CPSM vs IRTR
Comparison between CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MAY (CPSM, ETF) and ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF).
CPSM vs IRTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CPSM
$56M
Winner
IRTR
$57M
Expense Ratio
CPSM
0.69%
Winner
IRTR
0.08%
Max Drawdown
Winner
CPSM
5.19%
IRTR
7.47%
Sharpe Ratio
CPSM
0.70
Winner
IRTR
1.08
5Y Beta
Winner
CPSM
0.24
IRTR
0.37
CPSM vs IRTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CPSM
+0.39%
IRTR
-0.44%
3M
CPSM
+1.01%
Winner
IRTR
+1.95%
6M
CPSM
+2.30%
Winner
IRTR
+3.85%
1Y
CPSM
+5.07%
Winner
IRTR
+10.57%
Max(CAGR)
CPSM
+7.41%
Winner
IRTR
+13.13%
CPSM vs IRTR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CPSM | IRTR |
|---|---|---|
| 2026 | +2.44% | +4.49% |
| 2025 | +6.93% | +12.80% |
| 2024 | +6.67% | +8.21% |
| 2023 | N/A | +10.63% |
CPSM vs IRTR Drawdown Comparison
The maximum drawdown for CPSM was -5.19%, occurring on Apr 8, 2025. Recovery took 47 trading sessions.
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The current CPSM drawdown is -0.04%. The current IRTR drawdown is -0.83%.
| Rank | CPSM | IRTR |
|---|---|---|
| #1 | -5.19% Feb 19, 2025 - Apr 28, 2025 | -6.29% Feb 26, 2025 - May 13, 2025 |
| #2 | -1.16% Jul 15, 2024 - Aug 13, 2024 | -4.82% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -0.59% Aug 30, 2024 - Sep 12, 2024 | -3.76% Dec 6, 2024 - Feb 26, 2025 |
| #4 | -0.49% Jun 2, 2026 - Jul 6, 2026 | -3.38% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.45% Sep 25, 2024 - Oct 14, 2024 | -2.41% Sep 27, 2024 - Nov 29, 2024 |
| #6 | -0.45% Nov 11, 2025 - Nov 26, 2025 | -2.39% Oct 28, 2025 - Dec 23, 2025 |
| #7 | -0.43% Dec 16, 2024 - Dec 24, 2024 | -2.25% Jul 16, 2024 - Aug 15, 2024 |
| #8 | -0.38% Mar 23, 2026 - Apr 1, 2026 | -1.91% Jun 2, 2026 - Jul 6, 2026 |
| #9 | -0.35% May 28, 2024 - Jun 5, 2024 | -1.82% Dec 27, 2023 - Feb 1, 2024 |
| #10 | -0.35% Jan 6, 2025 - Jan 15, 2025 | -1.53% May 15, 2024 - Jun 5, 2024 |
| #11 | -0.31% Jan 24, 2025 - Feb 10, 2025 | -1.50% Feb 1, 2024 - Feb 23, 2024 |
| #12 | -0.31% Aug 21, 2024 - Aug 23, 2024 | -1.44% May 6, 2026 - May 26, 2026 |
| #13 | -0.30% Oct 14, 2024 - Oct 28, 2024 | -1.15% Jul 6, 2026 - Jul 20, 2026 |
| #14 | -0.29% Aug 27, 2024 - Aug 30, 2024 | -1.09% Oct 24, 2023 - Nov 1, 2023 |
| #15 | -0.27% May 15, 2024 - May 28, 2024 | -1.02% Jan 15, 2026 - Jan 26, 2026 |
Correlation
Correlation between CPSM and IRTR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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