CAIE vs FXH
Comparison between CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF) and FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF).
CAIE vs FXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAIE
$872M
Winner
FXH
$874M
Expense Ratio
CAIE
0.74%
Winner
FXH
0.61%
Max Drawdown
Winner
CAIE
11.17%
FXH
43.70%
Sharpe Ratio
Winner
CAIE
1.61
FXH
0.75
5Y Beta
CAIE
0.93
Winner
FXH
0.66
P/E Ratio
CAIE
N/A
FXH
20.68
Forward P/E
CAIE
N/A
FXH
14.13
PEG Ratio
CAIE
N/A
FXH
0.06
5Y EPS CAGR
CAIE
N/A
FXH
7.88%
Debt to Equity
CAIE
N/A
FXH
83.89%
P/S Ratio
CAIE
N/A
FXH
1.06
P/B Ratio
CAIE
N/A
FXH
2.93
CAIE vs FXH - Historical Returns
Returns include dividend reinvestment.
1M
CAIE
+1.20%
Winner
FXH
+3.26%
3M
Winner
CAIE
+7.57%
FXH
+4.48%
6M
Winner
CAIE
+7.11%
FXH
+0.87%
1Y
Winner
CAIE
+23.38%
FXH
+15.32%
5Y(CAGR)
CAIE
N/A
FXH
+0.95%
10Y(CAGR)
CAIE
N/A
FXH
+7.17%
Max(CAGR)
Winner
CAIE
+24.91%
FXH
+9.84%
CAIE vs FXH - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CAIE | FXH |
|---|---|---|
| 2026 | +7.07% | +1.94% |
| 2025 | +15.19% | +10.05% |
| 2024 | N/A | -0.45% |
| 2023 | N/A | -4.09% |
| 2022 | N/A | -11.08% |
| 2021 | N/A | +16.28% |
| 2020 | N/A | +28.00% |
| 2019 | N/A | +24.04% |
| 2018 | N/A | -2.85% |
| 2017 | N/A | +20.62% |
| 2016 | N/A | -3.57% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +26.00% |
| 2013 | N/A | +44.68% |
| 2012 | N/A | +19.68% |
| 2011 | N/A | +4.62% |
| 2010 | N/A | +17.01% |
| 2009 | N/A | +48.93% |
| 2008 | N/A | -28.44% |
| 2007 | N/A | +1.50% |
CAIE vs FXH Drawdown Comparison
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The current CAIE drawdown is -2.18%. The current FXH drawdown is -7.30%.
| Rank | CAIE | FXH |
|---|---|---|
| #1 | -7.73% Jan 9, 2026 - Apr 14, 2026 | -43.70% Oct 10, 2007 - Dec 14, 2009 |
| #2 | -3.25% Jul 25, 2025 - Aug 12, 2025 | -30.61% Feb 19, 2020 - May 28, 2020 |
| #3 | -3.21% Oct 9, 2025 - Oct 27, 2025 | -29.49% Sep 3, 2021 - Oct 27, 2023 |
| #4 | -2.94% Oct 29, 2025 - Nov 28, 2025 | -29.42% Jul 17, 2015 - Jan 2, 2018 |
| #5 | -2.57% Dec 11, 2025 - Dec 23, 2025 | -24.59% Sep 28, 2018 - Dec 23, 2019 |
| #6 | -2.40% Aug 13, 2025 - Aug 26, 2025 | -22.08% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -2.18% Jun 2, 2026 - Jun 5, 2026 | -13.28% Mar 23, 2010 - Oct 28, 2010 |
| #8 | -1.65% Aug 28, 2025 - Sep 8, 2025 | -11.86% Jan 29, 2018 - Jun 12, 2018 |
| #9 | -1.49% Sep 22, 2025 - Oct 1, 2025 | -10.56% Mar 4, 2014 - Jun 20, 2014 |
| #10 | -1.38% May 14, 2026 - May 26, 2026 | -9.98% Feb 12, 2021 - Apr 16, 2021 |
| #11 | -1.25% Jul 3, 2025 - Jul 10, 2025 | -8.24% Aug 5, 2020 - Oct 7, 2020 |
| #12 | -1.18% Dec 24, 2025 - Jan 6, 2026 | -8.24% May 2, 2012 - Sep 4, 2012 |
| #13 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -8.21% Oct 4, 2012 - Jan 7, 2013 |
| #14 | -0.70% Apr 27, 2026 - Apr 30, 2026 | -7.41% Sep 24, 2014 - Oct 24, 2014 |
| #15 | -0.54% Dec 4, 2025 - Dec 10, 2025 | -7.03% Jan 19, 2010 - Mar 2, 2010 |
Correlation
Correlation between CAIE and FXH is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2010 - 2026)
CAIE vs FXH dividend yield comparison.
| Year | CAIE | FXH |
|---|---|---|
| 2026 | 5.93% | 0.16% |
| 2025 | 7.46% | 0.75% |
| 2024 | 0.00% | 0.41% |
| 2023 | 0.00% | 0.24% |
| 2022 | 0.00% | 0.20% |
| 2013 | 0.00% | 0.01% |
| 2012 | 0.00% | 0.43% |
| 2011 | 0.00% | 0.12% |
| 2010 | 0.00% | 0.11% |
Select Stocks to Compare
Popular: CAIE vs SPYFXH vs SPY
More Comparisons
Compare with similar stocks