ANGL vs CSQ

Comparison between VANECK FALLEN ANGEL HIGH YIELD BOND ETF (ANGL, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).

5-Year PerformanceCSQ has outperformed ANGL, delivering a return of +10.7% compared to +3.5%

ANGL vs CSQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ANGL(ETF)	CSQ(ETF)
Net Assets	$3B	$3.10B
Expense Ratio	0.25%	N/A
Max Drawdown	29.58%	72.74%
Sharpe Ratio	1.34	1.81
5Y Beta	0.26	1.02
5Y Dividends CAGR	6.29%	2.82%

Net Assets

ANGL

$3B

Winner

CSQ

$3.10B

Expense Ratio

ANGL

0.25%

CSQ

N/A

Max Drawdown

Winner

ANGL

29.58%

CSQ

72.74%

Sharpe Ratio

ANGL

1.34

Winner

CSQ

1.81

5Y Beta

Winner

ANGL

0.26

CSQ

1.02

5Y Dividends CAGR

Winner

ANGL

6.29%

CSQ

2.82%

ANGL vs CSQ - Historical Returns

Returns include dividend reinvestment.

Period	ANGL	CSQ
1 month	+0.64%	+12.95%
3 months	+0.32%	+7.23%
6 months	+2.86%	+12.35%
1 year	+10.04%	+32.35%
5 years(CAGR)	+3.47%	+10.74%
10 years(CAGR)	+6.50%	+16.60%
Max(CAGR)	+6.84%	+10.13%

ANGL

+0.64%

Winner

CSQ

+12.95%

ANGL

+0.32%

Winner

CSQ

+7.23%

ANGL

+2.86%

Winner

CSQ

+12.35%

ANGL

+10.04%

Winner

CSQ

+32.35%

5Y(CAGR)

ANGL

+3.47%

Winner

CSQ

+10.74%

10Y(CAGR)

ANGL

+6.50%

Winner

CSQ

+16.60%

Max(CAGR)

ANGL

+6.84%

Winner

CSQ

+10.13%

ANGL vs CSQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ANGL	CSQ
2026	+1.38%	+8.07%
2025	+9.01%	+17.22%
2024	+6.39%	+29.40%
2023	+12.34%	+22.44%
2022	-14.00%	-24.06%
2021	+7.04%	+34.84%
2020	+12.97%	+25.88%
2019	+17.76%	+38.06%
2018	-5.75%	-4.03%
2017	+9.29%	+25.28%
2016	+25.20%	+16.51%
2015	-1.17%	-4.73%
2014	+2.98%	+14.95%
2013	+6.64%	+18.27%
2012	+11.85%	+26.53%
2011	N/A	-4.16%
2010	N/A	+12.12%
2009	N/A	+48.27%
2008	N/A	-48.59%
2007	N/A	-2.22%
2006	N/A	+23.71%
2005	N/A	+3.84%
2004	N/A	-3.64%

ANGL vs CSQ Drawdown Comparison

The maximum drawdown for ANGL was -29.31%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.

The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.

The current ANGL drawdown is -0.35%.

Rank	ANGL	CSQ
#1	-29.31% Feb 14, 2020 - Jul 21, 2020	-67.02% May 22, 2007 - Mar 15, 2012
#2	-19.26% Nov 9, 2021 - Aug 16, 2024	-48.11% Feb 20, 2020 - Aug 12, 2020
#3	-13.10% Jun 1, 2015 - Apr 19, 2016	-33.06% Dec 30, 2021 - Mar 20, 2024
#4	-9.92% Apr 19, 2013 - Mar 3, 2014	-29.03% Sep 24, 2018 - Apr 29, 2019
#5	-8.78% Jan 24, 2018 - Feb 25, 2019	-24.60% May 18, 2015 - Jul 15, 2016
#6	-5.48% Mar 10, 2025 - Jun 3, 2025	-24.18% Jan 23, 2025 - Jun 26, 2025
#7	-5.45% Sep 4, 2014 - Feb 12, 2015	-17.11% Apr 1, 2004 - Jul 8, 2005
#8	-4.77% Oct 24, 2016 - Dec 13, 2016	-15.25% Jan 12, 2026 - Apr 20, 2026
#9	-4.05% Feb 19, 2026 - Mar 27, 2026	-14.59% Aug 27, 2014 - Nov 14, 2014
#10	-3.92% Sep 2, 2020 - Nov 4, 2020	-12.20% Oct 17, 2012 - Jan 7, 2013
#11	-3.70% Feb 12, 2021 - Jun 1, 2021	-10.85% Jan 26, 2018 - Jun 1, 2018
#12	-3.01% Apr 19, 2012 - Jun 21, 2012	-9.91% Sep 2, 2020 - Nov 10, 2020
#13	-2.57% Mar 1, 2017 - Apr 4, 2017	-9.90% May 17, 2013 - Oct 25, 2013
#14	-2.51% Jul 30, 2019 - Aug 29, 2019	-9.75% Jul 10, 2024 - Sep 23, 2024
#15	-2.44% May 6, 2019 - Jun 18, 2019	-9.53% Apr 15, 2021 - Jun 29, 2021

Correlation

Correlation between ANGL and CSQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2004 - 2026)

ANGL vs CSQ dividend yield comparison.

Year	ANGL	CSQ
2026	2.16%	1.81%
2025	6.20%	6.51%
2024	6.29%	6.95%
2023	5.27%	8.27%
2022	4.72%	9.17%
2021	3.90%	6.38%
2020	4.67%	7.03%
2019	5.19%	7.14%
2018	5.99%	9.35%
2017	5.25%	8.20%
2016	5.34%	9.64%
2015	5.81%	10.00%
2014	6.80%	8.44%
2013	6.10%	7.71%
2012	4.74%	8.56%
2011	0.00%	7.54%
2010	0.00%	6.80%
2009	0.00%	8.93%
2008	0.00%	18.36%
2007	0.00%	8.71%
2006	0.00%	7.48%
2005	0.00%	7.66%
2004	0.00%	4.28%