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CCD vs UYG

Comparison between Calamos Dynamic Convertible and Income Fund (CCD, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).

5-Year PerformanceUYG has outperformed CCD, delivering a return of +13.1% compared to +7.3%

CCD vs UYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CCD
$746M
UYG
$743M
Max Drawdown
Winner
CCD
60.86%
UYG
97.97%
Sharpe Ratio
Winner
CCD
1.65
UYG
0.30
5Y Beta
Winner
CCD
0.78
UYG
1.56
P/E Ratio
CCD
N/A
UYG
17.62
Forward P/E
CCD
N/A
UYG
16.33
PEG Ratio
CCD
N/A
UYG
0.58
5Y Dividends CAGR
CCD
3.14%
Winner
UYG
119.16%
5Y EPS CAGR
CCD
N/A
UYG
11.58%
Debt to Equity
CCD
N/A
UYG
71.89%
P/S Ratio
CCD
N/A
UYG
3.64
P/B Ratio
CCD
N/A
UYG
2.42

CCD vs UYG - Historical Returns

Returns include dividend reinvestment.

1M
CCD
+1.16%
Winner
UYG
+8.24%
3M
CCD
+8.88%
Winner
UYG
+13.75%
6M
Winner
CCD
+19.07%
UYG
+7.71%
1Y
Winner
CCD
+38.50%
UYG
+9.07%
5Y(CAGR)
CCD
+7.27%
Winner
UYG
+13.14%
10Y(CAGR)
CCD
+13.61%
Winner
UYG
+17.93%
Max(CAGR)
Winner
CCD
+10.59%
UYG
+0.54%

CCD vs UYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearCCDUYG
2026+27.71%+1.31%
2025-4.09%+20.40%
2024+37.39%+54.90%
2023+7.41%+21.56%
2022-27.83%-33.20%
2021+22.43%+81.39%
2020+44.67%-21.03%
2019+37.30%+65.80%
2018-9.57%-22.31%
2017+25.52%+37.19%
2016+8.14%+36.51%
2015-22.81%-4.45%
2014N/A+28.88%
2013N/A+65.28%
2012N/A+47.82%
2011N/A-35.32%
2010N/A+13.99%
2009N/A-6.37%
2008N/A-84.55%
2007N/A-40.73%

CCD vs UYG Drawdown Comparison

The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.

The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.

The current CCD drawdown is -0.24%. The current UYG drawdown is -3.90%.

RankCCDUYG
#1-55.32%
Feb 20, 2020 - Jul 6, 2020
-97.90%
Feb 20, 2007 - Jan 30, 2025
#2-37.54%
Nov 9, 2021 - Sep 19, 2024
-30.35%
Feb 18, 2025 - Jul 3, 2025
#3-36.95%
Apr 24, 2015 - Jul 12, 2017
-28.91%
Jan 6, 2026 - Mar 27, 2026
#4-26.91%
Sep 12, 2018 - Jul 19, 2019
-11.82%
Sep 29, 2025 - Dec 11, 2025
#5-22.28%
Oct 10, 2024 - Jan 15, 2026
-7.58%
Jul 25, 2025 - Aug 22, 2025
#6-11.42%
Jan 24, 2018 - Apr 20, 2018
-6.00%
Jul 3, 2025 - Jul 25, 2025
#7-11.34%
Mar 2, 2021 - Oct 19, 2021
-3.72%
Sep 4, 2025 - Sep 19, 2025
#8-11.08%
Feb 20, 2026 - Apr 8, 2026
-3.28%
Dec 24, 2025 - Jan 5, 2026
#9-9.88%
Oct 12, 2020 - Nov 6, 2020
-3.19%
Feb 8, 2007 - Feb 14, 2007
#10-8.30%
Sep 1, 2020 - Oct 7, 2020
-3.15%
Feb 6, 2025 - Feb 18, 2025
#11-7.38%
May 6, 2026 - May 26, 2026
-2.39%
Jan 30, 2025 - Feb 6, 2025
#12-6.29%
Jun 2, 2026 - Jun 30, 2026
-2.09%
Sep 19, 2025 - Sep 29, 2025
#13-5.92%
Feb 12, 2021 - Mar 2, 2021
-1.92%
Dec 15, 2025 - Dec 22, 2025
#14-5.65%
Jul 24, 2019 - Oct 17, 2019
-1.86%
Aug 29, 2025 - Sep 4, 2025
#15-5.56%
Jul 20, 2017 - Sep 19, 2017
-1.10%
Aug 22, 2025 - Aug 26, 2025

Correlation

Correlation between CCD and UYG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2007 - 2026)

CCD vs UYG dividend yield comparison.

YearCCDUYG
20264.56%0.34%
202511.22%11.72%
20249.63%0.51%
202311.83%0.79%
202211.42%0.77%
20217.43%9.39%
20207.11%0.66%
20198.93%0.90%
201812.21%1.28%
20179.99%0.56%
201611.43%0.76%
20157.40%0.72%
20140.00%0.57%
20130.00%0.29%
20120.00%0.86%
20110.00%0.33%
20100.00%0.12%
20090.00%0.69%
20080.00%5.45%
20070.00%2.45%

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