Compare · 2 funds side by side · dividends reinvested

CPRJ and VBR

CPRJCalamos×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

CPRJ and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+3.8%[…][…]−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 4, 2026 · returns include dividends · since: CPRJ 2024 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested

CPRJMeasureVBR

+2.8%Year to dateJan 1 → Nov 4+19.4%

+3.8%1 yearTotal return+23.4%

[…]3 years · per year$10,000 became […] · $17,630+20.8%

[…]5 years · per year$10,000 became […] · $15,849+9.6%

0.69%Expense ratio$69 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $177 a year on $10k1.77%

−2.4%Worst dropSmaller is better−8.9%

2.6%VolatilityLower is calmer13.9%

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

2–4VBR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPRJ vs VBR: Top 5 Holdings

Today

CPRJ

[…]in top 5

VBR

in top 53.3%

CPRJStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CPRJ vs VBR Returns, Every Period

CalamosCPRJ

+3.8%

past year

VBRVanguard

+23.4%

past year

CPRJVBRFaded: behind in that period

0–2VBR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CPRJ vs VBR

YTD

CalamosCPRJ

+2.8%

VBRVanguard

+19.4%

+2.8%Year to date+19.4%

−2.4%Worst drop · 1Y−8.9%

2.6%Volatility · 1Y13.9%

0.0%Yield1.8%

$42.7MAssets$35.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRJ, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

CPRJ0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPRJ, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

CPRJ0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPRJ, VBR

Today

[…]holdings […]

CPRJVBR

CPRJ—[…]

VBR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

CPRJWorst drop−2.4%2.6% vol

VBRWorst drop−8.9%13.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBRCPRJ

+19.4%Year to date+2.8%

1.8%Yield0.0%

+23.4%Past year+3.8%

0.05%Fee0.69%

4–0VBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026