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VNQI vs CSQ

Comparison between VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).

5-Year PerformanceCSQ has outperformed VNQI, delivering a return of +10.7% compared to -1.1%

VNQI vs CSQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VNQI
$3.70B
CSQ
$3.70B
Expense Ratio
VNQI
0.12%
CSQ
N/A
Max Drawdown
Winner
VNQI
43.72%
CSQ
72.74%
Sharpe Ratio
VNQI
0.08
Winner
CSQ
1.07
5Y Beta
Winner
VNQI
0.48
CSQ
1.03
5Y Dividends CAGR
VNQI
N/A
CSQ
4.89%

VNQI vs CSQ - Historical Returns

Returns include dividend reinvestment.

1M
VNQI
+0.04%
Winner
CSQ
+1.84%
3M
VNQI
-3.89%
Winner
CSQ
+10.49%
6M
VNQI
-3.36%
Winner
CSQ
+10.39%
1Y
VNQI
+5.46%
Winner
CSQ
+22.10%
5Y(CAGR)
VNQI
-1.05%
Winner
CSQ
+10.68%
10Y(CAGR)
VNQI
+2.37%
Winner
CSQ
+16.10%
Max(CAGR)
VNQI
+3.42%
Winner
CSQ
+10.22%

VNQI vs CSQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVNQICSQ
2026-0.65%+12.11%
2025+22.21%+17.22%
2024-0.65%+29.40%
2023+5.60%+22.44%
2022-23.09%-24.06%
2021+7.00%+34.84%
2020-7.77%+25.88%
2019+22.46%+38.06%
2018-10.62%-4.03%
2017+26.19%+25.28%
2016+3.10%+16.51%
2015-2.29%-4.73%
2014+3.80%+14.95%
2013+0.80%+18.27%
2012+39.74%+26.53%
2011-17.41%-4.16%
2010+1.64%+12.12%
2009N/A+48.27%
2008N/A-48.59%
2007N/A-2.22%
2006N/A+23.71%
2005N/A+3.84%
2004N/A-3.64%

VNQI vs CSQ Drawdown Comparison

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

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

The current VNQI drawdown is -9.93%.

RankVNQICSQ
#1-38.35%
Jan 17, 2020 - Jun 1, 2021
-67.02%
May 22, 2007 - Mar 15, 2012
#2-35.77%
Jun 10, 2021 - Feb 9, 2026
-48.11%
Feb 20, 2020 - Aug 12, 2020
#3-24.53%
May 2, 2011 - Sep 12, 2012
-33.06%
Dec 30, 2021 - Mar 20, 2024
#4-21.53%
May 15, 2015 - May 15, 2017
-29.03%
Sep 24, 2018 - Apr 29, 2019
#5-18.53%
May 3, 2013 - Apr 6, 2015
-24.60%
May 18, 2015 - Jul 15, 2016
#6-18.18%
Jan 26, 2018 - Nov 4, 2019
-24.18%
Jan 23, 2025 - Jun 26, 2025
#7-14.78%
Feb 26, 2026 - Mar 27, 2026
-17.11%
Apr 1, 2004 - Jul 8, 2005
#8-10.16%
Nov 4, 2010 - Apr 21, 2011
-15.25%
Jan 12, 2026 - Apr 20, 2026
#9-3.56%
May 4, 2015 - May 15, 2015
-14.59%
Aug 27, 2014 - Nov 14, 2014
#10-3.54%
Nov 4, 2019 - Dec 20, 2019
-12.20%
Oct 17, 2012 - Jan 7, 2013
#11-3.40%
Nov 6, 2012 - Nov 28, 2012
-10.85%
Jan 26, 2018 - Jun 1, 2018
#12-3.18%
Jun 7, 2017 - Jul 19, 2017
-9.91%
Sep 2, 2020 - Nov 10, 2020
#13-3.14%
Feb 1, 2013 - Mar 1, 2013
-9.90%
May 17, 2013 - Oct 25, 2013
#14-2.48%
Sep 18, 2017 - Oct 13, 2017
-9.75%
Jul 10, 2024 - Sep 23, 2024
#15-2.22%
Apr 12, 2013 - Apr 19, 2013
-9.53%
Apr 15, 2021 - Jun 29, 2021

Correlation

Correlation between VNQI and CSQ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2004 - 2026)

VNQI vs CSQ dividend yield comparison.

YearVNQICSQ
20260.00%3.62%
20254.70%6.51%
20245.16%6.95%
20233.74%8.27%
20220.57%9.17%
20216.48%6.38%
20200.93%7.03%
20197.58%7.14%
20184.62%9.35%
20173.86%8.20%
20165.18%9.64%
20152.86%10.00%
20144.11%8.44%
20133.27%7.71%
20125.58%8.56%
20113.28%7.54%
20100.88%6.80%
20090.00%8.93%
20080.00%18.36%
20070.00%8.71%
20060.00%7.48%
20050.00%7.66%
20040.00%4.28%

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