Compare · 2 funds side by side · dividends reinvested

CPRO and VBR

CPROCalamos×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,143VBR · best of the two

02 / 04

CPRO and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.3

Calamos Russell 2000 Structured Alt Protection ETF – OctoberUS Stock Styles · Small cap0.69%0.00%+6.2%+7.1%[…][…]−1.5%2.8%$27M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CPRO 2024 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRO

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested

CPROMeasureVBR

+6.2%Year to dateJan 1 → Nov 5+15.9%

+7.1%1 yearTotal return+20.7%

[…]3 years · per year$10,000 became […] · $16,965+19.3%

[…]5 years · per year$10,000 became […] · $15,143+8.7%

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

0.00%Trailing 12-mo yield$0 · $183 a year on $10k1.83%

−1.5%Worst dropSmaller is better−8.9%

2.8%VolatilityLower is calmer14.3%

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

2–4VBR wins

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

More Ways to See the Pairs

CPRO vs VBR: Top 5 Holdings

Today

CPRO

[…]in top 5

VBR

in top 53.3%

CPROStockVBR

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 5, 2026 · share of each fund

CPRO vs VBR Returns, Every Period

CalamosCPRO

+7.1%

past year

VBRVanguard

+20.7%

past year

CPROVBRFaded: behind in that period

0–2VBR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CPRO vs VBR

YTD

CalamosCPRO

+6.2%

VBRVanguard

+15.9%

+6.2%Year to date+15.9%

−1.5%Worst drop · 1Y−8.9%

2.8%Volatility · 1Y14.3%

0.0%Yield1.8%

$26.8MAssets$35.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPRO, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

CPRO0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPRO, VBR

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

CPRO0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

CPRO$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CPRO, VBR

Today

[…]holdings […]

CPROVBR

CPRO—[…]

VBR[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%VBR, at 14.3% volatility

CPROWorst drop−1.5%2.8% vol

VBRWorst drop−8.9%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBRCPRO

+15.9%Year to date+6.2%

1.8%Yield0.0%

+20.7%Past year+7.1%

0.05%Fee0.69%

4–0VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026