MLPX vs CSQ

Comparison between GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).

5-Year PerformanceMLPX has outperformed CSQ, delivering a return of +24.0% compared to +10.5%

MLPX vs CSQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MLPX(ETF)	CSQ(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.45%	N/A
Max Drawdown	77.53%	72.74%
Sharpe Ratio	1.42	1.10
5Y Beta	0.41	1.04
P/E Ratio	19.85	N/A
Forward P/E	17.46	N/A
5Y Dividends CAGR	7.32%	5.17%
5Y EPS CAGR	17.42%	N/A
P/S Ratio	1.46	N/A
P/B Ratio	3.46	N/A

Net Assets

MLPX

$3.60B

CSQ

$3.60B

Expense Ratio

MLPX

0.45%

CSQ

N/A

Max Drawdown

MLPX

77.53%

Winner

CSQ

72.74%

Sharpe Ratio

Winner

MLPX

1.42

CSQ

1.10

5Y Beta

Winner

MLPX

0.41

CSQ

1.04

P/E Ratio

MLPX

19.85

CSQ

N/A

Forward P/E

MLPX

17.46

CSQ

N/A

5Y Dividends CAGR

Winner

MLPX

7.32%

CSQ

5.17%

5Y EPS CAGR

MLPX

17.42%

CSQ

N/A

P/S Ratio

MLPX

1.46

CSQ

N/A

P/B Ratio

MLPX

3.46

CSQ

N/A

MLPX vs CSQ - Historical Returns

Returns include dividend reinvestment.

Period	MLPX	CSQ
1 month	-1.24%	+1.87%
3 months	-1.82%	+4.65%
6 months	+8.40%	+13.02%
1 year	+28.19%	+22.56%
5 years(CAGR)	+24.01%	+10.51%
10 years(CAGR)	+11.74%	+15.85%
Max(CAGR)	+9.38%	+10.22%

MLPX

-1.24%

Winner

CSQ

+1.87%

MLPX

-1.82%

Winner

CSQ

+4.65%

MLPX

+8.40%

Winner

CSQ

+13.02%

Winner

MLPX

+28.19%

CSQ

+22.56%

5Y(CAGR)

Winner

MLPX

+24.01%

CSQ

+10.51%

10Y(CAGR)

MLPX

+11.74%

Winner

CSQ

+15.85%

Max(CAGR)

MLPX

+9.38%

Winner

CSQ

+10.22%

MLPX vs CSQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	MLPX	CSQ
2026	+25.45%	+13.22%
2025	+3.04%	+17.22%
2024	+42.39%	+29.40%
2023	+18.35%	+22.44%
2022	+19.17%	-24.06%
2021	+40.65%	+34.84%
2020	-20.33%	+25.88%
2019	+16.66%	+38.06%
2018	-17.62%	-4.03%
2017	-5.44%	+25.28%
2016	+34.69%	+16.51%
2015	-36.15%	-4.73%
2014	+17.80%	+14.95%
2013	+10.09%	+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%

MLPX vs CSQ Drawdown Comparison

The maximum drawdown for MLPX was -70.63%, occurring on Mar 18, 2020. Recovery took 1885 trading sessions.

The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.

The current MLPX drawdown is -3.21%. The current CSQ drawdown is -0.91%.

Rank	MLPX	CSQ
#1	-70.63% Sep 5, 2014 - Mar 2, 2022	-67.02% May 22, 2007 - Mar 15, 2012
#2	-19.72% Jun 7, 2022 - Aug 9, 2023	-48.11% Feb 20, 2020 - Aug 12, 2020
#3	-16.77% Jan 21, 2025 - Jan 27, 2026	-33.06% Dec 30, 2021 - Mar 20, 2024
#4	-9.48% Nov 29, 2024 - Jan 14, 2025	-29.03% Sep 24, 2018 - Apr 29, 2019
#5	-8.59% Apr 20, 2022 - Jun 1, 2022	-24.60% May 18, 2015 - Jul 15, 2016
#6	-7.40% May 19, 2026 - Jun 17, 2026	-24.18% Jan 23, 2025 - Jun 26, 2025
#7	-6.90% Mar 26, 2026 - Apr 30, 2026	-17.11% Apr 1, 2004 - Jul 8, 2005
#8	-6.39% Jul 22, 2024 - Aug 19, 2024	-15.25% Jan 12, 2026 - Apr 20, 2026
#9	-6.17% Jul 24, 2014 - Aug 15, 2014	-14.59% Aug 27, 2014 - Nov 14, 2014
#10	-5.94% Sep 14, 2023 - Oct 13, 2023	-12.20% Oct 17, 2012 - Jan 7, 2013
#11	-5.51% Mar 4, 2022 - Mar 23, 2022	-10.85% Jan 26, 2018 - Jun 1, 2018
#12	-5.08% Apr 3, 2024 - Apr 29, 2024	-9.91% Sep 2, 2020 - Nov 10, 2020
#13	-4.88% Dec 1, 2023 - Feb 16, 2024	-9.90% May 17, 2013 - Oct 25, 2013
#14	-4.47% Apr 30, 2026 - May 14, 2026	-9.75% Jul 10, 2024 - Sep 23, 2024
#15	-4.11% Oct 16, 2023 - Nov 2, 2023	-9.53% Apr 15, 2021 - Jun 29, 2021

Correlation

Correlation between MLPX and CSQ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2004 - 2026)

MLPX vs CSQ dividend yield comparison.

Year	MLPX	CSQ
2026	3.03%	4.26%
2025	4.88%	6.51%
2024	4.30%	6.95%
2023	5.22%	8.27%
2022	5.23%	9.17%
2021	5.98%	6.38%
2020	8.32%	7.03%
2019	5.78%	7.14%
2018	5.77%	9.35%
2017	4.36%	8.20%
2016	5.51%	9.64%
2015	4.81%	10.00%
2014	2.15%	8.44%
2013	0.68%	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%