CHI vs PID

Comparison between Calamos Convertible Opportunities and Income Fund (CHI, ETF) and INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID, ETF).

5-Year PerformancePID has outperformed CHI, delivering a return of +8.2% compared to +6.3%

CHI vs PID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHI(ETF)	PID(ETF)
Net Assets	$931M	$929M
Expense Ratio	N/A	0.53%
Max Drawdown	73.29%	67.98%
Sharpe Ratio	1.69	1.21
5Y Beta	0.74	0.48
P/E Ratio	N/A	15.91
Forward P/E	N/A	13.06
PEG Ratio	N/A	0.34
5Y Dividends CAGR	2.25%	9.49%
5Y EPS CAGR	N/A	18.23%
P/S Ratio	N/A	0.14
P/B Ratio	N/A	2.11

Net Assets

Winner

CHI

$931M

PID

$929M

Expense Ratio

CHI

N/A

PID

0.53%

Max Drawdown

CHI

73.29%

Winner

PID

67.98%

Sharpe Ratio

Winner

CHI

1.69

PID

1.21

5Y Beta

CHI

0.74

Winner

PID

0.48

P/E Ratio

CHI

N/A

PID

15.91

Forward P/E

CHI

N/A

PID

13.06

PEG Ratio

CHI

N/A

PID

0.34

5Y Dividends CAGR

CHI

2.25%

Winner

PID

9.49%

5Y EPS CAGR

CHI

N/A

PID

18.23%

P/S Ratio

CHI

N/A

PID

0.14

P/B Ratio

CHI

N/A

PID

2.11

CHI vs PID - Historical Returns

Returns include dividend reinvestment.

Period	CHI	PID
1 month	+2.07%	+0.17%
3 months	+12.02%	+0.20%
6 months	+20.84%	+5.73%
1 year	+36.06%	+15.93%
5 years(CAGR)	+6.33%	+8.23%
10 years(CAGR)	+12.88%	+8.58%
Max(CAGR)	+9.74%	+5.63%

Winner

CHI

+2.07%

PID

+0.17%

Winner

CHI

+12.02%

PID

+0.20%

Winner

CHI

+20.84%

PID

+5.73%

Winner

CHI

+36.06%

PID

+15.93%

5Y(CAGR)

CHI

+6.33%

Winner

PID

+8.23%

10Y(CAGR)

Winner

CHI

+12.88%

PID

+8.58%

Max(CAGR)

Winner

CHI

+9.74%

PID

+5.63%

CHI vs PID - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	CHI	PID
2026	+21.41%	+4.85%
2025	-0.88%	+23.63%
2024	+28.20%	+3.32%
2023	+8.22%	+14.48%
2022	-23.06%	-6.50%
2021	+22.30%	+23.52%
2020	+33.28%	-7.19%
2019	+31.79%	+24.55%
2018	-11.22%	-12.34%
2017	+20.10%	+17.87%
2016	+13.28%	+11.30%
2015	-15.64%	-18.96%
2014	+5.01%	+0.48%
2013	+19.38%	+16.91%
2012	+13.81%	+9.63%
2011	-6.66%	-2.91%
2010	+16.17%	+11.20%
2009	+54.80%	+34.13%
2008	-35.94%	-46.36%
2007	-19.79%	+11.38%
2006	+12.07%	+23.99%
2005	+5.58%	+3.32%
2004	+14.56%	N/A
2003	+47.19%	N/A
2002	+11.61%	N/A

CHI vs PID Drawdown Comparison

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

The maximum drawdown for PID was -66.35%, occurring on Mar 9, 2009. Recovery took 1595 trading sessions.

The current CHI drawdown is -3.04%. The current PID drawdown is -2.38%.

Rank	CHI	PID
#1	-64.58% Jun 11, 2007 - Mar 25, 2011	-66.35% Oct 31, 2007 - Mar 5, 2014
#2	-49.56% Feb 19, 2020 - Aug 3, 2020	-46.05% Jan 17, 2020 - Mar 11, 2021
#3	-35.99% Nov 15, 2021 - Nov 20, 2024	-38.89% Sep 3, 2014 - Jan 26, 2018
#4	-33.85% Sep 14, 2018 - Feb 6, 2020	-22.99% Apr 4, 2022 - Mar 7, 2024
#5	-32.90% May 18, 2015 - Feb 8, 2017	-17.95% Jan 26, 2018 - Jun 20, 2019
#6	-27.52% Dec 30, 2024 - Oct 27, 2025	-11.70% Jul 23, 2007 - Oct 1, 2007
#7	-21.84% Jan 20, 2004 - Sep 10, 2004	-11.39% Oct 18, 2024 - Apr 30, 2025
#8	-18.00% Jun 3, 2011 - Feb 9, 2012	-9.24% May 9, 2006 - Aug 30, 2006
#9	-14.88% Feb 9, 2005 - Jul 28, 2005	-8.04% Jul 3, 2019 - Nov 7, 2019
#10	-12.89% Sep 13, 2002 - Nov 13, 2002	-7.87% Feb 26, 2007 - Mar 26, 2007
#11	-10.71% Feb 13, 2026 - Apr 8, 2026	-7.48% Feb 27, 2026 - Mar 27, 2026
#12	-10.47% May 21, 2013 - Oct 17, 2013	-6.82% Sep 30, 2005 - Nov 23, 2005
#13	-9.73% Sep 2, 2014 - Feb 25, 2015	-6.56% Oct 20, 2021 - Dec 31, 2021
#14	-9.31% Sep 1, 2020 - Oct 12, 2020	-6.54% Jun 7, 2021 - Oct 14, 2021
#15	-9.20% Oct 8, 2012 - Jan 10, 2013	-6.53% Mar 8, 2024 - May 9, 2024

Correlation

Correlation between CHI and PID is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2002 - 2026)

CHI vs PID dividend yield comparison.

Year	CHI	PID
2026	3.05%	0.86%
2025	10.88%	3.28%
2024	9.55%	3.88%
2023	11.00%	3.31%
2022	10.85%	3.30%
2021	7.54%	3.30%
2020	6.75%	3.16%
2019	8.49%	3.99%
2018	12.19%	3.87%
2017	10.19%	3.46%
2016	11.30%	3.90%
2015	11.50%	4.48%
2014	8.88%	3.92%
2013	8.60%	2.16%
2012	9.55%	2.70%
2011	10.12%	3.32%
2010	8.65%	2.75%
2009	9.25%	3.39%
2008	18.64%	6.86%
2007	12.46%	2.27%
2006	9.95%	2.84%
2005	10.57%	0.50%
2004	13.83%	0.00%
2003	10.26%	0.00%
2002	4.25%	0.00%