ARKF vs CBOX

Comparison between ARK BLOCKCHAIN & FINTECH INNOVATION ETF (ARKF, ETF) and Calamos Tax-Aware Collateral ETF (CBOX, ETF).

ARKF vs CBOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARKF(ETF)	CBOX(ETF)
Net Assets	$828M	$825M
Expense Ratio	0.75%	0.14%
Max Drawdown	78.63%	2.90%
Sharpe Ratio	-0.21	0.10
5Y Beta	1.70	0.13
P/E Ratio	-72.28	N/A
Forward P/E	30.49	N/A
5Y Dividends CAGR	-32.24%	N/A
P/S Ratio	3.01	N/A
P/B Ratio	4.47	N/A

Net Assets

Winner

ARKF

$828M

CBOX

$825M

Expense Ratio

ARKF

0.75%

Winner

CBOX

0.14%

Max Drawdown

ARKF

78.63%

Winner

CBOX

2.90%

Sharpe Ratio

ARKF

-0.21

Winner

CBOX

0.10

5Y Beta

ARKF

1.70

Winner

CBOX

0.13

P/E Ratio

ARKF

-72.28

CBOX

N/A

Forward P/E

ARKF

30.49

CBOX

N/A

5Y Dividends CAGR

ARKF

-32.24%

CBOX

N/A

P/S Ratio

ARKF

3.01

CBOX

N/A

P/B Ratio

ARKF

4.47

CBOX

N/A

ARKF vs CBOX - Historical Returns

Returns include dividend reinvestment.

Period	ARKF	CBOX
1 month	-9.25%	+0.34%
3 months	-8.11%	N/A
6 months	-23.56%	N/A
1 year	-8.58%	N/A
5 years(CAGR)	-5.04%	N/A
Max(CAGR)	+9.18%	+4.17%

ARKF

-9.25%

Winner

CBOX

+0.34%

ARKF

-8.11%

CBOX

N/A

ARKF

-23.56%

CBOX

N/A

ARKF

-8.58%

CBOX

N/A

5Y(CAGR)

ARKF

-5.04%

CBOX

N/A

Max(CAGR)

Winner

ARKF

+9.18%

CBOX

+4.17%

ARKF vs CBOX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	ARKF	CBOX
2026	-20.72%	+0.55%
2025	+27.29%	N/A
2024	+40.71%	N/A
2023	+94.64%	N/A
2022	-65.20%	N/A
2021	-17.14%	N/A
2020	+103.08%	N/A
2019	+19.04%	N/A

ARKF vs CBOX Drawdown Comparison

The maximum drawdown for ARKF was -78.63%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for CBOX was -2.90%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The current ARKF drawdown is -39.92%. The current CBOX drawdown is -2.88%.

Rank	ARKF	CBOX
#1	-78.63% Feb 16, 2021 - Dec 28, 2022	-2.90% Jun 2, 2026 - Jun 3, 2026
#2	-35.23% Feb 20, 2020 - May 20, 2020	-0.03% May 22, 2026 - May 28, 2026
#3	-11.13% Sep 1, 2020 - Oct 7, 2020	-0.02% Apr 27, 2026 - Apr 30, 2026
#4	-10.93% Jul 24, 2019 - Nov 22, 2019	-0.01% May 20, 2026 - May 22, 2026
#5	-9.42% May 3, 2019 - Jul 1, 2019	-0.00% May 12, 2026 - May 14, 2026
#6	-8.16% Nov 6, 2020 - Nov 25, 2020	N/A
#7	-6.52% Jan 25, 2021 - Feb 2, 2021	N/A
#8	-6.24% Oct 13, 2020 - Nov 4, 2020	N/A
#9	-5.28% Aug 6, 2020 - Aug 20, 2020	N/A
#10	-5.16% Jun 10, 2020 - Jun 16, 2020	N/A
#11	-4.57% Jul 8, 2020 - Jul 29, 2020	N/A
#12	-3.82% Dec 22, 2020 - Jan 8, 2021	N/A
#13	-3.22% Feb 27, 2019 - Mar 13, 2019	N/A
#14	-3.06% Jan 17, 2020 - Feb 4, 2020	N/A
#15	-2.75% Mar 21, 2019 - Apr 1, 2019	N/A

Correlation

Correlation between ARKF and CBOX is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101