Compare · 2 funds side by side · dividends reinvested

CPRJ and IWM

CPRJCalamos×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,766IWM · best of the two

02 / 04

CPRJ and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.3

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

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CPRJ 2024 · IWM 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 · $76.6B$12,766

$10,000 five years ago, dividends reinvested

CPRJMeasureIWM

+2.2%Year to dateJan 1 → Nov 6+11.9%

+3.3%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

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

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

−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 6, 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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CPRJ vs IWM Returns, Every Period

CalamosCPRJ

+3.3%

past year

IWMiShares

+13.0%

past year

CPRJIWMFaded: behind in that period

0–2IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CPRJ vs IWM

YTD

CalamosCPRJ

+2.2%

IWMiShares

+11.9%

+2.2%Year to date+11.9%

−2.4%Worst drop · 1Y−11.1%

2.7%Volatility · 1Y18.7%

0.0%Yield1.0%

$42.5MAssets$76.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

CPRJ0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CPRJ, IWM

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

CPRJ0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CPRJ, IWM

Today

[…]holdings […]

CPRJIWM

CPRJ—[…]

IWM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.0%IWM, at 18.7% volatility

CPRJWorst drop−2.4%2.7% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWMCPRJ

+11.9%Year to date+2.2%

1.0%Yield0.0%

+13.0%Past year+3.3%

0.19%Fee0.69%

4–0IWM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026