AIUP vs CBTA

Comparison between FINQ FIRST U.S. LARGE CAP AI-MANAGED EQUITY ETF (AIUP, ETF) and Calamos Bitcoin 80 Series Structured Alt Protection ETF April (CBTA, ETF).

AIUP vs CBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIUP(ETF)	CBTA(ETF)
Net Assets	$4M	$4M
Expense Ratio	0.70%	0.69%
Max Drawdown	11.32%	40.34%
Sharpe Ratio	0.57	-1.40
5Y Beta	1.12	0.66
P/E Ratio	26.46	N/A
Forward P/E	22.03	N/A
PEG Ratio	0.54	N/A
5Y EPS CAGR	46.59%	N/A
Debt to Equity	17.23%	N/A
P/S Ratio	5.40	N/A
P/B Ratio	6.11	N/A

Net Assets

AIUP

$4M

CBTA

$4M

Expense Ratio

AIUP

0.70%

Winner

CBTA

0.69%

Max Drawdown

Winner

AIUP

11.32%

CBTA

40.34%

Sharpe Ratio

Winner

AIUP

0.57

CBTA

-1.40

5Y Beta

AIUP

1.12

Winner

CBTA

0.66

P/E Ratio

AIUP

26.46

CBTA

N/A

Forward P/E

AIUP

22.03

CBTA

N/A

PEG Ratio

AIUP

0.54

CBTA

N/A

5Y EPS CAGR

AIUP

46.59%

CBTA

N/A

Debt to Equity

AIUP

17.23%

CBTA

N/A

P/S Ratio

AIUP

5.40

CBTA

N/A

P/B Ratio

AIUP

6.11

CBTA

N/A

AIUP vs CBTA - Historical Returns

Returns include dividend reinvestment.

Period	AIUP	CBTA
1 month	-0.41%	+3.92%
3 months	-3.23%	-8.45%
6 months	+6.81%	-25.72%
1 year	N/A	-34.10%
Max(CAGR)	+15.40%	-11.97%

AIUP

-0.41%

Winner

CBTA

+3.92%

Winner

AIUP

-3.23%

CBTA

-8.45%

Winner

AIUP

+6.81%

CBTA

-25.72%

AIUP

N/A

CBTA

-34.10%

Max(CAGR)

Winner

AIUP

+15.40%

CBTA

-11.97%

AIUP vs CBTA - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	AIUP	CBTA
2026	+6.81%	-25.73%
2025	N/A	+11.80%

AIUP vs CBTA Drawdown Comparison

The maximum drawdown for AIUP was -11.32%, occurring on Mar 27, 2026. Recovery took 27 trading sessions.

The maximum drawdown for CBTA was -39.82%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current AIUP drawdown is -7.81%. The current CBTA drawdown is -36.66%.

Rank	AIUP	CBTA
#1	-11.32% Mar 5, 2026 - Apr 14, 2026	-39.82% Oct 6, 2025 - Jun 30, 2026
#2	-8.81% Jun 1, 2026 - Jul 15, 2026	-4.25% Sep 18, 2025 - Oct 2, 2025
#3	-7.81% Jul 15, 2026 - Jul 24, 2026	-3.83% Aug 13, 2025 - Sep 12, 2025
#4	-7.12% Feb 10, 2026 - Mar 5, 2026	-3.29% May 27, 2025 - Jun 10, 2025
#5	-3.87% Apr 22, 2026 - May 7, 2026	-2.83% Jul 14, 2025 - Aug 12, 2025
#6	-1.67% May 7, 2026 - May 18, 2026	-1.96% Jun 16, 2025 - Jun 25, 2025
#7	-1.00% May 18, 2026 - May 28, 2026	-1.75% Jun 10, 2025 - Jun 16, 2025
#8	-0.71% Apr 17, 2026 - Apr 22, 2026	-1.32% Apr 9, 2025 - Apr 11, 2025
#9	N/A	-1.09% May 2, 2025 - May 7, 2025
#10	N/A	-0.86% Jun 30, 2025 - Jul 2, 2025
#11	N/A	-0.69% May 22, 2025 - May 27, 2025
#12	N/A	-0.62% Sep 12, 2025 - Sep 18, 2025
#13	N/A	-0.48% Apr 29, 2025 - May 1, 2025
#14	N/A	-0.45% Apr 25, 2025 - Apr 29, 2025
#15	N/A	-0.30% May 13, 2025 - May 16, 2025