Compare · 2 funds side by side · dividends reinvested

CPSR and IWF

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

CPSR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos S&P 500 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+4.4%+5.5%[…][…]−1.1%1.8%$34M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.5

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: CPSR 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF – March · $34M[…]

CPSR

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested

CPSRMeasureIWF

+4.4%Year to dateJan 1 → Nov 5−0.1%

+5.5%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.69%Expense ratio$69 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $37 a year on $10k0.37%

−1.1%Worst dropSmaller is better−15.6%

1.8%VolatilityLower is calmer18.3%

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

4–2CPSR wins

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

More Ways to See the Pairs

CPSR vs IWF: Top 5 Holdings

Today

CPSR

[…]in top 5

IWF

in top 539.6%

CPSRStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CPSR vs IWF Returns, Every Period

CalamosCPSR

+5.5%

past year

IWFiShares

−3.0%

past year

CPSRIWFFaded: behind in that period

2–0CPSR wins

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

CPSR vs IWF

YTD

CalamosCPSR

+4.4%

IWFiShares

−0.1%

+4.4%Year to date−0.1%

−1.1%Worst drop · 1Y−15.6%

1.8%Volatility · 1Y18.3%

0.0%Yield0.4%

$34.3MAssets$121B

3–1CPSR wins

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

Cost, Income and Risk

Fees: CPSR, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CPSR0.69%$69

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

Yields: CPSR, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

CPSR0.00%$0

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

CPSR$0 − $69 = −$69

KeptFee

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

Overlap: CPSR, IWF

Today

[…]holdings […]

CPSRIWF

CPSR—[…]

IWF[…]—

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

Return vs Bumpiness: 2 ETFs

+5.5%CPSR, at 1.8% volatility

CPSRWorst drop−1.1%1.8% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

IWFCPSR

−0.1%Year to date+4.4%

0.4%Yield0.0%

−3.0%Past year+5.5%

0.18%Fee0.69%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026