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	$2.30M	$2.20M
Expense Ratio	0.79%	0.25%
Max Drawdown	6.72%	25.07%
Sharpe Ratio	-2.61	-1.04
5Y Beta	0.12	0.01

Net Assets

Winner

CBOL

$2.30M

LIFT

$2.20M

Expense Ratio

CBOL

0.79%

Winner

LIFT

0.25%

Max Drawdown

Winner

CBOL

6.72%

LIFT

25.07%

Sharpe Ratio

CBOL

-2.61

Winner

LIFT

-1.04

5Y Beta

CBOL

0.12

Winner

LIFT

0.01

CBOL vs LIFT - Holdings Comparison

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

CBOL's top 25 holdings weight is 99.81%. LIFT's top 25 holdings weight is 99.99%.

Rank	CBOL	LIFT
#1	CALAMOS BITCOIN STR ALT PRT ETF-OCT (CBOO) - 25.97%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 17.11%
#2	CALAMOS BITCOIN STR ALT PRT ETF-JULY (CBOY) - 25.36%	UNITED STATES TREASURY NOTES 4.13% (n/a) - 15.17%
#3	CALAMOS BITCOIN STR ALT PRT ETF-APR (CBOA) - 24.28%	UNITED STATES TREASURY NOTES 4.63% (n/a) - 14.72%
#4	CALAMOS BITCOIN STR ALT PRT ETF-JAN (CBOJ) - 24.20%	UNITED STATES TREASURY NOTES 3.38% (n/a) - 14.24%
#5	N/A	UNITED STATES TREASURY NOTES 3.5% (n/a) - 13.34%
#6	N/A	UNITED STATES TREASURY NOTES 3.88% (n/a) - 9.10%
#7	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 6.23%
#8	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 4.19%
#9	N/A	UNITED STATES TREASURY NOTES 4.38% (n/a) - 2.35%
#10	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.02%
#11	N/A	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.02%
#12	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 0.85%
#13	N/A	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.45%
#14	N/A	UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.09%
#15	N/A	UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.04%
#16	N/A	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.04%
#17	N/A	UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03%
#18	N/A	N/A
#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	17

CBOL vs LIFT - Historical Returns

Returns include dividend reinvestment.

Period	CBOL	LIFT
1 month	+0.26%	+0.12%
3 months	-0.51%	+0.32%
6 months	-2.21%	+0.84%
1 year	N/A	+2.06%
Max(CAGR)	-5.59%	+2.49%

Winner

CBOL

+0.26%

LIFT

+0.12%

CBOL

-0.51%

Winner

LIFT

+0.32%

CBOL

-2.21%

Winner

LIFT

+0.84%

CBOL

N/A

LIFT

+2.06%

Max(CAGR)

CBOL

-5.59%

Winner

LIFT

+2.49%

CBOL vs LIFT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	CBOL	LIFT
2026	-2.15%	+0.85%
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 -4.54%. The current LIFT drawdown is -0.21%.

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	-0.30% Jun 16, 2026 - Jun 25, 2026
#4	N/A	-0.25% Apr 17, 2026 - May 8, 2026
#5	N/A	-0.25% Oct 24, 2025 - Nov 11, 2025
#6	N/A	-0.21% Jul 17, 2026 - Jul 23, 2026
#7	N/A	-0.16% May 8, 2026 - May 21, 2026
#8	N/A	-0.16% Dec 5, 2025 - Dec 15, 2025
#9	N/A	-0.12% Nov 11, 2025 - Nov 20, 2025
#10	N/A	-0.11% Oct 21, 2025 - Oct 24, 2025
#11	N/A	-0.11% Nov 28, 2025 - Dec 4, 2025
#12	N/A	-0.11% Jul 6, 2026 - Jul 15, 2026
#13	N/A	-0.10% Dec 19, 2025 - Dec 29, 2025
#14	N/A	-0.10% May 22, 2026 - Jun 15, 2026
#15	N/A	-0.08% Sep 24, 2025 - Sep 29, 2025

Correlation

Correlation between CBOL and LIFT is -0.94 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.94

-101