CBTO vs DFVE

Comparison between Calamos Bitcoin 80 Series Structured Alt Protection ETF October (CBTO, ETF) and DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF (DFVE, ETF).

CBTO vs DFVE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBTO(ETF)	DFVE(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.69%	0.20%
Max Drawdown	21.34%	20.12%
Sharpe Ratio	-3.02	1.48
5Y Beta	0.41	0.82
P/E Ratio	N/A	37.99
Forward P/E	N/A	14.65
5Y EPS CAGR	N/A	11.91%
Debt to Equity	N/A	58.13%
P/S Ratio	N/A	0.85
P/B Ratio	N/A	2.55

Net Assets

CBTO

$31M

DFVE

$31M

Expense Ratio

CBTO

0.69%

Winner

DFVE

0.20%

Max Drawdown

CBTO

21.34%

Winner

DFVE

20.12%

Sharpe Ratio

CBTO

-3.02

Winner

DFVE

1.48

5Y Beta

Winner

CBTO

0.41

DFVE

0.82

P/E Ratio

CBTO

N/A

DFVE

37.99

Forward P/E

CBTO

N/A

DFVE

14.65

5Y EPS CAGR

CBTO

N/A

DFVE

11.91%

Debt to Equity

CBTO

N/A

DFVE

58.13%

P/S Ratio

CBTO

N/A

DFVE

0.85

P/B Ratio

CBTO

N/A

DFVE

2.55

CBTO vs DFVE - Historical Returns

Returns include dividend reinvestment.

Period	CBTO	DFVE
1 month	-3.50%	+1.55%
3 months	-2.80%	+4.36%
6 months	-9.81%	+10.40%
1 year	N/A	+24.33%
Max(CAGR)	-30.04%	+16.66%

CBTO

-3.50%

Winner

DFVE

+1.55%

CBTO

-2.80%

Winner

DFVE

+4.36%

CBTO

-9.81%

Winner

DFVE

+10.40%

CBTO

N/A

DFVE

+24.33%

Max(CAGR)

CBTO

-30.04%

Winner

DFVE

+16.66%

CBTO vs DFVE - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	CBTO	DFVE
2026	-9.23%	+9.26%
2025	-13.81%	+14.66%
2024	N/A	+13.70%

CBTO vs DFVE Drawdown Comparison

The maximum drawdown for CBTO was -21.17%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for DFVE was -19.43%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The current CBTO drawdown is -21.17%. The current DFVE drawdown is -0.62%.

Rank	CBTO	DFVE
#1	-21.17% Oct 8, 2025 - Jun 5, 2026	-19.43% Nov 25, 2024 - Jul 2, 2025
#2	N/A	-7.79% Feb 11, 2026 - Apr 17, 2026
#3	N/A	-6.35% Jul 31, 2024 - Aug 23, 2024
#4	N/A	-6.31% Mar 28, 2024 - Jul 16, 2024
#5	N/A	-5.41% Oct 27, 2025 - Nov 28, 2025
#6	N/A	-4.22% Jul 23, 2025 - Aug 22, 2025
#7	N/A	-3.85% Oct 3, 2025 - Oct 27, 2025
#8	N/A	-3.65% Aug 30, 2024 - Sep 19, 2024
#9	N/A	-3.42% Oct 18, 2024 - Nov 6, 2024
#10	N/A	-3.28% Apr 20, 2026 - May 28, 2026
#11	N/A	-2.79% Jul 16, 2024 - Jul 30, 2024
#12	N/A	-2.19% Nov 11, 2024 - Nov 22, 2024
#13	N/A	-2.13% Feb 12, 2024 - Feb 15, 2024
#14	N/A	-2.09% Jul 10, 2025 - Jul 23, 2025
#15	N/A	-2.05% Jan 15, 2026 - Feb 3, 2026