Compare · 3 funds side by side · dividends reinvested

CPRJ, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

CPRJ, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B1.6

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.1

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 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

IWM

iShares Russell 2000 ETF · $75.4B$12,637

$10,000 five years ago, dividends reinvested

CPRJMeasureIWM

+2.2%Year to dateJan 1 → Nov 5+10.8%

+3.3%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $17,029+19.4%

[…]5 years · per year$10,000 became […] · $12,637+4.8%

0.69%Expense ratio$69 · $19 a year on $10k · lower is better0.19%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−2.4%Worst dropSmaller is better−11.1%

2.7%VolatilityLower is calmer18.7%

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

2–4IWM 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 IWM: Top 5 Holdings

Today

CPRJ

[…]in top 5

IWM

in top 51.8%

CPRJStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common[…]

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

CPRJ vs IWM Returns, Every Period

CalamosCPRJ

+3.3%

past year

IWMiShares

+13.5%

past year

CPRJIWMFaded: behind in that period

0–2IWM wins

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

CPRJ vs IWM

YTD

CalamosCPRJ

+2.2%

IWMiShares

+10.8%

+2.2%Year to date+10.8%

−2.4%Worst drop · 1Y−11.1%

2.7%Volatility · 1Y18.7%

0.0%Yield1.0%

$42.5MAssets$75.4B

2–2level

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

Cost, Income and Risk

Fees: CPRJ, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

CPRJ0.69%$69

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

Yields: CPRJ, IWM, IWF

1.01%highest, IWM

FundTrailing yieldYield$10k

IWM1.01%$101

IWF0.39%$39

CPRJ0.00%$0

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

IWF$39 − $18 = $21

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, IWM, IWF

Today

0.0%most shared, IWM and IWF

CPRJIWMIWF

CPRJ—[…][…]

IWM[…]—0.0%

IWF[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IWM, at 18.7% volatility

CPRJWorst drop−2.4%2.7% vol

IWMWorst drop−11.1%18.7% 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

IWMCPRJ

+10.8%Year to date+2.2%

1.0%Yield0.0%

+13.5%Past year+3.3%

0.19%Fee0.69%

4–0IWM wins

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

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