CVRT vs HELX

Comparison between Calamos Convertible Equity Alternative ETF (CVRT, ETF) and FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF).

CVRT vs HELX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CVRT(ETF)	HELX(ETF)
Net Assets	$22M	$22M
Expense Ratio	0.69%	0.50%
Max Drawdown	21.13%	58.85%
Sharpe Ratio	2.26	1.18
5Y Beta	1.00	0.94
P/E Ratio	N/A	-157.81
Forward P/E	N/A	24.10
5Y Dividends CAGR	N/A	22.57%
5Y EPS CAGR	N/A	3.43%
Debt to Equity	N/A	-60.08%
P/S Ratio	N/A	8.96
P/B Ratio	N/A	5.95

Net Assets

CVRT

$22M

HELX

$22M

Expense Ratio

CVRT

0.69%

Winner

HELX

0.50%

Max Drawdown

Winner

CVRT

21.13%

HELX

58.85%

Sharpe Ratio

Winner

CVRT

2.26

HELX

1.18

5Y Beta

CVRT

1.00

Winner

HELX

0.94

P/E Ratio

CVRT

N/A

HELX

-157.81

Forward P/E

CVRT

N/A

HELX

24.10

5Y Dividends CAGR

CVRT

N/A

HELX

22.57%

5Y EPS CAGR

CVRT

N/A

HELX

3.43%

Debt to Equity

CVRT

N/A

HELX

-60.08%

P/S Ratio

CVRT

N/A

HELX

8.96

P/B Ratio

CVRT

N/A

HELX

5.95

CVRT vs HELX - Historical Returns

Returns include dividend reinvestment.

Period	CVRT	HELX
1 month	+0.80%	+3.01%
3 months	+21.19%	+4.48%
6 months	+32.64%	-6.12%
1 year	+66.84%	+31.33%
5 years(CAGR)	N/A	-4.45%
Max(CAGR)	+33.66%	+6.26%

CVRT

+0.80%

Winner

HELX

+3.01%

Winner

CVRT

+21.19%

HELX

+4.48%

Winner

CVRT

+32.64%

HELX

-6.12%

Winner

CVRT

+66.84%

HELX

+31.33%

5Y(CAGR)

CVRT

N/A

HELX

-4.45%

Max(CAGR)

Winner

CVRT

+33.66%

HELX

+6.26%

CVRT vs HELX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	CVRT	HELX
2026	+30.09%	-4.60%
2025	+29.40%	+25.61%
2024	+16.12%	-6.34%
2023	+11.01%	+2.01%
2022	N/A	-36.31%
2021	N/A	+9.60%
2020	N/A	+85.05%

CVRT vs HELX Drawdown Comparison

The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.

The maximum drawdown for HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current CVRT drawdown is -6.47%. The current HELX drawdown is -39.85%.

Rank	CVRT	HELX
#1	-20.71% Nov 29, 2024 - Jul 9, 2025	-58.75% Sep 7, 2021 - Apr 8, 2025
#2	-9.41% Jul 16, 2024 - Sep 19, 2024	-27.15% Mar 4, 2020 - Apr 27, 2020
#3	-8.60% Feb 25, 2026 - Apr 8, 2026	-26.01% Feb 12, 2021 - Jul 30, 2021
#4	-8.52% Oct 11, 2023 - Nov 29, 2023	-8.87% Sep 2, 2020 - Oct 5, 2020
#5	-7.97% Mar 27, 2024 - Jul 16, 2024	-8.01% Oct 13, 2020 - Nov 5, 2020
#6	-7.52% Nov 10, 2025 - Dec 10, 2025	-7.96% Aug 9, 2021 - Sep 2, 2021
#7	-6.47% Jun 2, 2026 - Jun 5, 2026	-7.95% Jan 20, 2021 - Feb 8, 2021
#8	-6.24% Feb 12, 2024 - Mar 4, 2024	-6.48% Jun 2, 2020 - Jun 18, 2020
#9	-6.16% May 11, 2026 - May 29, 2026	-6.11% Aug 4, 2020 - Aug 31, 2020
#10	-5.22% Jan 28, 2026 - Feb 6, 2026	-5.93% Dec 22, 2020 - Jan 7, 2021
#11	-5.02% Dec 26, 2023 - Feb 9, 2024	-4.79% Apr 27, 2020 - May 7, 2020
#12	-4.73% Dec 11, 2025 - Jan 5, 2026	-4.47% Nov 6, 2020 - Nov 27, 2020
#13	-4.05% Oct 15, 2025 - Oct 27, 2025	-4.20% Jul 20, 2020 - Aug 3, 2020
#14	-3.21% Nov 3, 2025 - Nov 10, 2025	-3.85% Jun 23, 2020 - Jul 2, 2020
#15	-3.09% Jul 17, 2025 - Aug 22, 2025	-3.35% Jul 9, 2020 - Jul 15, 2020