CBTA vs AIUP

Comparison between Calamos Bitcoin 80 Series Structured Alt Protection ETF April (CBTA, ETF) and FINQ FIRST U.S. LARGE CAP AI-MANAGED EQUITY ETF (AIUP, ETF).

CBTA vs AIUP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBTA(ETF)	AIUP(ETF)
Net Assets	$4M	$4M
Expense Ratio	0.69%	0.70%
Max Drawdown	40.34%	11.32%
Sharpe Ratio	-1.40	0.57
5Y Beta	0.66	1.12
P/E Ratio	N/A	26.46
Forward P/E	N/A	22.03
PEG Ratio	N/A	0.54
5Y EPS CAGR	N/A	46.59%
Debt to Equity	N/A	17.23%
P/S Ratio	N/A	5.40
P/B Ratio	N/A	6.11

Net Assets

CBTA

$4M

AIUP

$4M

Expense Ratio

Winner

CBTA

0.69%

AIUP

0.70%

Max Drawdown

CBTA

40.34%

Winner

AIUP

11.32%

Sharpe Ratio

CBTA

-1.40

Winner

AIUP

0.57

5Y Beta

Winner

CBTA

0.66

AIUP

1.12

P/E Ratio

CBTA

N/A

AIUP

26.46

Forward P/E

CBTA

N/A

AIUP

22.03

PEG Ratio

CBTA

N/A

AIUP

0.54

5Y EPS CAGR

CBTA

N/A

AIUP

46.59%

Debt to Equity

CBTA

N/A

AIUP

17.23%

P/S Ratio

CBTA

N/A

AIUP

5.40

P/B Ratio

CBTA

N/A

AIUP

6.11

CBTA vs AIUP - Historical Returns

Returns include dividend reinvestment.

Period	CBTA	AIUP
1 month	+3.92%	-0.41%
3 months	-8.45%	-3.23%
6 months	-25.72%	+6.81%
1 year	-34.10%	N/A
Max(CAGR)	-11.97%	+15.40%

Winner

CBTA

+3.92%

AIUP

-0.41%

CBTA

-8.45%

Winner

AIUP

-3.23%

CBTA

-25.72%

Winner

AIUP

+6.81%

CBTA

-34.10%

AIUP

N/A

Max(CAGR)

CBTA

-11.97%

Winner

AIUP

+15.40%

CBTA vs AIUP - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	CBTA	AIUP
2026	-25.73%	+6.81%
2025	+11.80%	N/A

CBTA vs AIUP Drawdown Comparison

The maximum drawdown for CBTA was -39.82%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for AIUP was -11.32%, occurring on Mar 27, 2026. Recovery took 27 trading sessions.

The current CBTA drawdown is -36.66%. The current AIUP drawdown is -7.81%.

Rank	CBTA	AIUP
#1	-39.82% Oct 6, 2025 - Jun 30, 2026	-11.32% Mar 5, 2026 - Apr 14, 2026
#2	-4.25% Sep 18, 2025 - Oct 2, 2025	-8.81% Jun 1, 2026 - Jul 15, 2026
#3	-3.83% Aug 13, 2025 - Sep 12, 2025	-7.81% Jul 15, 2026 - Jul 24, 2026
#4	-3.29% May 27, 2025 - Jun 10, 2025	-7.12% Feb 10, 2026 - Mar 5, 2026
#5	-2.83% Jul 14, 2025 - Aug 12, 2025	-3.87% Apr 22, 2026 - May 7, 2026
#6	-1.96% Jun 16, 2025 - Jun 25, 2025	-1.67% May 7, 2026 - May 18, 2026
#7	-1.75% Jun 10, 2025 - Jun 16, 2025	-1.00% May 18, 2026 - May 28, 2026
#8	-1.32% Apr 9, 2025 - Apr 11, 2025	-0.71% Apr 17, 2026 - Apr 22, 2026
#9	-1.09% May 2, 2025 - May 7, 2025	N/A
#10	-0.86% Jun 30, 2025 - Jul 2, 2025	N/A
#11	-0.69% May 22, 2025 - May 27, 2025	N/A
#12	-0.62% Sep 12, 2025 - Sep 18, 2025	N/A
#13	-0.48% Apr 29, 2025 - May 1, 2025	N/A
#14	-0.45% Apr 25, 2025 - Apr 29, 2025	N/A
#15	-0.30% May 13, 2025 - May 16, 2025	N/A