RDVI vs CSQ

Comparison between FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).

RDVI vs CSQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDVI(ETF)	CSQ(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.75%	N/A
Max Drawdown	20.66%	72.74%
Sharpe Ratio	1.51	1.10
5Y Beta	0.88	1.04
P/E Ratio	17.93	N/A
Forward P/E	16.89	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	N/A	5.17%
5Y EPS CAGR	21.70%	N/A
Debt to Equity	39.79%	N/A
P/S Ratio	3.00	N/A
P/B Ratio	3.87	N/A

Net Assets

RDVI

$3.60B

CSQ

$3.60B

Expense Ratio

RDVI

0.75%

CSQ

N/A

Max Drawdown

Winner

RDVI

20.66%

CSQ

72.74%

Sharpe Ratio

Winner

RDVI

1.51

CSQ

1.10

5Y Beta

Winner

RDVI

0.88

CSQ

1.04

P/E Ratio

RDVI

17.93

CSQ

N/A

Forward P/E

RDVI

16.89

CSQ

N/A

PEG Ratio

RDVI

0.27

CSQ

N/A

5Y Dividends CAGR

RDVI

N/A

CSQ

5.17%

5Y EPS CAGR

RDVI

21.70%

CSQ

N/A

Debt to Equity

RDVI

39.79%

CSQ

N/A

P/S Ratio

RDVI

3.00

CSQ

N/A

P/B Ratio

RDVI

3.87

CSQ

N/A

RDVI vs CSQ - Historical Returns

Returns include dividend reinvestment.

Period	RDVI	CSQ
1 month	+1.58%	+1.87%
3 months	+9.21%	+4.65%
6 months	+11.41%	+13.02%
1 year	+27.08%	+22.56%
5 years(CAGR)	N/A	+10.51%
10 years(CAGR)	N/A	+15.85%
Max(CAGR)	+20.91%	+10.22%

RDVI

+1.58%

Winner

CSQ

+1.87%

Winner

RDVI

+9.21%

CSQ

+4.65%

RDVI

+11.41%

Winner

CSQ

+13.02%

Winner

RDVI

+27.08%

CSQ

+22.56%

5Y(CAGR)

RDVI

N/A

CSQ

+10.51%

10Y(CAGR)

RDVI

N/A

CSQ

+15.85%

Max(CAGR)

Winner

RDVI

+20.91%

CSQ

+10.22%

RDVI vs CSQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	RDVI	CSQ
2026	+16.61%	+13.22%
2025	+18.26%	+17.22%
2024	+14.28%	+29.40%
2023	+19.01%	+22.44%
2022	+9.89%	-24.06%
2021	N/A	+34.84%
2020	N/A	+25.88%
2019	N/A	+38.06%
2018	N/A	-4.03%
2017	N/A	+25.28%
2016	N/A	+16.51%
2015	N/A	-4.73%
2014	N/A	+14.95%
2013	N/A	+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%

RDVI vs CSQ Drawdown Comparison

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

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

The current RDVI drawdown is -2.07%. The current CSQ drawdown is -0.91%.

Rank	RDVI	CSQ
#1	-18.34% Nov 25, 2024 - Jul 22, 2025	-67.02% May 22, 2007 - Mar 15, 2012
#2	-12.56% Feb 2, 2023 - Jul 18, 2023	-48.11% Feb 20, 2020 - Aug 12, 2020
#3	-11.09% Jul 31, 2023 - Dec 13, 2023	-33.06% Dec 30, 2021 - Mar 20, 2024
#4	-8.47% Feb 26, 2026 - Apr 13, 2026	-29.03% Sep 24, 2018 - Apr 29, 2019
#5	-7.88% Jul 31, 2024 - Aug 30, 2024	-24.60% May 18, 2015 - Jul 15, 2016
#6	-6.67% Nov 30, 2022 - Jan 13, 2023	-24.18% Jan 23, 2025 - Jun 26, 2025
#7	-5.19% Mar 28, 2024 - Jul 15, 2024	-17.11% Apr 1, 2004 - Jul 8, 2005
#8	-4.58% Aug 30, 2024 - Sep 19, 2024	-15.25% Jan 12, 2026 - Apr 20, 2026
#9	-4.42% Oct 27, 2025 - Nov 28, 2025	-14.59% Aug 27, 2014 - Nov 14, 2014
#10	-4.07% Oct 6, 2025 - Oct 27, 2025	-12.20% Oct 17, 2012 - Jan 7, 2013
#11	-3.75% Dec 27, 2023 - Jan 30, 2024	-10.85% Jan 26, 2018 - Jun 1, 2018
#12	-3.29% Nov 1, 2022 - Nov 7, 2022	-9.91% Sep 2, 2020 - Nov 10, 2020
#13	-3.27% Jan 13, 2023 - Jan 23, 2023	-9.90% May 17, 2013 - Oct 25, 2013
#14	-2.93% Oct 17, 2024 - Nov 6, 2024	-9.75% Jul 10, 2024 - Sep 23, 2024
#15	-2.85% Jul 16, 2024 - Jul 31, 2024	-9.53% Apr 15, 2021 - Jun 29, 2021

Correlation

Correlation between RDVI and CSQ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2004 - 2026)

RDVI vs CSQ dividend yield comparison.

Year	RDVI	CSQ
2026	5.36%	4.26%
2025	8.10%	6.51%
2024	8.62%	6.95%
2023	8.45%	8.27%
2022	1.53%	9.17%
2021	0.00%	6.38%
2020	0.00%	7.03%
2019	0.00%	7.14%
2018	0.00%	9.35%
2017	0.00%	8.20%
2016	0.00%	9.64%
2015	0.00%	10.00%
2014	0.00%	8.44%
2013	0.00%	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%