1.8%

0.9%Yield0.0%

$89.2BAssets$58.9M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CPSM

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CPSM0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, CPSM

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

CPSM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, CPSM

Today

[…]holdings […]

DFACCPSM

DFAC—[…]

CPSM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

CPSMWorst drop−0.5%1.8% vol

DFACWorst drop−8.5%12.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPSM

+15.8%Year to date+3.8%

0.9%Yield0.0%

+17.7%Past year+4.8%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026