VB vs CPRJ

AVB

BCPRJ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,049IJH · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

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

Held in common[…]VB and CPRJ

CPRJ

Vanguard Morningstar Small-Cap ETF · $76.9BCalamos Russell 2000 Structured Alt Protection ETF – July · $43M

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

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

0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%

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

−9.0%Worst dropSmaller wins−2.4%

16.4%VolatilityLower wins2.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · CPRJ

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

Held in common[…]

End-of-day Nov 9, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	+0.6%	+2.8%	+4.1%	new	new	−2.4%	$43M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	BCPRJ	Calamos Russell 2000 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	+0.6%	+2.8%	+4.1%	new	new	−2.4%	$43M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs CPRJ

Vanguard Morningstar Small-Cap

$13,532

CPRJ

Calamos Russell 2000 Structured Alt Protection ETF – July

[…]

MeasureVBCPRJ

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield1.24%0.00%

5 years, per year+6.2%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−9.0%−2.4%

Volatility · 1Y16.4%2.7%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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