CHI vs TRFK
Comparison between Calamos Convertible Opportunities and Income Fund (CHI, ETF) and PACER DATA AND DIGITAL REVOLUTION ETF (TRFK, ETF).
CHI vs TRFK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CHI
$962M
TRFK
$955M
Expense Ratio
CHI
N/A
TRFK
0.49%
Max Drawdown
CHI
73.29%
Winner
TRFK
29.06%
Sharpe Ratio
Winner
CHI
1.68
TRFK
1.27
5Y Beta
Winner
CHI
0.78
TRFK
1.67
P/E Ratio
CHI
N/A
TRFK
53.72
Forward P/E
CHI
N/A
TRFK
23.01
PEG Ratio
CHI
N/A
TRFK
0.11
5Y Dividends CAGR
CHI
3.01%
TRFK
N/A
5Y EPS CAGR
CHI
N/A
TRFK
40.76%
Debt to Equity
CHI
N/A
TRFK
-41.83%
P/S Ratio
CHI
N/A
TRFK
9.69
P/B Ratio
CHI
N/A
TRFK
11.72
CHI vs TRFK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CHI
-0.74%
TRFK
-1.81%
3M
Winner
CHI
+7.87%
TRFK
+0.47%
6M
CHI
+17.61%
Winner
TRFK
+46.54%
1Y
CHI
+40.32%
Winner
TRFK
+56.29%
5Y(CAGR)
CHI
+6.86%
Winner
TRFK
+37.59%
10Y(CAGR)
CHI
+12.39%
TRFK
N/A
Max(CAGR)
CHI
+9.92%
Winner
TRFK
+37.59%
CHI vs TRFK - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | CHI | TRFK |
|---|---|---|
| 2026 | +28.96% | +44.69% |
| 2025 | -0.88% | +25.92% |
| 2024 | +28.20% | +41.63% |
| 2023 | +8.22% | +67.41% |
| 2022 | -23.06% | -10.60% |
| 2021 | +22.30% | N/A |
| 2020 | +33.28% | N/A |
| 2019 | +31.79% | N/A |
| 2018 | -11.22% | N/A |
| 2017 | +20.10% | N/A |
| 2016 | +13.28% | N/A |
| 2015 | -15.64% | N/A |
| 2014 | +5.01% | N/A |
| 2013 | +19.38% | N/A |
| 2012 | +13.81% | N/A |
| 2011 | -6.66% | N/A |
| 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 TRFK Drawdown Comparison
The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.
The maximum drawdown for TRFK was -29.06%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The current CHI drawdown is -2.63%. The current TRFK drawdown is -15.74%.
| Rank | CHI | TRFK |
|---|---|---|
| #1 | -64.58% Jun 11, 2007 - Mar 25, 2011 | -29.06% Feb 18, 2025 - Jun 16, 2025 |
| #2 | -49.56% Feb 19, 2020 - Aug 3, 2020 | -26.17% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -35.99% Nov 15, 2021 - Nov 20, 2024 | -24.01% Aug 15, 2022 - Mar 29, 2023 |
| #4 | -33.85% Sep 14, 2018 - Feb 6, 2020 | -19.56% Oct 29, 2025 - Apr 16, 2026 |
| #5 | -32.90% May 18, 2015 - Feb 8, 2017 | -17.22% Jul 10, 2024 - Oct 8, 2024 |
| #6 | -27.52% Dec 30, 2024 - Oct 27, 2025 | -14.04% Mar 7, 2024 - Jun 12, 2024 |
| #7 | -21.84% Jan 20, 2004 - Sep 10, 2004 | -13.92% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -18.00% Jun 3, 2011 - Feb 9, 2012 | -11.80% Aug 1, 2023 - Nov 14, 2023 |
| #9 | -14.88% Feb 9, 2005 - Jul 28, 2005 | -11.02% Jun 9, 2022 - Aug 1, 2022 |
| #10 | -12.89% Sep 13, 2002 - Nov 13, 2002 | -9.48% Jan 22, 2025 - Feb 18, 2025 |
| #11 | -10.71% Feb 13, 2026 - Apr 8, 2026 | -7.54% Mar 31, 2023 - May 18, 2023 |
| #12 | -10.47% May 21, 2013 - Oct 17, 2013 | -6.85% Feb 9, 2024 - Feb 29, 2024 |
| #13 | -10.14% Jun 30, 2026 - Aug 12, 2026 | -6.68% Dec 16, 2024 - Jan 22, 2025 |
| #14 | -9.73% Sep 2, 2014 - Feb 25, 2015 | -5.74% Jun 15, 2023 - Jul 13, 2023 |
| #15 | -9.31% Sep 1, 2020 - Oct 12, 2020 | -5.11% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between CHI and TRFK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2002 - 2026)
CHI vs TRFK dividend yield comparison.
| Year | CHI | TRFK |
|---|---|---|
| 2026 | 5.14% | 0.00% |
| 2025 | 10.88% | 0.01% |
| 2024 | 9.55% | 0.40% |
| 2023 | 11.00% | 0.20% |
| 2022 | 10.85% | 0.56% |
| 2021 | 7.54% | 0.00% |
| 2020 | 6.75% | 0.00% |
| 2019 | 8.49% | 0.00% |
| 2018 | 12.19% | 0.00% |
| 2017 | 10.19% | 0.00% |
| 2016 | 11.30% | 0.00% |
| 2015 | 11.50% | 0.00% |
| 2014 | 8.88% | 0.00% |
| 2013 | 8.60% | 0.00% |
| 2012 | 9.55% | 0.00% |
| 2011 | 10.12% | 0.00% |
| 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% |
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