CHW vs LSVD
Comparison between Calamos Global Dynamic Income Fund (CHW, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).
CHW vs LSVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CHW
$643M
LSVD
$640M
Expense Ratio
CHW
N/A
LSVD
0.40%
Max Drawdown
CHW
72.87%
Winner
LSVD
19.30%
Sharpe Ratio
CHW
1.52
Winner
LSVD
2.01
5Y Beta
Winner
CHW
0.88
LSVD
0.95
P/E Ratio
CHW
N/A
LSVD
20.52
Forward P/E
CHW
N/A
LSVD
15.29
PEG Ratio
CHW
N/A
LSVD
0.11
5Y Dividends CAGR
CHW
-4.71%
LSVD
N/A
5Y EPS CAGR
CHW
N/A
LSVD
25.61%
Debt to Equity
CHW
N/A
LSVD
-41.98%
P/S Ratio
CHW
N/A
LSVD
2.13
P/B Ratio
CHW
N/A
LSVD
3.84
CHW vs LSVD - Historical Returns
Returns include dividend reinvestment.
1M
CHW
-2.67%
Winner
LSVD
+1.10%
3M
Winner
CHW
+10.07%
LSVD
+8.64%
6M
CHW
+14.90%
Winner
LSVD
+15.28%
1Y
CHW
+31.52%
Winner
LSVD
+33.84%
5Y(CAGR)
CHW
+4.90%
LSVD
N/A
10Y(CAGR)
CHW
+12.14%
LSVD
N/A
Max(CAGR)
CHW
+7.20%
Winner
LSVD
+25.41%
CHW vs LSVD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CHW | LSVD |
|---|---|---|
| 2026 | +20.75% | +16.46% |
| 2025 | +20.25% | +22.17% |
| 2024 | +29.15% | +0.14% |
| 2023 | +13.92% | N/A |
| 2022 | -37.66% | N/A |
| 2021 | +16.61% | N/A |
| 2020 | +22.85% | N/A |
| 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 LSVD Drawdown Comparison
The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.
The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current CHW drawdown is -3.83%. The current LSVD drawdown is -1.25%.
| Rank | CHW | LSVD |
|---|---|---|
| #1 | -66.81% Jul 26, 2007 - Jan 4, 2013 | -19.30% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -53.47% Feb 20, 2020 - Aug 31, 2020 | -8.07% Feb 9, 2026 - Apr 14, 2026 |
| #3 | -46.07% Jul 29, 2021 - Sep 19, 2025 | -4.60% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -31.90% Sep 12, 2018 - Nov 4, 2019 | -4.34% Jun 4, 2026 - Jun 10, 2026 |
| #5 | -29.24% Jul 24, 2014 - Feb 7, 2017 | -3.61% Oct 6, 2025 - Oct 24, 2025 |
| #6 | -15.50% Feb 25, 2026 - Apr 27, 2026 | -2.77% Jan 9, 2026 - Jan 27, 2026 |
| #7 | -11.96% Oct 13, 2020 - Nov 11, 2020 | -2.67% Jul 23, 2025 - Aug 8, 2025 |
| #8 | -11.53% May 14, 2013 - Oct 22, 2013 | -2.51% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -10.79% Jan 26, 2018 - Sep 12, 2018 | -2.26% Dec 11, 2025 - Dec 22, 2025 |
| #10 | -7.74% Oct 9, 2025 - Jan 9, 2026 | -2.11% Feb 2, 2026 - Feb 9, 2026 |
| #11 | -7.11% Aug 31, 2020 - Oct 7, 2020 | -1.79% Jan 23, 2025 - Feb 19, 2025 |
| #12 | -6.63% May 14, 2026 - May 27, 2026 | -1.78% May 14, 2026 - May 21, 2026 |
| #13 | -6.56% Apr 12, 2021 - Jun 8, 2021 | -1.63% Oct 28, 2025 - Nov 10, 2025 |
| #14 | -6.34% Jun 2, 2026 - Jun 10, 2026 | -1.60% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -6.30% Aug 7, 2017 - Sep 19, 2017 | -1.55% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between CHW and LSVD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
CHW vs LSVD dividend yield comparison.
| Year | CHW | LSVD |
|---|---|---|
| 2026 | 3.57% | 0.00% |
| 2025 | 8.10% | 0.32% |
| 2024 | 8.89% | 0.00% |
| 2023 | 10.40% | 0.00% |
| 2022 | 13.62% | 0.00% |
| 2021 | 8.43% | 0.00% |
| 2020 | 8.79% | 0.00% |
| 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% |
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