DFAS vs CPRY

ADFAS

BCPRY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−2.1%CPRY · worst fall in 1Y

Held in common[…]DFAS and CPRY

DFAS

CPRY

Dimensional - US Small Cap ETF · $33.8BCalamos Russell 2000 Structured Alt Protection ETF – January · $33M

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

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

1.04%12-mo yield$104 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins−2.1%

15.8%VolatilityLower wins3.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · CPRY

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BCPRY	Calamos Russell 2000 Structured Alt Protection ETF – JanuaryRead Desk	0.69%	0.00%	−0.8%	+4.6%	+8.0%	new	new	−2.1%	$33M

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BCPRY	Calamos Russell 2000 Structured Alt Protection ETF – JanuaryRead Desk	0.69%	0.00%	−0.8%	+4.6%	+8.0%	new	new	−2.1%	$33M

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

DFAS vs CPRY

DFAS

Dimensional - US Small Cap

$13,932

CPRY

Calamos Russell 2000 Structured Alt Protection ETF – January

[…]

MeasureDFASCPRY

Fee0.30%0.69%

Cost on $10k a year$30$69

Yield1.04%0.00%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−2.1%

Volatility · 1Y15.8%3.5%

2–2measures won
level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, CPRY, IJH

Today

40.9%most shared, DFAS and IJH

DFASCPRYIJH

DFAS—[…]40.9%

CPRY[…]—[…]

IJH40.9%[…]—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

CPRY$0 − $69 = −$69

KeptFee

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