Compare · 3 funds side by side · dividends reinvested

IWM, CPRJ and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

IWM, CPRJ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.5

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.3

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: IWM 2000 · CPRJ 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,766

IWM

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July · $43M[…]

$10,000 five years ago, dividends reinvested

IWMMeasureCPRJ

+11.9%Year to dateJan 1 → Nov 6+2.2%

+13.0%1 yearTotal return+3.3%

+19.6%3 years · per year$10,000 became $17,100 · […][…]

+5.0%5 years · per year$10,000 became $12,766 · […][…]

0.19%Expense ratio$19 · $69 a year on $10k · lower is better0.69%

1.00%Trailing 12-mo yield$100 · $0 a year on $10k0.00%

−11.1%Worst dropSmaller is better−2.4%

18.7%VolatilityLower is calmer2.7%

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

4–2IWM wins

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

More Ways to See the Pairs

IWM vs CPRJ: Top 5 Holdings

Today

IWM

1.8%in top 5

CPRJ

in top 5[…]

IWMStockCPRJ

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common[…]

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

IWM vs CPRJ Returns, Every Period

iSharesIWM

+13.0%

past year

CPRJCalamos

+3.3%

past year

IWMCPRJFaded: behind in that period

2–0IWM wins

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

IWM vs IWF

YTD

iSharesIWM

+11.9%

IWFiShares

−5.3%

+11.9%Year to date−5.3%

−11.1%Worst drop · 1Y−14.6%

18.7%Volatility · 1Y19.4%

1.0%Yield0.4%

$75.4BAssets$113B

4–0IWM wins

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

Cost, Income and Risk

Fees: IWM, CPRJ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

CPRJ0.69%$69

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

Yields: IWM, CPRJ, IWF

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

IWF0.39%$39

CPRJ0.00%$0

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

IWF$39 − $18 = $21

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: IWM, CPRJ, IWF

Today

0.0%most shared, IWM and IWF

IWMCPRJIWF

IWM—[…]0.0%

CPRJ[…]—[…]

IWF0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

CPRJWorst drop−2.4%2.7% vol

IWMWorst drop−11.1%18.7% 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

IWMCPRJ

+11.9%Year to date+2.2%

1.0%Yield0.0%

+13.0%Past year+3.3%

0.19%Fee0.69%

4–0IWM wins

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

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