Compare · 2 funds side by side · dividends reinvested

DFAC and CPSU

DFACDimensional×CPSUCalamos×

Versus in desk

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

02 / 04

DFAC and CPSU, 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%$85.6B1.3

Calamos S&P 500 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+2.7%+3.7%[…][…]−1.1%2.5%$29M1.7

Rank among the two1st → 2ndFee, 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 · CPSU 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

CPSU

Calamos S&P 500 Structured Alt Protection ETF – June · $29M[…]

$10,000 five years ago, dividends reinvested

DFACMeasureCPSU

+11.4%Year to dateJan 1 → Nov 6+2.7%

+13.8%1 yearTotal return+3.7%

+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 calmer2.5%

DFACCPSU 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 CPSU: Top 5 Holdings

Today

DFAC

20.4%in top 5

CPSU

in top 5[…]

DFACStockCPSU

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 CPSU Returns, Every Period

DimensionalDFAC

+13.8%

past year

CPSUCalamos

+3.7%

past year

DFACCPSUFaded: behind in that period

2–0DFAC wins

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

DFAC vs CPSU

YTD

DimensionalDFAC

+11.4%

CPSUCalamos

+2.7%

+11.4%Year to date+2.7%

−8.5%Worst drop · 1Y−1.1%

12.9%Volatility · 1Y2.5%

0.9%Yield0.0%

$85.6BAssets$29.2M

2–2level

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

Cost, Income and Risk

Fees: DFAC, CPSU

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

CPSU0.69%$69

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

Yields: DFAC, CPSU

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

CPSU0.00%$0

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

CPSU$0 − $69 = −$69

KeptFee

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

Overlap: DFAC, CPSU

Today

[…]holdings […]

DFACCPSU

DFAC—[…]

CPSU[…]—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

CPSUWorst drop−1.1%2.5% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

DFACCPSU

+11.4%Year to date+2.7%

0.9%Yield0.0%

+13.8%Past year+3.7%

0.21%Fee0.69%

4–0DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026