CCD vs VUSE

Comparison between Calamos Dynamic Convertible and Income Fund (CCD, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).

5-Year PerformanceVUSE has outperformed CCD, delivering a return of +10.4% compared to +5.5%

CCD vs VUSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CCD(ETF)	VUSE(ETF)
Net Assets	$648M	$648M
Expense Ratio	N/A	0.50%
Max Drawdown	60.86%	45.51%
Sharpe Ratio	1.72	0.89
5Y Beta	0.75	0.93
P/E Ratio	N/A	27.10
Forward P/E	N/A	21.63
5Y Dividends CAGR	2.03%	-6.58%
5Y EPS CAGR	N/A	28.51%
Debt to Equity	N/A	82.98%
P/S Ratio	N/A	4.46
P/B Ratio	N/A	7.83

Net Assets

CCD

$648M

Winner

VUSE

$648M

Expense Ratio

CCD

N/A

VUSE

0.50%

Max Drawdown

CCD

60.86%

Winner

VUSE

45.51%

Sharpe Ratio

Winner

CCD

1.72

VUSE

0.89

5Y Beta

Winner

CCD

0.75

VUSE

0.93

P/E Ratio

CCD

N/A

VUSE

27.10

Forward P/E

CCD

N/A

VUSE

21.63

5Y Dividends CAGR

Winner

CCD

2.03%

VUSE

-6.58%

5Y EPS CAGR

CCD

N/A

VUSE

28.51%

Debt to Equity

CCD

N/A

VUSE

82.98%

P/S Ratio

CCD

N/A

VUSE

4.46

P/B Ratio

CCD

N/A

VUSE

7.83

CCD vs VUSE - Historical Returns

Returns include dividend reinvestment.

Period	CCD	VUSE
1 month	+1.51%	+1.52%
3 months	+14.95%	+6.69%
6 months	+22.46%	+5.96%
1 year	+38.63%	+15.50%
5 years(CAGR)	+5.49%	+10.36%
10 years(CAGR)	+14.11%	+12.01%
Max(CAGR)	+10.31%	+10.08%

CCD

+1.51%

Winner

VUSE

+1.52%

Winner

CCD

+14.95%

VUSE

+6.69%

Winner

CCD

+22.46%

VUSE

+5.96%

Winner

CCD

+38.63%

VUSE

+15.50%

5Y(CAGR)

CCD

+5.49%

Winner

VUSE

+10.36%

10Y(CAGR)

Winner

CCD

+14.11%

VUSE

+12.01%

Max(CAGR)

Winner

CCD

+10.31%

VUSE

+10.08%

CCD vs VUSE - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CCD	VUSE
2026	+22.52%	+6.85%
2025	-4.09%	+13.18%
2024	+37.39%	+17.02%
2023	+7.41%	+24.78%
2022	-27.83%	-9.94%
2021	+22.43%	+37.02%
2020	+44.67%	+6.32%
2019	+37.30%	+19.64%
2018	-9.57%	-16.11%
2017	+25.52%	+15.59%
2016	+8.14%	+20.66%
2015	-22.81%	-5.69%
2014	N/A	+8.33%

CCD vs VUSE Drawdown Comparison

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

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The current CCD drawdown is -3.51%. The current VUSE drawdown is -3.35%.

Rank	CCD	VUSE
#1	-55.32% Feb 20, 2020 - Jul 6, 2020	-43.92% Aug 29, 2018 - Dec 4, 2020
#2	-37.54% Nov 9, 2021 - Sep 19, 2024	-21.34% Jan 4, 2022 - Jun 13, 2023
#3	-36.95% Apr 24, 2015 - Jul 12, 2017	-20.42% Jun 23, 2015 - Nov 14, 2016
#4	-26.91% Sep 12, 2018 - Jul 19, 2019	-18.92% Feb 13, 2025 - Jun 30, 2025
#5	-22.28% Oct 10, 2024 - Jan 15, 2026	-10.13% Jan 26, 2018 - Aug 21, 2018
#6	-11.42% Jan 24, 2018 - Apr 20, 2018	-9.28% Jan 12, 2026 - Apr 17, 2026
#7	-11.34% Mar 2, 2021 - Oct 19, 2021	-9.19% Jun 8, 2021 - Nov 3, 2021
#8	-11.08% Feb 20, 2026 - Apr 8, 2026	-9.04% Jul 31, 2023 - Dec 11, 2023
#9	-9.88% Oct 12, 2020 - Nov 6, 2020	-8.96% Sep 2, 2014 - Nov 21, 2014
#10	-8.30% Sep 1, 2020 - Oct 7, 2020	-8.09% Jul 16, 2024 - Sep 19, 2024
#11	-7.38% May 6, 2026 - May 26, 2026	-7.63% Nov 15, 2021 - Jan 4, 2022
#12	-5.92% Feb 12, 2021 - Mar 2, 2021	-6.76% Oct 27, 2025 - Jan 12, 2026
#13	-5.65% Jul 24, 2019 - Oct 17, 2019	-6.25% Jan 22, 2014 - Feb 27, 2014
#14	-5.56% Jul 20, 2017 - Sep 19, 2017	-6.06% Dec 6, 2024 - Feb 6, 2025
#15	-5.00% Jan 22, 2021 - Feb 2, 2021	-5.70% Mar 28, 2024 - Jul 2, 2024

Correlation

Correlation between CCD and VUSE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2014 - 2026)

CCD vs VUSE dividend yield comparison.

Year	CCD	VUSE
2026	3.12%	0.11%
2025	11.22%	0.47%
2024	9.63%	0.84%
2023	11.83%	1.15%
2022	11.42%	1.57%
2021	7.43%	1.16%
2020	7.11%	1.33%
2019	8.93%	1.61%
2018	12.21%	1.55%
2017	9.99%	1.16%
2016	11.43%	1.25%
2015	7.40%	1.73%
2014	0.00%	1.29%