CBTL vs SGRW

Comparison between Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF (CBTL, ETF) and HARBOR ACTIVE SMALL CAP GROWTH ETF (SGRW, ETF).

CBTL vs SGRW - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	CBTL(ETF)	SGRW(ETF)
Net Assets	$3.70M	$3.70M
Expense Ratio	0.79%	0.80%
Max Drawdown	29.62%	16.25%
Sharpe Ratio	-2.38	1.07
5Y Beta	0.83	1.69
P/E Ratio	N/A	-93.69
Forward P/E	N/A	25.22
5Y EPS CAGR	N/A	14.39%
Debt to Equity	N/A	55.83%
P/S Ratio	N/A	3.53
P/B Ratio	N/A	4.84

Net Assets

CBTL

$3.70M

SGRW

$3.70M

Expense Ratio

Winner

CBTL

0.79%

SGRW

0.80%

Max Drawdown

CBTL

29.62%

Winner

SGRW

16.25%

Sharpe Ratio

CBTL

-2.38

Winner

SGRW

1.07

5Y Beta

Winner

CBTL

0.83

SGRW

1.69

P/E Ratio

CBTL

N/A

SGRW

-93.69

Forward P/E

CBTL

N/A

SGRW

25.22

5Y EPS CAGR

CBTL

N/A

SGRW

14.39%

Debt to Equity

CBTL

N/A

SGRW

55.83%

P/S Ratio

CBTL

N/A

SGRW

3.53

P/B Ratio

CBTL

N/A

SGRW

4.84

CBTL vs SGRW - Holdings Comparison

CBTL and SGRW have 0 common holdings. Overlap is 0.00%

CBTL's top 25 holdings weight is 99.63%. SGRW's top 25 holdings weight is 43.83%.

Rank	CBTL	SGRW
#1	CALAMOS BITCOIN 80 STR ALT PRT ETF-OCT (CBTO) - 28.26%	SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.27%
#2	CALAMOS BITCOIN 80 STR ALT PRT ETF-JULY (CBTY) - 26.20%	n/a (PRCH) - 2.87%
#3	CALAMOS BITCOIN 80 STR ALT PRT ETF-APR (CBTA) - 22.59%	n/a (INDI) - 2.49%
#4	CALAMOS BITCOIN 80 STR ALT PRT ETF-JAN (CBTJ) - 22.58%	US DOLLAR (n/a) - 2.32%
#5	N/A	MATERION CORP (MTRN) - 2.31%
#6	N/A	CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.11%
#7	N/A	RBC BEARINGS INC (RBC) - 2.10%
#8	N/A	GATES INDUSTRIAL CORP PLC (GTES) - 1.96%
#9	N/A	FTAI AVIATION LTD (FTAI) - 1.94%
#10	N/A	MODINE MANUFACTURING CO (MOD) - 1.79%
#11	N/A	CARPENTER TECHNOLOGY CORP (CRS) - 1.77%
#12	N/A	SI-BONE INC (SIBN) - 1.67%
#13	N/A	ONTO INNOVATION INC (ONTO) - 1.66%
#14	N/A	TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.65%
#15	N/A	DIGITAL TURBINE INC (APPS) - 1.60%
#16	N/A	MAGNITE INC (MGNI) - 1.57%
#17	N/A	n/a (FPS) - 1.55%
#18	N/A	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.34%
#19	N/A	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.29%
#20	N/A	BIOLIFE SOLUTIONS INC (BLFS) - 1.16%
#21	N/A	ORTHOPEDIATRICS CORP (KIDS) - 1.16%
#22	N/A	VEECO INSTRUMENTS INC (VECO) - 1.11%
#23	N/A	STERLING INFRASTRUCTURE INC (STRL) - 1.09%
#24	N/A	RAMBUS INC (RMBS) - 1.03%
#25	N/A	TTM TECHNOLOGIES INC (TTMI) - 1.02%
Total Holdings	4	142

CBTL vs SGRW - Historical Returns

Returns include dividend reinvestment.

Period	CBTL	SGRW
1 month	-8.25%	+4.28%
3 months	-5.90%	+18.97%
6 months	-17.58%	N/A
Max(CAGR)	-40.35%	+34.67%

CBTL

-8.25%

Winner

SGRW

+4.28%

CBTL

-5.90%

Winner

SGRW

+18.97%

CBTL

-17.58%

SGRW

N/A

Max(CAGR)

CBTL

-40.35%

Winner

SGRW

+34.67%

CBTL vs SGRW - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	CBTL	SGRW
2026	-17.37%	+12.18%
2025	-14.41%	N/A

CBTL vs SGRW Drawdown Comparison

The maximum drawdown for CBTL was -28.94%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for SGRW was -16.25%, occurring on Mar 30, 2026. Recovery took 59 trading sessions.

The current CBTL drawdown is -28.94%. The current SGRW drawdown is -4.60%.

Rank	CBTL	SGRW
#1	-28.94% Oct 27, 2025 - Jun 5, 2026	-16.25% Jan 22, 2026 - Apr 17, 2026
#2	-3.27% Oct 14, 2025 - Oct 27, 2025	-5.59% May 6, 2026 - May 22, 2026
#3	N/A	-4.60% Jun 4, 2026 - Jun 5, 2026
#4	N/A	-2.99% Apr 20, 2026 - Apr 30, 2026
#5	N/A	-0.97% Jun 2, 2026 - Jun 4, 2026
#6	N/A	-0.59% Jan 15, 2026 - Jan 21, 2026