IWM vs CPRJ

AIWM

BCPRJ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · IWM $12,766

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%IWM · $100 on $10k

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

Held in common[…]IWM and CPRJ

IWM

CPRJ

iShares Russell 2000 ETF · $75.4BCalamos Russell 2000 Structured Alt Protection ETF – July · $43M

+19.6%3 years · per year$17,100 · […][…]

+5.0%5 years · per year$12,766 · […][…]

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

1.00%12-mo yield$100 · $0 on $10k0.00%

−11.1%Worst dropSmaller wins−2.4%

18.7%VolatilityLower wins2.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · CPRJ

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	0.0%	+2.2%	+3.3%	new	new	−2.4%	$43M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	0.0%	+2.2%	+3.3%	new	new	−2.4%	$43M

End-of-day Nov 6, 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

$12,766

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July

[…]

MeasureIWMCPRJ

Fee0.19%0.69%

Cost on $10k a year$19$69

Yield1.00%0.00%

5 years, per year+5.0%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−11.1%−2.4%

Volatility · 1Y18.7%2.7%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IWM, CPRJ, IWF

Today

0.0%most shared, IWM and IWF

IWMCPRJIWF

IWM—[…]0.0%

CPRJ[…]—[…]

IWF0.0%[…]—

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

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

IWF$39 − $18 = $21

CPRJ$0 − $69 = −$69

KeptFee

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