CSQ vs XOP
Comparison between Calamos Strategic Total Return Fund (CSQ, ETF) and STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF).
5-Year PerformanceXOP has outperformed CSQ, delivering a return of +17.9% compared to +10.7%
CSQ vs XOP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CSQ vs XOP - Historical Returns
Returns include dividend reinvestment.
CSQ vs XOP - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CSQ | XOP |
|---|---|---|
| 2026 | +13.47% | +30.18% |
| 2025 | +17.22% | -3.93% |
| 2024 | +29.40% | -1.78% |
| 2023 | +22.44% | +9.68% |
| 2022 | -24.06% | +38.75% |
| 2021 | +34.84% | +65.27% |
| 2020 | +25.88% | -36.21% |
| 2019 | +38.06% | -11.96% |
| 2018 | -4.03% | -30.05% |
| 2017 | +25.28% | -10.74% |
| 2016 | +16.51% | +37.60% |
| 2015 | -4.73% | -36.41% |
| 2014 | +14.95% | -27.94% |
| 2013 | +18.27% | +25.14% |
| 2012 | +26.53% | +0.14% |
| 2011 | -4.16% | -0.10% |
| 2010 | +12.12% | +22.81% |
| 2009 | +48.27% | +31.81% |
| 2008 | -48.59% | -43.66% |
| 2007 | -2.22% | +42.25% |
| 2006 | +23.71% | +10.70% |
| 2005 | +3.84% | N/A |
| 2004 | -3.64% | N/A |
CSQ vs XOP Drawdown Comparison
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The maximum drawdown for XOP was -90.26%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current XOP drawdown is -37.79%.
| Rank | CSQ | XOP |
|---|---|---|
| #1 | -67.02% May 22, 2007 - Mar 15, 2012 | -90.26% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -48.11% Feb 20, 2020 - Aug 12, 2020 | -67.72% Jun 23, 2008 - Oct 4, 2013 |
| #3 | -33.06% Dec 30, 2021 - Mar 20, 2024 | -17.36% Aug 9, 2006 - Nov 29, 2006 |
| #4 | -29.03% Sep 24, 2018 - Apr 29, 2019 | -15.34% Nov 6, 2007 - Feb 19, 2008 |
| #5 | -24.60% May 18, 2015 - Jul 15, 2016 | -15.17% Jun 18, 2007 - Oct 9, 2007 |
| #6 | -24.18% Jan 23, 2025 - Jun 26, 2025 | -14.31% Dec 1, 2006 - Apr 4, 2007 |
| #7 | -17.11% Apr 1, 2004 - Jul 8, 2005 | -11.83% Oct 18, 2013 - Apr 2, 2014 |
| #8 | -15.25% Jan 12, 2026 - Apr 20, 2026 | -10.18% Feb 28, 2008 - Apr 4, 2008 |
| #9 | -14.59% Aug 27, 2014 - Nov 14, 2014 | -7.88% Jul 3, 2006 - Jul 26, 2006 |
| #10 | -12.20% Oct 17, 2012 - Jan 7, 2013 | -6.46% May 20, 2008 - Jun 5, 2008 |
| #11 | -10.85% Jan 26, 2018 - Jun 1, 2018 | -5.70% Apr 21, 2008 - May 6, 2008 |
| #12 | -9.91% Sep 2, 2020 - Nov 10, 2020 | -4.79% Apr 24, 2014 - Jun 6, 2014 |
| #13 | -9.90% May 17, 2013 - Oct 25, 2013 | -4.42% Oct 4, 2013 - Oct 11, 2013 |
| #14 | -9.75% Jul 10, 2024 - Sep 23, 2024 | -4.35% Jun 4, 2007 - Jun 14, 2007 |
| #15 | -9.53% Apr 15, 2021 - Jun 29, 2021 | -4.33% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between CSQ and XOP is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2004 - 2026)
CSQ vs XOP dividend yield comparison.
| Year | CSQ | XOP |
|---|---|---|
| 2026 | 3.58% | 0.88% |
| 2025 | 6.51% | 2.62% |
| 2024 | 6.95% | 2.45% |
| 2023 | 8.27% | 2.63% |
| 2022 | 9.17% | 2.47% |
| 2021 | 6.38% | 1.61% |
| 2020 | 7.03% | 2.34% |
| 2019 | 7.14% | 1.47% |
| 2018 | 9.35% | 0.99% |
| 2017 | 8.20% | 0.76% |
| 2016 | 9.64% | 0.76% |
| 2015 | 10.00% | 2.21% |
| 2014 | 8.44% | 1.40% |
| 2013 | 7.71% | 0.84% |
| 2012 | 8.56% | 1.21% |
| 2011 | 7.54% | 1.12% |
| 2010 | 6.80% | 0.37% |
| 2009 | 8.93% | 0.69% |
| 2008 | 18.36% | 0.77% |
| 2007 | 8.71% | 0.21% |
| 2006 | 7.48% | 0.11% |
| 2005 | 7.66% | 0.00% |
| 2004 | 4.28% | 0.00% |
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