SROI vs TESL
Comparison between Calamos Antetokounmpo Global Sustainable Equities ETF (SROI, ETF) and SIMPLIFY VOLT TSLA REVOLUTION ETF (TESL, ETF).
SROI vs TESL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SROI
$19M
TESL
$19M
Expense Ratio
Winner
SROI
0.95%
TESL
0.97%
Max Drawdown
Winner
SROI
15.95%
TESL
69.22%
Sharpe Ratio
Winner
SROI
0.86
TESL
-0.37
5Y Beta
Winner
SROI
0.84
TESL
2.17
P/E Ratio
Winner
SROI
31.10
TESL
349.84
Forward P/E
Winner
SROI
24.66
TESL
166.67
PEG Ratio
Winner
SROI
0.69
TESL
4.95
5Y EPS CAGR
Winner
SROI
29.65%
TESL
23.09%
Debt to Equity
SROI
N/A
TESL
10.72%
P/S Ratio
Winner
SROI
0.55
TESL
15.20
P/B Ratio
Winner
SROI
7.78
TESL
17.63
SROI vs TESL - Holdings Comparison
SROI and TESL have 1 common holdings. Overlap is -96.14%
SROI's top 25 holdings weight is 48.48%. TESL's top 25 holdings weight is 151.64%.
| Rank | SROI | TESL |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.76% | TESLA INC (TSLA) - 121.32% |
| #2 | NVIDIA CORP (NVDA) - 4.62% | DIREXION DAILY TSLA BULL 2X SHARES (TSLL) - 14.20% |
| #3 | APPLE INC (AAPL) - 3.87% | DREYFUS TRSY OBLIG CASH M (n/a) - 14.19% |
| #4 | MICROSOFT CORP (MSFT) - 3.75% | SPXW US 12/19/25 P5700 (n/a) - 0.85% |
| #5 | n/a (TSM) - 3.47% | SPXW US 11/21/25 P5500 (n/a) - 0.24% |
| #6 | SK HYNIX INC (n/a) - 2.84% | SPXW US 10/17/25 C6725 (n/a) - 0.23% |
| #7 | AMAZON.COM INC (AMZN) - 2.83% | SPXW US 10/08/25 C6690 (n/a) - 0.15% |
| #8 | BROADCOM INC (AVGO) - 2.23% | SPXW US 10/03/25 C6670 (n/a) - 0.13% |
| #9 | INFINEON TECHNOLOGIES AG (n/a) - 1.66% | SPXW US 10/10/25 C6725 (n/a) - 0.13% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.55% | SPXW US 10/08/25 P6350 (n/a) - 0.06% |
| #11 | VISA INC CLASS A (V) - 1.47% | SPXW US 10/17/25 P5350 (n/a) - 0.03% |
| #12 | TJX COMPANIES INC (TJX) - 1.12% | SPXW US 10/06/25 P6400 (n/a) - 0.03% |
| #13 | QUANTA SERVICES INC (PWR) - 1.12% | SPXW US 10/03/25 P6360 (n/a) - 0.02% |
| #14 | ASML HOLDING NV (n/a) - 1.06% | SPXW US 10/06/25 C6790 (n/a) - 0.02% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.04% | GLD US 10/10/25 P324 (n/a) - 0.01% |
| #16 | AMPHENOL CORP CLASS A (APH) - 1.01% | GLD US 10/10/25 P328 (n/a) - 0.01% |
| #17 | DARLING INGREDIENTS INC (DAR) - 1.01% | RUTW US 10/10/25 P2215 (n/a) - 0.01% |
| #18 | AIA GROUP LTD (n/a) - 1.00% | RUTW US 10/08/25 P2240 (n/a) - 0.01% |
| #19 | THE TRAVELERS COMPANIES INC (TRV) - 0.99% | SPXW US 10/10/25 P6140 (n/a) - 0.01% |
| #20 | n/a (n/a) - 0.97% | SPXW US 10/10/25 P6100 (n/a) - 0.01% |
| #21 | HITACHI LTD (n/a) - 0.93% | RUTW US 10/10/25 P2230 (n/a) - 0.01% |
