Compare · 4 funds side by side · dividends reinvested

DFAC, CPST, VUG and VTV

DFACDimensional×CPSTCalamos×VUGVanguard×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

DFAC, CPST, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B2.5

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+4.3%+4.8%[…][…]−1.4%2.4%$41M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · CPST 2024 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

More Ways to See the Pairs

DFAC vs CPST: Top 5 Holdings

Today

DFAC

19.9%in top 5

CPST

in top 5[…]

DFACStockCPST

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, CPST, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

DFAC0.21%$21

CPST0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

CPST

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureCPST

+14.9%Year to dateJan 1 → Nov 11+4.3%

+16.5%1 yearTotal return+4.8%

+21.0%3 years · per year$10,000 became $17,728 · […][…]

+10.9%5 years · per year$10,000 became $16,748 · […][…]

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

0.87%Trailing 12-mo yield$87 · $0 a year on $10k0.00%

−8.5%Worst dropSmaller is better−1.4%

13.0%VolatilityLower is calmer2.4%

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

4–2DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

DFAC vs CPST Returns, Every Period

1Y

DimensionalDFAC

+16.5%

past year

CPSTCalamos

+4.8%

past year

DFACCPSTFaded: behind in that period

2–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+14.9%

VTVVanguard

+22.3%

+14.9%Year to date+22.3%

−8.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

0.9%Yield1.8%

$88.3BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, CPST, VUG, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

DFAC0.87%$87

VUG0.41%$41

CPST0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

CPST$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, CPST, VUG, VTV

Today

37.9%most shared, DFAC and VTV

DFACCPSTVUGVTV

DFAC—[…]35.6%37.9%

CPST[…]—[…][…]

VUG35.6%[…]—1.9%

VTV37.9%[…]1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

CPSTWorst drop−1.4%2.4% vol

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+22.3%Year to date+14.9%

1.8%Yield0.9%

+25.5%Past year+16.5%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DFAC, CPST, VUG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four