LFAI vs CBTA

Comparison between LifeX 2050 Longevity Income ETF (LFAI, ETF) and Calamos Bitcoin 80 Series Structured Alt Protection ETF April (CBTA, ETF).

LFAI vs CBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFAI(ETF)	CBTA(ETF)
Net Assets	$4.50M	$4.60M
Expense Ratio	0.25%	0.69%
Max Drawdown	21.35%	39.39%
Sharpe Ratio	-0.11	-1.25
5Y Beta	0.03	0.66

Net Assets

LFAI

$4.50M

Winner

CBTA

$4.60M

Expense Ratio

Winner

LFAI

0.25%

CBTA

0.69%

Max Drawdown

Winner

LFAI

21.35%

CBTA

39.39%

Sharpe Ratio

Winner

LFAI

-0.11

CBTA

-1.25

5Y Beta

Winner

LFAI

0.03

CBTA

0.66

LFAI vs CBTA - Historical Returns

Returns include dividend reinvestment.

Period	LFAI	CBTA
1 month	-0.35%	-13.44%
3 months	-2.34%	-11.26%
6 months	-0.95%	-27.65%
1 year	+2.95%	-29.98%
Max(CAGR)	-1.33%	-15.86%

Winner

LFAI

-0.35%

CBTA

-13.44%

Winner

LFAI

-2.34%

CBTA

-11.26%

Winner

LFAI

-0.95%

CBTA

-27.65%

Winner

LFAI

+2.95%

CBTA

-29.98%

Max(CAGR)

Winner

LFAI

-1.33%

CBTA

-15.86%

LFAI vs CBTA - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFAI	CBTA
2026	-0.72%	-28.31%
2025	+5.98%	+11.80%
2024	-7.12%	N/A

LFAI vs CBTA Drawdown Comparison

The maximum drawdown for LFAI was -8.64%, occurring on Jan 13, 2025. Recovery took 272 trading sessions.

The maximum drawdown for CBTA was -38.87%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current LFAI drawdown is -3.75%. The current CBTA drawdown is -38.87%.

Rank	LFAI	CBTA
#1	-8.64% Sep 16, 2024 - Oct 16, 2025	-38.87% Oct 6, 2025 - Jun 5, 2026
#2	-5.29% Feb 27, 2026 - May 19, 2026	-4.25% Sep 18, 2025 - Oct 2, 2025
#3	-2.40% Oct 22, 2025 - Feb 13, 2026	-3.83% Aug 13, 2025 - Sep 12, 2025
#4	-0.27% Feb 17, 2026 - Feb 23, 2026	-3.29% May 27, 2025 - Jun 10, 2025
#5	-0.20% Oct 16, 2025 - Oct 20, 2025	-2.83% Jul 14, 2025 - Aug 12, 2025
#6	-0.03% Feb 24, 2026 - Feb 26, 2026	-1.96% Jun 16, 2025 - Jun 25, 2025
#7	N/A	-1.75% Jun 10, 2025 - Jun 16, 2025
#8	N/A	-1.32% Apr 9, 2025 - Apr 11, 2025
#9	N/A	-1.09% May 2, 2025 - May 7, 2025
#10	N/A	-0.86% Jun 30, 2025 - Jul 2, 2025
#11	N/A	-0.69% May 22, 2025 - May 27, 2025
#12	N/A	-0.62% Sep 12, 2025 - Sep 18, 2025
#13	N/A	-0.48% Apr 29, 2025 - May 1, 2025
#14	N/A	-0.45% Apr 25, 2025 - Apr 29, 2025
#15	N/A	-0.30% May 13, 2025 - May 16, 2025

Correlation

Correlation between LFAI and CBTA is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101