CBOL vs LIFT

Comparison between Calamos Laddered Bitcoin Structured Alt Protection ETF (CBOL, ETF) and LifeX 2028 Income Bucket ETF (LIFT, ETF).

CBOL vs LIFT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBOL(ETF)	LIFT(ETF)
Net Assets	$2.40M	$2.40M
Expense Ratio	0.79%	0.25%
Max Drawdown	6.72%	22.51%
Sharpe Ratio	-2.93	-0.77
5Y Beta	0.14	0.00

Net Assets

CBOL

$2.40M

LIFT

$2.40M

Expense Ratio

CBOL

0.79%

Winner

LIFT

0.25%

Max Drawdown

Winner

CBOL

6.72%

LIFT

22.51%

Sharpe Ratio

CBOL

-2.93

Winner

LIFT

-0.77

5Y Beta

CBOL

0.14

Winner

LIFT

0.00

CBOL vs LIFT - Holdings Comparison

CBOL and LIFT have 0 common holdings. Overlap is 0.00%

CBOL's top 25 holdings weight is 99.79%. LIFT's top 25 holdings weight is 98.42%.

Rank	CBOL	LIFT
#1	CALAMOS BITCOIN STR ALT PRT ETF-OCT (CBOO) - 26.03%	UNITED STATES TREASURY NOTES 3.5% (n/a) - 21.02%
#2	CALAMOS BITCOIN STR ALT PRT ETF-JULY (CBOY) - 25.44%	UNITED STATES TREASURY NOTES 4.63% (n/a) - 16.44%
#3	CALAMOS BITCOIN STR ALT PRT ETF-APR (CBOA) - 24.17%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.04%
#4	CALAMOS BITCOIN STR ALT PRT ETF-JAN (CBOJ) - 24.15%	UNITED STATES TREASURY NOTES 3.38% (n/a) - 13.37%
#5	N/A	UNITED STATES TREASURY NOTES 3.88% (n/a) - 8.54%
#6	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 5.85%
#7	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.93%
#8	N/A	UNITED STATES TREASURY NOTES 4.13% (n/a) - 3.84%
#9	N/A	UNITED STATES TREASURY NOTES 2% (n/a) - 3.42%
#10	N/A	UNITED STATES TREASURY NOTES 4.38% (n/a) - 2.20%
#11	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.36%
#12	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.36%
#13	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 0.78%
#14	N/A	UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.08%
#15	N/A	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.08%
#16	N/A	UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.04%
#17	N/A	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.04%
#18	N/A	UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03%
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	4	18

CBOL vs LIFT - Historical Returns

Returns include dividend reinvestment.

Period	CBOL	LIFT
1 month	-1.31%	+0.14%
3 months	-0.74%	+0.43%
6 months	-2.61%	+0.91%
Max(CAGR)	-7.48%	+2.70%

CBOL

-1.31%

Winner

LIFT

+0.14%

CBOL

-0.74%

Winner

LIFT

+0.43%

CBOL

-2.61%

Winner

LIFT

+0.91%

Max(CAGR)

CBOL

-7.48%

Winner

LIFT

+2.70%

CBOL vs LIFT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	CBOL	LIFT
2026	-2.67%	+0.67%
2025	-2.47%	+1.17%

CBOL vs LIFT Drawdown Comparison

The maximum drawdown for CBOL was -5.05%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for LIFT was -0.49%, occurring on Mar 26, 2026. Recovery took 33 trading sessions.

The current CBOL drawdown is -5.05%. The current LIFT drawdown is -0.07%.

Rank	CBOL	LIFT
#1	-5.05% Oct 27, 2025 - Jun 5, 2026	-0.49% Feb 27, 2026 - Apr 16, 2026
#2	-0.82% Oct 14, 2025 - Oct 27, 2025	-0.40% Jan 7, 2026 - Feb 5, 2026
#3	N/A	-0.25% Apr 17, 2026 - May 8, 2026
#4	N/A	-0.25% Oct 24, 2025 - Nov 11, 2025
#5	N/A	-0.16% May 8, 2026 - May 21, 2026
#6	N/A	-0.16% Dec 5, 2025 - Dec 15, 2025
#7	N/A	-0.12% Nov 11, 2025 - Nov 20, 2025
#8	N/A	-0.11% Oct 21, 2025 - Oct 24, 2025
#9	N/A	-0.11% Nov 28, 2025 - Dec 4, 2025
#10	N/A	-0.10% Dec 19, 2025 - Dec 29, 2025
#11	N/A	-0.08% Sep 24, 2025 - Sep 29, 2025
#12	N/A	-0.08% May 22, 2026 - May 26, 2026
#13	N/A	-0.07% Oct 2, 2025 - Oct 10, 2025
#14	N/A	-0.07% Feb 5, 2026 - Feb 12, 2026
#15	N/A	-0.07% Dec 29, 2025 - Jan 5, 2026

Correlation

Correlation between CBOL and LIFT is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.95

-101