CAIE vs AUSF
Comparison between CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF) and GLOBAL X ADAPTIVE U.S. FACTOR ETF (AUSF, ETF).
CAIE vs AUSF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAIE
$872M
Winner
AUSF
$872M
Expense Ratio
CAIE
0.74%
Winner
AUSF
0.27%
Max Drawdown
Winner
CAIE
11.17%
AUSF
44.35%
Sharpe Ratio
Winner
CAIE
1.61
AUSF
1.21
5Y Beta
CAIE
0.93
Winner
AUSF
0.56
P/E Ratio
CAIE
N/A
AUSF
17.16
Forward P/E
CAIE
N/A
AUSF
13.56
PEG Ratio
CAIE
N/A
AUSF
0.26
5Y Dividends CAGR
CAIE
N/A
AUSF
17.97%
5Y EPS CAGR
CAIE
N/A
AUSF
11.40%
Debt to Equity
CAIE
N/A
AUSF
6.94%
P/S Ratio
CAIE
N/A
AUSF
1.28
P/B Ratio
CAIE
N/A
AUSF
2.04
CAIE vs AUSF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAIE
+1.20%
AUSF
+0.90%
3M
Winner
CAIE
+7.57%
AUSF
+0.24%
6M
CAIE
+7.11%
Winner
AUSF
+8.32%
1Y
Winner
CAIE
+23.38%
AUSF
+17.00%
5Y(CAGR)
CAIE
N/A
AUSF
+12.88%
Max(CAGR)
Winner
CAIE
+24.91%
AUSF
+12.37%
CAIE vs AUSF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CAIE | AUSF |
|---|---|---|
| 2026 | +7.07% | +6.96% |
| 2025 | +15.19% | +13.90% |
| 2024 | N/A | +16.77% |
| 2023 | N/A | +23.21% |
| 2022 | N/A | +0.29% |
| 2021 | N/A | +28.98% |
| 2020 | N/A | +1.41% |
| 2019 | N/A | +23.62% |
| 2018 | N/A | -10.79% |
CAIE vs AUSF Drawdown Comparison
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for AUSF was -44.25%, occurring on Mar 23, 2020. Recovery took 226 trading sessions.
The current CAIE drawdown is -2.18%. The current AUSF drawdown is -1.43%.
| Rank | CAIE | AUSF |
|---|---|---|
| #1 | -7.73% Jan 9, 2026 - Apr 14, 2026 | -44.25% Feb 13, 2020 - Jan 6, 2021 |
| #2 | -3.25% Jul 25, 2025 - Aug 12, 2025 | -15.59% Sep 21, 2018 - Apr 26, 2019 |
| #3 | -3.21% Oct 9, 2025 - Oct 27, 2025 | -14.24% Apr 20, 2022 - Nov 22, 2022 |
| #4 | -2.94% Oct 29, 2025 - Nov 28, 2025 | -12.28% Nov 27, 2024 - Jun 27, 2025 |
| #5 | -2.57% Dec 11, 2025 - Dec 23, 2025 | -9.83% Dec 2, 2022 - Jul 3, 2023 |
| #6 | -2.40% Aug 13, 2025 - Aug 26, 2025 | -7.13% Aug 30, 2023 - Nov 10, 2023 |
| #7 | -2.18% Jun 2, 2026 - Jun 5, 2026 | -6.75% Dec 29, 2021 - Mar 29, 2022 |
| #8 | -1.65% Aug 28, 2025 - Sep 8, 2025 | -5.84% Mar 2, 2026 - Mar 20, 2026 |
| #9 | -1.49% Sep 22, 2025 - Oct 1, 2025 | -5.83% Jul 26, 2019 - Sep 12, 2019 |
| #10 | -1.38% May 14, 2026 - May 26, 2026 | -5.62% Jun 4, 2021 - Aug 16, 2021 |
| #11 | -1.25% Jul 3, 2025 - Jul 10, 2025 | -5.36% Mar 28, 2024 - Jul 12, 2024 |
| #12 | -1.18% Dec 24, 2025 - Jan 6, 2026 | -5.33% Jul 31, 2024 - Aug 23, 2024 |
| #13 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -5.14% May 3, 2019 - Jun 20, 2019 |
| #14 | -0.70% Apr 27, 2026 - Apr 30, 2026 | -4.91% Nov 16, 2021 - Dec 16, 2021 |
| #15 | -0.54% Dec 4, 2025 - Dec 10, 2025 | -4.36% Sep 11, 2025 - Dec 11, 2025 |
Correlation
Correlation between CAIE and AUSF is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2018 - 2026)
CAIE vs AUSF dividend yield comparison.
| Year | CAIE | AUSF |
|---|---|---|
| 2026 | 5.93% | 1.28% |
| 2025 | 7.46% | 2.78% |
| 2024 | 0.00% | 2.63% |
| 2023 | 0.00% | 1.83% |
| 2022 | 0.00% | 2.51% |
| 2021 | 0.00% | 2.22% |
| 2020 | 0.00% | 2.95% |
| 2019 | 0.00% | 4.02% |
| 2018 | 0.00% | 1.46% |
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