XQQI vs CLSM

Comparison between NEOS Boosted Nasdaq100 High Income ETF (XQQI, ETF) and ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF).

XQQI vs CLSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XQQI(ETF)	CLSM(ETF)
Net Assets	$93M	$93M
Expense Ratio	N/A	0.82%
Max Drawdown	14.91%	33.55%
Sharpe Ratio	1.26	1.70
5Y Beta	1.58	0.75
P/E Ratio	38.52	N/A
Forward P/E	25.60	N/A
PEG Ratio	0.32	N/A
5Y EPS CAGR	30.55%	N/A
Debt to Equity	35.87%	N/A
P/S Ratio	6.00	N/A
P/B Ratio	9.27	N/A

Net Assets

XQQI

$93M

Winner

CLSM

$93M

Expense Ratio

XQQI

N/A

CLSM

0.82%

Max Drawdown

Winner

XQQI

14.91%

CLSM

33.55%

Sharpe Ratio

XQQI

1.26

Winner

CLSM

1.70

5Y Beta

XQQI

1.58

Winner

CLSM

0.75

P/E Ratio

XQQI

38.52

CLSM

N/A

Forward P/E

XQQI

25.60

CLSM

N/A

PEG Ratio

XQQI

0.32

CLSM

N/A

5Y EPS CAGR

XQQI

30.55%

CLSM

N/A

Debt to Equity

XQQI

35.87%

CLSM

N/A

P/S Ratio

XQQI

6.00

CLSM

N/A

P/B Ratio

XQQI

9.27

CLSM

N/A

XQQI vs CLSM - Historical Returns

Returns include dividend reinvestment.

Period	XQQI	CLSM
1 month	+1.77%	+3.25%
3 months	+12.15%	+13.32%
6 months	N/A	+14.89%
1 year	N/A	+29.52%
5 years(CAGR)	N/A	+3.41%
Max(CAGR)	+36.64%	+3.41%

XQQI

+1.77%

Winner

CLSM

+3.25%

XQQI

+12.15%

Winner

CLSM

+13.32%

XQQI

N/A

CLSM

+14.89%

XQQI

N/A

CLSM

+29.52%

5Y(CAGR)

XQQI

N/A

CLSM

+3.41%

Max(CAGR)

Winner

XQQI

+36.64%

CLSM

+3.41%

XQQI vs CLSM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XQQI	CLSM
2026	+10.99%	+15.30%
2025	N/A	+15.26%
2024	N/A	+1.42%
2023	N/A	+3.95%
2022	N/A	-23.96%
2021	N/A	+9.10%

XQQI vs CLSM Drawdown Comparison

The maximum drawdown for XQQI was -12.55%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

The current XQQI drawdown is -6.54%. The current CLSM drawdown is -4.55%.

Rank	XQQI	CLSM
#1	-12.55% Feb 25, 2026 - Apr 14, 2026	-27.76% Dec 27, 2021 - Apr 22, 2026
#2	-6.54% Jun 2, 2026 - Jun 5, 2026	-5.24% Sep 2, 2021 - Oct 21, 2021
#3	-3.41% Feb 3, 2026 - Feb 25, 2026	-4.61% Nov 19, 2021 - Dec 27, 2021
#4	-2.12% May 14, 2026 - May 22, 2026	-4.55% Jun 2, 2026 - Jun 5, 2026
#5	-0.76% May 11, 2026 - May 13, 2026	-2.26% Jul 14, 2021 - Jul 22, 2021
#6	-0.76% Apr 24, 2026 - Apr 30, 2026	-2.16% Nov 5, 2021 - Nov 19, 2021
#7	-0.69% Apr 17, 2026 - Apr 22, 2026	-1.92% May 14, 2026 - May 26, 2026
#8	-0.34% May 1, 2026 - May 5, 2026	-1.91% Jul 26, 2021 - Aug 23, 2021
#9	-0.16% Apr 22, 2026 - Apr 24, 2026	-1.05% Apr 24, 2026 - Apr 30, 2026
#10	-0.02% May 6, 2026 - May 8, 2026	-0.62% Aug 25, 2021 - Aug 27, 2021
#11	N/A	-0.50% Oct 21, 2021 - Oct 25, 2021
#12	N/A	-0.46% May 1, 2026 - May 5, 2026
#13	N/A	-0.40% May 11, 2026 - May 13, 2026
#14	N/A	-0.19% Apr 22, 2026 - Apr 24, 2026
#15	N/A	-0.16% May 6, 2026 - May 8, 2026