Compare · 3 funds side by side · dividends reinvested

CPRJ, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CPRJ, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M2.3

Rank among the three1st → 3rdFee, 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 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

IJR

iShares Core S&P Small-Cap ETF · $108B$13,136

$10,000 five years ago, dividends reinvested

CPRJMeasureIJR

+2.2%Year to dateJan 1 → Nov 5+15.4%

+3.3%1 yearTotal return+19.4%

[…]3 years · per year$10,000 became […] · $16,200+17.4%

[…]5 years · per year$10,000 became […] · $13,136+5.6%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−2.4%Worst dropSmaller is better−9.7%

2.7%VolatilityLower is calmer16.3%

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

2–4IJR 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 IJR: Top 5 Holdings

Today

CPRJ

[…]in top 5

IJR

in top 52.7%

CPRJStockIJR

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

not top 5VSAT0.5%

Held in common[…]

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

CPRJ vs IJR Returns, Every Period

CalamosCPRJ

+3.3%

past year

IJRiShares

+19.4%

past year

CPRJIJRFaded: behind in that period

0–2IJR wins

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

CPRJ vs IJR

YTD

CalamosCPRJ

+2.2%

IJRiShares

+15.4%

+2.2%Year to date+15.4%

−2.4%Worst drop · 1Y−9.7%

2.7%Volatility · 1Y16.3%

0.0%Yield1.2%

$42.8MAssets$108B

2–2level

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

Cost, Income and Risk

Fees: CPRJ, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

CPRJ0.69%$69

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

Yields: CPRJ, IJR, VOO

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VOO1.10%$110

CPRJ0.00%$0

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VOO$110 − $3 = $107

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, IJR, VOO

Today

0.0%most shared, IJR and VOO

CPRJIJRVOO

CPRJ—[…][…]

IJR[…]—0.0%

VOO[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

CPRJWorst drop−2.4%2.7% vol

VOOWorst drop−8.9%13.5% vol

IJRWorst drop−9.7%16.3% vol

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

Paid More vs Made More

YTD

IJRVOO

+15.4%Year to date+8.4%

1.2%Yield1.1%

+19.4%Past year+9.8%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026