| #22 | HDFC BANK LTD ADR (HDB) - 0.82% | STONEX CASH (n/a) - 0.00% |
| #23 | KEYENCE CORP (n/a) - 0.81% | SPXW US 10/01/25 C6775 (n/a) - 0.00% |
| #24 | SIEMENS AG (n/a) - 0.78% | GLD US 10/10/25 P334 (n/a) - -0.01% |
| #25 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.77% | GLD US 10/10/25 P338 (n/a) - -0.02% |
| Total Holdings | 123 | 34 |
SROI vs TESL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SROI
-0.83%
TESL
-9.51%
3M
SROI
+4.33%
Winner
TESL
+6.20%
6M
Winner
SROI
+8.12%
TESL
-10.20%
1Y
Winner
SROI
+15.82%
TESL
-27.63%
5Y(CAGR)
SROI
N/A
TESL
+9.58%
Max(CAGR)
Winner
SROI
+13.10%
TESL
+6.78%
SROI vs TESL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SROI | TESL |
|---|---|---|
| 2026 | +9.32% | -12.39% |
| 2025 | +16.57% | -7.60% |
| 2024 | +10.74% | +155.21% |
| 2023 | +9.16% | +60.67% |
| 2022 | N/A | -64.44% |
| 2021 | N/A | +15.80% |
| 2020 | N/A | +4.79% |
SROI vs TESL Drawdown Comparison
The maximum drawdown for SROI was -15.39%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for TESL was -69.12%, occurring on Jan 5, 2023. Recovery took 758 trading sessions.
The current SROI drawdown is -1.75%. The current TESL drawdown is -45.83%.
| Rank | SROI | TESL |
|---|---|---|
| #1 | -15.39% Sep 26, 2024 - May 15, 2025 | -69.12% Nov 4, 2021 - Nov 11, 2024 |
| #2 | -13.89% Jul 31, 2023 - Dec 22, 2023 | -55.01% Oct 1, 2025 - Apr 9, 2026 |
| #3 | -10.19% Feb 25, 2026 - Apr 17, 2026 | -54.57% Dec 17, 2024 - Sep 16, 2025 |
| #4 | -7.81% Jul 16, 2024 - Aug 30, 2024 | -35.63% Jan 8, 2021 - Oct 29, 2021 |
| #5 | -6.61% Feb 7, 2023 - Apr 13, 2023 | -14.15% Nov 11, 2024 - Dec 5, 2024 |
| #6 | -5.73% Mar 21, 2024 - May 9, 2024 | -4.90% Sep 24, 2025 - Sep 30, 2025 |
| #7 | -5.31% Oct 27, 2025 - Jan 5, 2026 | -3.87% Sep 22, 2025 - Sep 24, 2025 |
| #8 | -4.54% Jun 2, 2026 - Jul 6, 2026 | -2.53% Dec 11, 2024 - Dec 13, 2024 |
| #9 | -3.83% Aug 30, 2024 - Sep 19, 2024 | -1.87% Sep 17, 2025 - Sep 19, 2025 |
| #10 | -3.52% Jul 25, 2025 - Sep 10, 2025 | -1.40% Nov 1, 2021 - Nov 3, 2021 |
| #11 | -3.30% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #12 | -2.72% May 19, 2023 - Jun 2, 2023 | N/A |
| #13 | -2.71% Dec 28, 2023 - Jan 29, 2024 | N/A |
| #14 | -2.67% Jun 15, 2023 - Jul 13, 2023 | N/A |
| #15 | -2.64% Jun 12, 2025 - Jun 27, 2025 | N/A |
Correlation
Correlation between SROI and TESL is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2022 - 2025)
SROI vs TESL dividend yield comparison.
| Year | SROI | TESL |
|---|---|---|
| 2025 | 0.60% | 23.87% |
| 2024 | 0.68% | 0.62% |
| 2023 | 0.94% | 0.00% |
| 2022 | 0.00% | 0.83% |
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