Compare · 3 funds side by side · dividends reinvested

DFAS, CPRO and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, CPRO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.9

Calamos Russell 2000 Structured Alt Protection ETF – OctoberUS Stock Styles · Small cap0.69%0.00%+6.3%+7.2%[…][…]−1.5%2.8%$27M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · CPRO 2024 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Russell 2000 Structured Alt Protection ETF – October · $27M[…]

CPRO

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested

CPROMeasureDFAS

+6.3%Year to dateJan 1 → Nov 6+12.7%

+7.2%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

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

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−1.5%Worst dropSmaller is better−9.4%

2.8%VolatilityLower is calmer15.7%

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

2–4DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPRO vs DFAS: Top 5 Holdings

Today

CPRO

[…]in top 5

DFAS

in top 51.3%

CPROStockDFAS

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CPRO vs DFAS Returns, Every Period

CalamosCPRO

+7.2%

past year

DFASDimensional

+15.9%

past year

CPRODFASFaded: behind in that period

0–2DFAS wins

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

CPRO vs IJR

YTD

CalamosCPRO

+6.3%

IJRiShares

+15.5%

+6.3%Year to date+15.5%

−1.5%Worst drop · 1Y−9.7%

2.8%Volatility · 1Y16.2%

0.0%Yield1.2%

$26.6MAssets$104B

2–2level

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

Cost, Income and Risk

Fees: DFAS, CPRO, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

CPRO0.69%$69

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

Yields: DFAS, CPRO, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.03%$103

CPRO0.00%$0

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

CPRO$0 − $69 = −$69

KeptFee

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

Overlap: DFAS, CPRO, IJR

Today

34.5%most shared, DFAS and IJR

DFASCPROIJR

DFAS—[…]34.5%

CPRO[…]—[…]

IJR34.5%[…]—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

CPROWorst drop−1.5%2.8% vol

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

IJRDFAS

+15.5%Year to date+12.7%

1.2%Yield1.0%

+17.6%Past year+15.9%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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