Compare · 3 funds side by side · dividends reinvested

DFAS, CPRJ and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,971IJH · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

DFAS, CPRJ and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$125B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.7%+4.0%[…][…]−2.4%2.7%$43M2.3

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: DFAS 1992 · CPRJ 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos Russell 2000 Structured Alt Protection ETF – July · $43M[…]

CPRJ

DFAS

Dimensional - US Small Cap ETF · $34.7B$13,953

$10,000 five years ago, dividends reinvested

CPRJMeasure

More Ways to See the Pairs

CPRJ vs DFAS: Top 5 Holdings

Today

CPRJ

[…]in top 5

DFAS

in top 51.3%

CPRJStockDFAS

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Cost, Income and Risk

Fees: DFAS, CPRJ, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

CPRJ0.69%$69

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

Yields: DFAS, CPRJ, 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%

$122BAssets$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%

DFAS

+2.7%Year to dateJan 1 → Nov 10+15.7%

+4.0%1 yearTotal return+19.6%

[…]3 years · per year$10,000 became […] · $15,805+16.5%

[…]5 years · per year$10,000 became […] · $13,953+6.9%

0.69%Expense ratio$69 · $30 a year on $10k · lower is better0.30%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−2.4%Worst dropSmaller is better−9.4%

2.7%VolatilityLower is calmer15.9%

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

2–4DFAS 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

CPRJ vs DFAS Returns, Every Period

1Y

CalamosCPRJ

+4.0%

past year

DFASDimensional

+19.6%

past year

CPRJDFASFaded: behind in that period

0–2DFAS wins

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

CPRJ vs IJH

YTD

CalamosCPRJ

+2.7%

IJHiShares

+13.2%

+2.7%Year to date+13.2%

−2.4%Worst drop · 1Y−8.8%

2.7%Volatility · 1Y15.7%

0.0%Yield1.2%

$42.6MAssets$125B

2–2level

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

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

CPRJ0.00%$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

DFAS$101 − $30 = $71

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: DFAS, CPRJ, IJH

Today

40.7%most shared, DFAS and IJH

DFASCPRJIJH

DFAS—[…]40.7%

CPRJ[…]—[…]

IJH40.7%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.6%DFAS, at 15.9% volatility

CPRJWorst drop−2.4%2.7% vol

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

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

Paid More vs Made More

YTD

IJHDFAS

+13.2%Year to date+15.7%

1.2%Yield1.0%

+15.7%Past year+19.6%

0.05%Fee0.30%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAS, CPRJ and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three