EWU vs CSQ

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).

5-Year PerformanceEWU has outperformed CSQ, delivering a return of +11.8% compared to +10.7%

EWU vs CSQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWU(ETF)	CSQ(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.50%	N/A
Max Drawdown	66.94%	72.74%
Sharpe Ratio	1.09	1.13
5Y Beta	0.58	1.03
5Y Dividends CAGR	12.27%	4.89%

Net Assets

EWU

$3.70B

CSQ

$3.70B

Expense Ratio

EWU

0.50%

CSQ

N/A

Max Drawdown

Winner

EWU

66.94%

CSQ

72.74%

Sharpe Ratio

EWU

1.09

Winner

CSQ

1.13

5Y Beta

Winner

EWU

0.58

CSQ

1.03

5Y Dividends CAGR

Winner

EWU

12.27%

CSQ

4.89%

EWU vs CSQ - Historical Returns

Returns include dividend reinvestment.

Period	EWU	CSQ
1 month	+1.21%	+1.84%
3 months	-0.74%	+10.49%
6 months	+5.22%	+10.39%
1 year	+22.16%	+22.10%
5 years(CAGR)	+11.79%	+10.68%
10 years(CAGR)	+8.28%	+16.10%
Max(CAGR)	+4.24%	+10.22%

EWU

+1.21%

Winner

CSQ

+1.84%

EWU

-0.74%

Winner

CSQ

+10.49%

EWU

+5.22%

Winner

CSQ

+10.39%

Winner

EWU

+22.16%

CSQ

+22.10%

5Y(CAGR)

Winner

EWU

+11.79%

CSQ

+10.68%

10Y(CAGR)

EWU

+8.28%

Winner

CSQ

+16.10%

Max(CAGR)

EWU

+4.24%

Winner

CSQ

+10.22%

EWU vs CSQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWU	CSQ
2026	+6.71%	+12.11%
2025	+35.28%	+17.22%
2024	+7.79%	+29.40%
2023	+12.02%	+22.44%
2022	-5.49%	-24.06%
2021	+16.67%	+34.84%
2020	-11.93%	+25.88%
2019	+21.33%	+38.06%
2018	-15.06%	-4.03%
2017	+21.11%	+25.28%
2016	+0.39%	+16.51%
2015	-6.15%	-4.73%
2014	-6.45%	+14.95%
2013	+17.73%	+18.27%
2012	+12.01%	+26.53%
2011	-3.68%	-4.16%
2010	+8.10%	+12.12%
2009	+35.62%	+48.27%
2008	-46.01%	-48.59%
2007	+5.79%	-2.22%
2006	+26.45%	+23.71%
2005	+6.53%	+3.84%
2004	+18.42%	-3.64%
2003	+30.76%	N/A
2002	-15.16%	N/A
2001	-14.85%	N/A
2000	-15.37%	N/A
1999	+5.56%	N/A

EWU vs CSQ Drawdown Comparison

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.

The current EWU drawdown is -2.54%.

Rank	EWU	CSQ
#1	-64.00% Oct 31, 2007 - Apr 30, 2014	-67.02% May 22, 2007 - Mar 15, 2012
#2	-46.84% Jan 3, 2000 - Mar 4, 2005	-48.11% Feb 20, 2020 - Aug 12, 2020
#3	-43.33% Jan 26, 2018 - May 7, 2021	-33.06% Dec 30, 2021 - Mar 20, 2024
#4	-29.36% Jul 3, 2014 - Jan 17, 2018	-29.03% Sep 24, 2018 - Apr 29, 2019
#5	-24.88% Feb 9, 2022 - Apr 13, 2023	-24.60% May 18, 2015 - Jul 15, 2016
#6	-13.36% Jul 12, 2007 - Oct 11, 2007	-24.18% Jan 23, 2025 - Jun 26, 2025
#7	-12.67% May 9, 2006 - Sep 1, 2006	-17.11% Apr 1, 2004 - Jul 8, 2005
#8	-12.63% Mar 19, 2025 - Apr 28, 2025	-15.25% Jan 12, 2026 - Apr 20, 2026
#9	-10.04% Jul 26, 2023 - Dec 22, 2023	-14.59% Aug 27, 2014 - Nov 14, 2014
#10	-9.92% Feb 27, 2026 - Mar 20, 2026	-12.20% Oct 17, 2012 - Jan 7, 2013
#11	-9.56% Sep 27, 2024 - Feb 28, 2025	-10.85% Jan 26, 2018 - Jun 1, 2018
#12	-8.43% Sep 6, 2005 - Jan 3, 2006	-9.91% Sep 2, 2020 - Nov 10, 2020
#13	-8.09% Feb 26, 2007 - Mar 21, 2007	-9.90% May 17, 2013 - Oct 25, 2013
#14	-7.06% Jun 15, 2021 - Oct 20, 2021	-9.75% Jul 10, 2024 - Sep 23, 2024
#15	-6.41% Mar 4, 2005 - Aug 11, 2005	-9.53% Apr 15, 2021 - Jun 29, 2021

Correlation

Correlation between EWU and CSQ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (1999 - 2026)

EWU vs CSQ dividend yield comparison.

Year	EWU	CSQ
2026	1.42%	3.62%
2025	3.73%	6.51%
2024	4.16%	6.95%
2023	4.14%	8.27%
2022	3.43%	9.17%
2021	4.35%	6.38%
2020	2.48%	7.03%
2019	4.13%	7.14%
2018	4.98%	9.35%
2017	3.91%	8.20%
2016	3.97%	9.64%
2015	4.11%	10.00%
2014	7.59%	8.44%
2013	2.39%	7.71%
2012	3.57%	8.56%
2011	3.30%	7.54%
2010	2.43%	6.80%
2009	2.59%	8.93%
2008	6.61%	18.36%
2007	3.50%	8.71%
2006	3.47%	7.48%
2005	3.11%	7.66%
2004	1.91%	4.28%
2003	3.05%	0.00%
2002	2.33%	0.00%
2001	3.25%	0.00%
2000	5.35%	0.00%
1999	1.85%	0.00%