Compare · 3 funds side by side · dividends reinvested

CPRJ, IWM and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

CPRJ, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$77.8B2.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.7%+3.7%[…][…]−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 11, 2026 · returns include dividends · since: CPRJ 2024 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPRJ

IWM

iShares Russell 2000 ETF · $77.8B$12,619

$10,000 five years ago, dividends reinvested

CPRJMeasure

More Ways to See the Pairs

CPRJ vs IWM: Top 5 Holdings

Today

CPRJ

[…]in top 5

IWM

in top 51.9%

CPRJStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Cost, Income and Risk

Fees: CPRJ, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

CPRJ0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CPRJ, IWM, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWM

+2.7%Year to dateJan 1 → Nov 11+15.8%

+3.7%1 yearTotal return+17.2%

[…]3 years · per year$10,000 became […] · $16,985+19.3%

[…]5 years · per year$10,000 became […] · $12,619+4.8%

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

0.00%Trailing 12-mo yield$0 · $96 a year on $10k0.96%

−2.4%Worst dropSmaller is better−11.1%

2.7%VolatilityLower is calmer18.8%

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

2–4IWM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

CPRJ vs IWM Returns, Every Period

1Y

CalamosCPRJ

+3.7%

past year

IWMiShares

+17.2%

past year

CPRJIWMFaded: behind in that period

0–2IWM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CPRJ vs VTV

YTD

CalamosCPRJ

+2.7%

VTVVanguard

+22.3%

+2.7%Year to date+22.3%

−2.4%Worst drop · 1Y−6.4%

2.7%Volatility · 1Y10.8%

0.0%Yield1.8%

$42.8MAssets$184B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

IWM0.96%$96

CPRJ0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

IWM$96 − $19 = $77

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CPRJ, IWM, VTV

Today

0.0%most shared, IWM and VTV

CPRJIWMVTV

CPRJ—[…][…]

IWM[…]—0.0%

VTV[…]0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

CPRJWorst drop−2.4%2.7% vol

VTVWorst drop−6.4%10.8% vol

IWMWorst drop−11.1%18.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWM

+22.3%Year to date+15.8%

1.8%Yield1.0%

+25.5%Past year+17.2%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 11, 2026

+15.8%Year to date+15.6%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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CPRJ, IWM and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three