Compare · 3 funds side by side · dividends reinvested

CPRJ, VB and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeVB · 1.24% · $124 a year on $10k

Story of the three · RiskSmallest drop

CPRJ, VB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+14.8%+17.2%+17.8%+6.2%−9.0%16.3%$76.9B1.5

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.7%+4.0%[…][…]−2.4%2.7%$43M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CPRJ 2024 · VB 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPRJ

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,477

$10,000 five years ago, dividends reinvested

CPRJMeasure

More Ways to See the Pairs

CPRJ vs VB: Top 5 Holdings

Today

CPRJ

[…]in top 5

VB

in top 52.9%

CPRJStockVB

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Cost, Income and Risk

Fees: CPRJ, VB, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWF0.18%$18

CPRJ0.69%$69

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

Yields: CPRJ, VB, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

VB

+2.7%Year to dateJan 1 → Nov 10+14.8%

+4.0%1 yearTotal return+17.2%

[…]3 years · per year$10,000 became […] · $16,326+17.8%

[…]5 years · per year$10,000 became […] · $13,477+6.2%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $124 a year on $10k1.24%

−2.4%Worst dropSmaller is better−9.0%

2.7%VolatilityLower is calmer16.3%

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

2–4VB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CPRJ vs VB Returns, Every Period

1Y

CalamosCPRJ

+4.0%

past year

VBVanguard

+17.2%

past year

CPRJVBFaded: behind in that period

0–2VB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CPRJ vs VB

YTD

CalamosCPRJ

+2.7%

VBVanguard

+14.8%

+2.7%Year to date+14.8%

−2.4%Worst drop · 1Y−9.0%

2.7%Volatility · 1Y16.3%

0.0%Yield1.2%

$42.8MAssets$76.9B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.24%highest, VB

FundTrailing yieldYield$10k

VB1.24%$124

IWF0.38%$38

CPRJ0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, VB

VB$124 − $3 = $121

IWF$38 − $18 = $20

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CPRJ, VB, IWF

Today

3.9%most shared, VB and IWF

CPRJVBIWF

CPRJ—[…][…]

VB[…]—3.9%

IWF[…]3.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.2%VB, at 16.3% volatility

CPRJWorst drop−2.4%2.7% vol

VBWorst drop−9.0%16.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VBCPRJ

+14.8%Year to date+2.7%

1.2%Yield0.0%

+17.2%Past year+4.0%

0.03%Fee0.69%

4–0VB wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CPRJ, VB and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three