Compare · 4 funds side by side · dividends reinvested

DFAC, CPSM, VUG and VO

DFACDimensional×CPSMCalamos×VUGVanguard×VOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

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

Story of the four · RiskSmallest drop

DFAC, CPSM, 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%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.6B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.8

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.7%+4.4%[…][…]−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 13, 2026 · returns include dividends · since: DFAC 2005 · CPSM 2024 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.6B$16,443

DFAC

More Ways to See the Pairs

DFAC vs CPSM: Top 5 Holdings

Today

DFAC

19.8%in top 5

CPSM

in top 5[…]

DFACStockCPSM

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Cost, Income and Risk

Fees: DFAC, CPSM, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

CPSM0.69%$69

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

CPSM

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPSM

+13.9%Year to dateJan 1 → Nov 13+3.7%

+15.1%1 yearTotal return+4.4%

+20.7%3 years · per year$10,000 became $17,599 · […][…]

+10.5%5 years · per year$10,000 became $16,443 · […][…]

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%

13.1%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DFAC vs CPSM Returns, Every Period

1Y

DimensionalDFAC

+15.1%

past year

CPSMCalamos

+4.4%

past year

DFACCPSMFaded: behind in that period

2–0DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+13.9%

VOVanguard

+14.0%

+13.9%Year to date+14.0%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.2%

0.9%Yield1.3%

$87.6BAssets$103B

3–1VO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAC, CPSM, VUG, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAC0.88%$88

VUG0.41%$41

CPSM0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, CPSM, VUG, VO

Today

35.8%most shared, DFAC and VUG

DFACCPSMVUGVO

DFAC—[…]35.8%19.8%

CPSM[…]—[…][…]

VUG35.8%[…]—10.2%

VO19.8%[…]10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.1%DFAC, at 13.1% volatility

CPSMWorst drop−0.8%2.0% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+14.0%Year to date+13.9%

1.3%Yield0.9%

+13.7%Past year+15.1%

0.03%Fee0.21%

3–1VO wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFAC, CPSM, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four