CAIE vs XAGG
Comparison between CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
CAIE vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAIE
$1.20B
Winner
XAGG
$1.30B
Expense Ratio
CAIE
0.74%
Winner
XAGG
0.50%
Max Drawdown
CAIE
11.17%
Winner
XAGG
3.58%
Sharpe Ratio
Winner
CAIE
1.34
XAGG
0.63
5Y Beta
CAIE
0.88
Winner
XAGG
0.16
CAIE vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAIE
+1.80%
XAGG
+0.27%
3M
Winner
CAIE
+3.24%
XAGG
+0.83%
6M
Winner
CAIE
+9.48%
XAGG
+0.75%
1Y
CAIE
+20.60%
XAGG
N/A
Max(CAGR)
Winner
CAIE
+24.38%
XAGG
+6.01%
CAIE vs XAGG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | CAIE | XAGG |
|---|---|---|
| 2026 | +10.93% | +2.60% |
| 2025 | +15.19% | +1.61% |
CAIE vs XAGG Drawdown Comparison
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current CAIE drawdown is -0.22%. The current XAGG drawdown is -0.09%.
| Rank | CAIE | XAGG |
|---|---|---|
| #1 | -7.73% Jan 9, 2026 - Apr 14, 2026 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -3.41% Jun 2, 2026 - Aug 4, 2026 | -1.02% Jul 6, 2026 - Aug 5, 2026 |
| #3 | -3.25% Jul 25, 2025 - Aug 12, 2025 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -3.21% Oct 9, 2025 - Oct 27, 2025 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -2.94% Oct 29, 2025 - Nov 28, 2025 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -2.57% Dec 11, 2025 - Dec 23, 2025 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -2.40% Aug 13, 2025 - Aug 26, 2025 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -1.65% Aug 28, 2025 - Sep 8, 2025 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -1.49% Sep 22, 2025 - Oct 1, 2025 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -1.38% May 14, 2026 - May 26, 2026 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -1.25% Jul 3, 2025 - Jul 10, 2025 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #12 | -1.18% Dec 24, 2025 - Jan 6, 2026 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #13 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -0.70% Apr 27, 2026 - Apr 30, 2026 | -0.09% Aug 7, 2026 - Aug 10, 2026 |
| #15 | -0.54% Dec 4, 2025 - Dec 10, 2025 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
Correlation
Correlation between CAIE and XAGG is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2025 - 2026)
CAIE vs XAGG dividend yield comparison.
| Year | CAIE | XAGG |
|---|---|---|
| 2026 | 8.17% | 4.00% |
| 2025 | 7.46% | 1.02% |
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