CCD vs KAT
Comparison between Calamos Dynamic Convertible and Income Fund (CCD, ETF) and SCHARF ETF (KAT, ETF).
CCD vs KAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CCD
$680M
KAT
$677M
Expense Ratio
CCD
N/A
KAT
0.75%
Max Drawdown
CCD
60.86%
Winner
KAT
9.25%
Sharpe Ratio
Winner
CCD
1.47
KAT
0.47
5Y Beta
CCD
0.79
Winner
KAT
0.47
P/E Ratio
CCD
N/A
KAT
21.61
Forward P/E
CCD
N/A
KAT
18.35
PEG Ratio
CCD
N/A
KAT
0.28
5Y Dividends CAGR
CCD
2.88%
KAT
N/A
5Y EPS CAGR
CCD
N/A
KAT
19.66%
Debt to Equity
CCD
N/A
KAT
31.71%
P/S Ratio
CCD
N/A
KAT
1.48
P/B Ratio
CCD
N/A
KAT
3.51
CCD vs KAT - Historical Returns
Returns include dividend reinvestment.
1M
CCD
+0.99%
Winner
KAT
+6.12%
3M
CCD
+2.25%
Winner
KAT
+7.47%
6M
Winner
CCD
+14.06%
KAT
+3.85%
1Y
Winner
CCD
+36.54%
KAT
+8.88%
5Y(CAGR)
CCD
+6.29%
KAT
N/A
10Y(CAGR)
CCD
+13.38%
KAT
N/A
Max(CAGR)
Winner
CCD
+10.33%
KAT
+8.88%
CCD vs KAT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CCD | KAT |
|---|---|---|
| 2026 | +25.55% | +7.84% |
| 2025 | -4.09% | +0.98% |
| 2024 | +37.39% | N/A |
| 2023 | +7.41% | N/A |
| 2022 | -27.83% | N/A |
| 2021 | +22.43% | N/A |
| 2020 | +44.67% | N/A |
| 2019 | +37.30% | N/A |
| 2018 | -9.57% | N/A |
| 2017 | +25.52% | N/A |
| 2016 | +8.14% | N/A |
| 2015 | -22.81% | N/A |
CCD vs KAT Drawdown Comparison
The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.
The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. Recovery took 111 trading sessions.
The current CCD drawdown is -4.77%.
| Rank | CCD | KAT |
|---|---|---|
| #1 | -55.32% Feb 20, 2020 - Jul 6, 2020 | -9.25% Mar 2, 2026 - Aug 6, 2026 |
| #2 | -37.54% Nov 9, 2021 - Sep 19, 2024 | -7.55% Oct 6, 2025 - Feb 24, 2026 |
| #3 | -36.95% Apr 24, 2015 - Jul 12, 2017 | -1.54% Sep 11, 2025 - Sep 22, 2025 |
| #4 | -26.91% Sep 12, 2018 - Jul 19, 2019 | -1.46% Aug 13, 2026 - Aug 21, 2026 |
| #5 | -22.28% Oct 10, 2024 - Jan 15, 2026 | -1.08% Sep 22, 2025 - Sep 30, 2025 |
| #6 | -11.42% Jan 24, 2018 - Apr 20, 2018 | -0.84% Aug 27, 2025 - Sep 9, 2025 |
| #7 | -11.34% Mar 2, 2021 - Oct 19, 2021 | -0.37% Oct 1, 2025 - Oct 3, 2025 |
| #8 | -11.08% Feb 20, 2026 - Apr 8, 2026 | -0.23% Aug 11, 2026 - Aug 13, 2026 |
| #9 | -9.88% Oct 12, 2020 - Nov 6, 2020 | -0.02% Aug 25, 2025 - Aug 27, 2025 |
| #10 | -8.30% Sep 1, 2020 - Oct 7, 2020 | N/A |
| #11 | -7.83% Jul 10, 2026 - Aug 4, 2026 | N/A |
| #12 | -7.38% May 6, 2026 - May 26, 2026 | N/A |
| #13 | -6.29% Jun 2, 2026 - Jun 30, 2026 | N/A |
| #14 | -5.92% Feb 12, 2021 - Mar 2, 2021 | N/A |
| #15 | -5.65% Jul 24, 2019 - Oct 17, 2019 | N/A |
Correlation
Correlation between CCD and KAT is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2015 - 2026)
CCD vs KAT dividend yield comparison.
| Year | CCD | KAT |
|---|---|---|
| 2026 | 5.45% | 0.08% |
| 2025 | 11.22% | 0.00% |
| 2024 | 9.63% | 0.00% |
| 2023 | 11.83% | 0.00% |
| 2022 | 11.42% | 0.00% |
| 2021 | 7.43% | 0.00% |
| 2020 | 7.11% | 0.00% |
| 2019 | 8.93% | 0.00% |
| 2018 | 12.21% | 0.00% |
| 2017 | 9.99% | 0.00% |
| 2016 | 11.43% | 0.00% |
| 2015 | 7.40% | 0.00% |
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