USMC vs CSQ
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).
5-Year PerformanceUSMC has outperformed CSQ, delivering a return of +14.2% compared to +10.5%
USMC vs CSQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USMC vs CSQ - Historical Returns
Returns include dividend reinvestment.
USMC vs CSQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | USMC | CSQ |
|---|---|---|
| 2026 | +11.98% | +13.22% |
| 2025 | +15.84% | +17.22% |
| 2024 | +30.19% | +29.40% |
| 2023 | +31.46% | +22.44% |
| 2022 | -17.74% | -24.06% |
| 2021 | +27.40% | +34.84% |
| 2020 | +14.89% | +25.88% |
| 2019 | +28.26% | +38.06% |
| 2018 | -2.42% | -4.03% |
| 2017 | +5.48% | +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% |
USMC vs CSQ Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
The current USMC drawdown is -1.17%. The current CSQ drawdown is -0.91%.
| Rank | USMC | CSQ |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -67.02% May 22, 2007 - Mar 15, 2012 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -48.11% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -33.06% Dec 30, 2021 - Mar 20, 2024 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -29.03% Sep 24, 2018 - Apr 29, 2019 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -24.60% May 18, 2015 - Jul 15, 2016 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -24.18% Jan 23, 2025 - Jun 26, 2025 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -17.11% Apr 1, 2004 - Jul 8, 2005 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -15.25% Jan 12, 2026 - Apr 20, 2026 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -14.59% Aug 27, 2014 - Nov 14, 2014 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -12.20% Oct 17, 2012 - Jan 7, 2013 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -10.85% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -9.91% Sep 2, 2020 - Nov 10, 2020 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -9.90% May 17, 2013 - Oct 25, 2013 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -9.75% Jul 10, 2024 - Sep 23, 2024 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -9.53% Apr 15, 2021 - Jun 29, 2021 |
Correlation
Correlation between USMC and CSQ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
USMC vs CSQ dividend yield comparison.
| Year | USMC | CSQ |
|---|---|---|
| 2026 | 0.38% | 4.26% |
| 2025 | 0.79% | 6.51% |
| 2024 | 1.04% | 6.95% |
| 2023 | 1.35% | 8.27% |
| 2022 | 1.78% | 9.17% |
| 2021 | 1.53% | 6.38% |
| 2020 | 1.55% | 7.03% |
| 2019 | 2.01% | 7.14% |
| 2018 | 2.28% | 9.35% |
| 2017 | 0.24% | 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% |
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