BCX vs CHI

Comparison between BlackRock Resources & Commodities Strategy Trust (BCX, ETF) and Calamos Convertible Opportunities and Income Fund (CHI, ETF).

5-Year PerformanceBCX has outperformed CHI, delivering a return of +11.0% compared to +7.3%

BCX vs CHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCX(ETF)	CHI(ETF)
Net Assets	$992M	$994M
Max Drawdown	82.29%	73.29%
Sharpe Ratio	1.32	1.95
5Y Beta	0.58	0.74
5Y Dividends CAGR	11.75%	3.60%

Net Assets

BCX

$992M

Winner

CHI

$994M

Max Drawdown

BCX

82.29%

Winner

CHI

73.29%

Sharpe Ratio

BCX

1.32

Winner

CHI

1.95

5Y Beta

Winner

BCX

0.58

CHI

0.74

5Y Dividends CAGR

Winner

BCX

11.75%

CHI

3.60%

BCX vs CHI - Historical Returns

Returns include dividend reinvestment.

Period	BCX	CHI
1 month	-5.08%	+5.21%
3 months	+0.35%	+20.41%
6 months	+6.21%	+25.11%
1 year	+31.26%	+42.41%
5 years(CAGR)	+11.03%	+7.33%
10 years(CAGR)	+11.42%	+13.32%
Max(CAGR)	+4.11%	+9.94%

BCX

-5.08%

Winner

CHI

+5.21%

BCX

+0.35%

Winner

CHI

+20.41%

BCX

+6.21%

Winner

CHI

+25.11%

BCX

+31.26%

Winner

CHI

+42.41%

5Y(CAGR)

Winner

BCX

+11.03%

CHI

+7.33%

10Y(CAGR)

BCX

+11.42%

Winner

CHI

+13.32%

Max(CAGR)

BCX

+4.11%

Winner

CHI

+9.94%

BCX vs CHI - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	BCX	CHI
2026	+4.88%	+27.62%
2025	+37.92%	-0.88%
2024	+2.17%	+28.20%
2023	-2.90%	+8.22%
2022	+12.24%	-23.06%
2021	+32.34%	+22.30%
2020	-0.73%	+33.28%
2019	+20.21%	+31.79%
2018	-23.72%	-11.22%
2017	+25.52%	+20.10%
2016	+26.38%	+13.28%
2015	-20.37%	-15.64%
2014	-8.86%	+5.01%
2013	-3.69%	+19.38%
2012	+3.15%	+13.81%
2011	-28.96%	-6.66%
2010	N/A	+16.17%
2009	N/A	+54.80%
2008	N/A	-35.94%
2007	N/A	-19.79%
2006	N/A	+12.07%
2005	N/A	+5.58%
2004	N/A	+14.56%
2003	N/A	+47.19%
2002	N/A	+11.61%

BCX vs CHI Drawdown Comparison

The maximum drawdown for BCX was -62.40%, occurring on Mar 18, 2020. Recovery took 2483 trading sessions.

The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.

The current BCX drawdown is -14.76%. The current CHI drawdown is -1.74%.

Rank	BCX	CHI
#1	-62.40% Apr 7, 2011 - Feb 19, 2021	-64.58% Jun 11, 2007 - Mar 25, 2011
#2	-29.22% Apr 18, 2022 - May 27, 2025	-49.56% Feb 19, 2020 - Aug 3, 2020
#3	-16.16% Mar 2, 2026 - Mar 20, 2026	-35.99% Nov 15, 2021 - Nov 20, 2024
#4	-15.87% Jun 14, 2021 - Jan 11, 2022	-33.85% Sep 14, 2018 - Feb 6, 2020
#5	-9.00% Mar 10, 2022 - Mar 22, 2022	-32.90% May 18, 2015 - Feb 8, 2017
#6	-6.79% Mar 15, 2021 - Apr 30, 2021	-27.52% Dec 30, 2024 - Oct 27, 2025
#7	-6.16% Jan 18, 2022 - Feb 9, 2022	-21.84% Jan 20, 2004 - Sep 10, 2004
#8	-5.91% Jan 29, 2026 - Feb 10, 2026	-18.00% Jun 3, 2011 - Feb 9, 2012
#9	-5.53% Oct 1, 2025 - Nov 11, 2025	-14.88% Feb 9, 2005 - Jul 28, 2005
#10	-4.97% Nov 11, 2025 - Nov 26, 2025	-12.89% Sep 13, 2002 - Nov 13, 2002
#11	-4.54% May 10, 2021 - Jun 11, 2021	-10.71% Feb 13, 2026 - Apr 8, 2026
#12	-4.09% Mar 25, 2022 - Apr 14, 2022	-10.47% May 21, 2013 - Oct 17, 2013
#13	-4.09% Feb 11, 2026 - Feb 26, 2026	-9.73% Sep 2, 2014 - Feb 25, 2015
#14	-3.91% Feb 24, 2021 - Mar 2, 2021	-9.31% Sep 1, 2020 - Oct 12, 2020
#15	-3.51% Feb 11, 2022 - Feb 25, 2022	-9.20% Oct 8, 2012 - Jan 10, 2013

Correlation

Correlation between BCX and CHI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2002 - 2026)

BCX vs CHI dividend yield comparison.

Year	BCX	CHI
2026	3.68%	3.65%
2025	7.62%	10.88%
2024	7.49%	9.55%
2023	7.00%	11.00%
2022	5.52%	10.85%
2021	5.13%	7.54%
2020	7.10%	6.75%
2019	7.67%	8.49%
2018	8.77%	12.19%
2017	6.19%	10.19%
2016	6.98%	11.30%
2015	11.38%	11.50%
2014	9.53%	8.88%
2013	9.50%	8.60%
2012	10.47%	9.55%
2011	7.91%	10.12%
2010	0.00%	8.65%
2009	0.00%	9.25%
2008	0.00%	18.64%
2007	0.00%	12.46%
2006	0.00%	9.95%
2005	0.00%	10.57%
2004	0.00%	13.83%
2003	0.00%	10.26%
2002	0.00%	4.25%