Compare · 2 funds side by side · dividends reinvested

CPRJ and IJH

CPRJCalamos×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

CPRJ and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CPRJ 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Russell 2000 Structured Alt Protection ETF – July · $43M[…]

CPRJ

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested

CPRJMeasureIJH

+2.2%Year to dateJan 1 → Nov 5+9.5%

+3.3%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.69%Expense ratio$69 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $126 a year on $10k1.26%

−2.4%Worst dropSmaller is better−8.8%

2.7%VolatilityLower is calmer15.5%

CPRJIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IJH wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPRJ vs IJH: Top 5 Holdings

Today

CPRJ

[…]in top 5

IJH

in top 53.5%

CPRJStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CPRJ vs IJH Returns, Every Period

CalamosCPRJ

+3.3%

past year

IJHiShares

+12.9%

past year

CPRJIJHFaded: behind in that period

0–2IJH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CPRJ vs IJH

YTD

CalamosCPRJ

+2.2%

IJHiShares

+9.5%

+2.2%Year to date+9.5%

−2.4%Worst drop · 1Y−8.8%

2.7%Volatility · 1Y15.5%

0.0%Yield1.3%

$42.5MAssets$121B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

CPRJ0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPRJ, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

CPRJ0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, IJH

Today

[…]holdings […]

CPRJIJH

CPRJ—[…]

IJH[…]—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

CPRJWorst drop−2.4%2.7% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHCPRJ

+9.5%Year to date+2.2%

1.3%Yield0.0%

+12.9%Past year+3.3%

0.05%Fee0.69%

4–0IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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