DFAC vs CPSY

ADFAC

BCPSY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−1.3%CPSY · worst fall in 1Y

Held in common[…]DFAC and CPSY

DFAC

CPSY

Dimensional - US Core Equity 2 ETF · $85.7BCalamos S&P 500 Structured Alt Protection ETF – January · $29M

+21.0%3 years · per year$17,722 · […][…]

+10.6%5 years · per year$16,525 · […][…]

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−1.3%

12.9%VolatilityLower wins2.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · CPSY

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

Held in common[…]

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BCPSY	Calamos S&P 500 Structured Alt Protection ETF – JanuaryRead Desk	0.69%	0.00%	+0.1%	+3.9%	+5.0%	new	new	−1.3%	$29M

End-of-day Nov 6, 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%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BCPSY	Calamos S&P 500 Structured Alt Protection ETF – JanuaryRead Desk	0.69%	0.00%	+0.1%	+3.9%	+5.0%	new	new	−1.3%	$29M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs CPSY

DFAC

Dimensional - US Core Equity 2

$16,525

CPSY

Calamos S&P 500 Structured Alt Protection ETF – January

[…]

MeasureDFACCPSY

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+21.0%[…]

Worst drop · 1Y−8.5%−1.3%

Volatility · 1Y12.9%2.2%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAC, CPSY, VUG

Today

35.7%most shared, DFAC and VUG

DFACCPSYVUG

DFAC—[…]35.7%

CPSY[…]—[…]

VUG35.7%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

CPSY$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee