DFAS vs CPRO

ADFAS

BCPRO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common[…]DFAS and CPRO

DFAS

CPRO

Dimensional - US Small Cap ETF · $33.7BCalamos Russell 2000 Structured Alt Protection ETF – October · $27M

+17.5%3 years · per year$16,239 · […][…]

+7.0%5 years · per year$14,033 · […][…]

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

1.00%12-mo yield$100 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins−1.5%

15.9%VolatilityLower wins2.9%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · CPRO

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

Held in common[…]

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BCPRO	Calamos Russell 2000 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	+0.7%	+7.0%	+8.0%	new	new	−1.5%	$27M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BCPRO	Calamos Russell 2000 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	+0.7%	+7.0%	+8.0%	new	new	−1.5%	$27M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs CPRO

DFAS

Dimensional - US Small Cap

$14,033

CPRO

Calamos Russell 2000 Structured Alt Protection ETF – October

[…]

MeasureDFASCPRO

Fee0.30%0.69%

Cost on $10k a year$30$69

Yield1.00%0.00%

5 years, per year+7.0%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−1.5%

Volatility · 1Y15.9%2.9%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, CPRO, VO, VTV

Today

28.5%most shared, VO and VTV

DFASCPROVOVTV

DFAS—[…]0.1%0.1%

CPRO[…]—[…][…]

VO0.1%[…]—28.5%

VTV0.1%[…]28.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

DFAS$100 − $30 = $70

CPRO$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee