ROKT vs CAIQ
Comparison between STATE STREET(R) SPDR(R) S&P KENSHO FINAL FRONTIERS ETF (ROKT, ETF) and Calamos Nasdaq Autocallable Income ETF (CAIQ, ETF).
ROKT vs CAIQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROKT
$248M
CAIQ
$248M
Expense Ratio
Winner
ROKT
0.45%
CAIQ
0.74%
Max Drawdown
ROKT
43.29%
Winner
CAIQ
11.94%
Sharpe Ratio
Winner
ROKT
1.53
CAIQ
1.37
5Y Beta
ROKT
1.19
Winner
CAIQ
0.88
P/E Ratio
ROKT
60.24
CAIQ
N/A
Forward P/E
ROKT
23.05
CAIQ
N/A
PEG Ratio
ROKT
0.95
CAIQ
N/A
5Y Dividends CAGR
ROKT
-12.71%
CAIQ
N/A
5Y EPS CAGR
ROKT
8.17%
CAIQ
N/A
Debt to Equity
ROKT
63.35%
CAIQ
N/A
P/S Ratio
ROKT
2.44
CAIQ
N/A
P/B Ratio
ROKT
4.48
CAIQ
N/A
ROKT vs CAIQ - Historical Returns
Returns include dividend reinvestment.
1M
ROKT
-5.05%
Winner
CAIQ
-1.93%
3M
ROKT
-3.81%
Winner
CAIQ
+4.53%
6M
ROKT
+8.41%
Winner
CAIQ
+11.46%
1Y
ROKT
+62.17%
CAIQ
N/A
5Y(CAGR)
ROKT
+22.01%
CAIQ
N/A
Max(CAGR)
ROKT
+19.17%
Winner
CAIQ
+23.14%
ROKT vs CAIQ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ROKT | CAIQ |
|---|---|---|
| 2026 | +23.72% | +11.19% |
| 2025 | +49.87% | +4.02% |
| 2024 | +29.56% | N/A |
| 2023 | +14.50% | N/A |
| 2022 | -1.24% | N/A |
| 2021 | +7.93% | N/A |
| 2020 | +6.47% | N/A |
| 2019 | +40.67% | N/A |
| 2018 | -13.19% | N/A |
ROKT vs CAIQ Drawdown Comparison
The maximum drawdown for ROKT was -43.16%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.
The maximum drawdown for CAIQ was -9.06%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The current ROKT drawdown is -19.90%. The current CAIQ drawdown is -2.73%.
| Rank | ROKT | CAIQ |
|---|---|---|
| #1 | -43.16% Feb 11, 2020 - Dec 8, 2020 | -9.06% Jan 28, 2026 - Apr 14, 2026 |
| #2 | -23.47% Jan 21, 2025 - Jun 23, 2025 | -3.78% Jun 1, 2026 - Jul 20, 2026 |
| #3 | -23.29% Jun 25, 2021 - Jun 16, 2023 | -2.93% Dec 10, 2025 - Dec 24, 2025 |
| #4 | -21.65% May 28, 2026 - Jul 20, 2026 | -2.81% Jan 9, 2026 - Jan 27, 2026 |
| #5 | -17.95% Oct 23, 2018 - Feb 6, 2019 | -1.84% Dec 24, 2025 - Jan 9, 2026 |
| #6 | -14.43% Jul 20, 2023 - Dec 22, 2023 | -1.22% May 14, 2026 - May 22, 2026 |
| #7 | -11.40% Mar 2, 2026 - Apr 8, 2026 | -0.98% Apr 24, 2026 - Apr 30, 2026 |
| #8 | -10.28% Oct 8, 2025 - Dec 10, 2025 | -0.87% Apr 22, 2026 - Apr 24, 2026 |
| #9 | -8.76% Jan 27, 2026 - Feb 19, 2026 | -0.87% May 8, 2026 - May 14, 2026 |
| #10 | -8.47% Nov 29, 2024 - Jan 21, 2025 | -0.77% Apr 17, 2026 - Apr 22, 2026 |
| #11 | -7.55% Jul 31, 2024 - Aug 19, 2024 | -0.74% May 1, 2026 - May 6, 2026 |
| #12 | -6.97% Dec 27, 2023 - May 9, 2024 | -0.20% Dec 5, 2025 - Dec 9, 2025 |
| #13 | -6.85% Dec 11, 2025 - Dec 22, 2025 | -0.18% May 26, 2026 - May 29, 2026 |
| #14 | -6.81% Apr 17, 2026 - May 11, 2026 | -0.17% Nov 28, 2025 - Dec 2, 2025 |
| #15 | -6.25% Feb 9, 2021 - Mar 12, 2021 | -0.13% Dec 3, 2025 - Dec 5, 2025 |
Correlation
Correlation between ROKT and CAIQ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2018 - 2026)
ROKT vs CAIQ dividend yield comparison.
| Year | ROKT | CAIQ |
|---|---|---|
| 2026 | 0.10% | 8.76% |
| 2025 | 0.41% | 1.54% |
| 2024 | 0.57% | 0.00% |
| 2023 | 0.62% | 0.00% |
| 2022 | 0.54% | 0.00% |
| 2021 | 1.79% | 0.00% |
| 2020 | 0.48% | 0.00% |
| 2019 | 0.74% | 0.00% |
| 2018 | 0.16% | 0.00% |
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