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EWH vs CHI

Comparison between ISHARES MSCI HONG KONG ETF (EWH, ETF) and Calamos Convertible Opportunities and Income Fund (CHI, ETF).

5-Year PerformanceCHI has outperformed EWH, delivering a return of +6.3% compared to -0.8%

EWH vs CHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWH
$927M
Winner
CHI
$931M
Expense Ratio
EWH
0.50%
CHI
N/A
Max Drawdown
Winner
EWH
64.69%
CHI
73.29%
Sharpe Ratio
EWH
0.88
Winner
CHI
1.69
5Y Beta
Winner
EWH
0.55
CHI
0.74
5Y Dividends CAGR
Winner
EWH
11.55%
CHI
2.25%

EWH vs CHI - Historical Returns

Returns include dividend reinvestment.

1M
EWH
-7.97%
Winner
CHI
+2.07%
3M
EWH
-5.75%
Winner
CHI
+12.02%
6M
EWH
+2.17%
Winner
CHI
+20.84%
1Y
EWH
+18.11%
Winner
CHI
+36.06%
5Y(CAGR)
EWH
-0.82%
Winner
CHI
+6.33%
10Y(CAGR)
EWH
+4.37%
Winner
CHI
+12.88%
Max(CAGR)
EWH
+5.29%
Winner
CHI
+9.74%

EWH vs CHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEWHCHI
2026-0.23%+21.41%
2025+36.63%-0.88%
2024+2.64%+28.20%
2023-15.86%+8.22%
2022-7.14%-23.06%
2021-4.45%+22.30%
2020+1.72%+33.28%
2019+11.90%+31.79%
2018-9.76%-11.22%
2017+34.29%+20.10%
2016+3.60%+13.28%
2015-1.08%-15.64%
2014+4.37%+5.01%
2013+7.04%+19.38%
2012+26.50%+13.81%
2011-18.11%-6.66%
2010+21.01%+16.17%
2009+49.07%+54.80%
2008-49.97%-35.94%
2007+38.02%-19.79%
2006+27.58%+12.07%
2005+8.09%+5.58%
2004+21.09%+14.56%
2003+34.28%+47.19%
2002-18.23%+11.61%
2001-16.40%N/A
2000-17.60%N/A
1999+19.86%N/A

EWH vs CHI Drawdown Comparison

The maximum drawdown for EWH was -63.58%, occurring on Nov 20, 2008. Recovery took 1318 trading sessions.

The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.

The current EWH drawdown is -11.12%. The current CHI drawdown is -3.04%.

RankEWHCHI
#1-63.58%
Oct 29, 2007 - Jan 24, 2013
-64.58%
Jun 11, 2007 - Mar 25, 2011
#2-51.00%
Dec 27, 1999 - Jul 18, 2005
-49.56%
Feb 19, 2020 - Aug 3, 2020
#3-42.67%
May 28, 2021 - Jan 27, 2026
-35.99%
Nov 15, 2021 - Nov 20, 2024
#4-31.09%
Apr 5, 2019 - Jan 15, 2021
-33.85%
Sep 14, 2018 - Feb 6, 2020
#5-29.54%
May 22, 2015 - May 10, 2017
-32.90%
May 18, 2015 - Feb 8, 2017
#6-19.71%
Jan 26, 2018 - Mar 29, 2019
-27.52%
Dec 30, 2024 - Oct 27, 2025
#7-15.92%
May 8, 2006 - Nov 2, 2006
-21.84%
Jan 20, 2004 - Sep 10, 2004
#8-14.14%
May 21, 2013 - Oct 11, 2013
-18.00%
Jun 3, 2011 - Feb 9, 2012
#9-13.13%
Jan 23, 2007 - May 4, 2007
-14.88%
Feb 9, 2005 - Jul 28, 2005
#10-11.56%
Aug 20, 2014 - Apr 8, 2015
-12.89%
Sep 13, 2002 - Nov 13, 2002
#11-11.44%
Jul 23, 2007 - Sep 4, 2007
-10.71%
Feb 13, 2026 - Apr 8, 2026
#12-11.12%
May 13, 2026 - Jun 5, 2026
-10.47%
May 21, 2013 - Oct 17, 2013
#13-9.54%
Sep 29, 2005 - Jan 9, 2006
-9.73%
Sep 2, 2014 - Feb 25, 2015
#14-8.93%
Jan 17, 2014 - Apr 9, 2014
-9.31%
Sep 1, 2020 - Oct 12, 2020
#15-7.81%
Feb 27, 2026 - May 6, 2026
-9.20%
Oct 8, 2012 - Jan 10, 2013

Correlation

Correlation between EWH and CHI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

EWH vs CHI dividend yield comparison.

YearEWHCHI
20260.00%3.05%
20255.20%10.88%
20244.17%9.55%
20234.28%11.00%
20222.91%10.85%
20212.78%7.54%
20202.56%6.75%
20192.71%8.49%
20182.93%12.19%
20174.35%10.19%
20163.08%11.30%
20152.63%11.50%
20143.52%8.88%
20132.96%8.60%
20122.59%9.55%
20112.66%10.12%
20102.36%8.65%
20092.44%9.25%
20085.92%18.64%
20071.73%12.46%
20061.94%9.95%
20052.84%10.57%
20042.25%13.83%
20031.51%10.26%
20021.92%4.25%
20012.55%0.00%
20002.35%0.00%
19990.92%0.00%

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