DFSB vs CCD
Comparison between DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).
DFSB vs CCD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFSB
$702M
CCD
$699M
Expense Ratio
DFSB
0.24%
CCD
N/A
Max Drawdown
Winner
DFSB
7.77%
CCD
60.86%
Sharpe Ratio
DFSB
0.22
Winner
CCD
1.91
5Y Beta
Winner
DFSB
0.06
CCD
0.76
5Y Dividends CAGR
DFSB
N/A
CCD
3.41%
DFSB vs CCD - Historical Returns
Returns include dividend reinvestment.
1M
DFSB
+1.71%
Winner
CCD
+9.55%
3M
DFSB
+1.58%
Winner
CCD
+18.15%
6M
DFSB
+1.40%
Winner
CCD
+30.17%
1Y
DFSB
+4.42%
Winner
CCD
+46.09%
5Y(CAGR)
DFSB
N/A
CCD
+6.66%
10Y(CAGR)
DFSB
N/A
CCD
+14.25%
Max(CAGR)
DFSB
+4.89%
Winner
CCD
+10.59%
DFSB vs CCD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DFSB | CCD |
|---|---|---|
| 2026 | +1.60% | +26.54% |
| 2025 | +5.19% | -4.09% |
| 2024 | +2.90% | +37.39% |
| 2023 | +8.70% | +7.41% |
| 2022 | -0.77% | -27.83% |
| 2021 | N/A | +22.43% |
| 2020 | N/A | +44.67% |
| 2019 | N/A | +37.30% |
| 2018 | N/A | -9.57% |
| 2017 | N/A | +25.52% |
| 2016 | N/A | +8.14% |
| 2015 | N/A | -22.81% |
DFSB vs CCD Drawdown Comparison
The maximum drawdown for DFSB was -5.15%, occurring on Oct 19, 2023. Recovery took 207 trading sessions.
The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.
The current DFSB drawdown is -0.51%. The current CCD drawdown is -0.35%.
| Rank | DFSB | CCD |
|---|---|---|
| #1 | -5.15% Feb 2, 2023 - Nov 29, 2023 | -55.32% Feb 20, 2020 - Jul 6, 2020 |
| #2 | -3.65% Sep 16, 2024 - Jun 12, 2025 | -37.54% Nov 9, 2021 - Sep 19, 2024 |
| #3 | -3.29% Dec 7, 2022 - Jan 12, 2023 | -36.95% Apr 24, 2015 - Jul 12, 2017 |
| #4 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -26.91% Sep 12, 2018 - Jul 19, 2019 |
| #5 | -2.94% Dec 27, 2023 - Jun 14, 2024 | -22.28% Oct 10, 2024 - Jan 15, 2026 |
| #6 | -1.67% Jun 18, 2024 - Jul 16, 2024 | -11.42% Jan 24, 2018 - Apr 20, 2018 |
| #7 | -1.22% Jul 1, 2025 - Aug 1, 2025 | -11.34% Mar 2, 2021 - Oct 19, 2021 |
| #8 | -1.15% Oct 27, 2025 - Feb 10, 2026 | -11.08% Feb 20, 2026 - Apr 8, 2026 |
| #9 | -1.14% Jan 18, 2023 - Feb 2, 2023 | -9.88% Oct 12, 2020 - Nov 6, 2020 |
| #10 | -0.99% Aug 2, 2024 - Aug 14, 2024 | -8.30% Sep 1, 2020 - Oct 7, 2020 |
| #11 | -0.80% Jul 17, 2024 - Jul 30, 2024 | -7.38% May 6, 2026 - May 26, 2026 |
| #12 | -0.61% Dec 2, 2022 - Dec 7, 2022 | -6.29% Jun 2, 2026 - Jun 10, 2026 |
| #13 | -0.60% Aug 13, 2025 - Sep 4, 2025 | -5.92% Feb 12, 2021 - Mar 2, 2021 |
| #14 | -0.55% Aug 23, 2024 - Sep 4, 2024 | -5.65% Jul 24, 2019 - Oct 17, 2019 |
| #15 | -0.54% Sep 11, 2025 - Oct 13, 2025 | -5.56% Jul 20, 2017 - Sep 19, 2017 |
Correlation
Correlation between DFSB and CCD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2015 - 2026)
DFSB vs CCD dividend yield comparison.
| Year | DFSB | CCD |
|---|---|---|
| 2026 | 0.33% | 3.81% |
| 2025 | 3.46% | 11.22% |
| 2024 | 4.35% | 9.63% |
| 2023 | 5.27% | 11.83% |
| 2022 | 0.41% | 11.42% |
| 2021 | 0.00% | 7.43% |
| 2020 | 0.00% | 7.11% |
| 2019 | 0.00% | 8.93% |
| 2018 | 0.00% | 12.21% |
| 2017 | 0.00% | 9.99% |
| 2016 | 0.00% | 11.43% |
| 2015 | 0.00% | 7.40% |
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