CBOX 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

CBOX

Calamos Tax-Aware Collateral ETF

7월 28일 1:44 PM ET (한국 7/29 02:44)

$101.08

-0.04 ▼ -0.04%

CBOX ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.

Total Expense Ratio

0.14%

Annual operating cost

Net Assets (AUM)

$1.2B

약 2조원

Holdings

4 items

Dividend Yield

Management Style

Active

Category ⓘ	US Equities - Quant Strat	Asset Type ⓘ	Equities (Stocks)	Return% 1Y ⓘ	-	Total Holdings ⓘ	4	Perf Week ⓘ	0.02%
ETF Type ⓘ	US Equity Income	Active/Passive ⓘ	Active	Return% 3Y ⓘ	-	AUM ⓘ	$1.2B	Perf Month ⓘ	0.34%
Expense ⓘ	0.14%	NAV ⓘ	$101.06	Return% 5Y ⓘ	-	52W High ⓘ	-2.38%	Perf Quarter ⓘ	0.95%
Dividend TTM ⓘ	-	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	1.07%	Perf Half Y ⓘ	-
Flows% 1M ⓘ	18.83%	Flows% YTD ⓘ	52.05%	Return% SI ⓘ	4.2%	Volatility(W/M) ⓘ	0.05% 0.03%	Perf YTD ⓘ	1.05%
SMA20 ⓘ	0.13%	SMA50 ⓘ	0.32%	SMA200 ⓘ	0.48%	RSI (14) ⓘ	60.04	Beta ⓘ	-
IPO ⓘ	2026/4/17	Prev Close ⓘ	$101.12	Perf Year ⓘ	-	Avg Volume ⓘ	0.07M	Price ⓘ	$101.08

📊 Calamos Tax-Aware Collateral ETF (CBOX) Investment Analysis

ETF Overview

Calamos Tax-Aware Collateral ETF · US Equities - Quant Strat

액티브 운용 — 펀드매니저가 종목을 선별해 초과수익 추구

Calamos Tax-Aware Collateral ETF는 Calamos ETF Trust 내 액티브 운용 ETF로, Calamos 구조화 방어형 및 기타 전략 ETF와 함께 활용할 투자자를 위한 세금 효율적 담보 자산 역할을 하도록 설계되었습니다. 2026년 4월 Cboe에 상장되었습니다.

📘 CBOX ETF 자세히 알아보기 →

U.S.equityoptionslarge-cap

규모: $1.2B 약 2조원
운용사: Calamos
운용 방식: 액티브 (운용사 재량)
상장일: 2026년

Cost Efficiency

Annual Expense Ratio · Category Rank · Long-Term Cost Impact

Top-tier low cost — 0.14% annually

상위 5% within the US Equities - Quant Strat category. For a ₩100M investment, the annual cost is roughly ₩140,000.

Effective Annual Expense Ratio (Net Expense Ratio)

상위 5%

0.14%

My positionTop 5%

Low range Average High range

Actual Cost Simulation by Investment Amount

$100.0M

Annual Expense Ratio

$140K

Save $650K per year vs. category average

Category Median Annual Cost

$790K

Based on expense ratio of 0.79%

10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)

$2.6M

2.6% of returns you could have earned goes to the fund manager due to fees

💡 Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.

Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.

Long-Term Performance

1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense

Insufficient return data

This ETF is either too recently listed or does not yet have enough disclosed return data. Please refer to ETFs that have been operating for more than one year.

Risk Profile

Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History

Overall Risk Grade

Low Risk

Less volatile than the market average, making it relatively easy to hold over time.

Average daily range (last 1 month)

상위 5%

±0.03%

S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more

Annual volatility trend (past 10 years)

ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.

Max Drawdown · Past 10 years

-2.9%

Drawdown duration: 0 months

2026-06-02 → 2026-06-03

Still recovering

2026-04-17 Worst -5% 2026-07-01

ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.

Sharpe Ratio (Risk-Adjusted Return)

0.11

Weak — Low risk-adjusted returns

ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.

Overall investment appeal

What this ETF fits best — strengths, weaknesses, and target investor profile

Overall attractive Key metrics look solid, and the strengths outweigh the weak spots.

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

보통

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

낮음

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

낮음

👤

이런 분에게 어울려요

Investors who believe in active strategies

✅ 강점

💸Top 5% lowest expense ratio in US Equities - Quant Strat — 0.14% annually
🛡️Very low volatility

⚠️ 약점·주의사항

특별한 약점이 보이지 않아요.

Category Peers

Category: US Equities - Quant Strat

같은 카테고리 6종 중 AUM 2/6위 · 보수율 1/6위

카테고리: US Equities - Quant Strat

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 CBOX보다 유리, ▼ 표시는 CBOX보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
CBOX	Calamos Tax-Aware Collateral ETF	0.14%	$1.2B	4	-	+1.05%	-
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	0.5% ▼	$4.5B ▲	163	0.64%	-	+6.61%
FHEQ	Fidelity Hedged Equity ETF	0.48% ▼	$912M ▼	192	0.55%	-	+12.66%
INFO	Harbor PanAgora Dynamic Large Cap Core ETF	0.35% ▼	$829M ▼	146	0.32%	-	+20.94%
CAOS	Alpha Architect Tail Risk ETF	0.63% ▼	$719M ▼	11	-	-	+1.96%
BRES	Burney U.S. Equity Select ETF	0.79% ▼	$671M ▼	77	0.16%	-	-

AUM 내림차순 정렬 · ▲ CBOX보다 유리 · ▼ CBOX보다 불리

Leveraged & Covered Call ETFs on the Same Theme

ETFs that approach the same theme with a different strategy

21 ETFs tracking the same theme as CBOX using leveraged or covered call strategies (Leverage 8 · Inverse 5 · Covered Call 8)

Not direct derivatives of CBOX, but ETFs that cover the same theme via a different strategy.

ℹ️ Which ETFs are included?

Among ETFs whose theme (category or sector) overlaps with CBOX, some use special strategies. Leveraged ETFs aim for 2–3× the daily move, Inverse ETFs seek opposite-direction returns, and Covered Call ETFs generate monthly income from option premiums.

⚠️ Caution: Long-Term Holding

Leveraged and inverse ETFs track only the daily return. With high volatility, holding them for longer periods causes cumulative volatility decay—returns diverge further from the underlying index. They are meant for short-term trading.

📈 Leverage 8 ETFs that amplify the same theme by 2-3x (high volatility)