FTXR vs CHI
Comparison between FIRST TRUST NASDAQ TRANSPORTATION ETF (FTXR, ETF) and Calamos Convertible Opportunities and Income Fund (CHI, ETF).
5-Year PerformanceFTXR has outperformed CHI, delivering a return of +6.5% compared to +6.3%
FTXR vs CHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTXR vs CHI - Historical Returns
Returns include dividend reinvestment.
FTXR vs CHI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | FTXR | CHI |
|---|---|---|
| 2026 | +13.12% | +21.41% |
| 2025 | +16.91% | -0.88% |
| 2024 | +17.66% | +28.20% |
| 2023 | +20.58% | +8.22% |
| 2022 | -26.01% | -23.06% |
| 2021 | +26.29% | +22.30% |
| 2020 | +15.02% | +33.28% |
| 2019 | +14.10% | +31.79% |
| 2018 | -15.26% | -11.22% |
| 2017 | +15.85% | +20.10% |
| 2016 | +11.97% | +13.28% |
| 2015 | N/A | -15.64% |
| 2014 | N/A | +5.01% |
| 2013 | N/A | +19.38% |
| 2012 | N/A | +13.81% |
| 2011 | N/A | -6.66% |
| 2010 | N/A | +16.17% |
| 2009 | N/A | +54.80% |
| 2008 | N/A | -35.94% |
| 2007 | N/A | -19.79% |
| 2006 | N/A | +12.07% |
| 2005 | N/A | +5.58% |
| 2004 | N/A | +14.56% |
| 2003 | N/A | +47.19% |
| 2002 | N/A | +11.61% |
FTXR vs CHI Drawdown Comparison
The maximum drawdown for FTXR was -52.05%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.
The current FTXR drawdown is -1.54%. The current CHI drawdown is -3.04%.
| Rank | FTXR | CHI |
|---|---|---|
| #1 | -52.05% Jan 12, 2018 - Nov 18, 2020 | -64.58% Jun 11, 2007 - Mar 25, 2011 |
| #2 | -33.97% Jan 4, 2022 - Nov 6, 2024 | -49.56% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -29.71% Nov 25, 2024 - Nov 12, 2025 | -35.99% Nov 15, 2021 - Nov 20, 2024 |
| #4 | -14.49% Feb 18, 2026 - May 26, 2026 | -33.85% Sep 14, 2018 - Feb 6, 2020 |
| #5 | -12.39% Jun 3, 2021 - Nov 4, 2021 | -32.90% May 18, 2015 - Feb 8, 2017 |
| #6 | -10.18% Jul 17, 2017 - Oct 10, 2017 | -27.52% Dec 30, 2024 - Oct 27, 2025 |
| #7 | -9.43% Nov 15, 2021 - Jan 4, 2022 | -21.84% Jan 20, 2004 - Sep 10, 2004 |
| #8 | -7.48% Jan 20, 2021 - Feb 8, 2021 | -18.00% Jun 3, 2011 - Feb 9, 2012 |
| #9 | -6.87% Mar 1, 2017 - Jun 1, 2017 | -14.88% Feb 9, 2005 - Jul 28, 2005 |
| #10 | -6.29% Nov 12, 2025 - Nov 26, 2025 | -12.89% Sep 13, 2002 - Nov 13, 2002 |
| #11 | -4.63% May 7, 2021 - May 27, 2021 | -10.71% Feb 13, 2026 - Apr 8, 2026 |
| #12 | -4.61% Mar 15, 2021 - Mar 31, 2021 | -10.47% May 21, 2013 - Oct 17, 2013 |
| #13 | -4.49% Jan 26, 2017 - Feb 21, 2017 | -9.73% Sep 2, 2014 - Feb 25, 2015 |
| #14 | -4.11% Oct 11, 2017 - Nov 29, 2017 | -9.31% Sep 1, 2020 - Oct 12, 2020 |
| #15 | -3.75% Dec 8, 2016 - Jan 25, 2017 | -9.20% Oct 8, 2012 - Jan 10, 2013 |
Correlation
Correlation between FTXR and CHI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2002 - 2026)
FTXR vs CHI dividend yield comparison.
| Year | FTXR | CHI |
|---|---|---|
| 2026 | 0.08% | 3.05% |
| 2025 | 1.52% | 10.88% |
| 2024 | 2.13% | 9.55% |
| 2023 | 1.50% | 11.00% |
| 2022 | 2.38% | 10.85% |
| 2021 | 0.67% | 7.54% |
| 2020 | 0.33% | 6.75% |
| 2019 | 1.34% | 8.49% |
| 2018 | 1.74% | 12.19% |
| 2017 | 1.18% | 10.19% |
| 2016 | 0.24% | 11.30% |
| 2015 | 0.00% | 11.50% |
| 2014 | 0.00% | 8.88% |
| 2013 | 0.00% | 8.60% |
| 2012 | 0.00% | 9.55% |
| 2011 | 0.00% | 10.12% |
| 2010 | 0.00% | 8.65% |
| 2009 | 0.00% | 9.25% |
| 2008 | 0.00% | 18.64% |
| 2007 | 0.00% | 12.46% |
| 2006 | 0.00% | 9.95% |
| 2005 | 0.00% | 10.57% |
| 2004 | 0.00% | 13.83% |
| 2003 | 0.00% | 10.26% |
| 2002 | 0.00% | 4.25% |
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