CPST vs ITDH
Comparison between CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER (CPST, ETF) and ISHARES LIFEPATH TARGET DATE 2060 ETF (ITDH, ETF).
CPST vs ITDH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CPST
$32M
ITDH
$32M
Expense Ratio
CPST
0.69%
Winner
ITDH
0.12%
Max Drawdown
Winner
CPST
3.79%
ITDH
16.44%
Sharpe Ratio
Winner
CPST
1.67
ITDH
1.51
5Y Beta
Winner
CPST
0.18
ITDH
0.89
CPST vs ITDH - Historical Returns
Returns include dividend reinvestment.
1M
CPST
+0.58%
Winner
ITDH
+1.03%
3M
CPST
+2.04%
Winner
ITDH
+7.18%
6M
CPST
+2.76%
Winner
ITDH
+9.84%
1Y
CPST
+7.54%
Winner
ITDH
+25.71%
Max(CAGR)
CPST
+6.64%
Winner
ITDH
+23.82%
CPST vs ITDH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CPST | ITDH |
|---|---|---|
| 2026 | +2.44% | +8.45% |
| 2025 | +6.69% | +21.94% |
| 2024 | +2.30% | +17.59% |
| 2023 | N/A | +12.83% |
CPST vs ITDH Drawdown Comparison
The maximum drawdown for CPST was -3.79%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for ITDH was -16.25%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current CPST drawdown is -0.18%. The current ITDH drawdown is -3.38%.
| Rank | CPST | ITDH |
|---|---|---|
| #1 | -3.79% Feb 19, 2025 - May 15, 2025 | -16.25% Feb 18, 2025 - May 19, 2025 |
| #2 | -1.42% Feb 25, 2026 - Apr 9, 2026 | -9.64% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -0.89% Oct 27, 2025 - Dec 3, 2025 | -8.19% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.73% May 19, 2025 - Jun 3, 2025 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -0.55% Jan 23, 2025 - Feb 6, 2025 | -4.93% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -0.49% Dec 6, 2024 - Dec 24, 2024 | -4.88% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -0.43% Oct 22, 2024 - Nov 6, 2024 | -4.03% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -0.40% Jul 28, 2025 - Aug 6, 2025 | -3.38% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.40% Jan 6, 2025 - Jan 15, 2025 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.38% Nov 8, 2024 - Nov 26, 2024 | -3.10% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.36% Jan 28, 2026 - Feb 9, 2026 | -2.82% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -0.36% Sep 25, 2024 - Oct 11, 2024 | -2.80% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.35% Jan 13, 2026 - Jan 27, 2026 | -2.45% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -0.34% Oct 6, 2025 - Oct 20, 2025 | -2.44% Nov 7, 2024 - Nov 29, 2024 |
| #15 | -0.32% Sep 22, 2025 - Oct 1, 2025 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between CPST and ITDH is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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