CBOX vs UTES
Comparison between Calamos Tax-Aware Collateral ETF (CBOX, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
CBOX vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CBOX
$1.30B
UTES
$1.30B
Expense Ratio
Winner
CBOX
0.14%
UTES
0.49%
Max Drawdown
Winner
CBOX
2.90%
UTES
35.71%
Sharpe Ratio
Winner
CBOX
0.07
UTES
-0.36
5Y Beta
Winner
CBOX
0.05
UTES
0.69
P/E Ratio
CBOX
N/A
UTES
25.28
Forward P/E
CBOX
N/A
UTES
18.73
PEG Ratio
CBOX
N/A
UTES
1.04
5Y Dividends CAGR
CBOX
N/A
UTES
1.74%
5Y EPS CAGR
CBOX
N/A
UTES
7.26%
Debt to Equity
CBOX
N/A
UTES
209.82%
P/S Ratio
CBOX
N/A
UTES
2.81
P/B Ratio
CBOX
N/A
UTES
2.93
CBOX vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CBOX
+0.34%
UTES
-7.05%
3M
Winner
CBOX
+1.01%
UTES
-6.93%
6M
CBOX
N/A
UTES
-3.34%
1Y
CBOX
N/A
UTES
-4.81%
5Y(CAGR)
CBOX
N/A
UTES
+13.80%
10Y(CAGR)
CBOX
N/A
UTES
+11.74%
Max(CAGR)
CBOX
+4.09%
Winner
UTES
+13.18%
CBOX vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CBOX | UTES |
|---|---|---|
| 2026 | +1.27% | -5.31% |
| 2025 | N/A | +22.66% |
| 2024 | N/A | +43.95% |
| 2023 | N/A | -1.97% |
| 2022 | N/A | +1.90% |
| 2021 | N/A | +23.82% |
| 2020 | N/A | +1.59% |
| 2019 | N/A | +27.65% |
| 2018 | N/A | +6.28% |
| 2017 | N/A | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
CBOX vs UTES 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 UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current CBOX drawdown is -2.18%. The current UTES drawdown is -12.37%.
| Rank | CBOX | UTES |
|---|---|---|
| #1 | -2.90% Jun 2, 2026 - Jun 3, 2026 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -0.03% May 22, 2026 - May 28, 2026 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -0.02% Apr 27, 2026 - Apr 30, 2026 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -0.01% May 20, 2026 - May 22, 2026 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -0.00% May 12, 2026 - May 14, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | N/A | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | N/A | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | N/A | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | N/A | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | N/A | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | N/A | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | N/A | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | N/A | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | N/A | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | N/A | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between CBOX and UTES is -0.91 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-0.91
-101
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