DFAC vs CPNM

ADFAC

BCPNM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−1.0%CPNM · worst fall in 1Y

Held in common[…]DFAC and CPNM

DFAC

CPNM

Dimensional - US Core Equity 2 ETF · $89.2BCalamos Nasdaq-100 Structured Alt Protection ETF – March · $15M

+21.2%3 years · per year$17,812 · […][…]

+10.6%5 years · per year$16,526 · […][…]

0.21%Expense ratio$21 · $69 on $10k · lower wins0.69%

0.90%12-mo yield$90 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins−1.0%

12.9%VolatilityLower wins2.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · CPNM

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BCPNM	Calamos Nasdaq-100 Structured Alt Protection ETF – MarchRead Desk		0.69%	0.00%	0.0%	+4.4%	+5.6%	new	new	−1.0%	$15M

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BCPNM	Calamos Nasdaq-100 Structured Alt Protection ETF – MarchRead Desk		0.69%	0.00%	0.0%	+4.4%	+5.6%	new	new	−1.0%	$15M

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

DFAC vs CPNM

DFAC

Dimensional - US Core Equity 2

$16,526

CPNM

Calamos Nasdaq-100 Structured Alt Protection ETF – March

[…]

MeasureDFACCPNM

Fee0.21%0.69%

Cost on $10k a year$21$69

Yield0.90%0.00%

5 years, per year+10.6%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%−1.0%

Volatility · 1Y12.9%2.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, CPNM

Today

[…]holdings […]

DFACCPNM

DFAC—[…]

CPNM[…]—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

CPNM$0 − $69 = −$69

KeptFee

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