TRFK vs CHI
Comparison between PACER DATA AND DIGITAL REVOLUTION ETF (TRFK, ETF) and Calamos Convertible Opportunities and Income Fund (CHI, ETF).
TRFK vs CHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TRFK
$955M
Winner
CHI
$962M
Expense Ratio
TRFK
0.49%
CHI
N/A
Max Drawdown
Winner
TRFK
29.06%
CHI
73.29%
Sharpe Ratio
TRFK
1.27
Winner
CHI
1.68
5Y Beta
TRFK
1.67
Winner
CHI
0.78
P/E Ratio
TRFK
53.72
CHI
N/A
Forward P/E
TRFK
23.01
CHI
N/A
PEG Ratio
TRFK
0.11
CHI
N/A
5Y Dividends CAGR
TRFK
N/A
CHI
3.01%
5Y EPS CAGR
TRFK
40.76%
CHI
N/A
Debt to Equity
TRFK
-41.83%
CHI
N/A
P/S Ratio
TRFK
9.69
CHI
N/A
P/B Ratio
TRFK
11.72
CHI
N/A
TRFK vs CHI - Historical Returns
Returns include dividend reinvestment.
1M
TRFK
-1.81%
Winner
CHI
-0.74%
3M
TRFK
+0.47%
Winner
CHI
+7.87%
6M
Winner
TRFK
+46.54%
CHI
+17.61%
1Y
Winner
TRFK
+56.29%
CHI
+40.32%
5Y(CAGR)
Winner
TRFK
+37.59%
CHI
+6.86%
10Y(CAGR)
TRFK
N/A
CHI
+12.39%
Max(CAGR)
Winner
TRFK
+37.59%
CHI
+9.92%
TRFK vs CHI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | TRFK | CHI |
|---|---|---|
| 2026 | +44.69% | +28.96% |
| 2025 | +25.92% | -0.88% |
| 2024 | +41.63% | +28.20% |
| 2023 | +67.41% | +8.22% |
| 2022 | -10.60% | -23.06% |
| 2021 | N/A | +22.30% |
| 2020 | N/A | +33.28% |
| 2019 | N/A | +31.79% |
| 2018 | N/A | -11.22% |
| 2017 | N/A | +20.10% |
| 2016 | N/A | +13.28% |
| 2015 | N/A | -15.64% |
| 2014 | N/A | +5.01% |
| 2013 | N/A | +19.38% |
| 2012 | N/A | +13.81% |
| 2011 | N/A | -6.66% |
| 2010 | N/A | +16.17% |
| 2009 | N/A | +54.80% |
| 2008 | N/A | -35.94% |
| 2007 | N/A | -19.79% |
| 2006 | N/A | +12.07% |
| 2005 | N/A | +5.58% |
| 2004 | N/A | +14.56% |
| 2003 | N/A | +47.19% |
| 2002 | N/A | +11.61% |
TRFK vs CHI Drawdown Comparison
The maximum drawdown for TRFK was -29.06%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.
The current TRFK drawdown is -15.74%. The current CHI drawdown is -2.63%.
| Rank | TRFK | CHI |
|---|---|---|
| #1 | -29.06% Feb 18, 2025 - Jun 16, 2025 | -64.58% Jun 11, 2007 - Mar 25, 2011 |
| #2 | -26.17% Jun 22, 2026 - Jul 29, 2026 | -49.56% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -24.01% Aug 15, 2022 - Mar 29, 2023 | -35.99% Nov 15, 2021 - Nov 20, 2024 |
| #4 | -19.56% Oct 29, 2025 - Apr 16, 2026 | -33.85% Sep 14, 2018 - Feb 6, 2020 |
| #5 | -17.22% Jul 10, 2024 - Oct 8, 2024 | -32.90% May 18, 2015 - Feb 8, 2017 |
| #6 | -14.04% Mar 7, 2024 - Jun 12, 2024 | -27.52% Dec 30, 2024 - Oct 27, 2025 |
| #7 | -13.92% Jun 2, 2026 - Jun 18, 2026 | -21.84% Jan 20, 2004 - Sep 10, 2004 |
| #8 | -11.80% Aug 1, 2023 - Nov 14, 2023 | -18.00% Jun 3, 2011 - Feb 9, 2012 |
| #9 | -11.02% Jun 9, 2022 - Aug 1, 2022 | -14.88% Feb 9, 2005 - Jul 28, 2005 |
| #10 | -9.48% Jan 22, 2025 - Feb 18, 2025 | -12.89% Sep 13, 2002 - Nov 13, 2002 |
| #11 | -7.54% Mar 31, 2023 - May 18, 2023 | -10.71% Feb 13, 2026 - Apr 8, 2026 |
| #12 | -6.85% Feb 9, 2024 - Feb 29, 2024 | -10.47% May 21, 2013 - Oct 17, 2013 |
| #13 | -6.68% Dec 16, 2024 - Jan 22, 2025 | -10.14% Jun 30, 2026 - Aug 12, 2026 |
| #14 | -5.74% Jun 15, 2023 - Jul 13, 2023 | -9.73% Sep 2, 2014 - Feb 25, 2015 |
| #15 | -5.11% May 14, 2026 - May 21, 2026 | -9.31% Sep 1, 2020 - Oct 12, 2020 |
Correlation
Correlation between TRFK and CHI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2002 - 2026)
TRFK vs CHI dividend yield comparison.
| Year | TRFK | CHI |
|---|---|---|
| 2026 | 0.00% | 5.14% |
| 2025 | 0.01% | 10.88% |
| 2024 | 0.40% | 9.55% |
| 2023 | 0.20% | 11.00% |
| 2022 | 0.56% | 10.85% |
| 2021 | 0.00% | 7.54% |
| 2020 | 0.00% | 6.75% |
| 2019 | 0.00% | 8.49% |
| 2018 | 0.00% | 12.19% |
| 2017 | 0.00% | 10.19% |
| 2016 | 0.00% | 11.30% |
| 2015 | 0.00% | 11.50% |
| 2014 | 0.00% | 8.88% |
| 2013 | 0.00% | 8.60% |
| 2012 | 0.00% | 9.55% |
| 2011 | 0.00% | 10.12% |
| 2010 | 0.00% | 8.65% |
| 2009 | 0.00% | 9.25% |
| 2008 | 0.00% | 18.64% |
| 2007 | 0.00% | 12.46% |
| 2006 | 0.00% | 9.95% |
| 2005 | 0.00% | 10.57% |
| 2004 | 0.00% | 13.83% |
| 2003 | 0.00% | 10.26% |
| 2002 | 0.00% | 4.25% |
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