Compare · 3 funds side by side · dividends reinvested

CPRO, IJR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

CPRO, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.6

Calamos Russell 2000 Structured Alt Protection ETF – OctoberUS Stock Styles · Small cap0.69%0.00%+6.3%+7.2%[…][…]−1.5%2.8%$27M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Rank among the three1st → 3rdFee, 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: CPRO 2024 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Russell 2000 Structured Alt Protection ETF – October · $27M[…]

CPRO

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested

CPROMeasureIJR

+6.3%Year to dateJan 1 → Nov 6+15.5%

+7.2%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

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

−1.5%Worst dropSmaller is better−9.7%

2.8%VolatilityLower is calmer16.2%

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

2–4IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPRO vs IJR: Top 5 Holdings

Today

CPRO

[…]in top 5

IJR

in top 52.6%

CPROStockIJR

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common[…]

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

CPRO vs IJR Returns, Every Period

CalamosCPRO

+7.2%

past year

IJRiShares

+17.6%

past year

CPROIJRFaded: behind in that period

0–2IJR wins

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

CPRO vs IJR

YTD

CalamosCPRO

+6.3%

IJRiShares

+15.5%

+6.3%Year to date+15.5%

−1.5%Worst drop · 1Y−9.7%

2.8%Volatility · 1Y16.2%

0.0%Yield1.2%

$26.6MAssets$104B

2–2level

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

Cost, Income and Risk

Fees: CPRO, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

CPRO0.69%$69

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

Yields: CPRO, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VUG0.42%$42

CPRO0.00%$0

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$42 − $3 = $39

CPRO$0 − $69 = −$69

KeptFee

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

Overlap: CPRO, IJR, VUG

Today

0.0%most shared, IJR and VUG

CPROIJRVUG

CPRO—[…][…]

IJR[…]—0.0%

VUG[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

CPROWorst drop−1.5%2.8% vol

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJRCPRO

+15.5%Year to date+6.3%

1.2%Yield0.0%

+17.6%Past year+7.2%

0.06%Fee0.69%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026