DFAS vs CPRY

ADFAS

BCPRY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common[…]DFAS and CPRY

DFAS

CPRY

Dimensional - US Small Cap ETF · $33.7BCalamos Russell 2000 Structured Alt Protection ETF – January · $33M

+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−2.1%

15.9%VolatilityLower wins3.5%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · CPRY

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	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
4	BCPRY	Calamos Russell 2000 Structured Alt Protection ETF – JanuaryRead Desk	0.69%	0.00%	+0.4%	+5.2%	+8.8%	new	new	−2.1%	$33M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	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
4	BCPRY	Calamos Russell 2000 Structured Alt Protection ETF – JanuaryRead Desk	0.69%	0.00%	+0.4%	+5.2%	+8.8%	new	new	−2.1%	$33M

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 CPRY

DFAS

Dimensional - US Small Cap

$14,033

CPRY

Calamos Russell 2000 Structured Alt Protection ETF – January

[…]

MeasureDFASCPRY

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%−2.1%

Volatility · 1Y15.9%3.5%

2–2measures won
level

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: DFAS, CPRY, VTV, IWF

Today

11.8%most shared, VTV and IWF

DFASCPRYVTVIWF

DFAS—[…]0.1%1.4%

CPRY[…]—[…][…]

VTV0.1%[…]—11.8%

IWF1.4%[…]11.8%—

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

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

CPRY$0 − $69 = −$69

KeptFee

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