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CPSM vs. QVMT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CPSM vs. QVMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) and Invesco S&P S&P 500 Concentrated QVM ETF (QVMT). The values are adjusted to include any dividend payments, if applicable.

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CPSM vs. QVMT - Yearly Performance Comparison


Returns By Period

In the year-to-date period, CPSM achieves a 0.81% return, which is significantly lower than QVMT's 4.72% return.


CPSM

1D
0.28%
1M
0.09%
YTD
0.81%
6M
2.00%
1Y
7.34%
3Y*
5Y*
10Y*

QVMT

1D
2.18%
1M
-3.92%
YTD
4.72%
6M
9.66%
1Y
17.82%
3Y*
17.19%
5Y*
11.10%
10Y*
12.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CPSM vs. QVMT - Expense Ratio Comparison

CPSM has a 0.69% expense ratio, which is higher than QVMT's 0.13% expense ratio.


Return for Risk

CPSM vs. QVMT — Risk / Return Rank

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

CPSM
CPSM Risk / Return Rank: 7575
Overall Rank
CPSM Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
CPSM Sortino Ratio Rank: 7070
Sortino Ratio Rank
CPSM Omega Ratio Rank: 9595
Omega Ratio Rank
CPSM Calmar Ratio Rank: 6262
Calmar Ratio Rank
CPSM Martin Ratio Rank: 8686
Martin Ratio Rank

QVMT
QVMT Risk / Return Rank: 5959
Overall Rank
QVMT Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
QVMT Sortino Ratio Rank: 5757
Sortino Ratio Rank
QVMT Omega Ratio Rank: 5656
Omega Ratio Rank
QVMT Calmar Ratio Rank: 6060
Calmar Ratio Rank
QVMT Martin Ratio Rank: 6363
Martin Ratio Rank
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.

CPSM vs. QVMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) and Invesco S&P S&P 500 Concentrated QVM ETF (QVMT). 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.


CPSMQVMTDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.08

+0.02

Sortino ratio

Return per unit of downside risk

1.70

1.53

+0.17

Omega ratio

Gain probability vs. loss probability

1.45

1.22

+0.23

Calmar ratio

Return relative to maximum drawdown

1.51

1.57

-0.06

Martin ratio

Return relative to average drawdown

9.75

6.47

+3.28

CPSM vs. QVMT - Sharpe Ratio Comparison

The current CPSM Sharpe Ratio is 1.10, which is comparable to the QVMT Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of CPSM and QVMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CPSMQVMTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.08

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

1.47

0.54

+0.93

Correlation

The correlation between CPSM and QVMT is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CPSM vs. QVMT - Dividend Comparison

CPSM has not paid dividends to shareholders, while QVMT's dividend yield for the trailing twelve months is around 2.30%.


TTM20252024202320222021202020192018201720162015
CPSM
Calamos S&P 500 Structured Alt Protection ETF - May
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QVMT
Invesco S&P S&P 500 Concentrated QVM ETF
2.30%2.42%2.71%3.05%2.49%2.31%2.70%2.23%2.48%2.37%1.11%0.54%

Drawdowns

CPSM vs. QVMT - Drawdown Comparison

The maximum CPSM drawdown since its inception was -5.19%, smaller than the maximum QVMT drawdown of -48.05%. Use the drawdown chart below to compare losses from any high point for CPSM and QVMT.


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Drawdown Indicators


CPSMQVMTDifference

Max Drawdown

Largest peak-to-trough decline

-5.19%

-48.05%

+42.86%

Max Drawdown (1Y)

Largest decline over 1 year

-4.99%

-12.17%

+7.18%

Max Drawdown (5Y)

Largest decline over 5 years

-21.95%

Max Drawdown (10Y)

Largest decline over 10 years

-48.05%

Current Drawdown

Current decline from peak

-0.08%

-4.21%

+4.13%

Average Drawdown

Average peak-to-trough decline

-0.22%

-6.44%

+6.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

2.95%

-2.18%

Volatility

CPSM vs. QVMT - Volatility Comparison

The current volatility for Calamos S&P 500 Structured Alt Protection ETF - May (CPSM) is 0.68%, while Invesco S&P S&P 500 Concentrated QVM ETF (QVMT) has a volatility of 4.36%. This indicates that CPSM experiences smaller price fluctuations and is considered to be less risky than QVMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPSMQVMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.68%

4.36%

-3.68%

Volatility (6M)

Calculated over the trailing 6-month period

1.18%

9.47%

-8.29%

Volatility (1Y)

Calculated over the trailing 1-year period

6.69%

16.67%

-9.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.31%

17.34%

-12.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.31%

21.08%

-15.77%