IBIE vs CGO
Comparison between ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF) and Calamos Global Total Return Fund (CGO, ETF).
IBIE vs CGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIE
$154M
CGO
$154M
Expense Ratio
IBIE
0.10%
CGO
N/A
Max Drawdown
Winner
IBIE
3.25%
CGO
67.04%
Sharpe Ratio
IBIE
0.69
Winner
CGO
1.23
5Y Beta
Winner
IBIE
0.00
CGO
0.87
5Y Dividends CAGR
IBIE
N/A
CGO
-2.82%
IBIE vs CGO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIE
-0.02%
CGO
-0.90%
3M
IBIE
+1.06%
Winner
CGO
+17.88%
6M
IBIE
+1.97%
Winner
CGO
+21.57%
1Y
IBIE
+4.70%
Winner
CGO
+25.75%
5Y(CAGR)
IBIE
N/A
CGO
+5.37%
10Y(CAGR)
IBIE
N/A
CGO
+11.98%
Max(CAGR)
IBIE
+5.60%
Winner
CGO
+8.77%
IBIE vs CGO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IBIE | CGO |
|---|---|---|
| 2026 | +1.86% | +19.47% |
| 2025 | +6.54% | +8.42% |
| 2024 | +4.14% | +37.84% |
| 2023 | +2.93% | +13.13% |
| 2022 | N/A | -36.67% |
| 2021 | N/A | +13.85% |
| 2020 | N/A | +19.97% |
| 2019 | N/A | +42.30% |
| 2018 | N/A | -26.75% |
| 2017 | N/A | +55.88% |
| 2016 | N/A | +4.65% |
| 2015 | N/A | -4.42% |
| 2014 | N/A | +3.20% |
| 2013 | N/A | +11.09% |
| 2012 | N/A | +7.36% |
| 2011 | N/A | +0.18% |
| 2010 | N/A | +10.10% |
| 2009 | N/A | +57.16% |
| 2008 | N/A | -45.30% |
| 2007 | N/A | +23.11% |
| 2006 | N/A | +28.24% |
| 2005 | N/A | -4.84% |
IBIE vs CGO Drawdown Comparison
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The maximum drawdown for CGO was -59.93%, occurring on Oct 9, 2008. Recovery took 734 trading sessions.
The current IBIE drawdown is -0.19%. The current CGO drawdown is -5.17%.
| Rank | IBIE | CGO |
|---|---|---|
| #1 | -1.70% Sep 24, 2024 - Feb 4, 2025 | -59.93% Dec 7, 2007 - Nov 5, 2010 |
| #2 | -1.63% Sep 18, 2023 - Nov 3, 2023 | -50.77% Feb 13, 2020 - Aug 28, 2020 |
| #3 | -1.48% Jan 12, 2024 - May 15, 2024 | -43.70% Sep 7, 2021 - Sep 9, 2025 |
| #4 | -1.24% Apr 3, 2025 - Apr 28, 2025 | -34.62% Jan 25, 2018 - Dec 26, 2019 |
| #5 | -1.14% Apr 30, 2025 - Jun 26, 2025 | -27.59% Jul 21, 2015 - Feb 24, 2017 |
| #6 | -0.78% Nov 3, 2023 - Nov 14, 2023 | -22.13% Jul 19, 2007 - Oct 11, 2007 |
| #7 | -0.65% Dec 27, 2023 - Jan 12, 2024 | -21.55% May 2, 2011 - Mar 29, 2012 |
| #8 | -0.59% Jun 5, 2024 - Jun 18, 2024 | -16.41% Jul 14, 2014 - Apr 28, 2015 |
| #9 | -0.55% Mar 17, 2026 - Apr 6, 2026 | -15.24% Feb 26, 2026 - Apr 17, 2026 |
| #10 | -0.51% Oct 22, 2025 - Jan 9, 2026 | -15.13% Mar 12, 2013 - Dec 24, 2013 |
| #11 | -0.51% Dec 1, 2023 - Dec 13, 2023 | -14.31% Apr 2, 2012 - Jan 14, 2013 |
| #12 | -0.49% Aug 5, 2024 - Aug 21, 2024 | -11.93% Oct 28, 2005 - May 8, 2006 |
| #13 | -0.42% Mar 3, 2025 - Mar 20, 2025 | -10.89% Aug 7, 2017 - Oct 27, 2017 |
| #14 | -0.41% May 15, 2024 - May 31, 2024 | -10.14% Sep 19, 2025 - Jan 13, 2026 |
| #15 | -0.41% Jul 17, 2024 - Jul 31, 2024 | -9.54% Oct 14, 2020 - Nov 9, 2020 |
Correlation
Correlation between IBIE and CGO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
IBIE vs CGO dividend yield comparison.
| Year | IBIE | CGO |
|---|---|---|
| 2026 | 0.24% | 3.01% |
| 2025 | 4.09% | 8.43% |
| 2024 | 4.23% | 8.43% |
| 2023 | 0.75% | 10.57% |
| 2022 | 0.00% | 12.68% |
| 2021 | 0.00% | 7.80% |
| 2020 | 0.00% | 8.18% |
| 2019 | 0.00% | 8.96% |
| 2018 | 0.00% | 11.81% |
| 2017 | 0.00% | 7.97% |
| 2016 | 0.00% | 11.40% |
| 2015 | 0.00% | 10.51% |
| 2014 | 0.00% | 9.08% |
| 2013 | 0.00% | 8.56% |
| 2012 | 0.00% | 8.73% |
| 2011 | 0.00% | 8.80% |
| 2010 | 0.00% | 8.28% |
| 2009 | 0.00% | 8.36% |
| 2008 | 0.00% | 14.64% |
| 2007 | 0.00% | 6.71% |
| 2006 | 0.00% | 5.88% |
| 2005 | 0.00% | 0.71% |
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