Compare · 4 funds side by side · dividends reinvested

DFAC, CPSM, VO and VUG

DFACDimensional×CPSMCalamos×VOVanguard×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

DFAC, CPSM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.8

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.8%+4.5%[…][…]−0.8%2.0%$59M2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · CPSM 2024 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

More Ways to See the Pairs

DFAC vs CPSM: Top 5 Holdings

Today

DFAC

19.9%in top 5

CPSM

in top 5[…]

DFACStockCPSM

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, CPSM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

CPSM0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

CPSM

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPSM

+14.9%Year to dateJan 1 → Nov 11+3.8%

+16.5%1 yearTotal return+4.5%

+21.0%3 years · per year$10,000 became $17,728 · […][…]

+10.9%5 years · per year$10,000 became $16,748 · […][…]

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−0.8%

13.0%VolatilityLower is calmer2.0%

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

4–2DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

DFAC vs CPSM Returns, Every Period

1Y

DimensionalDFAC

+16.5%

past year

CPSMCalamos

+4.5%

past year

DFACCPSMFaded: behind in that period

2–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+14.9%

VOVanguard

+15.0%

+14.9%Year to date+15.0%

−8.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y13.1%

0.9%Yield1.3%

$87.4BAssets$103B

3–1VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, CPSM, VO, VUG

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

DFAC0.87%$87

VUG0.41%$41

CPSM0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, CPSM, VO, VUG

Today

35.6%most shared, DFAC and VUG

DFACCPSMVOVUG

DFAC—[…]19.7%35.6%

CPSM[…]—[…][…]

VO19.7%[…]—10.2%

VUG35.6%[…]10.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

CPSMWorst drop−0.8%2.0% vol

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+15.0%Year to date+14.9%

1.3%Yield0.9%

+15.0%Past year+16.5%

0.03%Fee0.21%

3–1VO wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAC, CPSM, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four