DFAS vs CPRJ

ADFAS

BCPRJ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−2.4%CPRJ · worst fall in 1Y

Held in common[…]DFAS and CPRJ

DFAS

CPRJ

Dimensional - US Small Cap ETF · $33.8BCalamos Russell 2000 Structured Alt Protection ETF – July · $43M

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

0.30%Expense ratio$30 · $69 on $10k · lower wins0.69%

1.03%12-mo yield$103 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins−2.4%

15.7%VolatilityLower wins2.7%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · CPRJ

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	0.0%	+2.2%	+3.3%	new	new	−2.4%	$43M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	0.0%	+2.2%	+3.3%	new	new	−2.4%	$43M

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

DFAS vs CPRJ

DFAS

Dimensional - US Small Cap

$13,927

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July

[…]

MeasureDFASCPRJ

Fee0.30%0.69%

Cost on $10k a year$30$69

Yield1.03%0.00%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−2.4%

Volatility · 1Y15.7%2.7%

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: DFAS, CPRJ, VO, VUG

Today

10.2%most shared, VO and VUG

DFASCPRJVOVUG

DFAS—[…]0.1%0.0%

CPRJ[…]—[…][…]

VO0.1%[…]—10.2%

VUG0.0%[…]10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

CPRJ$0 − $69 = −$69

KeptFee

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