CAIQ vs DFE
Comparison between Calamos Nasdaq Autocallable Income ETF (CAIQ, ETF) and WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND (DFE, ETF).
CAIQ vs DFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAIQ
$167M
DFE
$167M
Expense Ratio
CAIQ
0.74%
Winner
DFE
0.58%
Max Drawdown
Winner
CAIQ
11.94%
DFE
74.35%
Sharpe Ratio
Winner
CAIQ
1.75
DFE
0.59
5Y Beta
CAIQ
0.97
Winner
DFE
0.66
5Y Dividends CAGR
CAIQ
N/A
DFE
19.93%
CAIQ vs DFE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAIQ
+1.43%
DFE
-1.72%
3M
Winner
CAIQ
+11.73%
DFE
+0.79%
6M
Winner
CAIQ
+10.41%
DFE
+7.13%
1Y
CAIQ
N/A
DFE
+11.88%
5Y(CAGR)
CAIQ
N/A
DFE
+3.81%
10Y(CAGR)
CAIQ
N/A
DFE
+6.68%
Max(CAGR)
Winner
CAIQ
+30.84%
DFE
+6.30%
CAIQ vs DFE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CAIQ | DFE |
|---|---|---|
| 2026 | +11.91% | +3.71% |
| 2025 | +4.02% | +33.60% |
| 2024 | N/A | +1.44% |
| 2023 | N/A | +13.75% |
| 2022 | N/A | -22.76% |
| 2021 | N/A | +17.60% |
| 2020 | N/A | +1.18% |
| 2019 | N/A | +27.70% |
| 2018 | N/A | -22.04% |
| 2017 | N/A | +32.16% |
| 2016 | N/A | +1.93% |
| 2015 | N/A | +11.25% |
| 2014 | N/A | -7.15% |
| 2013 | N/A | +44.88% |
| 2012 | N/A | +27.06% |
| 2011 | N/A | -19.47% |
| 2010 | N/A | +17.02% |
| 2009 | N/A | +48.00% |
| 2008 | N/A | -53.33% |
| 2007 | N/A | -3.41% |
| 2006 | N/A | +29.20% |
CAIQ vs DFE Drawdown Comparison
The maximum drawdown for CAIQ was -9.06%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for DFE was -69.55%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.
The current CAIQ drawdown is -2.10%. The current DFE drawdown is -4.21%.
| Rank | CAIQ | DFE |
|---|---|---|
| #1 | -9.06% Jan 28, 2026 - Apr 14, 2026 | -69.55% Jun 4, 2007 - Oct 18, 2013 |
| #2 | -2.93% Dec 10, 2025 - Dec 24, 2025 | -49.65% Jan 26, 2018 - Feb 9, 2021 |
| #3 | -2.81% Jan 9, 2026 - Jan 27, 2026 | -40.36% Sep 2, 2021 - May 13, 2025 |
| #4 | -2.10% Jun 1, 2026 - Jun 5, 2026 | -22.93% Jun 6, 2014 - Mar 16, 2017 |
| #5 | -1.84% Dec 24, 2025 - Jan 9, 2026 | -11.41% Feb 26, 2026 - Mar 27, 2026 |
| #6 | -1.22% May 14, 2026 - May 22, 2026 | -10.06% Feb 26, 2007 - Mar 21, 2007 |
| #7 | -0.98% Apr 24, 2026 - Apr 30, 2026 | -7.73% Aug 22, 2025 - Dec 22, 2025 |
| #8 | -0.87% Apr 22, 2026 - Apr 24, 2026 | -6.32% Jun 7, 2021 - Aug 3, 2021 |
| #9 | -0.87% May 8, 2026 - May 14, 2026 | -5.92% Jan 23, 2014 - Feb 13, 2014 |
| #10 | -0.77% Apr 17, 2026 - Apr 22, 2026 | -5.47% Apr 1, 2014 - Jun 6, 2014 |
| #11 | -0.74% May 1, 2026 - May 6, 2026 | -4.91% Oct 13, 2017 - Dec 27, 2017 |
| #12 | -0.20% Dec 5, 2025 - Dec 9, 2025 | -4.10% Jul 3, 2006 - Jul 31, 2006 |
| #13 | -0.18% May 26, 2026 - May 29, 2026 | -3.83% Jul 23, 2025 - Aug 22, 2025 |
| #14 | -0.17% Nov 28, 2025 - Dec 2, 2025 | -3.82% Mar 6, 2014 - Apr 1, 2014 |
| #15 | -0.13% Dec 3, 2025 - Dec 5, 2025 | -3.42% May 7, 2021 - May 21, 2021 |
Correlation
Correlation between CAIQ and DFE is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2006 - 2026)
CAIQ vs DFE dividend yield comparison.
| Year | CAIQ | DFE |
|---|---|---|
| 2026 | 7.15% | 0.04% |
| 2025 | 1.54% | 4.38% |
| 2024 | 0.00% | 4.93% |
| 2023 | 0.00% | 4.97% |
| 2022 | 0.00% | 5.84% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 2.43% |
| 2019 | 0.00% | 3.39% |
| 2018 | 0.00% | 4.97% |
| 2017 | 0.00% | 2.53% |
| 2016 | 0.00% | 4.05% |
| 2015 | 0.00% | 2.78% |
| 2014 | 0.00% | 2.98% |
| 2013 | 0.00% | 2.38% |
| 2012 | 0.00% | 3.58% |
| 2011 | 0.00% | 6.32% |
| 2010 | 0.00% | 2.26% |
| 2009 | 0.00% | 3.56% |
| 2008 | 0.00% | 11.06% |
| 2007 | 0.00% | 7.13% |
| 2006 | 0.00% | 0.72% |
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