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CPSF vs PFI

Comparison between CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF – FEBRUARY (CPSF, ETF) and INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF (PFI, ETF).

CPSF vs PFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CPSF
$34M
PFI
$33M
Expense Ratio
CPSF
0.69%
Winner
PFI
0.60%
Max Drawdown
Winner
CPSF
2.89%
PFI
60.34%
Sharpe Ratio
Winner
CPSF
1.28
PFI
0.51
5Y Beta
Winner
CPSF
0.14
PFI
1.04
P/E Ratio
CPSF
N/A
PFI
21.15
Forward P/E
CPSF
N/A
PFI
15.95
5Y Dividends CAGR
CPSF
N/A
PFI
-1.03%
5Y EPS CAGR
CPSF
N/A
PFI
10.63%
Debt to Equity
CPSF
N/A
PFI
68.06%
P/S Ratio
CPSF
N/A
PFI
1.09
P/B Ratio
CPSF
N/A
PFI
2.27

CPSF vs PFI - Historical Returns

Returns include dividend reinvestment.

1M
CPSF
+0.42%
Winner
PFI
+2.75%
3M
CPSF
+1.45%
Winner
PFI
+8.12%
6M
CPSF
+2.39%
Winner
PFI
+6.73%
1Y
CPSF
+6.56%
Winner
PFI
+13.59%
5Y(CAGR)
CPSF
N/A
PFI
+6.23%
10Y(CAGR)
CPSF
N/A
PFI
+8.83%
Max(CAGR)
CPSF
+6.21%
Winner
PFI
+6.27%

CPSF vs PFI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearCPSFPFI
2026+2.79%+8.19%
2025+6.18%+2.39%
2024N/A+32.36%
2023N/A+13.12%
2022N/A-23.08%
2021N/A+30.92%
2020N/A+13.88%
2019N/A+37.80%
2018N/A-16.52%
2017N/A+14.55%
2016N/A+4.92%
2015N/A+1.36%
2014N/A+7.73%
2013N/A+36.13%
2012N/A+17.53%
2011N/A-6.06%
2010N/A+13.22%
2009N/A-5.94%
2008N/A-25.74%
2007N/A-3.16%
2006N/A+3.37%

CPSF vs PFI Drawdown Comparison

The maximum drawdown for CPSF was -2.89%, occurring on Apr 7, 2025. Recovery took 71 trading sessions.

The maximum drawdown for PFI was -59.54%, occurring on Mar 9, 2009. Recovery took 1538 trading sessions.

The current PFI drawdown is -1.41%.

RankCPSFPFI
#1-2.89%
Feb 19, 2025 - Jun 2, 2025
-59.54%
Jun 4, 2007 - Jul 12, 2013
#2-1.30%
Feb 10, 2026 - Apr 14, 2026
-43.07%
Feb 19, 2020 - Dec 15, 2020
#3-0.81%
Nov 12, 2025 - Nov 26, 2025
-35.42%
Nov 3, 2021 - Oct 11, 2024
#4-0.48%
Oct 8, 2025 - Oct 20, 2025
-25.67%
Jan 23, 2018 - Jun 6, 2019
#5-0.47%
Jun 2, 2026 - Jun 15, 2026
-24.83%
Nov 25, 2024 - Jul 6, 2026
#6-0.41%
Jul 25, 2025 - Aug 8, 2025
-18.96%
Mar 20, 2015 - Feb 13, 2017
#7-0.34%
Jun 15, 2026 - Jul 6, 2026
-9.57%
Mar 1, 2017 - Sep 27, 2017
#8-0.34%
Feb 2, 2026 - Feb 10, 2026
-9.51%
Jun 8, 2021 - Aug 6, 2021
#9-0.32%
Aug 14, 2025 - Aug 22, 2025
-9.20%
Dec 31, 2013 - Jun 27, 2014
#10-0.27%
Dec 15, 2025 - Dec 19, 2025
-7.77%
Jul 3, 2014 - Oct 30, 2014
#11-0.26%
Oct 28, 2025 - Nov 10, 2025
-7.39%
Mar 15, 2021 - Apr 28, 2021
#12-0.26%
Aug 28, 2025 - Sep 5, 2025
-7.29%
Feb 20, 2007 - Apr 24, 2007
#13-0.19%
Jun 16, 2025 - Jun 24, 2025
-7.16%
Jul 12, 2019 - Dec 20, 2019
#14-0.18%
Jun 12, 2025 - Jun 16, 2025
-6.41%
Jan 20, 2021 - Feb 4, 2021
#15-0.17%
May 14, 2026 - May 26, 2026
-5.73%
Aug 27, 2021 - Sep 27, 2021

Correlation

Correlation between CPSF and PFI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

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