PID vs CBOX

Comparison between INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID, ETF) and Calamos Tax-Aware Collateral ETF (CBOX, ETF).

PID vs CBOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PID(ETF)	CBOX(ETF)
Net Assets	$939M	$939M
Expense Ratio	0.53%	0.14%
Max Drawdown	67.98%	2.90%
Sharpe Ratio	0.88	0.06
5Y Beta	0.47	0.07
P/E Ratio	14.89	N/A
Forward P/E	12.62	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	9.48%	N/A
5Y EPS CAGR	18.15%	N/A

Net Assets

Winner

PID

$939M

CBOX

$939M

Expense Ratio

PID

0.53%

Winner

CBOX

0.14%

Max Drawdown

PID

67.98%

Winner

CBOX

2.90%

Sharpe Ratio

Winner

PID

0.88

CBOX

0.06

5Y Beta

PID

0.47

Winner

CBOX

0.07

P/E Ratio

PID

14.89

CBOX

N/A

Forward P/E

PID

12.62

CBOX

N/A

PEG Ratio

PID

0.32

CBOX

N/A

5Y Dividends CAGR

PID

9.48%

CBOX

N/A

5Y EPS CAGR

PID

18.15%

CBOX

N/A

PID vs CBOX - Historical Returns

Returns include dividend reinvestment.

Period	PID	CBOX
1 month	-2.05%	+0.32%
3 months	+1.53%	N/A
6 months	+3.76%	N/A
1 year	+12.92%	N/A
5 years(CAGR)	+8.50%	N/A
10 years(CAGR)	+8.81%	N/A
Max(CAGR)	+5.50%	+3.89%

PID

-2.05%

Winner

CBOX

+0.32%

PID

+1.53%

CBOX

N/A

PID

+3.76%

CBOX

N/A

PID

+12.92%

CBOX

N/A

5Y(CAGR)

PID

+8.50%

CBOX

N/A

10Y(CAGR)

PID

+8.81%

CBOX

N/A

Max(CAGR)

Winner

PID

+5.50%

CBOX

+3.89%

PID vs CBOX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PID	CBOX
2026	+2.48%	+0.65%
2025	+23.63%	N/A
2024	+3.32%	N/A
2023	+14.48%	N/A
2022	-6.50%	N/A
2021	+23.52%	N/A
2020	-7.19%	N/A
2019	+24.55%	N/A
2018	-12.34%	N/A
2017	+17.87%	N/A
2016	+11.30%	N/A
2015	-18.96%	N/A
2014	+0.48%	N/A
2013	+16.91%	N/A
2012	+9.63%	N/A
2011	-2.91%	N/A
2010	+11.20%	N/A
2009	+34.13%	N/A
2008	-46.36%	N/A
2007	+11.38%	N/A
2006	+23.99%	N/A
2005	+3.32%	N/A

PID vs CBOX Drawdown Comparison

The maximum drawdown for PID was -66.35%, occurring on Mar 9, 2009. Recovery took 1595 trading sessions.

The maximum drawdown for CBOX was -2.90%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The current PID drawdown is -4.59%. The current CBOX drawdown is -2.78%.

Rank	PID	CBOX
#1	-66.35% Oct 31, 2007 - Mar 5, 2014	-2.90% Jun 2, 2026 - Jun 3, 2026
#2	-46.05% Jan 17, 2020 - Mar 11, 2021	-0.03% May 22, 2026 - May 28, 2026
#3	-38.89% Sep 3, 2014 - Jan 26, 2018	-0.02% Apr 27, 2026 - Apr 30, 2026
#4	-22.99% Apr 4, 2022 - Mar 7, 2024	-0.01% May 20, 2026 - May 22, 2026
#5	-17.95% Jan 26, 2018 - Jun 20, 2019	-0.00% May 12, 2026 - May 14, 2026
#6	-11.70% Jul 23, 2007 - Oct 1, 2007	N/A
#7	-11.39% Oct 18, 2024 - Apr 30, 2025	N/A
#8	-9.24% May 9, 2006 - Aug 30, 2006	N/A
#9	-8.04% Jul 3, 2019 - Nov 7, 2019	N/A
#10	-7.87% Feb 26, 2007 - Mar 26, 2007	N/A
#11	-7.48% Feb 27, 2026 - Mar 27, 2026	N/A
#12	-6.82% Sep 30, 2005 - Nov 23, 2005	N/A
#13	-6.56% Oct 20, 2021 - Dec 31, 2021	N/A
#14	-6.54% Jun 7, 2021 - Oct 14, 2021	N/A
#15	-6.53% Mar 8, 2024 - May 9, 2024	N/A

Correlation

Correlation between PID and CBOX is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

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