CBOX vs BSJR
Comparison between Calamos Tax-Aware Collateral ETF (CBOX, ETF) and INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF).
CBOX vs BSJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CBOX
$825M
BSJR
$824M
Expense Ratio
Winner
CBOX
0.14%
BSJR
0.42%
Max Drawdown
Winner
CBOX
2.90%
BSJR
23.27%
Sharpe Ratio
CBOX
0.10
Winner
BSJR
0.41
5Y Beta
Winner
CBOX
0.13
BSJR
0.15
5Y Dividends CAGR
CBOX
N/A
BSJR
4.45%
CBOX vs BSJR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CBOX
+0.34%
BSJR
+0.05%
3M
CBOX
N/A
BSJR
+0.63%
6M
CBOX
N/A
BSJR
+1.52%
1Y
CBOX
N/A
BSJR
+4.85%
5Y(CAGR)
CBOX
N/A
BSJR
+3.36%
Max(CAGR)
Winner
CBOX
+4.17%
BSJR
+4.00%
CBOX vs BSJR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CBOX | BSJR |
|---|---|---|
| 2026 | +0.55% | +1.06% |
| 2025 | N/A | +7.14% |
| 2024 | N/A | +7.50% |
| 2023 | N/A | +11.70% |
| 2022 | N/A | -11.40% |
| 2021 | N/A | +3.85% |
| 2020 | N/A | +5.48% |
| 2019 | N/A | +3.00% |
CBOX vs BSJR Drawdown Comparison
The maximum drawdown for CBOX was -2.90%, occurring on Jun 3, 2026. This drawdown has not yet recovered.
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The current CBOX drawdown is -2.88%. The current BSJR drawdown is -0.31%.
| Rank | CBOX | BSJR |
|---|---|---|
| #1 | -2.90% Jun 2, 2026 - Jun 3, 2026 | -22.57% Feb 20, 2020 - Sep 1, 2020 |
| #2 | -0.03% May 22, 2026 - May 28, 2026 | -16.36% Dec 27, 2021 - Mar 8, 2024 |
| #3 | -0.02% Apr 27, 2026 - Apr 30, 2026 | -3.49% Sep 1, 2020 - Oct 12, 2020 |
| #4 | -0.01% May 20, 2026 - May 22, 2026 | -3.15% Feb 28, 2025 - Apr 25, 2025 |
| #5 | -0.00% May 12, 2026 - May 14, 2026 | -2.22% Oct 12, 2020 - Nov 5, 2020 |
| #6 | N/A | -2.13% Nov 9, 2021 - Dec 23, 2021 |
| #7 | N/A | -2.12% Feb 12, 2021 - Apr 15, 2021 |
| #8 | N/A | -1.93% Mar 20, 2024 - May 3, 2024 |
| #9 | N/A | -1.44% Jan 16, 2020 - Feb 10, 2020 |
| #10 | N/A | -1.41% Jul 7, 2021 - Sep 1, 2021 |
| #11 | N/A | -1.23% Sep 15, 2021 - Nov 5, 2021 |
| #12 | N/A | -1.17% Dec 6, 2024 - Jan 15, 2025 |
| #13 | N/A | -1.16% Feb 13, 2026 - Apr 8, 2026 |
| #14 | N/A | -0.97% Nov 10, 2020 - Nov 17, 2020 |
| #15 | N/A | -0.89% Jul 31, 2024 - Aug 13, 2024 |
Correlation
Correlation between CBOX and BSJR is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
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