Calamos ETF Trust - Calamos Tax-Aware Collateral ETF

Frequently Asked Questions About CBOX

What does CBOX invest in?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through multiple combinations of synthetic long and short exchange-listed options positions, collectively referred to herein as a Box Spread ("Box Spread"). It is non-diversified.

What is the expense ratio of CBOX?

Calamos ETF Trust - Calamos Tax-Aware Collateral ETF (CBOX) charges an expense ratio of 0.19%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CBOX?

Calamos ETF Trust - Calamos Tax-Aware Collateral ETF (CBOX) manages $1.80B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CBOX actively managed or an index fund?

CBOX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (CBOX's is 0.19%) in exchange for the discretion to over- or under-weight positions.

When was CBOX launched?

Calamos ETF Trust - Calamos Tax-Aware Collateral ETF (CBOX) launched in April 2026 and is managed by Calamos.

How has CBOX performed?

CBOX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.