CSQ vs JTEK
Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF).
CSQ vs JTEK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSQ
$3.10B
JTEK
$3.10B
Expense Ratio
CSQ
N/A
JTEK
0.65%
Max Drawdown
CSQ
72.74%
Winner
JTEK
30.61%
Sharpe Ratio
Winner
CSQ
1.81
JTEK
1.46
5Y Beta
Winner
CSQ
1.02
JTEK
1.51
P/E Ratio
CSQ
N/A
JTEK
127.85
Forward P/E
CSQ
N/A
JTEK
26.38
PEG Ratio
CSQ
N/A
JTEK
0.87
5Y Dividends CAGR
CSQ
2.82%
JTEK
N/A
5Y EPS CAGR
CSQ
N/A
JTEK
26.03%
P/S Ratio
CSQ
N/A
JTEK
4.02
P/B Ratio
CSQ
N/A
JTEK
9.26
CSQ vs JTEK - Historical Returns
Returns include dividend reinvestment.
1M
CSQ
+12.95%
Winner
JTEK
+21.66%
3M
CSQ
+7.23%
Winner
JTEK
+20.69%
6M
Winner
CSQ
+12.35%
JTEK
+11.83%
1Y
CSQ
+32.35%
Winner
JTEK
+41.13%
5Y(CAGR)
CSQ
+10.74%
JTEK
N/A
10Y(CAGR)
CSQ
+16.60%
JTEK
N/A
Max(CAGR)
CSQ
+10.13%
Winner
JTEK
+32.33%
CSQ vs JTEK - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CSQ | JTEK |
|---|---|---|
| 2026 | +8.07% | +13.56% |
| 2025 | +17.22% | +18.10% |
| 2024 | +29.40% | +32.71% |
| 2023 | +22.44% | +18.14% |
| 2022 | -24.06% | N/A |
| 2021 | +34.84% | N/A |
| 2020 | +25.88% | N/A |
| 2019 | +38.06% | N/A |
| 2018 | -4.03% | N/A |
| 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 JTEK Drawdown Comparison
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.
| Rank | CSQ | JTEK |
|---|---|---|
| #1 | -67.02% May 22, 2007 - Mar 15, 2012 | -30.61% Feb 18, 2025 - Jul 17, 2025 |
| #2 | -48.11% Feb 20, 2020 - Aug 12, 2020 | -22.02% Oct 29, 2025 - May 5, 2026 |
| #3 | -33.06% Dec 30, 2021 - Mar 20, 2024 | -18.26% Jul 8, 2024 - Nov 6, 2024 |
| #4 | -29.03% Sep 24, 2018 - Apr 29, 2019 | -11.05% Mar 7, 2024 - Jun 12, 2024 |
| #5 | -24.60% May 18, 2015 - Jul 15, 2016 | -10.58% Oct 11, 2023 - Nov 14, 2023 |
| #6 | -24.18% Jan 23, 2025 - Jun 26, 2025 | -7.25% Dec 6, 2024 - Jan 22, 2025 |
| #7 | -17.11% Apr 1, 2004 - Jul 8, 2005 | -5.99% Dec 27, 2023 - Jan 19, 2024 |
| #8 | -15.25% Jan 12, 2026 - Apr 20, 2026 | -5.39% Jan 23, 2025 - Feb 5, 2025 |
| #9 | -14.59% Aug 27, 2014 - Nov 14, 2014 | -4.51% Feb 15, 2024 - Mar 1, 2024 |
| #10 | -12.20% Oct 17, 2012 - Jan 7, 2013 | -4.43% Oct 8, 2025 - Oct 27, 2025 |
| #11 | -10.85% Jan 26, 2018 - Jun 1, 2018 | -4.11% Nov 12, 2024 - Nov 21, 2024 |
| #12 | -9.91% Sep 2, 2020 - Nov 10, 2020 | -4.10% Jul 28, 2025 - Aug 28, 2025 |
| #13 | -9.90% May 17, 2013 - Oct 25, 2013 | -3.28% Sep 22, 2025 - Oct 6, 2025 |
| #14 | -9.75% Jul 10, 2024 - Sep 23, 2024 | -3.06% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -9.53% Apr 15, 2021 - Jun 29, 2021 | -3.02% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between CSQ and JTEK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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