UPW vs CBXJ

Comparison between PROSHARES ULTRA UTILITIES (UPW, ETF) and Calamos Bitcoin 90 Series Structured Alt Protection ETF January (CBXJ, ETF).

UPW vs CBXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPW(ETF)	CBXJ(ETF)
Net Assets	$17M	$17M
Expense Ratio	N/A	0.69%
Max Drawdown	79.48%	31.45%
Sharpe Ratio	-0.01	-1.51
5Y Beta	0.61	0.32
P/E Ratio	19.39	N/A
Forward P/E	17.81	N/A
PEG Ratio	0.79	N/A
5Y Dividends CAGR	25.54%	N/A
5Y EPS CAGR	12.76%	N/A
Debt to Equity	126.72%	N/A
P/S Ratio	2.82	N/A
P/B Ratio	2.20	N/A

Net Assets

UPW

$17M

CBXJ

$17M

Expense Ratio

UPW

N/A

CBXJ

0.69%

Max Drawdown

UPW

79.48%

Winner

CBXJ

31.45%

Sharpe Ratio

Winner

UPW

-0.01

CBXJ

-1.51

5Y Beta

UPW

0.61

Winner

CBXJ

0.32

P/E Ratio

UPW

19.39

CBXJ

N/A

Forward P/E

UPW

17.81

CBXJ

N/A

PEG Ratio

UPW

0.79

CBXJ

N/A

5Y Dividends CAGR

UPW

25.54%

CBXJ

N/A

5Y EPS CAGR

UPW

12.76%

CBXJ

N/A

Debt to Equity

UPW

126.72%

CBXJ

N/A

P/S Ratio

UPW

2.82

CBXJ

N/A

P/B Ratio

UPW

2.20

CBXJ

N/A

UPW vs CBXJ - Historical Returns

Returns include dividend reinvestment.

Period	UPW	CBXJ
1 month	-12.82%	+6.90%
3 months	-9.25%	+0.73%
6 months	-17.59%	+2.95%
1 year	+2.25%	-19.45%
5 years(CAGR)	+12.21%	N/A
10 years(CAGR)	+14.46%	N/A
Max(CAGR)	+28.12%	-8.24%

UPW

-12.82%

Winner

CBXJ

+6.90%

UPW

-9.25%

Winner

CBXJ

+0.73%

UPW

-17.59%

Winner

CBXJ

+2.95%

Winner

UPW

+2.25%

CBXJ

-19.45%

5Y(CAGR)

UPW

+12.21%

CBXJ

N/A

10Y(CAGR)

UPW

+14.46%

CBXJ

N/A

Max(CAGR)

Winner

UPW

+28.12%

CBXJ

-8.24%

UPW vs CBXJ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UPW	CBXJ
2026	-1.89%	-6.51%
2025	+26.57%	-7.62%
2024	+41.96%	N/A
2023	-16.95%	N/A
2022	+1.99%	N/A
2021	+45.85%	N/A
2020	-12.23%	N/A
2019	+57.24%	N/A
2018	+10.65%	N/A
2017	+28.82%	N/A
2016	+48.41%	N/A
2015	+10.19%	N/A
2014	+98.39%	N/A
2013	+59.91%	N/A
2012	+24.22%	N/A
2011	+67.22%	N/A
2010	+49.74%	N/A
2009	+56.21%	N/A
2008	-46.54%	N/A
2007	+134.01%	N/A

UPW vs CBXJ Drawdown Comparison

The maximum drawdown for UPW was -71.55%, occurring on Mar 9, 2009. Recovery took 564 trading sessions.

The maximum drawdown for CBXJ was -30.14%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current UPW drawdown is -18.82%. The current CBXJ drawdown is -24.12%.

Rank	UPW	CBXJ
#1	-71.55% Jun 25, 2008 - Sep 21, 2010	-30.14% Oct 6, 2025 - Jun 30, 2026
#2	-62.67% Feb 18, 2020 - Mar 24, 2022	-5.34% Feb 20, 2025 - May 1, 2025
#3	-45.81% Sep 12, 2022 - Aug 30, 2024	-4.80% Aug 13, 2025 - Oct 2, 2025
#4	-29.26% Apr 8, 2022 - Aug 12, 2022	-2.66% Jul 14, 2025 - Aug 12, 2025
#5	-25.82% Nov 14, 2017 - Oct 8, 2018	-2.59% May 22, 2025 - Jun 10, 2025
#6	-24.87% Jan 10, 2008 - Jun 24, 2008	-1.98% Jun 10, 2025 - Jun 26, 2025
#7	-23.81% Jul 6, 2016 - Mar 21, 2017	-1.24% Feb 10, 2025 - Feb 20, 2025
#8	-23.60% Jan 29, 2015 - Oct 20, 2015	-0.90% Jun 26, 2025 - Jul 2, 2025
#9	-23.24% Jul 21, 2011 - Sep 21, 2011	-0.83% May 1, 2025 - May 8, 2025
#10	-20.83% Feb 27, 2026 - Aug 21, 2026	-0.52% Feb 5, 2025 - Feb 10, 2025
#11	-20.53% Apr 30, 2013 - Jul 23, 2013	-0.41% Jul 3, 2025 - Jul 9, 2025
#12	-20.23% Nov 27, 2024 - May 19, 2025	-0.37% May 9, 2025 - May 13, 2025
#13	-19.35% Jul 19, 2007 - Sep 26, 2007	-0.23% May 13, 2025 - May 16, 2025
#14	-18.94% Oct 15, 2025 - Feb 24, 2026	N/A
#15	-18.13% Jun 30, 2014 - Oct 8, 2014	N/A

Correlation

Correlation between UPW and CBXJ is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101

Dividend Comparison (2007 - 2026)

UPW vs CBXJ dividend yield comparison.

Year	UPW	CBXJ
2026	0.76%	0.00%
2025	5.48%	1.97%
2024	7.32%	0.00%
2023	9.59%	0.00%
2022	6.19%	0.00%
2021	5.20%	0.00%
2020	3.30%	0.00%
2019	3.33%	0.00%
2018	7.90%	0.00%
2017	6.04%	0.00%
2016	13.45%	0.00%
2015	25.87%	0.00%
2014	20.34%	0.00%
2013	26.86%	0.00%
2012	22.77%	0.00%
2011	21.45%	0.00%
2010	31.57%	0.00%
2009	29.09%	0.00%
2008	44.53%	0.00%
2007	84.39%	0.00%