HGER vs CSQ
Comparison between HARBOR COMMODITY ALL-WEATHER STRATEGY ETF (HGER, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).
HGER vs CSQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HGER
$3.70B
CSQ
$3.70B
Expense Ratio
HGER
0.68%
CSQ
N/A
Max Drawdown
Winner
HGER
23.31%
CSQ
72.74%
Sharpe Ratio
Winner
HGER
1.91
CSQ
1.16
5Y Beta
Winner
HGER
0.12
CSQ
1.04
5Y Dividends CAGR
HGER
N/A
CSQ
4.89%
HGER vs CSQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HGER
+7.86%
CSQ
+2.57%
3M
HGER
+0.86%
Winner
CSQ
+6.20%
6M
Winner
HGER
+21.29%
CSQ
+13.47%
1Y
Winner
HGER
+43.28%
CSQ
+23.17%
5Y(CAGR)
Winner
HGER
+15.78%
CSQ
+10.66%
10Y(CAGR)
HGER
N/A
CSQ
+16.11%
Max(CAGR)
Winner
HGER
+15.78%
CSQ
+10.25%
HGER vs CSQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | HGER | CSQ |
|---|---|---|
| 2026 | +32.24% | +13.47% |
| 2025 | +18.91% | +17.22% |
| 2024 | +10.26% | +29.40% |
| 2023 | +3.21% | +22.44% |
| 2022 | +9.77% | -24.06% |
| 2021 | N/A | +34.84% |
| 2020 | N/A | +25.88% |
| 2019 | N/A | +38.06% |
| 2018 | N/A | -4.03% |
| 2017 | N/A | +25.28% |
| 2016 | N/A | +16.51% |
| 2015 | N/A | -4.73% |
| 2014 | N/A | +14.95% |
| 2013 | N/A | +18.27% |
| 2012 | N/A | +26.53% |
| 2011 | N/A | -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% |
HGER vs CSQ Drawdown Comparison
The maximum drawdown for HGER was -23.31%, occurring on Sep 26, 2022. Recovery took 717 trading sessions.
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The current HGER drawdown is -2.45%.
| Rank | HGER | CSQ |
|---|---|---|
| #1 | -23.31% Mar 8, 2022 - Jan 15, 2025 | -67.02% May 22, 2007 - Mar 15, 2012 |
| #2 | -14.04% May 12, 2026 - Jun 24, 2026 | -48.11% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -8.84% Apr 2, 2025 - Jun 11, 2025 | -33.06% Dec 30, 2021 - Mar 20, 2024 |
| #4 | -8.09% Jan 29, 2026 - Feb 27, 2026 | -29.03% Sep 24, 2018 - Apr 29, 2019 |
| #5 | -5.64% Mar 12, 2026 - Apr 2, 2026 | -24.60% May 18, 2015 - Jul 15, 2016 |
| #6 | -5.16% Jun 20, 2025 - Sep 12, 2025 | -24.18% Jan 23, 2025 - Jun 26, 2025 |
| #7 | -4.68% Feb 18, 2025 - Mar 31, 2025 | -17.11% Apr 1, 2004 - Jul 8, 2005 |
| #8 | -3.36% Nov 11, 2025 - Jan 8, 2026 | -15.25% Jan 12, 2026 - Apr 20, 2026 |
| #9 | -2.19% Oct 20, 2025 - Oct 23, 2025 | -14.59% Aug 27, 2014 - Nov 14, 2014 |
| #10 | -2.09% Sep 16, 2025 - Sep 26, 2025 | -12.20% Oct 17, 2012 - Jan 7, 2013 |
| #11 | -2.07% Oct 8, 2025 - Oct 16, 2025 | -10.85% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -1.91% Apr 7, 2026 - Apr 16, 2026 | -9.91% Sep 2, 2020 - Nov 10, 2020 |
| #13 | -1.80% Feb 14, 2022 - Feb 22, 2022 | -9.90% May 17, 2013 - Oct 25, 2013 |
| #14 | -1.76% Nov 3, 2025 - Nov 10, 2025 | -9.75% Jul 10, 2024 - Sep 23, 2024 |
| #15 | -1.69% Apr 16, 2026 - Apr 22, 2026 | -9.53% Apr 15, 2021 - Jun 29, 2021 |
Correlation
Correlation between HGER and CSQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
HGER vs CSQ dividend yield comparison.
| Year | HGER | CSQ |
|---|---|---|
| 2026 | 0.00% | 3.58% |
| 2025 | 7.09% | 6.51% |
| 2024 | 3.28% | 6.95% |
| 2023 | 7.24% | 8.27% |
| 2022 | 0.64% | 9.17% |
| 2021 | 0.00% | 6.38% |
| 2020 | 0.00% | 7.03% |
| 2019 | 0.00% | 7.14% |
| 2018 | 0.00% | 9.35% |
| 2017 | 0.00% | 8.20% |
| 2016 | 0.00% | 9.64% |
| 2015 | 0.00% | 10.00% |
| 2014 | 0.00% | 8.44% |
| 2013 | 0.00% | 7.71% |
| 2012 | 0.00% | 8.56% |
| 2011 | 0.00% | 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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