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

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

VUG

CPRJ

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

$10,000 five years ago, dividends reinvested

VUGMeasureCPRJ

+4.2%Year to dateJan 1 → Nov 9+2.8%

+4.7%1 yearTotal return+4.1%

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

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

0.03%Expense ratio$3 · $69 a year on $10k · lower is better0.69%

0.41%Trailing 12-mo yield$41 · $0 a year on $10k0.00%

−15.1%Worst dropSmaller is better−2.4%

19.1%VolatilityLower is calmer2.7%

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

4–2VUG wins

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

More Ways to See the Pairs

VUG vs CPRJ: Top 5 Holdings

Today

VUG

45.2%in top 5

CPRJ

in top 5[…]

VUGStockCPRJ

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common[…]

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

VUG vs CPRJ Returns, Every Period

VanguardVUG

+4.7%

past year

CPRJCalamos

+4.1%

past year

VUGCPRJFaded: behind in that period

2–0VUG wins

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

VUG vs DFAS

YTD

VanguardVUG

+4.2%

DFASDimensional

+16.1%

+4.2%Year to date+16.1%

−15.1%Worst drop · 1Y−9.4%

19.1%Volatility · 1Y15.9%

0.4%Yield1.0%

$233BAssets$33.7B

4–0DFAS wins

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