PID vs CHI

Comparison between INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID, ETF) and Calamos Convertible Opportunities and Income Fund (CHI, ETF).

5-Year PerformancePID has outperformed CHI, delivering a return of +8.2% compared to +6.3%

PID vs CHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PID(ETF)	CHI(ETF)
Net Assets	$929M	$931M
Expense Ratio	0.53%	N/A
Max Drawdown	67.98%	73.29%
Sharpe Ratio	1.21	1.69
5Y Beta	0.48	0.74
P/E Ratio	15.91	N/A
Forward P/E	13.06	N/A
PEG Ratio	0.34	N/A
5Y Dividends CAGR	9.49%	2.25%
5Y EPS CAGR	18.23%	N/A
P/S Ratio	0.14	N/A
P/B Ratio	2.11	N/A

Net Assets

PID

$929M

Winner

CHI

$931M

Expense Ratio

PID

0.53%

CHI

N/A

Max Drawdown

Winner

PID

67.98%

CHI

73.29%

Sharpe Ratio

PID

1.21

Winner

CHI

1.69

5Y Beta

Winner

PID

0.48

CHI

0.74

P/E Ratio

PID

15.91

CHI

N/A

Forward P/E

PID

13.06

CHI

N/A

PEG Ratio

PID

0.34

CHI

N/A

5Y Dividends CAGR

Winner

PID

9.49%

CHI

2.25%

5Y EPS CAGR

PID

18.23%

CHI

N/A

P/S Ratio

PID

0.14

CHI

N/A

P/B Ratio

PID

2.11

CHI

N/A

PID vs CHI - Historical Returns

Returns include dividend reinvestment.

Period	PID	CHI
1 month	+0.17%	+2.07%
3 months	+0.20%	+12.02%
6 months	+5.73%	+20.84%
1 year	+15.93%	+36.06%
5 years(CAGR)	+8.23%	+6.33%
10 years(CAGR)	+8.58%	+12.88%
Max(CAGR)	+5.63%	+9.74%

PID

+0.17%

Winner

CHI

+2.07%

PID

+0.20%

Winner

CHI

+12.02%

PID

+5.73%

Winner

CHI

+20.84%

PID

+15.93%

Winner

CHI

+36.06%

5Y(CAGR)

Winner

PID

+8.23%

CHI

+6.33%

10Y(CAGR)

PID

+8.58%

Winner

CHI

+12.88%

Max(CAGR)

PID

+5.63%

Winner

CHI

+9.74%

PID vs CHI - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	PID	CHI
2026	+4.85%	+21.41%
2025	+23.63%	-0.88%
2024	+3.32%	+28.20%
2023	+14.48%	+8.22%
2022	-6.50%	-23.06%
2021	+23.52%	+22.30%
2020	-7.19%	+33.28%
2019	+24.55%	+31.79%
2018	-12.34%	-11.22%
2017	+17.87%	+20.10%
2016	+11.30%	+13.28%
2015	-18.96%	-15.64%
2014	+0.48%	+5.01%
2013	+16.91%	+19.38%
2012	+9.63%	+13.81%
2011	-2.91%	-6.66%
2010	+11.20%	+16.17%
2009	+34.13%	+54.80%
2008	-46.36%	-35.94%
2007	+11.38%	-19.79%
2006	+23.99%	+12.07%
2005	+3.32%	+5.58%
2004	N/A	+14.56%
2003	N/A	+47.19%
2002	N/A	+11.61%

PID vs CHI Drawdown Comparison

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

The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.

The current PID drawdown is -2.38%. The current CHI drawdown is -3.04%.

Rank	PID	CHI
#1	-66.35% Oct 31, 2007 - Mar 5, 2014	-64.58% Jun 11, 2007 - Mar 25, 2011
#2	-46.05% Jan 17, 2020 - Mar 11, 2021	-49.56% Feb 19, 2020 - Aug 3, 2020
#3	-38.89% Sep 3, 2014 - Jan 26, 2018	-35.99% Nov 15, 2021 - Nov 20, 2024
#4	-22.99% Apr 4, 2022 - Mar 7, 2024	-33.85% Sep 14, 2018 - Feb 6, 2020
#5	-17.95% Jan 26, 2018 - Jun 20, 2019	-32.90% May 18, 2015 - Feb 8, 2017
#6	-11.70% Jul 23, 2007 - Oct 1, 2007	-27.52% Dec 30, 2024 - Oct 27, 2025
#7	-11.39% Oct 18, 2024 - Apr 30, 2025	-21.84% Jan 20, 2004 - Sep 10, 2004
#8	-9.24% May 9, 2006 - Aug 30, 2006	-18.00% Jun 3, 2011 - Feb 9, 2012
#9	-8.04% Jul 3, 2019 - Nov 7, 2019	-14.88% Feb 9, 2005 - Jul 28, 2005
#10	-7.87% Feb 26, 2007 - Mar 26, 2007	-12.89% Sep 13, 2002 - Nov 13, 2002
#11	-7.48% Feb 27, 2026 - Mar 27, 2026	-10.71% Feb 13, 2026 - Apr 8, 2026
#12	-6.82% Sep 30, 2005 - Nov 23, 2005	-10.47% May 21, 2013 - Oct 17, 2013
#13	-6.56% Oct 20, 2021 - Dec 31, 2021	-9.73% Sep 2, 2014 - Feb 25, 2015
#14	-6.54% Jun 7, 2021 - Oct 14, 2021	-9.31% Sep 1, 2020 - Oct 12, 2020
#15	-6.53% Mar 8, 2024 - May 9, 2024	-9.20% Oct 8, 2012 - Jan 10, 2013

Correlation

Correlation between PID and CHI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2002 - 2026)

PID vs CHI dividend yield comparison.

Year	PID	CHI
2026	0.86%	3.05%
2025	3.28%	10.88%
2024	3.88%	9.55%
2023	3.31%	11.00%
2022	3.30%	10.85%
2021	3.30%	7.54%
2020	3.16%	6.75%
2019	3.99%	8.49%
2018	3.87%	12.19%
2017	3.46%	10.19%
2016	3.90%	11.30%
2015	4.48%	11.50%
2014	3.92%	8.88%
2013	2.16%	8.60%
2012	2.70%	9.55%
2011	3.32%	10.12%
2010	2.75%	8.65%
2009	3.39%	9.25%
2008	6.86%	18.64%
2007	2.27%	12.46%
2006	2.84%	9.95%
2005	0.50%	10.57%
2004	0.00%	13.83%
2003	0.00%	10.26%
2002	0.00%	4.25%