CPSO vs DFAC

ACPSO

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,885VTV · DFAC $16,580

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common[…]CPSO and DFAC

Calamos S&P 500 Structured Alt Protection ETF – October · $34MDimensional - 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

CPSO

Calamos S&P 500 Structured Alt Protection ETF – October

[…]

DFAC

Dimensional - US Core Equity 2

$16,580

MeasureCPSODFAC

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−1.5%−8.5%

Volatility · 1Y2.5%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	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
3	ACPSO	Calamos S&P 500 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	−0.1%	+5.0%	+5.5%	new	new	−1.5%	$34M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	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
3	ACPSO	Calamos S&P 500 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	−0.1%	+5.0%	+5.5%	new	new	−1.5%	$34M

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