CHW vs BKMC

Comparison between Calamos Global Dynamic Income Fund (CHW, ETF) and BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF).

5-Year PerformanceBKMC has outperformed CHW, delivering a return of +8.0% compared to +5.1%

CHW vs BKMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHW(ETF)	BKMC(ETF)
Net Assets	$650M	$652M
Expense Ratio	N/A	0.04%
Max Drawdown	72.87%	26.22%
Sharpe Ratio	1.79	1.13
5Y Beta	0.88	0.98
P/E Ratio	N/A	33.08
Forward P/E	N/A	16.98
5Y Dividends CAGR	-5.00%	17.61%
5Y EPS CAGR	N/A	10.42%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.75

Net Assets

CHW

$650M

Winner

BKMC

$652M

Expense Ratio

CHW

N/A

BKMC

0.04%

Max Drawdown

CHW

72.87%

Winner

BKMC

26.22%

Sharpe Ratio

Winner

CHW

1.79

BKMC

1.13

5Y Beta

Winner

CHW

0.88

BKMC

0.98

P/E Ratio

CHW

N/A

BKMC

33.08

Forward P/E

CHW

N/A

BKMC

16.98

5Y Dividends CAGR

CHW

-5.00%

Winner

BKMC

17.61%

5Y EPS CAGR

CHW

N/A

BKMC

10.42%

P/S Ratio

CHW

N/A

BKMC

1.73

P/B Ratio

CHW

N/A

BKMC

2.75

CHW vs BKMC - Historical Returns

Returns include dividend reinvestment.

Period	CHW	BKMC
1 month	+4.32%	+3.62%
3 months	+18.43%	+8.10%
6 months	+27.62%	+10.99%
1 year	+38.74%	+23.16%
5 years(CAGR)	+5.10%	+8.01%
10 years(CAGR)	+12.86%	N/A
Max(CAGR)	+7.26%	+15.55%

Winner

CHW

+4.32%

BKMC

+3.62%

Winner

CHW

+18.43%

BKMC

+8.10%

Winner

CHW

+27.62%

BKMC

+10.99%

Winner

CHW

+38.74%

BKMC

+23.16%

5Y(CAGR)

CHW

+5.10%

Winner

BKMC

+8.01%

10Y(CAGR)

CHW

+12.86%

BKMC

N/A

Max(CAGR)

CHW

+7.26%

Winner

BKMC

+15.55%

CHW vs BKMC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CHW	BKMC
2026	+21.17%	+9.45%
2025	+20.25%	+8.88%
2024	+29.15%	+14.54%
2023	+13.92%	+17.86%
2022	-37.66%	-15.69%
2021	+16.61%	+25.81%
2020	+22.85%	+45.92%
2019	+42.73%	N/A
2018	-20.91%	N/A
2017	+44.00%	N/A
2016	+9.71%	N/A
2015	-11.37%	N/A
2014	+13.84%	N/A
2013	+14.81%	N/A
2012	+22.73%	N/A
2011	-7.00%	N/A
2010	+13.76%	N/A
2009	+45.50%	N/A
2008	-47.92%	N/A
2007	-11.08%	N/A

CHW vs BKMC Drawdown Comparison

The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.

The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.

The current CHW drawdown is -3.49%. The current BKMC drawdown is -1.68%.

Rank	CHW	BKMC
#1	-66.81% Jul 26, 2007 - Jan 4, 2013	-25.04% Nov 16, 2021 - Feb 27, 2024
#2	-53.47% Feb 20, 2020 - Aug 31, 2020	-23.68% Nov 25, 2024 - Sep 8, 2025
#3	-46.07% Jul 29, 2021 - Sep 19, 2025	-9.82% Feb 26, 2026 - Apr 17, 2026
#4	-31.90% Sep 12, 2018 - Nov 4, 2019	-9.55% Jun 8, 2020 - Aug 3, 2020
#5	-29.24% Jul 24, 2014 - Feb 7, 2017	-7.77% Mar 28, 2024 - Jul 16, 2024
#6	-15.50% Feb 25, 2026 - Apr 27, 2026	-7.68% Jul 16, 2024 - Aug 23, 2024
#7	-11.96% Oct 13, 2020 - Nov 11, 2020	-7.45% Sep 2, 2020 - Oct 8, 2020
#8	-11.53% May 14, 2013 - Oct 22, 2013	-6.43% Oct 27, 2025 - Dec 4, 2025
#9	-10.79% Jan 26, 2018 - Sep 12, 2018	-6.36% Apr 29, 2020 - May 20, 2020
#10	-7.74% Oct 9, 2025 - Jan 9, 2026	-6.19% Oct 12, 2020 - Nov 5, 2020
#11	-7.11% Aug 31, 2020 - Oct 7, 2020	-5.02% Feb 24, 2021 - Mar 11, 2021
#12	-6.63% May 14, 2026 - May 27, 2026	-4.68% Apr 17, 2020 - Apr 28, 2020
#13	-6.56% Apr 12, 2021 - Jun 8, 2021	-4.59% Jan 20, 2021 - Feb 5, 2021
#14	-6.34% Jun 2, 2026 - Jun 10, 2026	-4.55% Sep 2, 2021 - Oct 19, 2021
#15	-6.30% Aug 7, 2017 - Sep 19, 2017	-4.49% Aug 30, 2024 - Sep 17, 2024

Correlation

Correlation between CHW and BKMC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2007 - 2026)

CHW vs BKMC dividend yield comparison.

Year	CHW	BKMC
2026	2.85%	0.44%
2025	8.10%	1.35%
2024	8.89%	1.54%
2023	10.40%	1.38%
2022	13.62%	1.63%
2021	8.43%	1.15%
2020	8.79%	0.86%
2019	9.67%	0.00%
2018	12.82%	0.00%
2017	9.25%	0.00%
2016	12.05%	0.00%
2015	11.73%	0.00%
2014	8.93%	0.00%
2013	8.29%	0.00%
2012	8.91%	0.00%
2011	8.22%	0.00%
2010	7.17%	0.00%
2009	10.05%	0.00%
2008	21.28%	0.00%
2007	5.21%	0.00%