Compare · 3 funds side by side · dividends reinvested

DFAC, CPSM and VTV

DFACDimensional×CPSMCalamos×VTVVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

DFAC, CPSM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.3

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%$87.4B2.3

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.6%+4.5%[…][…]−0.8%2.0%$59M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAC 2005 · CPSM 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

CPSM

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

$10,000 five years ago, dividends reinvested

DFACMeasure

More Ways to See the Pairs

DFAC vs CPSM: Top 5 Holdings

Today

DFAC

20.2%in top 5

CPSM

in top 5[…]

DFACStockCPSM

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, CPSM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAC0.21%$21

CPSM0.69%$69

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

Yields: DFAC, CPSM, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

CPSM

+13.7%Year to dateJan 1 → Nov 10+3.6%

+16.9%1 yearTotal return+4.5%

+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−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 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 CPSM Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

CPSMCalamos

+4.5%

past year

DFACCPSMFaded: behind in that period

2–0DFAC wins

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

DFAC vs VTV

YTD

DimensionalDFAC

+13.7%

VTVVanguard

+21.0%

+13.7%Year to date+21.0%

−8.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

0.9%Yield1.8%

$87.4BAssets$184B

4–0VTV wins

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

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAC0.88%$88

CPSM0.00%$0

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

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

CPSM$0 − $69 = −$69

KeptFee

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

Overlap: DFAC, CPSM, VTV

Today

37.7%most shared, DFAC and VTV

DFACCPSMVTV

DFAC—[…]37.7%

CPSM[…]—[…]

VTV37.7%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

CPSMWorst drop−0.8%2.0% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

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

Paid More vs Made More

YTD

VTVDFAC

+21.0%Year to date+13.7%

1.8%Yield0.9%

+24.8%Past year+16.9%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

Loading…

DFAC, CPSM and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three