Compare · 3 funds side by side · dividends reinvested

VB, CPRJ and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

VB, CPRJ and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.9

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.8%+4.1%[…][…]−2.4%2.7%$43M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VB 2004 · CPRJ 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

CPRJ

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

$10,000 five years ago, dividends reinvested

VBMeasureCPRJ

+15.3%Year to dateJan 1 → Nov 9+2.8%

+19.2%1 yearTotal return+4.1%

+18.8%3 years · per year$10,000 became $16,782 · […][…]

+6.2%5 years · per year$10,000 became $13,532 · […][…]

0.03%Expense ratio$3 · $69 a year on $10k · lower is better0.69%

1.24%Trailing 12-mo yield$124 · $0 a year on $10k0.00%

−9.0%Worst dropSmaller is better−2.4%

16.4%VolatilityLower is calmer2.7%

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

4–2VB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs CPRJ: Top 5 Holdings

Today

2.9%in top 5

CPRJ

in top 5[…]

VBStockCPRJ

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VB vs CPRJ Returns, Every Period

VanguardVB

+19.2%

past year

CPRJCalamos

+4.1%

past year

VBCPRJFaded: behind in that period

2–0VB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VB vs IJH

YTD

VanguardVB

+15.3%

IJHiShares

+13.6%

+15.3%Year to date+13.6%

−9.0%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.8%

1.2%Yield1.2%

$76.9BAssets$121B

2–1IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, CPRJ, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

CPRJ0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VB, CPRJ, IJH

1.24%highest, VB

FundTrailing yieldYield$10k

VB1.24%$124

IJH1.21%$121

CPRJ0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJH$121 − $5 = $116

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VB, CPRJ, IJH

Today

41.6%most shared, VB and IJH

VBCPRJIJH

VB—[…]41.6%

CPRJ[…]—[…]

IJH41.6%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%VB, at 16.4% volatility

CPRJWorst drop−2.4%2.7% vol

IJHWorst drop−8.8%15.8% vol

VBWorst drop−9.0%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VBIJH

+15.3%Year to date+13.6%

1.2%Yield1.2%

+19.2%Past year+17.5%

0.03%Fee0.05%

3–0VB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026