IWM vs CPRJ

AIWM

BCPRJ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−2.4%CPRJ · worst fall in 1Y

Held in common[…]IWM and CPRJ

IWM

CPRJ

iShares Russell 2000 ETF · $75.8BCalamos Russell 2000 Structured Alt Protection ETF – July · $43M

+21.6%3 years · per year$18,002 · […][…]

+6.2%5 years · per year$13,509 · […][…]

0.19%Expense ratio$19 · $69 on $10k · lower wins0.69%

0.96%12-mo yield$96 · $0 on $10k0.00%

−11.1%Worst dropSmaller wins−2.4%

18.2%VolatilityLower wins2.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · CPRJ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk		0.69%	0.00%	+0.3%	+2.8%	+3.8%	new	new	−2.4%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk		0.69%	0.00%	+0.3%	+2.8%	+3.8%	new	new	−2.4%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs CPRJ

IWM

iShares Russell 2000

$13,509

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July

[…]

MeasureIWMCPRJ

Fee0.19%0.69%

Cost on $10k a year$19$69

Yield0.96%0.00%

5 years, per year+6.2%[…]

3 years, per year+21.6%[…]

Worst drop · 1Y−11.1%−2.4%

Volatility · 1Y18.2%2.6%

2–2measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, CPRJ

Today

[…]holdings […]

IWMCPRJ

IWM—[…]

CPRJ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

CPRJ$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee