BOTZ vs CSQ

Comparison between GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).

5-Year PerformanceCSQ has outperformed BOTZ, delivering a return of +12.4% compared to +5.5%

BOTZ vs CSQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOTZ(ETF)	CSQ(ETF)
Net Assets	$3.40B	$3.50B
Expense Ratio	0.68%	N/A
Max Drawdown	55.64%	72.74%
Sharpe Ratio	1.40	1.76
5Y Beta	1.32	1.02
5Y Dividends CAGR	20.28%	2.82%

Net Assets

BOTZ

$3.40B

Winner

CSQ

$3.50B

Expense Ratio

BOTZ

0.68%

CSQ

N/A

Max Drawdown

Winner

BOTZ

55.64%

CSQ

72.74%

Sharpe Ratio

BOTZ

1.40

Winner

CSQ

1.76

5Y Beta

BOTZ

1.32

Winner

CSQ

1.02

5Y Dividends CAGR

Winner

BOTZ

20.28%

CSQ

2.82%

BOTZ vs CSQ - Historical Returns

Returns include dividend reinvestment.

Period	BOTZ	CSQ
1 month	+13.21%	+9.37%
3 months	+7.27%	+9.21%
6 months	+13.00%	+9.71%
1 year	+33.93%	+28.36%
5 years(CAGR)	+5.47%	+12.41%
10 years(CAGR)	+11.54%	+16.57%
Max(CAGR)	+11.54%	+10.13%

Winner

BOTZ

+13.21%

CSQ

+9.37%

BOTZ

+7.27%

Winner

CSQ

+9.21%

Winner

BOTZ

+13.00%

CSQ

+9.71%

Winner

BOTZ

+33.93%

CSQ

+28.36%

5Y(CAGR)

BOTZ

+5.47%

Winner

CSQ

+12.41%

10Y(CAGR)

BOTZ

+11.54%

Winner

CSQ

+16.57%

Max(CAGR)

Winner

BOTZ

+11.54%

CSQ

+10.13%

BOTZ vs CSQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BOTZ	CSQ
2026	+10.92%	+8.13%
2025	+12.82%	+17.22%
2024	+15.46%	+29.40%
2023	+38.29%	+22.44%
2022	-42.93%	-24.06%
2021	+9.09%	+34.84%
2020	+49.32%	+25.88%
2019	+31.16%	+38.06%
2018	-29.24%	-4.03%
2017	+56.97%	+25.28%
2016	+1.68%	+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%

BOTZ vs CSQ Drawdown Comparison

The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.

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

The current BOTZ drawdown is -1.76%. The current CSQ drawdown is -0.15%.

Rank	BOTZ	CSQ
#1	-55.54% Nov 8, 2021 - Feb 25, 2026	-67.02% May 22, 2007 - Mar 15, 2012
#2	-43.53% Jan 23, 2018 - Aug 12, 2020	-48.11% Feb 20, 2020 - Aug 12, 2020
#3	-19.34% Feb 25, 2026 - May 6, 2026	-33.06% Dec 30, 2021 - Mar 20, 2024
#4	-13.52% Feb 12, 2021 - Aug 24, 2021	-29.03% Sep 24, 2018 - Apr 29, 2019
#5	-11.73% Sep 23, 2021 - Nov 4, 2021	-24.60% May 18, 2015 - Jul 15, 2016
#6	-7.47% Nov 24, 2017 - Jan 5, 2018	-24.18% Jan 23, 2025 - Jun 26, 2025
#7	-5.65% Sep 2, 2020 - Oct 1, 2020	-17.11% Apr 1, 2004 - Jul 8, 2005
#8	-5.33% Oct 12, 2020 - Nov 5, 2020	-15.25% Jan 12, 2026 - Apr 20, 2026
#9	-4.97% Jan 20, 2021 - Feb 8, 2021	-14.59% Aug 27, 2014 - Nov 14, 2014
#10	-3.97% Oct 10, 2016 - Jan 11, 2017	-12.20% Oct 17, 2012 - Jan 7, 2013
#11	-3.65% Jun 5, 2017 - Jul 14, 2017	-10.85% Jan 26, 2018 - Jun 1, 2018
#12	-3.13% Nov 8, 2017 - Nov 21, 2017	-9.91% Sep 2, 2020 - Nov 10, 2020
#13	-3.00% Oct 24, 2017 - Nov 6, 2017	-9.90% May 17, 2013 - Oct 25, 2013
#14	-2.95% Mar 29, 2017 - Apr 24, 2017	-9.75% Jul 10, 2024 - Sep 23, 2024
#15	-2.93% Sep 20, 2017 - Oct 2, 2017	-9.53% Apr 15, 2021 - Jun 29, 2021

Correlation

Correlation between BOTZ and CSQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2004 - 2026)

BOTZ vs CSQ dividend yield comparison.

Year	BOTZ	CSQ
2026	0.00%	1.81%
2025	0.66%	6.51%
2024	0.13%	6.95%
2023	0.20%	8.27%
2022	0.23%	9.17%
2021	0.16%	6.38%
2020	0.19%	7.03%
2019	0.83%	7.14%
2018	1.44%	9.35%
2017	0.01%	8.20%
2016	0.06%	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%