CPRJ vs DFAS

ACPRJ

BDFAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−2.4%CPRJ · worst fall in 1Y

Held in common[…]CPRJ and DFAS

CPRJ

DFAS

Calamos Russell 2000 Structured Alt Protection ETF – July · $43MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.69%Expense ratio$69 · $30 on $10k · lower wins0.30%

0.00%12-mo yield$0 · $100 on $10k1.00%

−2.4%Worst dropSmaller wins−9.4%

2.6%VolatilityLower wins15.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCPRJ · DFAS

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	ACPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk		0.69%	0.00%	+0.3%	+2.8%	+3.8%	new	new	−2.4%	$43M

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	ACPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk		0.69%	0.00%	+0.3%	+2.8%	+3.8%	new	new	−2.4%	$43M

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

Cards for this view

CPRJ vs DFAS

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureCPRJDFAS

Fee0.69%0.30%

Cost on $10k a year$69$30

Yield0.00%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−2.4%−9.4%

Volatility · 1Y2.6%15.3%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CPRJ, DFAS

Today

[…]holdings […]

CPRJDFAS

CPRJ—[…]

DFAS[…]—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

CPRJ$0 − $69 = −$69

KeptFee

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