Compare · 3 funds side by side · dividends reinvested

IWM, CPRO and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IWM, CPRO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.6

Calamos Russell 2000 Structured Alt Protection ETF – OctoberUS Stock Styles · Small cap0.69%0.00%+6.2%+7.1%[…][…]−1.5%2.8%$27M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

Rank among the three1st → 3rdFee, 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: IWM 2000 · CPRO 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

CPRO

Calamos Russell 2000 Structured Alt Protection ETF – October · $27M[…]

$10,000 five years ago, dividends reinvested

IWMMeasureCPRO

+10.8%Year to dateJan 1 → Nov 5+6.2%

+13.5%1 yearTotal return+7.1%

+19.4%3 years · per year$10,000 became $17,029 · […][…]

+4.8%5 years · per year$10,000 became $12,637 · […][…]

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

1.01%Trailing 12-mo yield$101 · $0 a year on $10k0.00%

−11.1%Worst dropSmaller is better−1.5%

18.7%VolatilityLower is calmer2.8%

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

4–2IWM wins

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

More Ways to See the Pairs

IWM vs CPRO: Top 5 Holdings

Today

IWM

1.8%in top 5

CPRO

in top 5[…]

IWMStockCPRO

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common[…]

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

IWM vs CPRO Returns, Every Period

iSharesIWM

+13.5%

past year

CPROCalamos

+7.1%

past year

IWMCPROFaded: behind in that period

2–0IWM wins

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

IWM vs VUG

YTD

iSharesIWM

+10.8%

VUGVanguard

+0.5%

+10.8%Year to date+0.5%

−11.1%Worst drop · 1Y−15.1%

18.7%Volatility · 1Y19.0%

1.0%Yield0.4%

$77.4BAssets$233B

4–0IWM wins

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

Cost, Income and Risk

Fees: IWM, CPRO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

CPRO0.69%$69

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

Yields: IWM, CPRO, VUG

1.01%highest, IWM

FundTrailing yieldYield$10k

IWM1.01%$101

VUG0.43%$43

CPRO0.00%$0

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

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

CPRO$0 − $69 = −$69

KeptFee

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

Overlap: IWM, CPRO, VUG

Today

0.0%most shared, IWM and VUG

IWMCPROVUG

IWM—[…]0.0%

CPRO[…]—[…]

VUG0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%IWM, at 18.7% volatility

CPROWorst drop−1.5%2.8% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IWMCPRO

+10.8%Year to date+6.2%

1.0%Yield0.0%

+13.5%Past year+7.1%

0.19%Fee0.69%

4–0IWM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026