Compare · 3 funds side by side · dividends reinvested

DFAC, CPSN and VUG

DFACDimensional×CPSNCalamos×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,689DFAC · best of the three

Story of the three · IncomeMost incomeDFAC · 0.88% · $88 a year on $10k

Story of the three · RiskSmallest drop

DFAC, CPSN and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$87.4B1.5

Calamos S&P 500 Structured Alt Protection ETF – NovemberUS Stock Styles · Large cap0.69%0.00%+5.3%+6.0%[…][…]−1.6%2.3%$37M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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 · CPSN 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAC

CPSN

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

$10,000 five years ago, dividends reinvested

DFACMeasure

More Ways to See the Pairs

DFAC vs CPSN: Top 5 Holdings

Today

DFAC

20.2%in top 5

CPSN

in top 5[…]

DFACStockCPSN

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, CPSN, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

CPSN0.69%$69

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

Yields: DFAC, CPSN, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

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%

CPSN

+13.7%Year to dateJan 1 → Nov 10+5.3%

+16.9%1 yearTotal return+6.0%

+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−1.6%

13.0%VolatilityLower is calmer2.3%

DFACCPSN 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 CPSN Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

CPSNCalamos

+6.0%

past year

DFACCPSNFaded: behind in that period

2–0DFAC wins

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

DFAC vs VUG

YTD

DimensionalDFAC

+13.7%

VUGVanguard

+3.4%

+13.7%Year to date+3.4%

−8.5%Worst drop · 1Y−15.1%

13.0%Volatility · 1Y19.1%

0.9%Yield0.4%

$87.4BAssets$233B

4–0DFAC wins

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

1Y

0.88%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.88%$88

VUG0.41%$41

CPSN0.00%$0

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

CPSN$0 − $69 = −$69

KeptFee

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

Overlap: DFAC, CPSN, VUG

Today

35.8%most shared, DFAC and VUG

DFACCPSNVUG

DFAC—[…]35.8%

CPSN[…]—[…]

VUG35.8%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.9%DFAC, at 13.0% volatility

CPSNWorst drop−1.6%2.3% vol

DFACWorst drop−8.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

DFACCPSN

+13.7%Year to date+5.3%

0.9%Yield0.0%

+16.9%Past year+6.0%

0.21%Fee0.69%

4–0DFAC 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

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DFAC, CPSN and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three