ARTY vs CSQ
Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).
5-Year PerformanceARTY has outperformed CSQ, delivering a return of +13.7% compared to +11.3%
ARTY vs CSQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ARTY vs CSQ - Historical Returns
Returns include dividend reinvestment.
ARTY vs CSQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ARTY | CSQ |
|---|---|---|
| 2026 | +59.10% | +10.57% |
| 2025 | +29.45% | +17.22% |
| 2024 | +10.75% | +29.40% |
| 2023 | +35.02% | +22.44% |
| 2022 | -38.41% | -24.06% |
| 2021 | +6.59% | +34.84% |
| 2020 | +45.71% | +25.88% |
| 2019 | +33.74% | +38.06% |
| 2018 | -14.31% | -4.03% |
| 2017 | N/A | +25.28% |
| 2016 | N/A | +16.51% |
| 2015 | N/A | -4.73% |
| 2014 | N/A | +14.95% |
| 2013 | N/A | +18.27% |
| 2012 | N/A | +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% |
ARTY vs CSQ Drawdown Comparison
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The current ARTY drawdown is -2.24%. The current CSQ drawdown is -0.31%.
| Rank | ARTY | CSQ |
|---|---|---|
| #1 | -54.49% Feb 16, 2021 - Oct 8, 2025 | -67.02% May 22, 2007 - Mar 15, 2012 |
| #2 | -32.23% Feb 12, 2020 - Jun 5, 2020 | -48.11% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -24.26% Sep 26, 2018 - Apr 3, 2019 | -33.06% Dec 30, 2021 - Mar 20, 2024 |
| #4 | -18.81% Jan 28, 2026 - Apr 14, 2026 | -29.03% Sep 24, 2018 - Apr 29, 2019 |
| #5 | -15.07% Jun 2, 2026 - Jun 10, 2026 | -24.60% May 18, 2015 - Jul 15, 2016 |
| #6 | -14.10% Oct 29, 2025 - Jan 16, 2026 | -24.18% Jan 23, 2025 - Jun 26, 2025 |
| #7 | -13.00% Apr 23, 2019 - Nov 5, 2019 | -17.11% Apr 1, 2004 - Jul 8, 2005 |
| #8 | -8.95% Sep 2, 2020 - Nov 4, 2020 | -15.25% Jan 12, 2026 - Apr 20, 2026 |
| #9 | -7.96% May 11, 2026 - May 26, 2026 | -14.59% Aug 27, 2014 - Nov 14, 2014 |
| #10 | -6.09% Jan 17, 2020 - Feb 12, 2020 | -12.20% Oct 17, 2012 - Jan 7, 2013 |
| #11 | -5.05% Jun 8, 2020 - Jun 17, 2020 | -10.85% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -4.78% Oct 9, 2025 - Oct 27, 2025 | -9.91% Sep 2, 2020 - Nov 10, 2020 |
| #13 | -4.58% Jul 25, 2018 - Aug 24, 2018 | -9.90% May 17, 2013 - Oct 25, 2013 |
| #14 | -3.62% Apr 24, 2026 - May 1, 2026 | -9.75% Jul 10, 2024 - Sep 23, 2024 |
| #15 | -3.51% Jan 26, 2021 - Feb 2, 2021 | -9.53% Apr 15, 2021 - Jun 29, 2021 |
Correlation
Correlation between ARTY and CSQ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ARTY vs CSQ dividend yield comparison.
| Year | ARTY | CSQ |
|---|---|---|
| 2026 | 0.06% | 2.98% |
| 2025 | 0.00% | 6.51% |
| 2024 | 0.50% | 6.95% |
| 2023 | 0.88% | 8.27% |
| 2022 | 0.75% | 9.17% |
| 2021 | 2.41% | 6.38% |
| 2020 | 0.53% | 7.03% |
| 2019 | 0.69% | 7.14% |
| 2018 | 0.34% | 9.35% |
| 2017 | 0.00% | 8.20% |
| 2016 | 0.00% | 9.64% |
| 2015 | 0.00% | 10.00% |
| 2014 | 0.00% | 8.44% |
| 2013 | 0.00% | 7.71% |
| 2012 | 0.00% | 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% |
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