Compare · 2 funds side by side · dividends reinvested

CPRJ and VB

CPRJCalamos×VBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,687VB · best of the two

02 / 04

CPRJ and VB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.4%+16.2%+20.3%+6.5%−9.0%15.7%$76.9B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.6%+3.5%[…][…]−2.4%2.6%$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 3, 2026 · returns include dividends · since: CPRJ 2024 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

Vanguard Morningstar Small-Cap ETF · $76.9B$13,687

$10,000 five years ago, dividends reinvested

CPRJMeasureVB

+2.6%Year to dateJan 1 → Nov 3+14.4%

+3.5%1 yearTotal return+16.2%

[…]3 years · per year$10,000 became […] · $17,404+20.3%

[…]5 years · per year$10,000 became […] · $13,687+6.5%

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

0.00%Trailing 12-mo yield$0 · $125 a year on $10k1.25%

−2.4%Worst dropSmaller is better−9.0%

2.6%VolatilityLower is calmer15.7%

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

2–4VB wins

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

More Ways to See the Pairs

CPRJ vs VB: Top 5 Holdings

Today

CPRJ

[…]in top 5

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%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CPRJ vs VB Returns, Every Period

CalamosCPRJ

+3.5%

past year

VBVanguard

+16.2%

past year

CPRJVBFaded: behind in that period

0–2VB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CPRJ vs VB

YTD

CalamosCPRJ

+2.6%

VBVanguard

+14.4%

+2.6%Year to date+14.4%

−2.4%Worst drop · 1Y−9.0%

2.6%Volatility · 1Y15.7%

0.0%Yield1.2%

$42.7MAssets$76.9B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

CPRJ0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CPRJ, VB

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

CPRJ0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CPRJ, VB

Today

[…]holdings […]

CPRJVB

CPRJ—[…]

VB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.2%VB, at 15.7% volatility

CPRJWorst drop−2.4%2.6% vol

VBWorst drop−9.0%15.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBCPRJ

+14.4%Year to date+2.6%

1.2%Yield0.0%

+16.2%Past year+3.5%

0.03%Fee0.69%

4–0VB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026