CPNM vs DFAC

ACPNM

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · DFAC $16,976

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−1.0%CPNM · worst fall in 1Y

Held in common[…]CPNM and DFAC

CPNM

DFAC

Calamos Nasdaq-100 Structured Alt Protection ETF – March · $15MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

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

0.00%12-mo yield$0 · $88 on $10k0.88%

−1.0%Worst dropSmaller wins−8.5%

2.1%VolatilityLower wins12.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPNM · DFAC

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

Held in common[…]

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	ACPNM	Calamos Nasdaq-100 Structured Alt Protection ETF – MarchRead Desk	0.69%	0.00%	0.0%	+4.2%	+5.3%	new	new	−1.0%	$15M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
3	ACPNM	Calamos Nasdaq-100 Structured Alt Protection ETF – MarchRead Desk	0.69%	0.00%	0.0%	+4.2%	+5.3%	new	new	−1.0%	$15M

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

Cards for this view

CPNM vs DFAC

CPNM

Calamos Nasdaq-100 Structured Alt Protection ETF – March

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureCPNMDFAC

Fee0.69%0.21%

Cost on $10k a year$69$21

Yield0.00%0.88%

5 years, per year[…]+11.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−1.0%−8.5%

Volatility · 1Y2.1%12.2%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: CPNM, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

CPNMDFACVOO

CPNM—[…][…]

DFAC[…]—67.3%

VOO[…]67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

CPNM$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee