CVRT vs UXI
Comparison between Calamos Convertible Equity Alternative ETF (CVRT, ETF) and PROSHARES ULTRA INDUSTRIALS (UXI, ETF).
CVRT vs UXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVRT
$29M
UXI
$29M
Expense Ratio
CVRT
0.69%
UXI
N/A
Max Drawdown
Winner
CVRT
21.13%
UXI
89.68%
Sharpe Ratio
Winner
CVRT
2.21
UXI
1.08
5Y Beta
Winner
CVRT
1.00
UXI
1.82
P/E Ratio
CVRT
N/A
UXI
31.32
Forward P/E
CVRT
N/A
UXI
26.44
PEG Ratio
CVRT
N/A
UXI
0.65
5Y Dividends CAGR
CVRT
N/A
UXI
41.22%
Debt to Equity
CVRT
N/A
UXI
64.80%
P/S Ratio
CVRT
N/A
UXI
3.18
P/B Ratio
CVRT
N/A
UXI
7.24
CVRT vs UXI - Historical Returns
Returns include dividend reinvestment.
1M
CVRT
+0.10%
Winner
UXI
+0.76%
3M
Winner
CVRT
+25.79%
UXI
+11.12%
6M
Winner
CVRT
+35.22%
UXI
+21.89%
1Y
Winner
CVRT
+69.08%
UXI
+41.44%
5Y(CAGR)
CVRT
N/A
UXI
+12.39%
10Y(CAGR)
CVRT
N/A
UXI
+19.59%
Max(CAGR)
Winner
CVRT
+34.16%
UXI
+13.10%
CVRT vs UXI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CVRT | UXI |
|---|---|---|
| 2026 | +32.13% | +19.91% |
| 2025 | +29.40% | +30.94% |
| 2024 | +16.12% | +29.41% |
| 2023 | +11.01% | +26.28% |
| 2022 | N/A | -32.05% |
| 2021 | N/A | +40.56% |
| 2020 | N/A | +13.46% |
| 2019 | N/A | +65.69% |
| 2018 | N/A | -28.21% |
| 2017 | N/A | +47.88% |
| 2016 | N/A | +41.82% |
| 2015 | N/A | -6.69% |
| 2014 | N/A | +15.74% |
| 2013 | N/A | +82.23% |
| 2012 | N/A | +27.95% |
| 2011 | N/A | -11.93% |
| 2010 | N/A | +44.24% |
| 2009 | N/A | +30.85% |
| 2008 | N/A | -69.58% |
| 2007 | N/A | +10.42% |
CVRT vs UXI Drawdown Comparison
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The current CVRT drawdown is -5.00%. The current UXI drawdown is -5.56%.
| Rank | CVRT | UXI |
|---|---|---|
| #1 | -20.71% Nov 29, 2024 - Jul 9, 2025 | -89.02% Jul 19, 2007 - Sep 19, 2013 |
| #2 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -66.48% Feb 12, 2020 - Nov 16, 2020 |
| #3 | -8.60% Feb 25, 2026 - Apr 8, 2026 | -48.25% Nov 16, 2021 - Jul 16, 2024 |
| #4 | -8.57% Jun 2, 2026 - Jun 10, 2026 | -43.80% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -8.52% Oct 11, 2023 - Nov 29, 2023 | -36.42% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -7.97% Mar 27, 2024 - Jul 16, 2024 | -30.89% Mar 2, 2015 - Jul 8, 2016 |
| #7 | -7.52% Nov 10, 2025 - Dec 10, 2025 | -23.59% Mar 2, 2026 - Mar 30, 2026 |
| #8 | -6.24% Feb 12, 2024 - Mar 4, 2024 | -19.16% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -6.16% May 11, 2026 - May 29, 2026 | -14.10% Jan 15, 2014 - Mar 6, 2014 |
| #10 | -5.22% Jan 28, 2026 - Feb 6, 2026 | -13.44% Aug 30, 2021 - Nov 16, 2021 |
| #11 | -5.02% Dec 26, 2023 - Feb 9, 2024 | -12.23% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -4.73% Dec 11, 2025 - Jan 5, 2026 | -11.81% Dec 29, 2014 - Feb 13, 2015 |
| #13 | -4.05% Oct 15, 2025 - Oct 27, 2025 | -11.61% Jan 12, 2021 - Feb 8, 2021 |
| #14 | -3.21% Nov 3, 2025 - Nov 10, 2025 | -11.13% Feb 21, 2007 - Apr 20, 2007 |
| #15 | -3.09% Jul 17, 2025 - Aug 22, 2025 | -11.01% Nov 25, 2014 - Dec 26, 2014 |
Correlation
Correlation between CVRT and UXI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
CVRT vs UXI dividend yield comparison.
| Year | CVRT | UXI |
|---|---|---|
| 2026 | 0.47% | 0.09% |
| 2025 | 1.68% | 0.90% |
| 2024 | 1.49% | 0.18% |
| 2023 | 0.32% | 0.21% |
| 2022 | 0.00% | 0.24% |
| 2021 | 0.00% | 0.03% |
| 2020 | 0.00% | 0.29% |
| 2019 | 0.00% | 0.58% |
| 2018 | 0.00% | 0.37% |
| 2017 | 0.00% | 0.24% |
| 2016 | 0.00% | 0.38% |
| 2015 | 0.00% | 0.41% |
| 2014 | 0.00% | 0.35% |
| 2013 | 0.00% | 0.16% |
| 2012 | 0.00% | 0.30% |
| 2011 | 0.00% | 0.17% |
| 2010 | 0.00% | 0.22% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 2.47% |
| 2007 | 0.00% | 5.95% |
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