CAFG vs IWM
5Y+19.0%3 years · per year$16,866 · $17,029+19.4%
[…]5 years · per year[…] · $12,637+4.8%
0.59%Expense ratio$59 · $19 on $10k · lower wins0.19%
0.36%12-mo yield$36 · $101 on $10k1.01%
−9.2%Worst dropSmaller wins−11.1%
17.4%VolatilityLower wins18.7%
2–3IWM wins
$10,000 · 5 yearsOne scale
Shared top holdingsCAFG · IWM
1.8%PTGX0.3%
1.5%SM0.3%
0.6%FSS0.2%
0.5%ZWS0.2%
Held in common8.8%
End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two