CLM vs FIW

Comparison between Cornerstone Strategic Value Fund (CLM, ETF) and FIRST TRUST WATER ETF (FIW, ETF).

5-Year PerformanceCLM has outperformed FIW, delivering a return of +9.4% compared to +5.5%

CLM vs FIW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLM(ETF)	FIW(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.51%
Max Drawdown	95.94%	53.09%
Sharpe Ratio	1.57	0.14
5Y Beta	0.77	0.76
P/E Ratio	N/A	25.10
Forward P/E	N/A	19.52
5Y Dividends CAGR	-5.37%	15.26%
5Y EPS CAGR	N/A	14.56%
Debt to Equity	N/A	13.29%
P/S Ratio	N/A	2.39
P/B Ratio	N/A	3.56

Net Assets

CLM

$1.80B

FIW

$1.80B

Expense Ratio

CLM

N/A

FIW

0.51%

Max Drawdown

CLM

95.94%

Winner

FIW

53.09%

Sharpe Ratio

Winner

CLM

1.57

FIW

0.14

5Y Beta

CLM

0.77

Winner

FIW

0.76

P/E Ratio

CLM

N/A

FIW

25.10

Forward P/E

CLM

N/A

FIW

19.52

5Y Dividends CAGR

CLM

-5.37%

Winner

FIW

15.26%

5Y EPS CAGR

CLM

N/A

FIW

14.56%

Debt to Equity

CLM

N/A

FIW

13.29%

P/S Ratio

CLM

N/A

FIW

2.39

P/B Ratio

CLM

N/A

FIW

3.56

CLM vs FIW - Historical Returns

Returns include dividend reinvestment.

Period	CLM	FIW
1 month	+5.88%	-1.31%
3 months	-0.66%	-7.30%
6 months	+3.20%	-4.86%
1 year	+30.55%	+2.92%
5 years(CAGR)	+9.39%	+5.47%
10 years(CAGR)	+12.24%	+12.67%
Max(CAGR)	+7.80%	+9.92%

Winner

CLM

+5.88%

FIW

-1.31%

Winner

CLM

-0.66%

FIW

-7.30%

Winner

CLM

+3.20%

FIW

-4.86%

Winner

CLM

+30.55%

FIW

+2.92%

5Y(CAGR)

Winner

CLM

+9.39%

FIW

+5.47%

10Y(CAGR)

CLM

+12.24%

Winner

FIW

+12.67%

Max(CAGR)

CLM

+7.80%

Winner

FIW

+9.92%

CLM vs FIW - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	CLM	FIW
2026	-2.80%	-3.38%
2025	+18.62%	+7.87%
2024	+40.94%	+9.21%
2023	+14.01%	+20.40%
2022	-37.33%	-14.55%
2021	+41.69%	+34.09%
2020	+28.35%	+21.07%
2019	+21.58%	+37.78%
2018	-12.84%	-9.11%
2017	+22.10%	+23.30%
2016	+20.14%	+34.28%
2015	-2.17%	-9.41%
2014	-7.67%	+1.96%
2013	+27.45%	+27.47%
2012	+7.67%	+24.03%
2011	-13.23%	-6.46%
2010	-12.17%	+17.62%
2009	+76.34%	+17.83%
2008	-52.53%	-27.98%
2007	-31.87%	+11.37%
2006	+34.86%	N/A
2005	-5.70%	N/A
2004	+7.15%	N/A
2003	+75.52%	N/A
2002	+2.95%	N/A

CLM vs FIW Drawdown Comparison

The maximum drawdown for CLM was -76.82%, occurring on Mar 9, 2009. Recovery took 3296 trading sessions.

The maximum drawdown for FIW was -52.75%, occurring on Mar 9, 2009. Recovery took 712 trading sessions.

The current CLM drawdown is -3.83%. The current FIW drawdown is -8.69%.

Rank	CLM	FIW
#1	-76.82% Jul 9, 2007 - Aug 10, 2020	-52.75% Jun 5, 2008 - Apr 1, 2011
#2	-43.43% Apr 5, 2022 - Nov 12, 2024	-36.60% Feb 19, 2020 - Oct 8, 2020
#3	-31.50% Feb 11, 2005 - Jul 3, 2006	-28.54% Nov 19, 2021 - Dec 14, 2023
#4	-23.87% Feb 13, 2025 - Jul 24, 2025	-25.13% Jul 7, 2011 - Feb 23, 2012
#5	-19.14% Apr 12, 2021 - Sep 1, 2021	-22.21% Jun 20, 2014 - Apr 20, 2016
#6	-18.63% Sep 6, 2002 - Nov 22, 2002	-19.49% Sep 20, 2018 - Feb 25, 2019
#7	-16.15% Feb 11, 2004 - Jan 6, 2005	-18.97% Oct 9, 2007 - May 28, 2008
#8	-15.01% Nov 10, 2006 - Mar 2, 2007	-18.32% Nov 6, 2024 - Jul 3, 2025
#9	-14.58% Jan 14, 2026 - Mar 27, 2026	-12.74% Jan 22, 2026 - Mar 30, 2026
#10	-12.73% Jan 14, 2003 - Apr 17, 2003	-12.27% Apr 2, 2012 - Aug 16, 2012
#11	-10.86% Dec 4, 2024 - Feb 5, 2025	-9.60% Jul 19, 2007 - Sep 19, 2007
#12	-10.18% Nov 12, 2021 - Jan 4, 2022	-9.33% Jan 26, 2018 - Jul 26, 2018
#13	-9.29% May 1, 2007 - Jun 8, 2007	-8.79% Apr 6, 2011 - Jul 7, 2011
#14	-8.09% Feb 3, 2021 - Mar 8, 2021	-8.43% May 15, 2024 - Jul 31, 2024
#15	-6.72% Jan 12, 2022 - Feb 8, 2022	-7.96% May 21, 2013 - Jul 11, 2013

Correlation

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

0.94

-101

Dividend Comparison (2002 - 2026)

CLM vs FIW dividend yield comparison.

Year	CLM	FIW
2026	6.32%	0.18%
2025	17.48%	0.69%
2024	15.17%	0.69%
2023	20.50%	0.68%
2022	29.45%	0.67%
2021	13.45%	0.37%
2020	18.96%	0.56%
2019	21.98%	0.55%
2018	25.39%	0.73%
2017	18.04%	1.13%
2016	22.44%	0.51%
2015	28.20%	0.76%
2014	23.00%	0.75%
2013	18.58%	0.62%
2012	22.18%	0.95%
2011	23.23%	0.91%
2010	18.98%	0.64%
2009	18.05%	1.04%
2008	54.62%	0.75%
2007	22.10%	0.20%
2006	12.36%	0.00%
2005	14.81%	0.00%
2004	12.27%	0.00%
2003	11.05%	0.00%
2002	7.05%	0.00%