CSQ vs CALF

Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and PACER US SMALL CAP CASH COWS ETF (CALF, ETF).

5-Year PerformanceCSQ has outperformed CALF, delivering a return of +10.7% compared to +3.6%

CSQ vs CALF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSQ(ETF)	CALF(ETF)
Net Assets	$3.10B	$3.20B
Expense Ratio	N/A	0.59%
Max Drawdown	72.74%	48.84%
Sharpe Ratio	1.81	1.65
5Y Beta	1.02	0.97
P/E Ratio	N/A	19.21
Forward P/E	N/A	11.84
5Y Dividends CAGR	2.82%	22.46%
5Y EPS CAGR	N/A	15.50%
Debt to Equity	N/A	63.51%
P/S Ratio	N/A	0.95
P/B Ratio	N/A	2.03

Net Assets

CSQ

$3.10B

Winner

CALF

$3.20B

Expense Ratio

CSQ

N/A

CALF

0.59%

Max Drawdown

CSQ

72.74%

Winner

CALF

48.84%

Sharpe Ratio

Winner

CSQ

1.81

CALF

1.65

5Y Beta

CSQ

1.02

Winner

CALF

0.97

P/E Ratio

CSQ

N/A

CALF

19.21

Forward P/E

CSQ

N/A

CALF

11.84

5Y Dividends CAGR

CSQ

2.82%

Winner

CALF

22.46%

5Y EPS CAGR

CSQ

N/A

CALF

15.50%

Debt to Equity

CSQ

N/A

CALF

63.51%

P/S Ratio

CSQ

N/A

CALF

0.95

P/B Ratio

CSQ

N/A

CALF

2.03

CSQ vs CALF - Historical Returns

Returns include dividend reinvestment.

Period	CSQ	CALF
1 month	+12.95%	+5.81%
3 months	+7.23%	+3.80%
6 months	+12.35%	+12.64%
1 year	+32.35%	+31.00%
5 years(CAGR)	+10.74%	+3.65%
10 years(CAGR)	+16.60%	+9.25%
Max(CAGR)	+10.13%	+9.25%

Winner

CSQ

+12.95%

CALF

+5.81%

Winner

CSQ

+7.23%

CALF

+3.80%

CSQ

+12.35%

Winner

CALF

+12.64%

Winner

CSQ

+32.35%

CALF

+31.00%

5Y(CAGR)

Winner

CSQ

+10.74%

CALF

+3.65%

10Y(CAGR)

Winner

CSQ

+16.60%

CALF

+9.25%

Max(CAGR)

Winner

CSQ

+10.13%

CALF

+9.25%

CSQ vs CALF - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	CSQ	CALF
2026	+8.07%	+8.39%
2025	+17.22%	+2.23%
2024	+29.40%	-7.23%
2023	+22.44%	+36.96%
2022	-24.06%	-16.31%
2021	+34.84%	+41.29%
2020	+25.88%	+16.66%
2019	+38.06%	+16.62%
2018	-4.03%	-10.96%
2017	+25.28%	+5.77%
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 CALF Drawdown Comparison

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

The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.

Rank	CSQ	CALF
#1	-67.02% May 22, 2007 - Mar 15, 2012	-47.57% Aug 22, 2018 - Nov 23, 2020
#2	-48.11% Feb 20, 2020 - Aug 12, 2020	-34.22% Mar 28, 2024 - Apr 20, 2026
#3	-33.06% Dec 30, 2021 - Mar 20, 2024	-30.18% Nov 16, 2021 - Dec 11, 2023
#4	-29.03% Sep 24, 2018 - Apr 29, 2019	-12.36% Jul 20, 2017 - Oct 3, 2017
#5	-24.60% May 18, 2015 - Jul 15, 2016	-9.74% Mar 12, 2021 - May 3, 2021
#6	-24.18% Jan 23, 2025 - Jun 26, 2025	-9.32% Jun 8, 2021 - Nov 3, 2021
#7	-17.11% Apr 1, 2004 - Jul 8, 2005	-8.80% Jan 22, 2018 - Apr 12, 2018
#8	-15.25% Jan 12, 2026 - Apr 20, 2026	-7.90% Oct 5, 2017 - Dec 4, 2017
#9	-14.59% Aug 27, 2014 - Nov 14, 2014	-6.43% Dec 27, 2023 - Feb 12, 2024
#10	-12.20% Oct 17, 2012 - Jan 7, 2013	-6.02% May 7, 2021 - May 17, 2021
#11	-10.85% Jan 26, 2018 - Jun 1, 2018	-5.68% Apr 18, 2018 - May 16, 2018
#12	-9.91% Sep 2, 2020 - Nov 10, 2020	-4.47% Jun 20, 2018 - Aug 21, 2018
#13	-9.90% May 17, 2013 - Oct 25, 2013	-4.25% Jan 26, 2021 - Feb 4, 2021
#14	-9.75% Jul 10, 2024 - Sep 23, 2024	-4.11% Nov 24, 2020 - Dec 4, 2020
#15	-9.53% Apr 15, 2021 - Jun 29, 2021	-3.97% Feb 15, 2024 - Mar 27, 2024

Correlation

Correlation between CSQ and CALF is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2004 - 2026)

CSQ vs CALF dividend yield comparison.

Year	CSQ	CALF
2026	1.81%	0.15%
2025	6.51%	1.43%
2024	6.95%	1.07%
2023	8.27%	1.18%
2022	9.17%	0.85%
2021	6.38%	2.63%
2020	7.03%	0.82%
2019	7.14%	0.99%
2018	9.35%	1.39%
2017	8.20%	0.70%
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%