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CBTA vs LIAU

Comparison between Calamos Bitcoin 80 Series Structured Alt Protection ETF April (CBTA, ETF) and LifeX 2060 Inflation-Protected Longevity Income ETF (LIAU, ETF).

CBTA vs LIAU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CBTA
$4.50M
Winner
LIAU
$4.60M
Expense Ratio
CBTA
0.69%
Winner
LIAU
0.25%
Max Drawdown
CBTA
39.39%
Winner
LIAU
19.47%
Sharpe Ratio
CBTA
-1.12
Winner
LIAU
-0.14
5Y Beta
CBTA
0.66
Winner
LIAU
0.11

CBTA vs LIAU - Historical Returns

Returns include dividend reinvestment.

1M
CBTA
-11.01%
Winner
LIAU
-1.11%
3M
CBTA
-6.53%
Winner
LIAU
-2.12%
6M
CBTA
-26.81%
Winner
LIAU
-0.55%
1Y
CBTA
-30.53%
Winner
LIAU
+3.47%
Max(CAGR)
CBTA
-13.95%
Winner
LIAU
-3.04%

CBTA vs LIAU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearCBTALIAU
2026-26.51%-0.08%
2025+11.80%+3.53%
2024N/A-8.29%

CBTA vs LIAU Drawdown Comparison

The maximum drawdown for CBTA was -38.87%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for LIAU was -9.95%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The current CBTA drawdown is -37.33%. The current LIAU drawdown is -5.19%.

RankCBTALIAU
#1-38.87%
Oct 6, 2025 - Jun 5, 2026
-9.95%
Sep 16, 2024 - Jan 14, 2025
#2-4.25%
Sep 18, 2025 - Oct 2, 2025
N/A
#3-3.83%
Aug 13, 2025 - Sep 12, 2025
N/A
#4-3.29%
May 27, 2025 - Jun 10, 2025
N/A
#5-2.83%
Jul 14, 2025 - Aug 12, 2025
N/A
#6-1.96%
Jun 16, 2025 - Jun 25, 2025
N/A
#7-1.75%
Jun 10, 2025 - Jun 16, 2025
N/A
#8-1.32%
Apr 9, 2025 - Apr 11, 2025
N/A
#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

Correlation

Correlation between CBTA and LIAU is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24
-101

Dividend Comparison (2024 - 2026)

CBTA vs LIAU dividend yield comparison.

YearCBTALIAU
20260.00%2.04%
20250.89%12.93%
20240.00%1.04%

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