Compare · 3 funds side by side · dividends reinvested

CPRJ, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

CPRJ, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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 · IWF 2000 · VUG 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 · $113B$15,330

$10,000 five years ago, dividends reinvested

CPRJMeasureIWF

+2.2%Year to dateJan 1 → Nov 5−6.5%

+3.3%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

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

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−2.4%Worst dropSmaller is better−14.6%

2.7%VolatilityLower is calmer19.3%

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

4–2CPRJ 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 IWF: Top 5 Holdings

Today

CPRJ

[…]in top 5

IWF

in top 539.6%

CPRJStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common[…]

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

CPRJ vs IWF Returns, Every Period

CalamosCPRJ

+3.3%

past year

IWFiShares

−7.6%

past year

CPRJIWFFaded: behind in that period

2–0CPRJ wins

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

CPRJ vs VUG

YTD

CalamosCPRJ

+2.2%

VUGVanguard

+0.5%

+2.2%Year to date+0.5%

−2.4%Worst drop · 1Y−15.1%

2.7%Volatility · 1Y19.0%

0.0%Yield0.4%

$42.5MAssets$233B

3–1CPRJ wins

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

Cost, Income and Risk

Fees: CPRJ, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CPRJ0.69%$69

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

Yields: CPRJ, IWF, VUG

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

IWF0.39%$39

CPRJ0.00%$0

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, IWF, VUG

Today

78.0%most shared, IWF and VUG

CPRJIWFVUG

CPRJ—[…][…]

IWF[…]—78.0%

VUG[…]78.0%—

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

Return vs Bumpiness: 3 ETFs

+3.3%CPRJ, at 2.7% volatility

CPRJWorst drop−2.4%2.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VUGCPRJ

+0.5%Year to date+2.2%

0.4%Yield0.0%

−0.6%Past year+3.3%

0.03%Fee0.69%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$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