CPNJ vs DFAC

ACPNJ

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−2.6%CPNJ · worst fall in 1Y

Held in common[…]CPNJ and DFAC

CPNJ

DFAC

Calamos Nasdaq-100 Structured Alt Protection ETF – June · $44MDimensional - US Core Equity 2 ETF · $85.6B

[…]3 years · per year[…] · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.69%Expense ratio$69 · $21 on $10k · lower wins0.21%

0.00%12-mo yield$0 · $88 on $10k0.88%

−2.6%Worst dropSmaller wins−8.5%

3.1%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPNJ · DFAC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	ACPNJ	Calamos Nasdaq-100 Structured Alt Protection ETF – JuneRead Desk	0.69%	0.00%	+0.6%	+1.8%	+2.8%	new	new	−2.6%	$44M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	ACPNJ	Calamos Nasdaq-100 Structured Alt Protection ETF – JuneRead Desk	0.69%	0.00%	+0.6%	+1.8%	+2.8%	new	new	−2.6%	$44M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPNJ vs DFAC

CPNJ

Calamos Nasdaq-100 Structured Alt Protection ETF – June

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureCPNJDFAC

Fee0.69%0.21%

Cost on $10k a year$69$21

Yield0.00%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y−2.6%−8.5%

Volatility · 1Y3.1%13.1%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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

Overlap: CPNJ, DFAC, VTV

Today

37.8%most shared, DFAC and VTV

CPNJDFACVTV

CPNJ—[…][…]

DFAC[…]—37.8%

VTV[…]37.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

CPNJ$0 − $69 = −$69

KeptFee

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