SGRW vs CBTL

Comparison between HARBOR ACTIVE SMALL CAP GROWTH ETF (SGRW, ETF) and Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF (CBTL, ETF).

SGRW vs CBTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGRW(ETF)	CBTL(ETF)
Net Assets	$3.70M	$3.70M
Expense Ratio	0.80%	0.79%
Max Drawdown	16.25%	29.62%
Sharpe Ratio	1.07	-2.38
5Y Beta	1.69	0.83
P/E Ratio	-93.69	N/A
Forward P/E	25.22	N/A
5Y EPS CAGR	14.39%	N/A
Debt to Equity	55.83%	N/A
P/S Ratio	3.53	N/A
P/B Ratio	4.84	N/A

Net Assets

SGRW

$3.70M

CBTL

$3.70M

Expense Ratio

SGRW

0.80%

Winner

CBTL

0.79%

Max Drawdown

Winner

SGRW

16.25%

CBTL

29.62%

Sharpe Ratio

Winner

SGRW

1.07

CBTL

-2.38

5Y Beta

SGRW

1.69

Winner

CBTL

0.83

P/E Ratio

SGRW

-93.69

CBTL

N/A

Forward P/E

SGRW

25.22

CBTL

N/A

5Y EPS CAGR

SGRW

14.39%

CBTL

N/A

Debt to Equity

SGRW

55.83%

CBTL

N/A

P/S Ratio

SGRW

3.53

CBTL

N/A

P/B Ratio

SGRW

4.84

CBTL

N/A

SGRW vs CBTL - Holdings Comparison

SGRW and CBTL have 0 common holdings. Overlap is 0.00%

SGRW's top 25 holdings weight is 43.83%. CBTL's top 25 holdings weight is 99.63%.

Rank	SGRW	CBTL
#1	SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.27%	CALAMOS BITCOIN 80 STR ALT PRT ETF-OCT (CBTO) - 28.26%
#2	n/a (PRCH) - 2.87%	CALAMOS BITCOIN 80 STR ALT PRT ETF-JULY (CBTY) - 26.20%
#3	n/a (INDI) - 2.49%	CALAMOS BITCOIN 80 STR ALT PRT ETF-APR (CBTA) - 22.59%
#4	US DOLLAR (n/a) - 2.32%	CALAMOS BITCOIN 80 STR ALT PRT ETF-JAN (CBTJ) - 22.58%
#5	MATERION CORP (MTRN) - 2.31%	N/A
#6	CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.11%	N/A
#7	RBC BEARINGS INC (RBC) - 2.10%	N/A
#8	GATES INDUSTRIAL CORP PLC (GTES) - 1.96%	N/A
#9	FTAI AVIATION LTD (FTAI) - 1.94%	N/A
#10	MODINE MANUFACTURING CO (MOD) - 1.79%	N/A
#11	CARPENTER TECHNOLOGY CORP (CRS) - 1.77%	N/A
#12	SI-BONE INC (SIBN) - 1.67%	N/A
#13	ONTO INNOVATION INC (ONTO) - 1.66%	N/A
#14	TEXAS CAPITAL BANCSHARES INC (TCBI) - 1.65%	N/A
#15	DIGITAL TURBINE INC (APPS) - 1.60%	N/A
#16	MAGNITE INC (MGNI) - 1.57%	N/A
#17	n/a (FPS) - 1.55%	N/A
#18	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.34%	N/A
#19	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.29%	N/A
#20	BIOLIFE SOLUTIONS INC (BLFS) - 1.16%	N/A
#21	ORTHOPEDIATRICS CORP (KIDS) - 1.16%	N/A
#22	VEECO INSTRUMENTS INC (VECO) - 1.11%	N/A
#23	STERLING INFRASTRUCTURE INC (STRL) - 1.09%	N/A
#24	RAMBUS INC (RMBS) - 1.03%	N/A
#25	TTM TECHNOLOGIES INC (TTMI) - 1.02%	N/A
Total Holdings	142	4

SGRW vs CBTL - Historical Returns

Returns include dividend reinvestment.

Period	SGRW	CBTL
1 month	+4.28%	-8.25%
3 months	+18.97%	-5.90%
6 months	N/A	-17.58%
Max(CAGR)	+34.67%	-40.35%

Winner

SGRW

+4.28%

CBTL

-8.25%

Winner

SGRW

+18.97%

CBTL

-5.90%

SGRW

N/A

CBTL

-17.58%

Max(CAGR)

Winner

SGRW

+34.67%

CBTL

-40.35%

SGRW vs CBTL - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	SGRW	CBTL
2026	+12.18%	-17.37%
2025	N/A	-14.41%

SGRW vs CBTL Drawdown Comparison

The maximum drawdown for SGRW was -16.25%, occurring on Mar 30, 2026. Recovery took 59 trading sessions.

The maximum drawdown for CBTL was -28.94%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current SGRW drawdown is -4.60%. The current CBTL drawdown is -28.94%.

Rank	SGRW	CBTL
#1	-16.25% Jan 22, 2026 - Apr 17, 2026	-28.94% Oct 27, 2025 - Jun 5, 2026
#2	-5.59% May 6, 2026 - May 22, 2026	-3.27% Oct 14, 2025 - Oct 27, 2025
#3	-4.60% Jun 4, 2026 - Jun 5, 2026	N/A
#4	-2.99% Apr 20, 2026 - Apr 30, 2026	N/A
#5	-0.97% Jun 2, 2026 - Jun 4, 2026	N/A
#6	-0.59% Jan 15, 2026 - Jan 21, 2026	N/A