CPST vs DFAC

ACPST

BDFAC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,976DFAC · IWF $16,499

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−1.4%CPST · worst fall in 1Y

Held in common[…]CPST and DFAC

CPST

DFAC

Calamos S&P 500 Structured Alt Protection ETF - September · $41MDimensional - US Core Equity 2 ETF · $87.6B

[…]3 years · per year[…] · $18,595+23.0%

[…]5 years · per year[…] · $16,976+11.2%

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

0.00%12-mo yield$0 · $88 on $10k0.88%

−1.4%Worst dropSmaller wins−8.5%

2.2%VolatilityLower wins12.2%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCPST · DFAC

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

Held in common[…]

End-of-day Nov 3, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
4	ACPST	Calamos S&P 500 Structured Alt Protection ETF - SeptemberRead Desk	0.69%	0.00%	+0.2%	+4.1%	+4.8%	new	new	−1.4%	$41M

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

All Four

5Y4 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
4	ACPST	Calamos S&P 500 Structured Alt Protection ETF - SeptemberRead Desk	0.69%	0.00%	+0.2%	+4.1%	+4.8%	new	new	−1.4%	$41M

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

Cards for this view

CPST vs DFAC

CPST

Calamos S&P 500 Structured Alt Protection ETF - September

[…]

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureCPSTDFAC

Fee0.69%0.21%

Cost on $10k a year$69$21

Yield0.00%0.88%

5 years, per year[…]+11.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−1.4%−8.5%

Volatility · 1Y2.2%12.2%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CPST, DFAC, IJH, IWF

Today

40.4%most shared, DFAC and IWF

CPSTDFACIJHIWF

CPST—[…][…][…]

DFAC[…]—11.5%40.4%

IJH[…]11.5%—1.9%

IWF[…]40.4%1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

IWF$37 − $18 = $19

CPST$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee