Compare · 2 funds side by side · dividends reinvested

DFAS and CPRJ

DFASDimensional×CPRJCalamos×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,932DFAS · best of the two

02 / 04

DFAS and CPRJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · CPRJ 2024

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

CPRJ

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

$10,000 five years ago, dividends reinvested

DFASMeasureCPRJ

+12.6%Year to dateJan 1 → Nov 5+2.2%

+17.3%1 yearTotal return+3.3%

+17.5%3 years · per year$10,000 became $16,215 · […][…]

+6.9%5 years · per year$10,000 became $13,932 · […][…]

0.30%Expense ratio$30 · $69 a year on $10k · lower is better0.69%

1.04%Trailing 12-mo yield$104 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better−2.4%

15.8%VolatilityLower is calmer2.7%

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

4–2DFAS wins

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

More Ways to See the Pairs

DFAS vs CPRJ: Top 5 Holdings

Today

DFAS

1.4%in top 5

CPRJ

in top 5[…]

DFASStockCPRJ

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFAS vs CPRJ Returns, Every Period

DimensionalDFAS

+17.3%

past year

CPRJCalamos

+3.3%

past year

DFASCPRJFaded: behind in that period

2–0DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs CPRJ

YTD

DimensionalDFAS

+12.6%

CPRJCalamos

+2.2%

+12.6%Year to date+2.2%

−9.4%Worst drop · 1Y−2.4%

15.8%Volatility · 1Y2.7%

1.0%Yield0.0%

$35.2BAssets$42.8M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CPRJ

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

CPRJ0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, CPRJ

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

CPRJ0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, CPRJ

Today

[…]holdings […]

DFASCPRJ

DFAS—[…]

CPRJ[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.3%DFAS, at 15.8% volatility

CPRJWorst drop−2.4%2.7% vol

DFASWorst drop−9.4%15.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASCPRJ

+12.6%Year to date+2.2%

1.0%Yield0.0%

+17.3%Past year+3.3%

0.30%Fee0.69%

4–0DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026