DFAC vs CPSM

ADFAC

BCPSM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−0.5%CPSM · worst fall in 1Y

Held in common[…]DFAC and CPSM

DFAC

CPSM

Dimensional - US Core Equity 2 ETF · $89.2BCalamos S&P 500 Structured Alt Protection ETF – May · $59M

+23.2%3 years · per year$18,682 · […][…]

+11.7%5 years · per year$17,417 · […][…]

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

0.87%12-mo yield$87 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins−0.5%

12.3%VolatilityLower wins1.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CPSM

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

Held in common[…]

End-of-day Nov 4, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BCPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	+0.3%	+3.8%	+4.8%	new	new	−0.5%	$59M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BCPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	+0.3%	+3.8%	+4.8%	new	new	−0.5%	$59M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs CPSM

DFAC

Dimensional - US Core Equity 2

$17,417

CPSM

Calamos S&P 500 Structured Alt Protection ETF – May

[…]

MeasureDFACCPSM

Fee0.21%0.69%

Cost on $10k a year$21$69

Yield0.87%0.00%

5 years, per year+11.7%[…]

3 years, per year+23.2%[…]

Worst drop · 1Y−8.5%−0.5%

Volatility · 1Y12.3%1.8%

2–2measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, CPSM, VUG

Today

36.1%most shared, DFAC and VUG

DFACCPSMVUG

DFAC—[…]36.1%

CPSM[…]—[…]

VUG36.1%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee