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XLFI vs CBTL

Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF) and Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF (CBTL, ETF).

XLFI vs CBTL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLFI
$5M
CBTL
$5M
Expense Ratio
Winner
XLFI
0.35%
CBTL
0.79%
Max Drawdown
Winner
XLFI
14.28%
CBTL
29.62%
Sharpe Ratio
Winner
XLFI
0.06
CBTL
-2.28
5Y Beta
Winner
XLFI
0.59
CBTL
0.80

XLFI vs CBTL - Holdings Comparison

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

XLFI's top 25 holdings weight is 99.74%. CBTL's top 25 holdings weight is 99.63%.

RankXLFICBTL
#1
STATE STREET®FINSELSECTSPDR®ETF (XLF) - 99.74%
CALAMOS BITCOIN 80 STR ALT PRT ETF-OCT (CBTO) - 28.26%
#2N/A
CALAMOS BITCOIN 80 STR ALT PRT ETF-JULY (CBTY) - 26.20%
#3N/A
CALAMOS BITCOIN 80 STR ALT PRT ETF-APR (CBTA) - 22.59%
#4N/A
CALAMOS BITCOIN 80 STR ALT PRT ETF-JAN (CBTJ) - 22.58%
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings14

XLFI vs CBTL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XLFI
+2.79%
CBTL
-6.83%
3M
Winner
XLFI
+8.14%
CBTL
-4.48%
6M
Winner
XLFI
-0.62%
CBTL
-17.16%
1Y
XLFI
+3.95%
CBTL
N/A
Max(CAGR)
Winner
XLFI
+4.56%
CBTL
-38.59%

XLFI vs CBTL - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearXLFICBTL
2026-1.68%-16.60%
2025+5.62%-14.41%

XLFI vs CBTL Drawdown Comparison

The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

The current XLFI drawdown is -3.22%. The current CBTL drawdown is -28.27%.

RankXLFICBTL
#1-11.90%
Jan 6, 2026 - Mar 27, 2026
-28.94%
Oct 27, 2025 - Jun 5, 2026
#2-4.08%
Nov 12, 2025 - Dec 11, 2025
-3.27%
Oct 14, 2025 - Oct 27, 2025
#3-3.26%
Sep 29, 2025 - Nov 11, 2025
N/A
#4-2.21%
Jul 30, 2025 - Aug 13, 2025
N/A
#5-0.96%
Dec 26, 2025 - Jan 5, 2026
N/A
#6-0.91%
Sep 4, 2025 - Sep 11, 2025
N/A
#7-0.81%
Sep 19, 2025 - Sep 29, 2025
N/A
#8-0.71%
Aug 14, 2025 - Aug 20, 2025
N/A
#9-0.38%
Aug 29, 2025 - Sep 4, 2025
N/A
#10-0.32%
Aug 20, 2025 - Aug 22, 2025
N/A
#11-0.27%
Sep 11, 2025 - Sep 17, 2025
N/A
#12-0.22%
Aug 22, 2025 - Aug 26, 2025
N/A
#13-0.15%
Dec 16, 2025 - Dec 19, 2025
N/A

Correlation

Correlation between XLFI and CBTL is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (2025 - 2026)

XLFI vs CBTL dividend yield comparison.

YearXLFICBTL
20264.82%0.00%
20255.57%0.98%

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