CPSM vs DFAC

ACPSM

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−0.8%CPSM · worst fall in 1Y

Held in common[…]CPSM and DFAC

Calamos S&P 500 Structured Alt Protection ETF – May · $59MDimensional - US Core Equity 2 ETF · $87.7B

[…]3 years · per year[…] · $17,581+20.7%

[…]5 years · per year[…] · $16,580+10.6%

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

0.00%12-mo yield$0 · $88 on $10k0.88%

Cards for this view

CPSM

Calamos S&P 500 Structured Alt Protection ETF – May

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureCPSMDFAC

Fee0.69%0.21%

Cost on $10k a year$69$21

Yield0.00%0.88%

5 years, per year[…]+10.6%

3 years, per year[…]+20.7%

Worst drop · 1Y−0.8%−8.5%

Volatility · 1Y2.0%

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	−0.1%	+3.7%	+4.4%	new	new	−0.8%	$59M

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$87.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	−0.1%	+3.7%	+4.4%	new	new	−0.8%	$59M

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