DFAC vs CPSD

ADFAC

BCPSD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAC $16,526

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common[…]DFAC and CPSD

DFAC

CPSD

Dimensional - US Core Equity 2 ETF · $85.7BCalamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December · $46M

+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−1.5%

12.9%VolatilityLower wins2.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CPSD

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	BCPSD	Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - DecemberRead Desk	0.69%	0.00%	−0.9%	+4.1%	+5.4%	new	new	−1.5%	$46M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	BCPSD	Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - DecemberRead Desk	0.69%	0.00%	−0.9%	+4.1%	+5.4%	new	new	−1.5%	$46M

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 CPSD

DFAC

Dimensional - US Core Equity 2

$16,526

CPSD

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December

[…]

MeasureDFACCPSD

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%−1.5%

Volatility · 1Y12.9%2.4%

2–2measures won
level

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: DFAC, CPSD, VTV

Today

37.7%most shared, DFAC and VTV

DFACCPSDVTV

DFAC—[…]37.7%

CPSD[…]—[…]

VTV37.7%[…]—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAC$90 − $21 = $69

CPSD$0 − $69 = −$69

KeptFee

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