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CBTY vs MSFY

Comparison between Calamos Bitcoin 80 Series Structured Alt Protection ETF July (CBTY, ETF) and Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY, ETF).

CBTY vs MSFY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CBTY
$11M
MSFY
$11M
Expense Ratio
Winner
CBTY
0.69%
MSFY
0.99%
Max Drawdown
Winner
CBTY
28.80%
MSFY
46.62%
Sharpe Ratio
CBTY
-1.75
Winner
MSFY
-0.93
5Y Beta
Winner
CBTY
0.49
MSFY
0.79

CBTY vs MSFY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CBTY
+1.47%
MSFY
+1.22%
3M
Winner
CBTY
-1.31%
MSFY
-9.62%
6M
Winner
CBTY
-10.08%
MSFY
-21.37%
1Y
Winner
CBTY
-22.64%
MSFY
-24.43%
Max(CAGR)
CBTY
-19.00%
Winner
MSFY
-0.83%

CBTY vs MSFY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearCBTYMSFY
2026-10.86%-22.81%
2025-10.92%+15.27%
2024N/A+12.33%
2023N/A+2.57%

CBTY vs MSFY Drawdown Comparison

The maximum drawdown for CBTY was -27.78%, occurring on Jul 8, 2026. This drawdown has not yet recovered.

The maximum drawdown for MSFY was -35.56%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current CBTY drawdown is -25.63%. The current MSFY drawdown is -30.35%.

RankCBTYMSFY
#1-27.78%
Oct 6, 2025 - Jul 8, 2026
-35.56%
Oct 28, 2025 - Jun 25, 2026
#2-5.70%
Aug 13, 2025 - Oct 2, 2025
-19.32%
Jul 5, 2024 - Jun 4, 2025
#3-3.17%
Jul 14, 2025 - Aug 13, 2025
-7.28%
Apr 11, 2024 - Jun 10, 2024
#4N/A-5.92%
Aug 4, 2025 - Oct 6, 2025
#5N/A-3.10%
Nov 28, 2023 - Jan 10, 2024
#6N/A-2.81%
Feb 9, 2024 - Mar 14, 2024
#7N/A-2.22%
Oct 6, 2025 - Oct 24, 2025
#8N/A-1.45%
Jun 30, 2025 - Jul 3, 2025
#9N/A-1.38%
Mar 22, 2024 - Apr 5, 2024
#10N/A-1.10%
Mar 14, 2024 - Mar 20, 2024
#11N/A-0.96%
Feb 2, 2024 - Feb 7, 2024
#12N/A-0.94%
Jul 31, 2025 - Aug 4, 2025
#13N/A-0.81%
Jul 21, 2025 - Jul 24, 2025
#14N/A-0.60%
Jul 9, 2025 - Jul 11, 2025
#15N/A-0.60%
Jun 12, 2025 - Jun 16, 2025

Correlation

Correlation between CBTY and MSFY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2023 - 2026)

CBTY vs MSFY dividend yield comparison.

YearCBTYMSFY
20260.00%11.49%
20251.47%18.56%
20240.00%14.35%
20230.00%1.94%

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