IWX vs CSQ
Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).
5-Year PerformanceCSQ has outperformed IWX, delivering a return of +12.4% compared to +11.3%
IWX vs CSQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWX vs CSQ - Historical Returns
Returns include dividend reinvestment.
IWX vs CSQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IWX | CSQ |
|---|---|---|
| 2026 | +10.68% | +8.13% |
| 2025 | +18.35% | +17.22% |
| 2024 | +14.15% | +29.40% |
| 2023 | +10.40% | +22.44% |
| 2022 | -5.80% | -24.06% |
| 2021 | +24.62% | +34.84% |
| 2020 | +0.74% | +25.88% |
| 2019 | +25.79% | +38.06% |
| 2018 | -6.69% | -4.03% |
| 2017 | +13.11% | +25.28% |
| 2016 | +17.63% | +16.51% |
| 2015 | -3.41% | -4.73% |
| 2014 | +14.05% | +14.95% |
| 2013 | +28.53% | +18.27% |
| 2012 | +14.33% | +26.53% |
| 2011 | +0.04% | -4.16% |
| 2010 | +10.63% | +12.12% |
| 2009 | +3.66% | +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% |
IWX vs CSQ Drawdown Comparison
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The current IWX drawdown is -0.03%. The current CSQ drawdown is -0.15%.
| Rank | IWX | CSQ |
|---|---|---|
| #1 | -35.76% Feb 12, 2020 - Dec 31, 2020 | -67.02% May 22, 2007 - Mar 15, 2012 |
| #2 | -20.53% May 2, 2011 - Mar 1, 2012 | -48.11% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -18.12% Jan 12, 2022 - Jul 24, 2023 | -33.06% Dec 30, 2021 - Mar 20, 2024 |
| #4 | -17.34% Jan 26, 2018 - Apr 29, 2019 | -29.03% Sep 24, 2018 - Apr 29, 2019 |
| #5 | -16.79% Apr 23, 2010 - Dec 21, 2010 | -24.60% May 18, 2015 - Jul 15, 2016 |
| #6 | -14.98% May 21, 2015 - Jul 8, 2016 | -24.18% Jan 23, 2025 - Jun 26, 2025 |
| #7 | -13.37% Feb 19, 2025 - Jun 30, 2025 | -17.11% Apr 1, 2004 - Jul 8, 2005 |
| #8 | -10.01% Jul 26, 2023 - Dec 13, 2023 | -15.25% Jan 12, 2026 - Apr 20, 2026 |
| #9 | -9.92% Apr 2, 2012 - Aug 6, 2012 | -14.59% Aug 27, 2014 - Nov 14, 2014 |
| #10 | -8.53% Jan 11, 2010 - Mar 18, 2010 | -12.20% Oct 17, 2012 - Jan 7, 2013 |
| #11 | -8.13% Sep 19, 2014 - Nov 6, 2014 | -10.85% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -7.93% Oct 18, 2012 - Jan 2, 2013 | -9.91% Sep 2, 2020 - Nov 10, 2020 |
| #13 | -7.53% Nov 29, 2024 - Feb 19, 2025 | -9.90% May 17, 2013 - Oct 25, 2013 |
| #14 | -6.83% Jul 26, 2019 - Sep 13, 2019 | -9.75% Jul 10, 2024 - Sep 23, 2024 |
| #15 | -6.59% Apr 30, 2019 - Jun 20, 2019 | -9.53% Apr 15, 2021 - Jun 29, 2021 |
Correlation
Correlation between IWX and CSQ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IWX vs CSQ dividend yield comparison.
| Year | IWX | CSQ |
|---|---|---|
| 2026 | 0.36% | 1.81% |
| 2025 | 1.59% | 6.51% |
| 2024 | 1.97% | 6.95% |
| 2023 | 2.13% | 8.27% |
| 2022 | 2.07% | 9.17% |
| 2021 | 1.79% | 6.38% |
| 2020 | 2.12% | 7.03% |
| 2019 | 2.60% | 7.14% |
| 2018 | 2.66% | 9.35% |
| 2017 | 2.12% | 8.20% |
| 2016 | 2.22% | 9.64% |
| 2015 | 2.77% | 10.00% |
| 2014 | 2.19% | 8.44% |
| 2013 | 1.89% | 7.71% |
| 2012 | 2.71% | 8.56% |
| 2011 | 2.58% | 7.54% |
| 2010 | 1.83% | 6.80% |
| 2009 | 0.56% | 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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