CPRJ vs DFAS

ACPRJ

BDFAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 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 · $34.7B

[…]3 years · per year[…] · $16,239+17.5%

[…]5 years · per year[…] · $14,033+7.0%

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%

2.7%VolatilityLower wins15.9%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCPRJ · DFAS

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	ACPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	+0.6%	+2.8%	+4.1%	new	new	−2.4%	$43M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	ACPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	+0.6%	+2.8%	+4.1%	new	new	−2.4%	$43M

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

CPRJ vs DFAS

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July

[…]

DFAS

Dimensional - US Small Cap

$14,033

MeasureCPRJDFAS

Fee0.69%0.30%

Cost on $10k a year$69$30

Yield0.00%1.00%

5 years, per year[…]+7.0%

3 years, per year[…]+17.5%

Worst drop · 1Y−2.4%−9.4%

Volatility · 1Y2.7%15.9%

2–2measures won
level

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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%

$122BAssets$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: CPRJ, DFAS, VO, VUG

Today

10.2%most shared, VO and VUG

CPRJDFASVOVUG

CPRJ—[…][…][…]

DFAS[…]—0.1%0.0%

VO[…]0.1%—10.2%

VUG[…]0.0%10.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

CPRJ$0 − $69 = −$69

KeptFee

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