Compare · 3 funds side by side · dividends reinvested

CPRJ, IWF and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

CPRJ, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+4.1%[…][…]−2.4%2.7%$43M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CPRJ 2024 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested

CPRJMeasureIWF

+2.8%Year to dateJan 1 → Nov 9−2.5%

+4.1%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.69%Expense ratio$69 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $38 a year on $10k0.38%

−2.4%Worst dropSmaller is better−14.6%

2.7%VolatilityLower is calmer19.5%

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

4–2CPRJ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPRJ vs IWF: Top 5 Holdings

Today

CPRJ

[…]in top 5

IWF

in top 539.7%

CPRJStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CPRJ vs IWF Returns, Every Period

CalamosCPRJ

+4.1%

past year

IWFiShares

−2.2%

past year

CPRJIWFFaded: behind in that period

2–0CPRJ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CPRJ vs VTV

YTD

CalamosCPRJ

+2.8%

VTVVanguard

+20.9%

+2.8%Year to date+20.9%

−2.4%Worst drop · 1Y−6.4%

2.7%Volatility · 1Y10.8%

0.0%Yield1.8%

$42.6MAssets$184B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

CPRJ0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CPRJ, IWF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IWF0.38%$38

CPRJ0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, IWF, VTV

Today

11.8%most shared, IWF and VTV

CPRJIWFVTV

CPRJ—[…][…]

IWF[…]—11.8%

VTV[…]11.8%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

CPRJWorst drop−2.4%2.7% vol

VTVWorst drop−6.4%10.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVCPRJ

+20.9%Year to date+2.8%

1.8%Yield0.0%

+25.4%Past year+4.1%

0.03%Fee0.69%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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