VGUS vs CHI
Comparison between VANGUARD ULTRA-SHORT TREASURY ETF ETF SHARES (VGUS, ETF) and Calamos Convertible Opportunities and Income Fund (CHI, ETF).
VGUS vs CHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VGUS
$931M
CHI
$931M
Expense Ratio
VGUS
0.07%
CHI
N/A
Max Drawdown
Winner
VGUS
0.40%
CHI
73.29%
Sharpe Ratio
VGUS
0.78
Winner
CHI
1.69
5Y Beta
Winner
VGUS
-0.00
CHI
0.74
5Y Dividends CAGR
VGUS
N/A
CHI
2.25%
VGUS vs CHI - Historical Returns
Returns include dividend reinvestment.
1M
VGUS
+0.32%
Winner
CHI
+2.07%
3M
VGUS
+0.90%
Winner
CHI
+12.02%
6M
VGUS
+1.77%
Winner
CHI
+20.84%
1Y
VGUS
+3.95%
Winner
CHI
+36.06%
5Y(CAGR)
VGUS
N/A
CHI
+6.33%
10Y(CAGR)
VGUS
N/A
CHI
+12.88%
Max(CAGR)
VGUS
+4.02%
Winner
CHI
+9.74%
VGUS vs CHI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | VGUS | CHI |
|---|---|---|
| 2026 | +1.46% | +21.41% |
| 2025 | +3.77% | -0.88% |
| 2024 | N/A | +28.20% |
| 2023 | N/A | +8.22% |
| 2022 | N/A | -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% |
VGUS vs CHI Drawdown Comparison
The maximum drawdown for VGUS was -0.07%, occurring on Sep 15, 2025. Recovery took 7 trading sessions.
The maximum drawdown for CHI was -64.58%, occurring on Nov 21, 2008. Recovery took 956 trading sessions.
The current CHI drawdown is -3.04%.
| Rank | VGUS | CHI |
|---|---|---|
| #1 | -0.07% Sep 12, 2025 - Sep 23, 2025 | -64.58% Jun 11, 2007 - Mar 25, 2011 |
| #2 | -0.05% May 9, 2025 - May 16, 2025 | -49.56% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -0.05% Jul 30, 2025 - Aug 1, 2025 | -35.99% Nov 15, 2021 - Nov 20, 2024 |
| #4 | -0.05% Aug 25, 2025 - Aug 29, 2025 | -33.85% Sep 14, 2018 - Feb 6, 2020 |
| #5 | -0.03% May 22, 2026 - May 29, 2026 | -32.90% May 18, 2015 - Feb 8, 2017 |
| #6 | -0.03% Apr 28, 2025 - Apr 30, 2025 | -27.52% Dec 30, 2024 - Oct 27, 2025 |
| #7 | -0.03% Apr 30, 2025 - May 6, 2025 | -21.84% Jan 20, 2004 - Sep 10, 2004 |
| #8 | -0.03% Nov 4, 2025 - Nov 6, 2025 | -18.00% Jun 3, 2011 - Feb 9, 2012 |
| #9 | -0.02% Apr 10, 2025 - Apr 16, 2025 | -14.88% Feb 9, 2005 - Jul 28, 2005 |
| #10 | -0.01% Feb 25, 2025 - Feb 28, 2025 | -12.89% Sep 13, 2002 - Nov 13, 2002 |
| #11 | -0.01% Jun 2, 2025 - Jun 4, 2025 | -10.71% Feb 13, 2026 - Apr 8, 2026 |
| #12 | -0.01% Mar 21, 2025 - Mar 25, 2025 | -10.47% May 21, 2013 - Oct 17, 2013 |
| #13 | -0.01% Mar 25, 2025 - Mar 27, 2025 | -9.73% Sep 2, 2014 - Feb 25, 2015 |
| #14 | -0.01% Mar 2, 2026 - Mar 4, 2026 | -9.31% Sep 1, 2020 - Oct 12, 2020 |
| #15 | -0.01% Jan 7, 2026 - Jan 9, 2026 | -9.20% Oct 8, 2012 - Jan 10, 2013 |
Correlation
Correlation between VGUS and CHI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2002 - 2026)
VGUS vs CHI dividend yield comparison.
| Year | VGUS | CHI |
|---|---|---|
| 2026 | 1.42% | 3.05% |
| 2025 | 3.12% | 10.88% |
| 2024 | 0.00% | 9.55% |
| 2023 | 0.00% | 11.00% |
| 2022 | 0.00% | 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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