Compare · 3 funds side by side · dividends reinvested

CPSF, IWB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

CPSF, IWB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.9

Calamos S&P 500 Structured Alt Protection ETF – FebruaryUS Stock Styles · Large cap0.69%0.00%+3.8%+5.1%[…][…]−1.3%2.3%$37M2.3

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: CPSF 2025 · IWB 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF – February · $37M[…]

CPSF

IWB

iShares Russell 1000 ETF · $46.6B$16,575

$10,000 five years ago, dividends reinvested

CPSFMeasureIWB

+3.8%Year to dateJan 1 → Nov 6+8.5%

+5.1%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $17,966+21.6%

[…]5 years · per year$10,000 became […] · $16,575+10.6%

0.69%Expense ratio$69 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $95 a year on $10k0.95%

−1.3%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer13.6%

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

2–4IWB wins

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

More Ways to See the Pairs

CPSF vs IWB: Top 5 Holdings

Today

CPSF

[…]in top 5

IWB

in top 525.6%

CPSFStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Held in common[…]

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

CPSF vs IWB Returns, Every Period

CalamosCPSF

+5.1%

past year

IWBiShares

+9.6%

past year

CPSFIWBFaded: behind in that period

0–2IWB wins

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

CPSF vs IJH

YTD

CalamosCPSF

+3.8%

IJHiShares

+9.5%

+3.8%Year to date+9.5%

−1.3%Worst drop · 1Y−8.8%

2.3%Volatility · 1Y15.5%

0.0%Yield1.3%

$36.5MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: CPSF, IWB, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWB0.15%$15

CPSF0.69%$69

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

Yields: CPSF, IWB, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

IWB0.95%$95

CPSF0.00%$0

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWB$95 − $15 = $80

CPSF$0 − $69 = −$69

KeptFee

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

Overlap: CPSF, IWB, IJH

Today

4.2%most shared, IWB and IJH

CPSFIWBIJH

CPSF—[…][…]

IWB[…]—4.2%

IJH[…]4.2%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

CPSFWorst drop−1.3%2.3% vol

IWBWorst drop−8.9%13.6% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHIWB

+9.5%Year to date+8.5%

1.3%Yield0.9%

+12.9%Past year+9.6%

0.05%Fee0.15%

4–0IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026