Compare · 3 funds side by side · dividends reinvested

CPST, VUG and IWF

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

02 / 04

CPST, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+3.7%+4.4%[…][…]−1.4%2.3%$41M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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: CPST 2024 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

CPST

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested

CPSTMeasureVUG

+3.7%Year to dateJan 1 → Nov 6+1.4%

+4.4%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $42 a year on $10k0.42%

−1.4%Worst dropSmaller is better−15.1%

2.3%VolatilityLower is calmer19.0%

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

4–2CPST wins

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

More Ways to See the Pairs

CPST vs VUG: Top 5 Holdings

Today

CPST

[…]in top 5

VUG

in top 545.2%

CPSTStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

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

CPST vs VUG Returns, Every Period

CalamosCPST

+4.4%

past year

VUGVanguard

+0.2%

past year

CPSTVUGFaded: behind in that period

2–0CPST wins

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

CPST vs VUG

YTD

CalamosCPST

+3.7%

VUGVanguard

+1.4%

+3.7%Year to date+1.4%

−1.4%Worst drop · 1Y−15.1%

2.3%Volatility · 1Y19.0%

0.0%Yield0.4%

$40.8MAssets$233B

3–1CPST wins

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

Cost, Income and Risk

Fees: CPST, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CPST0.69%$69

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

Yields: CPST, VUG, IWF

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

IWF0.39%$39

CPST0.00%$0

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

CPST$0 − $69 = −$69

KeptFee

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

Overlap: CPST, VUG, IWF

Today

78.0%most shared, VUG and IWF

CPSTVUGIWF

CPST—[…][…]

VUG[…]—78.0%

IWF[…]78.0%—

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

Return vs Bumpiness: 3 ETFs

+4.4%CPST, at 2.3% volatility

CPSTWorst drop−1.4%2.3% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VUGCPST

+1.4%Year to date+3.7%

0.4%Yield0.0%

+0.2%Past year+4.4%

0.03%Fee0.69%

2–2level

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026