SROI vs TEMP
Calamos Antetokounmpo Global Sustainable Equities ETF vs JPMorgan Climate Change Solutions ETF
Which is better, SROI or TEMP?
SROI has been ahead.
TEMP has a lower expense ratio. SROI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SROI | TEMP |
|---|---|---|
| Expense Ratio | 0.95% | 0.49%Best |
| AUM | $17M | $8M |
| Dividend Yield | 0.54% | 1.31% |
| Holdings | 130 | 72 |
| Volatility (annualized) | 11.7%Best | 16.6% |
| Max Drawdown | -15.9%Best | -23.5% |
| $10,000 over 2.7 years | $13,797Best | $13,117 |
| Fund Family | Calamos Investments | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 3, 2023 | Dec 13, 2021 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SROI has data through Oct 14, 2026 and TEMP through Oct 3, 2025.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Feb 6, 2023 to Oct 3, 2025 (2.7 years).
Risk: Volatility and Drawdowns
TEMP has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 11.7% for SROI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.9% for SROI and -23.5% for TEMP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SROI charges 0.95% per year while TEMP charges 0.49%. On a $10,000 position that is $95 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, SROI currently yields 0.54% against 1.31% for TEMP.
You are not choosing between two funds in isolation.
Whichever of SROI and TEMP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SROI or TEMP?
SROI has an expense ratio of 0.95% while TEMP charges 0.49%. TEMP is the cheaper option, by $46 a year on a $10,000 investment.
Which is riskier, SROI or TEMP?
TEMP has been the more volatile fund at 16.6% annualized versus 11.7% for SROI. Worst drawdown: SROI -15.9% vs TEMP -23.5%.
Should I hold both SROI and TEMP?
SROI and TEMP have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, SROI or TEMP?
SROI yields 0.54% while TEMP yields 1.31%, so TEMP currently pays the higher dividend yield.
Is TEMP better than SROI?
TEMP has a lower expense ratio. SROI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.