LIFT vs CBOL

Comparison between LifeX 2028 Income Bucket ETF (LIFT, ETF) and Calamos Laddered Bitcoin Structured Alt Protection ETF (CBOL, ETF).

LIFT vs CBOL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LIFT(ETF)	CBOL(ETF)
Net Assets	$2.40M	$2.40M
Expense Ratio	0.25%	0.79%
Max Drawdown	22.51%	6.72%
Sharpe Ratio	-0.77	-2.93
5Y Beta	0.00	0.14

Net Assets

LIFT

$2.40M

CBOL

$2.40M

Expense Ratio

Winner

LIFT

0.25%

CBOL

0.79%

Max Drawdown

LIFT

22.51%

Winner

CBOL

6.72%

Sharpe Ratio

Winner

LIFT

-0.77

CBOL

-2.93

5Y Beta

Winner

LIFT

0.00

CBOL

0.14

LIFT vs CBOL - Holdings Comparison

LIFT and CBOL have 0 common holdings. Overlap is 0.00%

LIFT's top 25 holdings weight is 98.42%. CBOL's top 25 holdings weight is 99.79%.

Rank	LIFT	CBOL
#1	UNITED STATES TREASURY NOTES 3.5% (n/a) - 21.02%	CALAMOS BITCOIN STR ALT PRT ETF-OCT (CBOO) - 26.03%
#2	UNITED STATES TREASURY NOTES 4.63% (n/a) - 16.44%	CALAMOS BITCOIN STR ALT PRT ETF-JULY (CBOY) - 25.44%
#3	UNITED STATES TREASURY NOTES 3.63% (n/a) - 16.04%	CALAMOS BITCOIN STR ALT PRT ETF-APR (CBOA) - 24.17%
#4	UNITED STATES TREASURY NOTES 3.38% (n/a) - 13.37%	CALAMOS BITCOIN STR ALT PRT ETF-JAN (CBOJ) - 24.15%
#5	UNITED STATES TREASURY NOTES 3.88% (n/a) - 8.54%	N/A
#6	UNITED STATES TREASURY NOTES 4.5% (n/a) - 5.85%	N/A
#7	UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.93%	N/A
#8	UNITED STATES TREASURY NOTES 4.13% (n/a) - 3.84%	N/A
#9	UNITED STATES TREASURY NOTES 2% (n/a) - 3.42%	N/A
#10	UNITED STATES TREASURY NOTES 4.38% (n/a) - 2.20%	N/A
#11	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.36%	N/A
#12	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.36%	N/A
#13	OTHER ASSETS AND LIABILITIES (n/a) - 0.78%	N/A
#14	UNITED STATES TREASURY BONDS 4.75% (n/a) - 0.08%	N/A
#15	UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.08%	N/A
#16	UNITED STATES TREASURY BONDS 4.13% (n/a) - 0.04%	N/A
#17	UNITED STATES TREASURY NOTES 3.13% (n/a) - 0.04%	N/A
#18	UNITED STATES TREASURY BONDS 2.38% (n/a) - 0.03%	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	18	4

LIFT vs CBOL - Historical Returns

Returns include dividend reinvestment.

Period	LIFT	CBOL
1 month	+0.14%	-1.31%
3 months	+0.43%	-0.74%
6 months	+0.91%	-2.61%
Max(CAGR)	+2.70%	-7.48%

Winner

LIFT

+0.14%

CBOL

-1.31%

Winner

LIFT

+0.43%

CBOL

-0.74%

Winner

LIFT

+0.91%

CBOL

-2.61%

Max(CAGR)

Winner

LIFT

+2.70%

CBOL

-7.48%

LIFT vs CBOL - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LIFT	CBOL
2026	+0.67%	-2.67%
2025	+1.17%	-2.47%

LIFT vs CBOL Drawdown Comparison

The maximum drawdown for LIFT was -0.49%, occurring on Mar 26, 2026. Recovery took 33 trading sessions.

The maximum drawdown for CBOL was -5.05%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current LIFT drawdown is -0.07%. The current CBOL drawdown is -5.05%.

Rank	LIFT	CBOL
#1	-0.49% Feb 27, 2026 - Apr 16, 2026	-5.05% Oct 27, 2025 - Jun 5, 2026
#2	-0.40% Jan 7, 2026 - Feb 5, 2026	-0.82% Oct 14, 2025 - Oct 27, 2025
#3	-0.25% Apr 17, 2026 - May 8, 2026	N/A
#4	-0.25% Oct 24, 2025 - Nov 11, 2025	N/A
#5	-0.16% May 8, 2026 - May 21, 2026	N/A
#6	-0.16% Dec 5, 2025 - Dec 15, 2025	N/A
#7	-0.12% Nov 11, 2025 - Nov 20, 2025	N/A
#8	-0.11% Oct 21, 2025 - Oct 24, 2025	N/A
#9	-0.11% Nov 28, 2025 - Dec 4, 2025	N/A
#10	-0.10% Dec 19, 2025 - Dec 29, 2025	N/A
#11	-0.08% Sep 24, 2025 - Sep 29, 2025	N/A
#12	-0.08% May 22, 2026 - May 26, 2026	N/A
#13	-0.07% Oct 2, 2025 - Oct 10, 2025	N/A
#14	-0.07% Feb 5, 2026 - Feb 12, 2026	N/A
#15	-0.07% Dec 29, 2025 - Jan 5, 2026	N/A

Correlation

Correlation between LIFT and CBOL is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.95

-101