Compare · 2 funds side by side · dividends reinvested

CPRY and IWM

CPRYCalamos×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

CPRY and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JanuaryUS Stock Styles · Small cap0.69%0.00%+5.4%+8.5%[…][…]−2.1%3.4%$36M1.7

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: CPRY 2025 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Russell 2000 Structured Alt Protection ETF – January · $36M[…]

CPRY

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested

CPRYMeasureIWM

+5.4%Year to dateJan 1 → Nov 4+16.2%

+8.5%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

0.69%Expense ratio$69 · $19 a year on $10k · lower is better0.19%

0.00%Trailing 12-mo yield$0 · $96 a year on $10k0.96%

−2.1%Worst dropSmaller is better−11.1%

3.4%VolatilityLower is calmer18.2%

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

2–4IWM wins

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

More Ways to See the Pairs

CPRY vs IWM: Top 5 Holdings

Today

CPRY

[…]in top 5

IWM

in top 51.9%

CPRYStockIWM

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common[…]

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

CPRY vs IWM Returns, Every Period

CalamosCPRY

+8.5%

past year

IWMiShares

+16.9%

past year

CPRYIWMFaded: behind in that period

0–2IWM wins

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

CPRY vs IWM

YTD

CalamosCPRY

+5.4%

IWMiShares

+16.2%

+5.4%Year to date+16.2%

−2.1%Worst drop · 1Y−11.1%

3.4%Volatility · 1Y18.2%

0.0%Yield1.0%

$35.5MAssets$75.8B

2–2level

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

Cost, Income and Risk

Fees: CPRY, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

CPRY0.69%$69

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

Yields: CPRY, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

CPRY0.00%$0

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

CPRY$0 − $69 = −$69

KeptFee

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

Overlap: CPRY, IWM

Today

[…]holdings […]

CPRYIWM

CPRY—[…]

IWM[…]—

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

Return vs Bumpiness: 2 ETFs

+16.9%IWM, at 18.2% volatility

CPRYWorst drop−2.1%3.4% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

IWMCPRY

+16.2%Year to date+5.4%

1.0%Yield0.0%

+16.9%Past year+8.5%

0.19%Fee0.69%

4–0IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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