Compare · 3 funds side by side · dividends reinvested

DFAC, CPSR and IJH

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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 incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

DFAC, CPSR and IJH, 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

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B2.0

Calamos S&P 500 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+4.2%+5.6%[…][…]−1.1%2.0%$34M2.3

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 · CPSR 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAC

CPSR

Calamos S&P 500 Structured Alt Protection ETF – March · $34M[…]

$10,000 five years ago, dividends reinvested

DFACMeasure

More Ways to See the Pairs

DFAC vs CPSR: Top 5 Holdings

Today

DFAC

20.2%in top 5

CPSR

in top 5[…]

DFACStockCPSR

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, CPSR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

CPSR0.69%$69

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

Yields: DFAC, CPSR, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

CPSR

+13.7%Year to dateJan 1 → Nov 10+4.2%

+16.9%1 yearTotal return+5.6%

+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−1.1%

13.0%VolatilityLower is calmer2.0%

DFACCPSR 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 CPSR Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

CPSRCalamos

+5.6%

past year

DFACCPSRFaded: behind in that period

2–0DFAC wins

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

DFAC vs IJH

YTD

DimensionalDFAC

+13.7%

IJHiShares

+13.2%

+13.7%Year to date+13.2%

−8.5%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.7%

0.9%Yield1.2%

$87.4BAssets$124B

3–1DFAC wins

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

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAC0.88%$88

CPSR0.00%$0

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

CPSR$0 − $69 = −$69

KeptFee

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

Overlap: DFAC, CPSR, IJH

Today

11.5%most shared, DFAC and IJH

DFACCPSRIJH

DFAC—[…]11.5%

CPSR[…]—[…]

IJH11.5%[…]—

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

CPSRWorst drop−1.1%2.0% vol

DFACWorst drop−8.5%13.0% vol

IJHWorst drop−8.8%15.7% vol

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

Paid More vs Made More

YTD

IJHDFAC

+13.2%Year to date+13.7%

1.2%Yield0.9%

+15.7%Past year+16.9%

0.05%Fee0.21%

2–2level

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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAC, CPSR and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three