CAIE vs JDVL
Comparison between CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF) and JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF).
CAIE vs JDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAIE
$872M
JDVL
$862M
Expense Ratio
CAIE
0.74%
Winner
JDVL
0.56%
Max Drawdown
CAIE
11.17%
Winner
JDVL
9.17%
Sharpe Ratio
CAIE
1.61
Winner
JDVL
1.65
5Y Beta
Winner
CAIE
0.93
JDVL
0.96
P/E Ratio
CAIE
N/A
JDVL
23.31
Forward P/E
CAIE
N/A
JDVL
16.03
PEG Ratio
CAIE
N/A
JDVL
0.55
5Y EPS CAGR
CAIE
N/A
JDVL
18.57%
Debt to Equity
CAIE
N/A
JDVL
59.48%
P/S Ratio
CAIE
N/A
JDVL
1.75
P/B Ratio
CAIE
N/A
JDVL
4.00
CAIE vs JDVL - Historical Returns
Returns include dividend reinvestment.
1M
CAIE
+1.20%
Winner
JDVL
+2.82%
3M
CAIE
+7.57%
Winner
JDVL
+7.95%
6M
CAIE
+7.11%
Winner
JDVL
+13.58%
1Y
CAIE
+23.38%
Winner
JDVL
+23.68%
Max(CAGR)
CAIE
+24.91%
Winner
JDVL
+29.20%
CAIE vs JDVL - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | CAIE | JDVL |
|---|---|---|
| 2026 | +7.07% | +11.23% |
| 2025 | +15.19% | +10.05% |
CAIE vs JDVL Drawdown Comparison
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current CAIE drawdown is -2.18%. The current JDVL drawdown is -3.31%.
| Rank | CAIE | JDVL |
|---|---|---|
| #1 | -7.73% Jan 9, 2026 - Apr 14, 2026 | -9.17% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -3.25% Jul 25, 2025 - Aug 12, 2025 | -5.28% Nov 12, 2025 - Dec 4, 2025 |
| #3 | -3.21% Oct 9, 2025 - Oct 27, 2025 | -3.31% Jun 4, 2026 - Jun 5, 2026 |
| #4 | -2.94% Oct 29, 2025 - Nov 28, 2025 | -3.09% Oct 6, 2025 - Oct 20, 2025 |
| #5 | -2.57% Dec 11, 2025 - Dec 23, 2025 | -2.61% May 6, 2026 - May 22, 2026 |
| #6 | -2.40% Aug 13, 2025 - Aug 26, 2025 | -2.16% Jan 29, 2026 - Feb 9, 2026 |
| #7 | -2.18% Jun 2, 2026 - Jun 5, 2026 | -2.11% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -1.65% Aug 28, 2025 - Sep 8, 2025 | -1.69% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -1.49% Sep 22, 2025 - Oct 1, 2025 | -1.50% Dec 24, 2025 - Jan 5, 2026 |
| #10 | -1.38% May 14, 2026 - May 26, 2026 | -1.37% Apr 20, 2026 - Apr 30, 2026 |
| #11 | -1.25% Jul 3, 2025 - Jul 10, 2025 | -1.10% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -1.18% Dec 24, 2025 - Jan 6, 2026 | -1.08% Aug 28, 2025 - Sep 10, 2025 |
| #13 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -1.06% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -0.70% Apr 27, 2026 - Apr 30, 2026 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -0.54% Dec 4, 2025 - Dec 10, 2025 | -0.98% Sep 23, 2025 - Oct 6, 2025 |
Correlation
Correlation between CAIE and JDVL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2025 - 2026)
CAIE vs JDVL dividend yield comparison.
| Year | CAIE | JDVL |
|---|---|---|
| 2026 | 5.93% | 0.00% |
| 2025 | 7.46% | 1.71% |
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