Compare · 3 funds side by side · dividends reinvested

DFAC, CPSR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, CPSR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.4

Calamos S&P 500 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+3.9%+5.1%[…][…]−1.1%1.9%$34M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · CPSR 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

CPSR

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

$10,000 five years ago, dividends reinvested

DFACMeasureCPSR

+11.4%Year to dateJan 1 → Nov 6+3.9%

+13.8%1 yearTotal return+5.1%

+21.0%3 years · per year$10,000 became $17,722 · […][…]

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $69 a year on $10k · lower is better0.69%

0.90%Trailing 12-mo yield$90 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−1.1%

12.9%VolatilityLower is calmer1.9%

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

4–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs CPSR: Top 5 Holdings

Today

DFAC

20.4%in top 5

CPSR

in top 5[…]

DFACStockCPSR

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFAC vs CPSR Returns, Every Period

DimensionalDFAC

+13.8%

past year

CPSRCalamos

+5.1%

past year

DFACCPSRFaded: behind in that period

2–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs IWF

YTD

DimensionalDFAC

+11.4%

IWFiShares

−5.3%

+11.4%Year to date−5.3%

−8.5%Worst drop · 1Y−14.6%

12.9%Volatility · 1Y19.4%

0.9%Yield0.4%

$85.6BAssets$115B

4–0DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, CPSR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

CPSR0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, CPSR, IWF

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IWF0.39%$39

CPSR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

CPSR$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, CPSR, IWF

Today

40.2%most shared, DFAC and IWF

DFACCPSRIWF

DFAC—[…]40.2%

CPSR[…]—[…]

IWF40.2%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

CPSRWorst drop−1.1%1.9% vol

DFACWorst drop−8.5%12.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFACCPSR

+11.4%Year to date+3.9%

0.9%Yield0.0%

+13.8%Past year+5.1%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026