CPRO vs DFAS

ACPRO

BDFAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−1.5%CPRO · worst fall in 1Y

Held in common[…]CPRO and DFAS

CPRO

DFAS

Calamos Russell 2000 Structured Alt Protection ETF – October · $27MDimensional - US Small Cap ETF · $33.8B

[…]3 years · per year[…] · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

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

0.00%12-mo yield$0 · $104 on $10k1.04%

−1.5%Worst dropSmaller wins−9.4%

2.8%VolatilityLower wins15.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPRO · 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

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	ACPRO	Calamos Russell 2000 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	−0.8%	+6.2%	+7.1%	new	new	−1.5%	$27M

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

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	ACPRO	Calamos Russell 2000 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	−0.8%	+6.2%	+7.1%	new	new	−1.5%	$27M

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

CPRO vs DFAS

CPRO

Calamos Russell 2000 Structured Alt Protection ETF – October

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureCPRODFAS

Fee0.69%0.30%

Cost on $10k a year$69$30

Yield0.00%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y−1.5%−9.4%

Volatility · 1Y2.8%15.8%

2–2measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CPRO, DFAS, IJH

Today

40.9%most shared, DFAS and IJH

CPRODFASIJH

CPRO—[…][…]

DFAS[…]—40.9%

IJH[…]40.9%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

CPRO$0 − $69 = −$69

KeptFee

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