SROI vs GDOC
Comparison between Calamos Antetokounmpo Global Sustainable Equities ETF (SROI, ETF) and GOLDMAN SACHS FUTURE HEALTH CARE EQUITY ETF (GDOC, ETF).
SROI vs GDOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SROI vs GDOC - Holdings Comparison
SROI and GDOC have 5 common holdings. Overlap is 2.40%
SROI's top 25 holdings weight is 48.48%. GDOC's top 25 holdings weight is 87.47%.
| Rank | SROI | GDOC |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.76% | ELI LILLY AND CO (LLY) - 12.93% |
| #2 | NVIDIA CORP (NVDA) - 4.62% | JOHNSON & JOHNSON (JNJ) - 8.31% |
| #3 | APPLE INC (AAPL) - 3.87% | MERCK & CO INC (MRK) - 6.59% |
| #4 | MICROSOFT CORP (MSFT) - 3.75% | UNITEDHEALTH GROUP INC (UNH) - 5.81% |
| #5 | n/a (TSM) - 3.47% | GUARDANT HEALTH INC (GH) - 4.96% |
| #6 | SK HYNIX INC (n/a) - 2.84% | ASTRAZENECA PLC (AZN:XLON) - 3.96% |
| #7 | AMAZON.COM INC (AMZN) - 2.83% | ARGENX SE ADR (ARGX) - 3.81% |
| #8 | BROADCOM INC (AVGO) - 2.23% | EDWARDS LIFESCIENCES CORP (EW) - 3.65% |
| #9 | INFINEON TECHNOLOGIES AG (n/a) - 1.66% | INTUITIVE SURGICAL INC (ISRG) - 3.35% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.55% | DEXCOM INC (DXCM) - 3.05% |
| #11 | VISA INC CLASS A (V) - 1.47% | AGILENT TECHNOLOGIES INC (A) - 3.02% |
| #12 | TJX COMPANIES INC (TJX) - 1.12% | THERMO FISHER SCIENTIFIC INC (TMO) - 3.01% |
| #13 | QUANTA SERVICES INC (PWR) - 1.12% | APOGEE THERAPEUTICS INC (APGE) - 2.89% |
| #14 | ASML HOLDING NV (n/a) - 1.06% | LONZA GROUP LTD (n/a) - 2.80% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.04% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 2.54% |
| #16 | AMPHENOL CORP CLASS A (APH) - 1.01% | CENCORA INC (COR) - 2.47% |
| #17 | DARLING INGREDIENTS INC (DAR) - 1.01% | HOYA CORP (n/a) - 2.13% |
| #18 | AIA GROUP LTD (n/a) - 1.00% | CYTOKINETICS INC (CYTK) - 1.94% |
| #19 | THE TRAVELERS COMPANIES INC (TRV) - 0.99% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.66% |
| #20 | n/a (n/a) - 0.97% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 1.61% |
| #21 | HITACHI LTD (n/a) - 0.93% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.59% |
| #22 | HDFC BANK LTD ADR (HDB) - 0.82% | BOSTON SCIENTIFIC CORP (BSX) - 1.46% |
| #23 | KEYENCE CORP (n/a) - 0.81% | XENON PHARMACEUTICALS INC (XENE) - 1.37% |
| #24 | SIEMENS AG (n/a) - 0.78% | REPLIGEN CORP (RGEN) - 1.31% |
| #25 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.77% | QUEST DIAGNOSTICS INC (DGX) - 1.25% |
| Total Holdings | 123 | 42 |
SROI vs GDOC - Historical Returns
Returns include dividend reinvestment.
SROI vs GDOC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SROI | GDOC |
|---|---|---|
| 2026 | +13.22% | +6.89% |
| 2025 | +16.57% | +10.65% |
| 2024 | +10.74% | -2.02% |
| 2023 | +9.16% | +5.20% |
| 2022 | N/A | -16.91% |
| 2021 | N/A | -2.77% |
SROI vs GDOC Drawdown Comparison
The maximum drawdown for SROI was -15.39%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for GDOC was -31.01%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current SROI drawdown is -0.55%. The current GDOC drawdown is -2.10%.
| Rank | SROI | GDOC |
|---|---|---|
| #1 | -15.39% Sep 26, 2024 - May 15, 2025 | -31.01% Nov 16, 2021 - May 11, 2022 |
| #2 | -13.89% Jul 31, 2023 - Dec 22, 2023 | -0.58% Nov 12, 2021 - Nov 16, 2021 |
| #3 | -10.19% Feb 25, 2026 - Apr 17, 2026 | N/A |
| #4 | -7.81% Jul 16, 2024 - Aug 30, 2024 | N/A |
| #5 | -6.61% Feb 7, 2023 - Apr 13, 2023 | N/A |
| #6 | -5.73% Mar 21, 2024 - May 9, 2024 | N/A |
| #7 | -5.31% Oct 27, 2025 - Jan 5, 2026 | N/A |
| #8 | -4.54% Jun 2, 2026 - Jul 6, 2026 | N/A |
| #9 | -3.83% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #10 | -3.52% Jul 25, 2025 - Sep 10, 2025 | N/A |
| #11 | -3.51% Jul 6, 2026 - Aug 3, 2026 | N/A |
| #12 | -3.30% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #13 | -2.72% May 19, 2023 - Jun 2, 2023 | N/A |
| #14 | -2.71% Dec 28, 2023 - Jan 29, 2024 | N/A |
| #15 | -2.67% Jun 15, 2023 - Jul 13, 2023 | N/A |
Correlation
Correlation between SROI and GDOC is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2023 - 2025)
SROI vs GDOC dividend yield comparison.
| Year | SROI | GDOC |
|---|---|---|
| 2025 | 0.60% | 0.32% |
| 2024 | 0.68% | 0.02% |
| 2023 | 0.94% | 0.55% |
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