CHI vs BCX

Comparison between Calamos Convertible Opportunities and Income Fund (CHI, ETF) and BlackRock Resources & Commodities Strategy Trust (BCX, ETF).

5-Year PerformanceBCX has outperformed CHI, delivering a return of +11.0% compared to +7.3%

CHI vs BCX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHI(ETF)	BCX(ETF)
Net Assets	$994M	$992M
Max Drawdown	73.29%	82.29%
Sharpe Ratio	1.95	1.32
5Y Beta	0.74	0.58
5Y Dividends CAGR	3.60%	11.75%

Net Assets

Winner

CHI

$994M

BCX

$992M

Max Drawdown

Winner

CHI

73.29%

BCX

82.29%

Sharpe Ratio

Winner

CHI

1.95

BCX

1.32

5Y Beta

CHI

0.74

Winner

BCX

0.58

5Y Dividends CAGR

CHI

3.60%

Winner

BCX

11.75%

CHI vs BCX - Historical Returns

Returns include dividend reinvestment.

Period	CHI	BCX
1 month	+5.21%	-5.08%
3 months	+20.41%	+0.35%
6 months	+25.11%	+6.21%
1 year	+42.41%	+31.26%
5 years(CAGR)	+7.33%	+11.03%
10 years(CAGR)	+13.32%	+11.42%
Max(CAGR)	+9.94%	+4.11%

Winner

CHI

+5.21%

BCX

-5.08%

Winner

CHI

+20.41%

BCX

+0.35%

Winner

CHI

+25.11%

BCX

+6.21%

Winner

CHI

+42.41%

BCX

+31.26%

5Y(CAGR)

CHI

+7.33%

Winner

BCX

+11.03%

10Y(CAGR)

Winner

CHI

+13.32%

BCX

+11.42%

Max(CAGR)

Winner

CHI

+9.94%

BCX

+4.11%

CHI vs BCX - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	CHI	BCX
2026	+27.62%	+4.88%
2025	-0.88%	+37.92%
2024	+28.20%	+2.17%
2023	+8.22%	-2.90%
2022	-23.06%	+12.24%
2021	+22.30%	+32.34%
2020	+33.28%	-0.73%
2019	+31.79%	+20.21%
2018	-11.22%	-23.72%
2017	+20.10%	+25.52%
2016	+13.28%	+26.38%
2015	-15.64%	-20.37%
2014	+5.01%	-8.86%
2013	+19.38%	-3.69%
2012	+13.81%	+3.15%
2011	-6.66%	-28.96%
2010	+16.17%	N/A
2009	+54.80%	N/A
2008	-35.94%	N/A
2007	-19.79%	N/A
2006	+12.07%	N/A
2005	+5.58%	N/A
2004	+14.56%	N/A
2003	+47.19%	N/A
2002	+11.61%	N/A

CHI vs BCX Drawdown Comparison

The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.

The maximum drawdown for BCX was -62.40%, occurring on Mar 18, 2020. Recovery took 2483 trading sessions.

The current CHI drawdown is -1.74%. The current BCX drawdown is -14.76%.

Rank	CHI	BCX
#1	-64.58% Jun 11, 2007 - Mar 25, 2011	-62.40% Apr 7, 2011 - Feb 19, 2021
#2	-49.56% Feb 19, 2020 - Aug 3, 2020	-29.22% Apr 18, 2022 - May 27, 2025
#3	-35.99% Nov 15, 2021 - Nov 20, 2024	-16.16% Mar 2, 2026 - Mar 20, 2026
#4	-33.85% Sep 14, 2018 - Feb 6, 2020	-15.87% Jun 14, 2021 - Jan 11, 2022
#5	-32.90% May 18, 2015 - Feb 8, 2017	-9.00% Mar 10, 2022 - Mar 22, 2022
#6	-27.52% Dec 30, 2024 - Oct 27, 2025	-6.79% Mar 15, 2021 - Apr 30, 2021
#7	-21.84% Jan 20, 2004 - Sep 10, 2004	-6.16% Jan 18, 2022 - Feb 9, 2022
#8	-18.00% Jun 3, 2011 - Feb 9, 2012	-5.91% Jan 29, 2026 - Feb 10, 2026
#9	-14.88% Feb 9, 2005 - Jul 28, 2005	-5.53% Oct 1, 2025 - Nov 11, 2025
#10	-12.89% Sep 13, 2002 - Nov 13, 2002	-4.97% Nov 11, 2025 - Nov 26, 2025
#11	-10.71% Feb 13, 2026 - Apr 8, 2026	-4.54% May 10, 2021 - Jun 11, 2021
#12	-10.47% May 21, 2013 - Oct 17, 2013	-4.09% Mar 25, 2022 - Apr 14, 2022
#13	-9.73% Sep 2, 2014 - Feb 25, 2015	-4.09% Feb 11, 2026 - Feb 26, 2026
#14	-9.31% Sep 1, 2020 - Oct 12, 2020	-3.91% Feb 24, 2021 - Mar 2, 2021
#15	-9.20% Oct 8, 2012 - Jan 10, 2013	-3.51% Feb 11, 2022 - Feb 25, 2022

Correlation

Correlation between CHI and BCX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2002 - 2026)

CHI vs BCX dividend yield comparison.

Year	CHI	BCX
2026	3.65%	3.68%
2025	10.88%	7.62%
2024	9.55%	7.49%
2023	11.00%	7.00%
2022	10.85%	5.52%
2021	7.54%	5.13%
2020	6.75%	7.10%
2019	8.49%	7.67%
2018	12.19%	8.77%
2017	10.19%	6.19%
2016	11.30%	6.98%
2015	11.50%	11.38%
2014	8.88%	9.53%
2013	8.60%	9.50%
2012	9.55%	10.47%
2011	10.12%	7.91%
2010	8.65%	0.00%
2009	9.25%	0.00%
2008	18.64%	0.00%
2007	12.46%	0.00%
2006	9.95%	0.00%
2005	10.57%	0.00%
2004	13.83%	0.00%
2003	10.26%	0.00%
2002	4.25%	0.00%