Compare · 3 funds side by side · dividends reinvested

CPRJ, IWM 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, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+3.8%[…][…]−2.4%2.6%$43M2.2

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 · VUG 2004

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 · $77.4B$12,637

$10,000 five years ago, dividends reinvested

CPRJMeasureIWM

+2.8%Year to dateJan 1 → Nov 5+16.2%

+3.8%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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%

2.6%VolatilityLower is calmer18.2%

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

+3.8%

past year

IWMiShares

+16.9%

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

+2.8%

IWMiShares

+16.2%

+2.8%Year to date+16.2%

−2.4%Worst drop · 1Y−11.1%

2.6%Volatility · 1Y18.2%

0.0%Yield1.0%

$42.8MAssets$77.4B

2–2level

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

Cost, Income and Risk

Fees: CPRJ, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

CPRJ0.69%$69

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

Yields: CPRJ, IWM, VUG

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

VUG0.40%$40

CPRJ0.00%$0

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

VUG$40 − $3 = $37

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: CPRJ, IWM, VUG

Today

0.0%most shared, IWM and VUG

CPRJIWMVUG

CPRJ—[…][…]

IWM[…]—0.0%

VUG[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.9%IWM, at 18.2% volatility

CPRJWorst drop−2.4%2.6% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IWMVUG

+16.2%Year to date+6.3%

1.0%Yield0.4%

+16.9%Past year+3.4%

0.19%Fee0.03%

3–1IWM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026