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CBOA vs. MSOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBOA vs. MSOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Bitcoin Structured Alt Protection ETF - April (CBOA) and Leverage Shares 2x Capped Accelerated MSTR Monthly ETF (MSOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CBOA achieves a -6.06% return, which is significantly higher than MSOO's -23.81% return.


CBOA

1D
-0.19%
1M
-1.65%
YTD
-6.06%
6M
-6.36%
1Y
-4.79%
3Y*
5Y*
10Y*

MSOO

1D
-6.75%
1M
-28.26%
YTD
-23.81%
6M
-38.09%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBOA vs. MSOO - Yearly Performance Comparison


Correlation

The correlation between CBOA and MSOO is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 14, 2025

0.80

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Return for Risk

CBOA vs. MSOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBOA
CBOA Risk / Return Rank: 33
Overall Rank
CBOA Sharpe Ratio Rank: 22
Sharpe Ratio Rank
CBOA Sortino Ratio Rank: 33
Sortino Ratio Rank
CBOA Omega Ratio Rank: 22
Omega Ratio Rank
CBOA Calmar Ratio Rank: 44
Calmar Ratio Rank
CBOA Martin Ratio Rank: 33
Martin Ratio Rank

MSOO
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBOA vs. MSOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Bitcoin Structured Alt Protection ETF - April (CBOA) and Leverage Shares 2x Capped Accelerated MSTR Monthly ETF (MSOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CBOAMSOODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.85

Calmar ratioReturn relative to maximum drawdown

-0.61

Martin ratioReturn relative to average drawdown

-1.18

CBOA vs. MSOO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CBOAMSOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.19

-1.13

+0.93

Drawdowns

CBOA vs. MSOO - Drawdown Comparison

The maximum CBOA drawdown since its inception was -7.91%, smaller than the maximum MSOO drawdown of -72.39%. Use the drawdown chart below to compare losses from any high point for CBOA and MSOO.


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Drawdown Indicators


CBOAMSOODifference

Max Drawdown

Largest peak-to-trough decline

-7.91%

-72.39%

+64.48%

Max Drawdown (1Y)

Largest decline over 1 year

-7.91%

Current Drawdown

Current decline from peak

-7.91%

-70.12%

+62.21%

Average Drawdown

Average peak-to-trough decline

-2.38%

-47.41%

+45.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

Volatility

CBOA vs. MSOO - Volatility Comparison


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Volatility by Period


CBOAMSOODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.91%

Volatility (6M)

Calculated over the trailing 6-month period

4.67%

Volatility (1Y)

Calculated over the trailing 1-year period

5.39%

69.25%

-63.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.14%

69.25%

-64.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.14%

69.25%

-64.11%

CBOA vs. MSOO - Expense Ratio Comparison

CBOA has a 0.69% expense ratio, which is lower than MSOO's 0.78% expense ratio.


Dividends

CBOA vs. MSOO - Dividend Comparison

CBOA's dividend yield for the trailing twelve months is around 2.38%, more than MSOO's 2.13% yield.


Frequently Asked Questions


CBOA and MSOO have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CBOA is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CBOA is cheaper with a 0.69% expense ratio, compared with 0.78% for MSOO.

CBOA has the higher dividend yield at 2.38%, compared with 2.13% for MSOO.

They also come from different issuers: Calamos and Leverage Shares. Their fees differ too: 0.69% for CBOA and 0.78% for MSOO.

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