Compare · 3 funds side by side · dividends reinvested

DFAS, CPRJ and VUG

DFASDimensional×CPRJCalamos×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

DFAS, CPRJ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+4.1%[…][…]−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 9, 2026 · returns include dividends · since: DFAS 1992 · CPRJ 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested

CPRJMeasureVUG

+2.8%Year to dateJan 1 → Nov 9+4.2%

+4.1%1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

−2.4%Worst dropSmaller is better−15.1%

2.7%VolatilityLower is calmer19.1%

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

2–4VUG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPRJ vs VUG: Top 5 Holdings

Today

CPRJ

[…]in top 5

VUG

in top 545.2%

CPRJStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CPRJ vs VUG Returns, Every Period

CalamosCPRJ

+4.1%

past year

VUGVanguard

+4.7%

past year

CPRJVUGFaded: behind in that period

0–2VUG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CPRJ vs DFAS

YTD

CalamosCPRJ

+2.8%

DFASDimensional

+16.1%

+2.8%Year to date+16.1%

−2.4%Worst drop · 1Y−9.4%

2.7%Volatility · 1Y15.9%

0.0%Yield1.0%

$42.6MAssets$33.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CPRJ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

CPRJ0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, CPRJ, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

VUG0.41%$41

CPRJ0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, CPRJ, VUG

Today

0.0%most shared, DFAS and VUG

DFASCPRJVUG

DFAS—[…]0.0%

CPRJ[…]—[…]

VUG0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

CPRJWorst drop−2.4%2.7% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFASVUG

+16.1%Year to date+4.2%

1.0%Yield0.4%

+20.9%Past year+4.7%

0.30%Fee0.03%

3–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026