LDEM vs CVRT
Comparison between ISHARES ESG MSCI EM LEADERS ETF (LDEM, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).
LDEM vs CVRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LDEM
$33M
Winner
CVRT
$33M
Expense Ratio
Winner
LDEM
0.16%
CVRT
0.69%
Max Drawdown
LDEM
42.30%
Winner
CVRT
21.13%
Sharpe Ratio
LDEM
0.48
Winner
CVRT
1.57
5Y Beta
Winner
LDEM
0.75
CVRT
1.02
5Y Dividends CAGR
LDEM
11.57%
CVRT
N/A
LDEM vs CVRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LDEM
-4.45%
CVRT
-7.89%
3M
LDEM
-2.69%
Winner
CVRT
+3.01%
6M
LDEM
-1.98%
Winner
CVRT
+18.93%
1Y
LDEM
+11.56%
Winner
CVRT
+47.02%
5Y(CAGR)
LDEM
+1.93%
CVRT
N/A
Max(CAGR)
LDEM
+4.88%
Winner
CVRT
+30.04%
LDEM vs CVRT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | LDEM | CVRT |
|---|---|---|
| 2026 | +1.32% | +24.97% |
| 2025 | +32.21% | +29.40% |
| 2024 | +7.85% | +16.12% |
| 2023 | +3.00% | +11.01% |
| 2022 | -22.89% | N/A |
| 2021 | -2.92% | N/A |
| 2020 | +15.63% | N/A |
LDEM vs CVRT Drawdown Comparison
The maximum drawdown for LDEM was -40.80%, occurring on Oct 24, 2022. Recovery took 1151 trading sessions.
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The current LDEM drawdown is -6.96%. The current CVRT drawdown is -10.15%.
| Rank | LDEM | CVRT |
|---|---|---|
| #1 | -40.80% Feb 17, 2021 - Sep 17, 2025 | -20.71% Nov 29, 2024 - Jul 9, 2025 |
| #2 | -32.59% Feb 12, 2020 - Aug 6, 2020 | -12.63% Jun 2, 2026 - Jul 16, 2026 |
| #3 | -13.21% Feb 25, 2026 - Mar 30, 2026 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -6.26% Aug 28, 2020 - Oct 9, 2020 | -8.60% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -5.64% Oct 29, 2025 - Jan 5, 2026 | -8.52% Oct 11, 2023 - Nov 29, 2023 |
| #6 | -4.89% Jan 21, 2021 - Feb 5, 2021 | -7.97% Mar 27, 2024 - Jul 16, 2024 |
| #7 | -4.66% Oct 6, 2025 - Oct 20, 2025 | -7.52% Nov 10, 2025 - Dec 10, 2025 |
| #8 | -3.55% Jan 28, 2026 - Feb 11, 2026 | -6.24% Feb 12, 2024 - Mar 4, 2024 |
| #9 | -3.01% Oct 23, 2020 - Nov 4, 2020 | -6.16% May 11, 2026 - May 29, 2026 |
| #10 | -2.74% Aug 6, 2020 - Aug 25, 2020 | -5.22% Jan 28, 2026 - Feb 6, 2026 |
| #11 | -2.42% Nov 27, 2020 - Dec 3, 2020 | -5.02% Dec 26, 2023 - Feb 9, 2024 |
| #12 | -2.24% Sep 17, 2025 - Oct 6, 2025 | -4.73% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -2.18% Feb 11, 2026 - Feb 25, 2026 | -4.05% Oct 15, 2025 - Oct 27, 2025 |
| #14 | -1.98% Dec 17, 2020 - Dec 30, 2020 | -3.21% Nov 3, 2025 - Nov 10, 2025 |
| #15 | -1.73% Nov 9, 2020 - Nov 16, 2020 | -3.09% Jul 17, 2025 - Aug 22, 2025 |
Correlation
Correlation between LDEM and CVRT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2026)
LDEM vs CVRT dividend yield comparison.
| Year | LDEM | CVRT |
|---|---|---|
| 2026 | 0.83% | 0.59% |
| 2025 | 3.26% | 1.68% |
| 2024 | 2.64% | 1.49% |
| 2023 | 3.20% | 0.32% |
| 2022 | 4.93% | 0.00% |
| 2021 | 1.82% | 0.00% |
| 2020 | 1.89% | 0.00% |
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