SROI

Calamos$36.90 ()
AUM $18.3MER 0.95%NAV $36.29Holdings 116

Price Chart

Key Statistics

Previous Close

$36.89

Day Range

N/A

52-Week Range

$31.36$37.55

Avg Volume

395

Dividend Yield

0.59%

Expense Ratio

0.95%

AUM

$18.3M

Shares Outstanding

511.8K

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology33.37%
Industrials17.21%
Financial Services12.88%
Consumer Cyclical8.61%
Healthcare7.76%
Communication Services6.77%
Consumer Defensive4.53%
Basic Materials4.09%
Cash & Others1.72%
Utilities1.71%
Real Estate1.37%

Country Allocation

CountryWeight %
United States56.54%
United Kingdom5.38%
Japan4.82%
France3.82%
Taiwan3.39%
Germany2.82%
South Korea2.41%
Switzerland2.14%
Ireland2.12%
China1.73%
Spain1.71%
Netherlands1.62%
Hong Kong1.48%
India1.14%
Brazil0.91%
Other0.90%
Sweden0.87%
Kenya0.81%
Canada0.79%
Belgium0.75%
Norway0.70%
Mexico0.65%
Greece0.65%
Portugal0.55%
Australia0.45%
Denmark0.45%
Uruguay0.41%

Fund Information

Issuer
Calamos
Category
Technology
Inception Date
Feb 3, 2023
Exchange
NYSE_ARCA
Description
The Fund employs an integrated, fundamental and proprietary sustainable process to evaluate and select what we deem are the highest-quality growth opportunities throughout global developed and emerging markets and across market capitalizations.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$866.46B
SPYState Street SPDR S&P 500 ETF$780.71B
VXUSVanguard Total International Stock ETF$651.00B

The Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) is an exchange-traded fund issued by Calamos that launched on Feb 3, 2023. It currently manages $18.3M in assets under management. The fund charges an expense ratio of 0.95%. The fund holds 116 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 31.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet, Inc. - Class A5.76%3,317$1.1M
2NVDANVIDIA Corp.4.67%4,089$854K
3AAPLApple, Inc.4.07%2,315$745K
4TSMTaiwan Semiconductor Manufacturing Company, Ltd. (ADR)3.52%1,548$643K
5MSFTMicrosoft Corp.3.24%1,555$593K
6AMZNAmazon.com, Inc.2.49%1,953$456K
7000660.KSSK hynix, Inc.2.25%315$412K
8AVGOBroadcom, Inc.2.00%932$366K
9AMATApplied Materials, Inc.1.98%644$362K
10VVisa, Inc. - Class A1.62%841$296K
11IFX.DEInfineon Technologies, AG1.34%3,280$244K
12TRVTravelers Companies, Inc.1.31%636$239K
13BNYBank of New York Mellon Corp.1.22%1,398$224K
14ASMLASML Holding, NV1.21%123$221K
15TJXTJX Companies, Inc.1.14%1,354$208K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
1W
-0.64%
1M
-1.71%
3M
+2.64%
6M
+4.42%
YTD
+7.71%
1Y
+12.79%
3Y
+36.31%
5Y
+47.40%

Moving Averages

20-Day MA

$36.95

Below 20-Day MA
50-Day MA

$36.88

Above 50-Day MA
200-Day MA

$34.72

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.55

Current Price

$36.90

52-Week Low

$31.36

$31.36$37.55

Current Yield

0.59%

Annual Dividend

$0.8466

Frequency

0x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.2014Dec 15, 2025
Dec 23, 2024$0.1977Dec 27, 2024
Dec 23, 2024$0.1977Dec 27, 2024
Dec 21, 2023$0.2499Dec 27, 2023

Dividend Payments Over Time

Category Comparison

MetricSROITechnology(1511 ETFs)Growth(409 ETFs)
Fund Info
Expense Ratio0.95%0.61%0.65%
AUM$18.3M$7.93B$3.03B
Dividend Yield0.59%2.99%5.84%
Avg Volume395657.0K178.0K
Holdings11622678
Performance
1-Month Return-0.44%-1.81%-1.71%
6-Month Return+10.10%+11.69%+8.23%
YTD Return+8.36%+9.60%+5.58%
1-Year Return+9.54%+12.13%+5.11%

Compare with Another ETF

Search for an ETF to compare with SROI:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.