CBOX vs PID

Comparison between Calamos Tax-Aware Collateral ETF (CBOX, ETF) and INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID, ETF).

CBOX vs PID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CBOX(ETF)	PID(ETF)
Net Assets	$939M	$939M
Expense Ratio	0.14%	0.53%
Max Drawdown	2.90%	67.98%
Sharpe Ratio	0.06	0.88
5Y Beta	0.07	0.47
P/E Ratio	N/A	14.89
Forward P/E	N/A	12.62
PEG Ratio	N/A	0.32
5Y Dividends CAGR	N/A	9.48%
5Y EPS CAGR	N/A	18.15%

Net Assets

CBOX

$939M

Winner

PID

$939M

Expense Ratio

Winner

CBOX

0.14%

PID

0.53%

Max Drawdown

Winner

CBOX

2.90%

PID

67.98%

Sharpe Ratio

CBOX

0.06

Winner

PID

0.88

5Y Beta

Winner

CBOX

0.07

PID

0.47

P/E Ratio

CBOX

N/A

PID

14.89

Forward P/E

CBOX

N/A

PID

12.62

PEG Ratio

CBOX

N/A

PID

0.32

5Y Dividends CAGR

CBOX

N/A

PID

9.48%

5Y EPS CAGR

CBOX

N/A

PID

18.15%

CBOX vs PID - Historical Returns

Returns include dividend reinvestment.

Period	CBOX	PID
1 month	+0.32%	-2.05%
3 months	N/A	+1.53%
6 months	N/A	+3.76%
1 year	N/A	+12.92%
5 years(CAGR)	N/A	+8.50%
10 years(CAGR)	N/A	+8.81%
Max(CAGR)	+3.89%	+5.50%

Winner

CBOX

+0.32%

PID

-2.05%

CBOX

N/A

PID

+1.53%

CBOX

N/A

PID

+3.76%

CBOX

N/A

PID

+12.92%

5Y(CAGR)

CBOX

N/A

PID

+8.50%

10Y(CAGR)

CBOX

N/A

PID

+8.81%

Max(CAGR)

CBOX

+3.89%

Winner

PID

+5.50%

CBOX vs PID - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	CBOX	PID
2026	+0.65%	+2.48%
2025	N/A	+23.63%
2024	N/A	+3.32%
2023	N/A	+14.48%
2022	N/A	-6.50%
2021	N/A	+23.52%
2020	N/A	-7.19%
2019	N/A	+24.55%
2018	N/A	-12.34%
2017	N/A	+17.87%
2016	N/A	+11.30%
2015	N/A	-18.96%
2014	N/A	+0.48%
2013	N/A	+16.91%
2012	N/A	+9.63%
2011	N/A	-2.91%
2010	N/A	+11.20%
2009	N/A	+34.13%
2008	N/A	-46.36%
2007	N/A	+11.38%
2006	N/A	+23.99%
2005	N/A	+3.32%

CBOX vs PID Drawdown Comparison

The maximum drawdown for CBOX was -2.90%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The maximum drawdown for PID was -66.35%, occurring on Mar 9, 2009. Recovery took 1595 trading sessions.

The current CBOX drawdown is -2.78%. The current PID drawdown is -4.59%.

Rank	CBOX	PID
#1	-2.90% Jun 2, 2026 - Jun 3, 2026	-66.35% Oct 31, 2007 - Mar 5, 2014
#2	-0.03% May 22, 2026 - May 28, 2026	-46.05% Jan 17, 2020 - Mar 11, 2021
#3	-0.02% Apr 27, 2026 - Apr 30, 2026	-38.89% Sep 3, 2014 - Jan 26, 2018
#4	-0.01% May 20, 2026 - May 22, 2026	-22.99% Apr 4, 2022 - Mar 7, 2024
#5	-0.00% May 12, 2026 - May 14, 2026	-17.95% Jan 26, 2018 - Jun 20, 2019
#6	N/A	-11.70% Jul 23, 2007 - Oct 1, 2007
#7	N/A	-11.39% Oct 18, 2024 - Apr 30, 2025
#8	N/A	-9.24% May 9, 2006 - Aug 30, 2006
#9	N/A	-8.04% Jul 3, 2019 - Nov 7, 2019
#10	N/A	-7.87% Feb 26, 2007 - Mar 26, 2007
#11	N/A	-7.48% Feb 27, 2026 - Mar 27, 2026
#12	N/A	-6.82% Sep 30, 2005 - Nov 23, 2005
#13	N/A	-6.56% Oct 20, 2021 - Dec 31, 2021
#14	N/A	-6.54% Jun 7, 2021 - Oct 14, 2021
#15	N/A	-6.53% Mar 8, 2024 - May 9, 2024

Correlation

Correlation between CBOX and PID is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

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