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CSQ vs BOTZ

Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).

5-Year PerformanceCSQ has outperformed BOTZ, delivering a return of +11.3% compared to +2.5%

CSQ vs BOTZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CSQ
$3.70B
BOTZ
$3.70B
Expense Ratio
CSQ
N/A
BOTZ
0.68%
Max Drawdown
CSQ
72.74%
Winner
BOTZ
55.64%
Sharpe Ratio
Winner
CSQ
1.38
BOTZ
0.88
5Y Beta
Winner
CSQ
1.03
BOTZ
1.34
5Y Dividends CAGR
CSQ
4.60%
Winner
BOTZ
20.28%

CSQ vs BOTZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CSQ
+3.48%
BOTZ
-3.67%
3M
Winner
CSQ
+17.50%
BOTZ
+10.10%
6M
Winner
CSQ
+12.74%
BOTZ
+8.98%
1Y
Winner
CSQ
+26.38%
BOTZ
+24.45%
5Y(CAGR)
Winner
CSQ
+11.35%
BOTZ
+2.50%
10Y(CAGR)
Winner
CSQ
+16.46%
BOTZ
+10.74%
Max(CAGR)
CSQ
+10.19%
Winner
BOTZ
+10.74%

CSQ vs BOTZ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearCSQBOTZ
2026+10.57%+4.52%
2025+17.22%+12.82%
2024+29.40%+15.46%
2023+22.44%+38.29%
2022-24.06%-42.93%
2021+34.84%+9.09%
2020+25.88%+49.32%
2019+38.06%+31.16%
2018-4.03%-29.24%
2017+25.28%+56.97%
2016+16.51%+1.68%
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 BOTZ Drawdown Comparison

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

The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.

The current CSQ drawdown is -0.31%. The current BOTZ drawdown is -7.83%.

RankCSQBOTZ
#1-67.02%
May 22, 2007 - Mar 15, 2012
-55.54%
Nov 8, 2021 - Feb 25, 2026
#2-48.11%
Feb 20, 2020 - Aug 12, 2020
-43.53%
Jan 23, 2018 - Aug 12, 2020
#3-33.06%
Dec 30, 2021 - Mar 20, 2024
-19.34%
Feb 25, 2026 - May 6, 2026
#4-29.03%
Sep 24, 2018 - Apr 29, 2019
-13.52%
Feb 12, 2021 - Aug 24, 2021
#5-24.60%
May 18, 2015 - Jul 15, 2016
-12.95%
May 13, 2026 - Jun 10, 2026
#6-24.18%
Jan 23, 2025 - Jun 26, 2025
-11.73%
Sep 23, 2021 - Nov 4, 2021
#7-17.11%
Apr 1, 2004 - Jul 8, 2005
-7.47%
Nov 24, 2017 - Jan 5, 2018
#8-15.25%
Jan 12, 2026 - Apr 20, 2026
-5.65%
Sep 2, 2020 - Oct 1, 2020
#9-14.59%
Aug 27, 2014 - Nov 14, 2014
-5.33%
Oct 12, 2020 - Nov 5, 2020
#10-12.20%
Oct 17, 2012 - Jan 7, 2013
-4.97%
Jan 20, 2021 - Feb 8, 2021
#11-10.85%
Jan 26, 2018 - Jun 1, 2018
-3.97%
Oct 10, 2016 - Jan 11, 2017
#12-9.91%
Sep 2, 2020 - Nov 10, 2020
-3.65%
Jun 5, 2017 - Jul 14, 2017
#13-9.90%
May 17, 2013 - Oct 25, 2013
-3.13%
Nov 8, 2017 - Nov 21, 2017
#14-9.75%
Jul 10, 2024 - Sep 23, 2024
-3.00%
Oct 24, 2017 - Nov 6, 2017
#15-9.53%
Apr 15, 2021 - Jun 29, 2021
-2.95%
Mar 29, 2017 - Apr 24, 2017

Correlation

Correlation between CSQ and BOTZ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2004 - 2026)

CSQ vs BOTZ dividend yield comparison.

YearCSQBOTZ
20262.98%0.00%
20256.51%0.66%
20246.95%0.13%
20238.27%0.20%
20229.17%0.23%
20216.38%0.16%
20207.03%0.19%
20197.14%0.83%
20189.35%1.44%
20178.20%0.01%
20169.64%0.06%
201510.00%0.00%
20148.44%0.00%
20137.71%0.00%
20128.56%0.00%
20117.54%0.00%
20106.80%0.00%
20098.93%0.00%
200818.36%0.00%
20078.71%0.00%
20067.48%0.00%
20057.66%0.00%
20044.28%0.00%

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