StockComparison Logo
vs

CHI vs EWH

Comparison between Calamos Convertible Opportunities and Income Fund (CHI, ETF) and ISHARES MSCI HONG KONG ETF (EWH, ETF).

5-Year PerformanceCHI has outperformed EWH, delivering a return of +6.3% compared to -0.8%

CHI vs EWH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CHI
$931M
EWH
$927M
Expense Ratio
CHI
N/A
EWH
0.50%
Max Drawdown
CHI
73.29%
Winner
EWH
64.69%
Sharpe Ratio
Winner
CHI
1.69
EWH
0.88
5Y Beta
CHI
0.74
Winner
EWH
0.55
5Y Dividends CAGR
CHI
2.25%
Winner
EWH
11.55%

CHI vs EWH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CHI
+2.07%
EWH
-7.97%
3M
Winner
CHI
+12.02%
EWH
-5.75%
6M
Winner
CHI
+20.84%
EWH
+2.17%
1Y
Winner
CHI
+36.06%
EWH
+18.11%
5Y(CAGR)
Winner
CHI
+6.33%
EWH
-0.82%
10Y(CAGR)
Winner
CHI
+12.88%
EWH
+4.37%
Max(CAGR)
Winner
CHI
+9.74%
EWH
+5.29%

CHI vs EWH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCHIEWH
2026+21.41%-0.23%
2025-0.88%+36.63%
2024+28.20%+2.64%
2023+8.22%-15.86%
2022-23.06%-7.14%
2021+22.30%-4.45%
2020+33.28%+1.72%
2019+31.79%+11.90%
2018-11.22%-9.76%
2017+20.10%+34.29%
2016+13.28%+3.60%
2015-15.64%-1.08%
2014+5.01%+4.37%
2013+19.38%+7.04%
2012+13.81%+26.50%
2011-6.66%-18.11%
2010+16.17%+21.01%
2009+54.80%+49.07%
2008-35.94%-49.97%
2007-19.79%+38.02%
2006+12.07%+27.58%
2005+5.58%+8.09%
2004+14.56%+21.09%
2003+47.19%+34.28%
2002+11.61%-18.23%
2001N/A-16.40%
2000N/A-17.60%
1999N/A+19.86%

CHI vs EWH Drawdown Comparison

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

The maximum drawdown for EWH was -63.58%, occurring on Nov 20, 2008. Recovery took 1318 trading sessions.

The current CHI drawdown is -3.04%. The current EWH drawdown is -11.12%.

RankCHIEWH
#1-64.58%
Jun 11, 2007 - Mar 25, 2011
-63.58%
Oct 29, 2007 - Jan 24, 2013
#2-49.56%
Feb 19, 2020 - Aug 3, 2020
-51.00%
Dec 27, 1999 - Jul 18, 2005
#3-35.99%
Nov 15, 2021 - Nov 20, 2024
-42.67%
May 28, 2021 - Jan 27, 2026
#4-33.85%
Sep 14, 2018 - Feb 6, 2020
-31.09%
Apr 5, 2019 - Jan 15, 2021
#5-32.90%
May 18, 2015 - Feb 8, 2017
-29.54%
May 22, 2015 - May 10, 2017
#6-27.52%
Dec 30, 2024 - Oct 27, 2025
-19.71%
Jan 26, 2018 - Mar 29, 2019
#7-21.84%
Jan 20, 2004 - Sep 10, 2004
-15.92%
May 8, 2006 - Nov 2, 2006
#8-18.00%
Jun 3, 2011 - Feb 9, 2012
-14.14%
May 21, 2013 - Oct 11, 2013
#9-14.88%
Feb 9, 2005 - Jul 28, 2005
-13.13%
Jan 23, 2007 - May 4, 2007
#10-12.89%
Sep 13, 2002 - Nov 13, 2002
-11.56%
Aug 20, 2014 - Apr 8, 2015
#11-10.71%
Feb 13, 2026 - Apr 8, 2026
-11.44%
Jul 23, 2007 - Sep 4, 2007
#12-10.47%
May 21, 2013 - Oct 17, 2013
-11.12%
May 13, 2026 - Jun 5, 2026
#13-9.73%
Sep 2, 2014 - Feb 25, 2015
-9.54%
Sep 29, 2005 - Jan 9, 2006
#14-9.31%
Sep 1, 2020 - Oct 12, 2020
-8.93%
Jan 17, 2014 - Apr 9, 2014
#15-9.20%
Oct 8, 2012 - Jan 10, 2013
-7.81%
Feb 27, 2026 - May 6, 2026

Correlation

Correlation between CHI and EWH is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

CHI vs EWH dividend yield comparison.

YearCHIEWH
20263.05%0.00%
202510.88%5.20%
20249.55%4.17%
202311.00%4.28%
202210.85%2.91%
20217.54%2.78%
20206.75%2.56%
20198.49%2.71%
201812.19%2.93%
201710.19%4.35%
201611.30%3.08%
201511.50%2.63%
20148.88%3.52%
20138.60%2.96%
20129.55%2.59%
201110.12%2.66%
20108.65%2.36%
20099.25%2.44%
200818.64%5.92%
200712.46%1.73%
20069.95%1.94%
200510.57%2.84%
200413.83%2.25%
200310.26%1.51%
20024.25%1.92%
20010.00%2.55%
20000.00%2.35%
19990.00%0.92%

Select Stocks to Compare