CSQ vs ARTY

Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

5-Year PerformanceARTY has outperformed CSQ, delivering a return of +13.7% compared to +11.3%

CSQ vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSQ(ETF)	ARTY(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	N/A	0.47%
Max Drawdown	72.74%	55.76%
Sharpe Ratio	1.38	2.19
5Y Beta	1.03	1.63
P/E Ratio	N/A	65.68
Forward P/E	N/A	26.74
PEG Ratio	N/A	0.37
5Y Dividends CAGR	4.60%	-31.91%
Debt to Equity	N/A	66.02%

Net Assets

CSQ

$3.70B

ARTY

$3.70B

Expense Ratio

CSQ

N/A

ARTY

0.47%

Max Drawdown

CSQ

72.74%

Winner

ARTY

55.76%

Sharpe Ratio

CSQ

1.38

Winner

ARTY

2.19

5Y Beta

Winner

CSQ

1.03

ARTY

1.63

P/E Ratio

CSQ

N/A

ARTY

65.68

Forward P/E

CSQ

N/A

ARTY

26.74

PEG Ratio

CSQ

N/A

ARTY

0.37

5Y Dividends CAGR

Winner

CSQ

4.60%

ARTY

-31.91%

Debt to Equity

CSQ

N/A

ARTY

66.02%

CSQ vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	CSQ	ARTY
1 month	+3.48%	+22.45%
3 months	+17.50%	+58.91%
6 months	+12.74%	+68.68%
1 year	+26.38%	+103.67%
5 years(CAGR)	+11.35%	+13.71%
10 years(CAGR)	+16.46%	N/A
Max(CAGR)	+10.19%	+17.24%

CSQ

+3.48%

Winner

ARTY

+22.45%

CSQ

+17.50%

Winner

ARTY

+58.91%

CSQ

+12.74%

Winner

ARTY

+68.68%

CSQ

+26.38%

Winner

ARTY

+103.67%

5Y(CAGR)

CSQ

+11.35%

Winner

ARTY

+13.71%

10Y(CAGR)

CSQ

+16.46%

ARTY

N/A

Max(CAGR)

CSQ

+10.19%

Winner

ARTY

+17.24%

CSQ vs ARTY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	CSQ	ARTY
2026	+10.57%	+59.10%
2025	+17.22%	+29.45%
2024	+29.40%	+10.75%
2023	+22.44%	+35.02%
2022	-24.06%	-38.41%
2021	+34.84%	+6.59%
2020	+25.88%	+45.71%
2019	+38.06%	+33.74%
2018	-4.03%	-14.31%
2017	+25.28%	N/A
2016	+16.51%	N/A
2015	-4.73%	N/A
2014	+14.95%	N/A
2013	+18.27%	N/A
2012	+26.53%	N/A
2011	-4.16%	N/A
2010	+12.12%	N/A
2009	+48.27%	N/A
2008	-48.59%	N/A
2007	-2.22%	N/A
2006	+23.71%	N/A
2005	+3.84%	N/A
2004	-3.64%	N/A

CSQ vs ARTY Drawdown Comparison

The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current CSQ drawdown is -0.31%. The current ARTY drawdown is -2.24%.

Rank	CSQ	ARTY
#1	-67.02% May 22, 2007 - Mar 15, 2012	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-48.11% Feb 20, 2020 - Aug 12, 2020	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-33.06% Dec 30, 2021 - Mar 20, 2024	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-29.03% Sep 24, 2018 - Apr 29, 2019	-18.81% Jan 28, 2026 - Apr 14, 2026
#5	-24.60% May 18, 2015 - Jul 15, 2016	-15.07% Jun 2, 2026 - Jun 10, 2026
#6	-24.18% Jan 23, 2025 - Jun 26, 2025	-14.10% Oct 29, 2025 - Jan 16, 2026
#7	-17.11% Apr 1, 2004 - Jul 8, 2005	-13.00% Apr 23, 2019 - Nov 5, 2019
#8	-15.25% Jan 12, 2026 - Apr 20, 2026	-8.95% Sep 2, 2020 - Nov 4, 2020
#9	-14.59% Aug 27, 2014 - Nov 14, 2014	-7.96% May 11, 2026 - May 26, 2026
#10	-12.20% Oct 17, 2012 - Jan 7, 2013	-6.09% Jan 17, 2020 - Feb 12, 2020
#11	-10.85% Jan 26, 2018 - Jun 1, 2018	-5.05% Jun 8, 2020 - Jun 17, 2020
#12	-9.91% Sep 2, 2020 - Nov 10, 2020	-4.78% Oct 9, 2025 - Oct 27, 2025
#13	-9.90% May 17, 2013 - Oct 25, 2013	-4.58% Jul 25, 2018 - Aug 24, 2018
#14	-9.75% Jul 10, 2024 - Sep 23, 2024	-3.62% Apr 24, 2026 - May 1, 2026
#15	-9.53% Apr 15, 2021 - Jun 29, 2021	-3.51% Jan 26, 2021 - Feb 2, 2021

Correlation

Correlation between CSQ and ARTY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2004 - 2026)

CSQ vs ARTY dividend yield comparison.

Year	CSQ	ARTY
2026	2.98%	0.06%
2025	6.51%	0.00%
2024	6.95%	0.50%
2023	8.27%	0.88%
2022	9.17%	0.75%
2021	6.38%	2.41%
2020	7.03%	0.53%
2019	7.14%	0.69%
2018	9.35%	0.34%
2017	8.20%	0.00%
2016	9.64%	0.00%
2015	10.00%	0.00%
2014	8.44%	0.00%
2013	7.71%	0.00%
2012	8.56%	0.00%
2011	7.54%	0.00%
2010	6.80%	0.00%
2009	8.93%	0.00%
2008	18.36%	0.00%
2007	8.71%	0.00%
2006	7.48%	0.00%
2005	7.66%	0.00%
2004	4.28%	0.00%