EEMV vs CSQ
Comparison between ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF (EEMV, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).
5-Year PerformanceCSQ has outperformed EEMV, delivering a return of +11.3% compared to +6.5%
EEMV vs CSQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EEMV vs CSQ - Historical Returns
Returns include dividend reinvestment.
EEMV vs CSQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EEMV | CSQ |
|---|---|---|
| 2026 | +19.31% | +10.57% |
| 2025 | +13.83% | +17.22% |
| 2024 | +8.43% | +29.40% |
| 2023 | +7.15% | +22.44% |
| 2022 | -13.96% | -24.06% |
| 2021 | +4.37% | +34.84% |
| 2020 | +5.84% | +25.88% |
| 2019 | +8.06% | +38.06% |
| 2018 | -7.14% | -4.03% |
| 2017 | +26.80% | +25.28% |
| 2016 | +5.79% | +16.51% |
| 2015 | -11.29% | -4.73% |
| 2014 | +2.46% | +14.95% |
| 2013 | -2.31% | +18.27% |
| 2012 | +20.67% | +26.53% |
| 2011 | +4.49% | -4.16% |
| 2010 | N/A | +12.12% |
| 2009 | N/A | +48.27% |
| 2008 | N/A | -48.59% |
| 2007 | N/A | -2.22% |
| 2006 | N/A | +23.71% |
| 2005 | N/A | +3.84% |
| 2004 | N/A | -3.64% |
EEMV vs CSQ Drawdown Comparison
The maximum drawdown for EEMV was -31.57%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The current CSQ drawdown is -0.31%.
| Rank | EEMV | CSQ |
|---|---|---|
| #1 | -31.57% Jan 26, 2018 - Dec 29, 2020 | -67.02% May 22, 2007 - Mar 15, 2012 |
| #2 | -28.94% Apr 27, 2015 - Nov 21, 2017 | -48.11% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -21.96% Jun 1, 2021 - Sep 19, 2024 | -33.06% Dec 30, 2021 - Mar 20, 2024 |
| #4 | -15.93% May 8, 2013 - Jul 22, 2014 | -29.03% Sep 24, 2018 - Apr 29, 2019 |
| #5 | -13.44% Sep 5, 2014 - Apr 23, 2015 | -24.60% May 18, 2015 - Jul 15, 2016 |
| #6 | -12.46% Sep 26, 2024 - Jun 6, 2025 | -24.18% Jan 23, 2025 - Jun 26, 2025 |
| #7 | -10.78% May 1, 2012 - Sep 13, 2012 | -17.11% Apr 1, 2004 - Jul 8, 2005 |
| #8 | -9.22% Feb 25, 2026 - Apr 17, 2026 | -15.25% Jan 12, 2026 - Apr 20, 2026 |
| #9 | -9.10% Oct 28, 2011 - Jan 18, 2012 | -14.59% Aug 27, 2014 - Nov 14, 2014 |
| #10 | -6.11% Jun 1, 2026 - Jun 15, 2026 | -12.20% Oct 17, 2012 - Jan 7, 2013 |
| #11 | -5.23% Feb 17, 2021 - Jun 1, 2021 | -10.85% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -4.12% Apr 2, 2012 - May 1, 2012 | -9.91% Sep 2, 2020 - Nov 10, 2020 |
| #13 | -3.68% Mar 8, 2013 - Apr 29, 2013 | -9.90% May 17, 2013 - Oct 25, 2013 |
| #14 | -3.58% May 11, 2026 - May 26, 2026 | -9.75% Jul 10, 2024 - Sep 23, 2024 |
| #15 | -3.49% Oct 17, 2012 - Dec 5, 2012 | -9.53% Apr 15, 2021 - Jun 29, 2021 |
Correlation
Correlation between EEMV and CSQ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
EEMV vs CSQ dividend yield comparison.
| Year | EEMV | CSQ |
|---|---|---|
| 2026 | 0.84% | 2.98% |
| 2025 | 2.65% | 6.51% |
| 2024 | 3.50% | 6.95% |
| 2023 | 2.75% | 8.27% |
| 2022 | 1.93% | 9.17% |
| 2021 | 2.14% | 6.38% |
| 2020 | 2.45% | 7.03% |
| 2019 | 2.63% | 7.14% |
| 2018 | 2.46% | 9.35% |
| 2017 | 2.34% | 8.20% |
| 2016 | 2.79% | 9.64% |
| 2015 | 2.55% | 10.00% |
| 2014 | 2.71% | 8.44% |
| 2013 | 2.51% | 7.71% |
| 2012 | 1.64% | 8.56% |
| 2011 | 1.42% | 7.54% |
| 2010 | 0.00% | 6.80% |
| 2009 | 0.00% | 8.93% |
| 2008 | 0.00% | 18.36% |
| 2007 | 0.00% | 8.71% |
| 2006 | 0.00% | 7.48% |
| 2005 | 0.00% | 7.66% |
| 2004 | 0.00% | 4.28% |
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