Compare · 2 funds side by side · dividends reinvested

VB and CPRJ

VBVanguard×CPRJCalamos×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,413VB · best of the two

02 / 04

VB and CPRJ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.3

Calamos Russell 2000 Structured Alt Protection ETF – JulyUS Stock Styles · Small cap0.69%0.00%+2.2%+3.3%[…][…]−2.4%2.7%$43M1.7

Rank among the two1st → 2ndFee, 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: VB 2004 · CPRJ 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

CPRJ

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

$10,000 five years ago, dividends reinvested

CPRJMeasureVB

+2.2%Year to dateJan 1 → Nov 6+11.8%

+3.3%1 yearTotal return+14.0%

[…]3 years · per year$10,000 became […] · $16,654+18.5%

[…]5 years · per year$10,000 became […] · $13,413+6.0%

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

0.00%Trailing 12-mo yield$0 · $128 a year on $10k1.28%

−2.4%Worst dropSmaller is better−9.0%

2.7%VolatilityLower is calmer16.2%

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

2–4VB wins

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

More Ways to See the Pairs

CPRJ vs VB: Top 5 Holdings

Today

CPRJ

[…]in top 5

in top 52.9%

CPRJStockVB

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common[…]

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

CPRJ vs VB Returns, Every Period

CalamosCPRJ

+3.3%

past year

VBVanguard

+14.0%

past year

CPRJVBFaded: behind in that period

0–2VB wins

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

CPRJ vs VB

YTD

CalamosCPRJ

+2.2%

VBVanguard

+11.8%

+2.2%Year to date+11.8%

−2.4%Worst drop · 1Y−9.0%

2.7%Volatility · 1Y16.2%

0.0%Yield1.3%

$42.5MAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: VB, CPRJ

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

CPRJ0.69%$69

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

Yields: VB, CPRJ

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$128

CPRJ0.00%$0

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

CPRJ$0 − $69 = −$69

KeptFee

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

Overlap: VB, CPRJ

Today

[…]holdings […]

VBCPRJ

VB—[…]

CPRJ[…]—

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

Return vs Bumpiness: 2 ETFs

+14.0%VB, at 16.2% volatility

CPRJWorst drop−2.4%2.7% vol

VBWorst drop−9.0%16.2% vol

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

Paid More vs Made More

YTD

VBCPRJ

+11.8%Year to date+2.2%

1.3%Yield0.0%

+14.0%Past year+3.3%

0.03%Fee0.69%

4–0VB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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