VUSE vs CCD

Comparison between VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).

5-Year PerformanceVUSE has outperformed CCD, delivering a return of +10.4% compared to +5.5%

VUSE vs CCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSE(ETF)	CCD(ETF)
Net Assets	$648M	$648M
Expense Ratio	0.50%	N/A
Max Drawdown	45.51%	60.86%
Sharpe Ratio	0.89	1.72
5Y Beta	0.93	0.75
P/E Ratio	27.10	N/A
Forward P/E	21.63	N/A
5Y Dividends CAGR	-6.58%	2.03%
5Y EPS CAGR	28.51%	N/A
Debt to Equity	82.98%	N/A
P/S Ratio	4.46	N/A
P/B Ratio	7.83	N/A

Net Assets

Winner

VUSE

$648M

CCD

$648M

Expense Ratio

VUSE

0.50%

CCD

N/A

Max Drawdown

Winner

VUSE

45.51%

CCD

60.86%

Sharpe Ratio

VUSE

0.89

Winner

CCD

1.72

5Y Beta

VUSE

0.93

Winner

CCD

0.75

P/E Ratio

VUSE

27.10

CCD

N/A

Forward P/E

VUSE

21.63

CCD

N/A

5Y Dividends CAGR

VUSE

-6.58%

Winner

CCD

2.03%

5Y EPS CAGR

VUSE

28.51%

CCD

N/A

Debt to Equity

VUSE

82.98%

CCD

N/A

P/S Ratio

VUSE

4.46

CCD

N/A

P/B Ratio

VUSE

7.83

CCD

N/A

VUSE vs CCD - Historical Returns

Returns include dividend reinvestment.

Period	VUSE	CCD
1 month	+1.52%	+1.51%
3 months	+6.69%	+14.95%
6 months	+5.96%	+22.46%
1 year	+15.50%	+38.63%
5 years(CAGR)	+10.36%	+5.49%
10 years(CAGR)	+12.01%	+14.11%
Max(CAGR)	+10.08%	+10.31%

Winner

VUSE

+1.52%

CCD

+1.51%

VUSE

+6.69%

Winner

CCD

+14.95%

VUSE

+5.96%

Winner

CCD

+22.46%

VUSE

+15.50%

Winner

CCD

+38.63%

5Y(CAGR)

Winner

VUSE

+10.36%

CCD

+5.49%

10Y(CAGR)

VUSE

+12.01%

Winner

CCD

+14.11%

Max(CAGR)

VUSE

+10.08%

Winner

CCD

+10.31%

VUSE vs CCD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VUSE	CCD
2026	+6.85%	+22.52%
2025	+13.18%	-4.09%
2024	+17.02%	+37.39%
2023	+24.78%	+7.41%
2022	-9.94%	-27.83%
2021	+37.02%	+22.43%
2020	+6.32%	+44.67%
2019	+19.64%	+37.30%
2018	-16.11%	-9.57%
2017	+15.59%	+25.52%
2016	+20.66%	+8.14%
2015	-5.69%	-22.81%
2014	+8.33%	N/A

VUSE vs CCD Drawdown Comparison

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.

The current VUSE drawdown is -3.35%. The current CCD drawdown is -3.51%.

Rank	VUSE	CCD
#1	-43.92% Aug 29, 2018 - Dec 4, 2020	-55.32% Feb 20, 2020 - Jul 6, 2020
#2	-21.34% Jan 4, 2022 - Jun 13, 2023	-37.54% Nov 9, 2021 - Sep 19, 2024
#3	-20.42% Jun 23, 2015 - Nov 14, 2016	-36.95% Apr 24, 2015 - Jul 12, 2017
#4	-18.92% Feb 13, 2025 - Jun 30, 2025	-26.91% Sep 12, 2018 - Jul 19, 2019
#5	-10.13% Jan 26, 2018 - Aug 21, 2018	-22.28% Oct 10, 2024 - Jan 15, 2026
#6	-9.28% Jan 12, 2026 - Apr 17, 2026	-11.42% Jan 24, 2018 - Apr 20, 2018
#7	-9.19% Jun 8, 2021 - Nov 3, 2021	-11.34% Mar 2, 2021 - Oct 19, 2021
#8	-9.04% Jul 31, 2023 - Dec 11, 2023	-11.08% Feb 20, 2026 - Apr 8, 2026
#9	-8.96% Sep 2, 2014 - Nov 21, 2014	-9.88% Oct 12, 2020 - Nov 6, 2020
#10	-8.09% Jul 16, 2024 - Sep 19, 2024	-8.30% Sep 1, 2020 - Oct 7, 2020
#11	-7.63% Nov 15, 2021 - Jan 4, 2022	-7.38% May 6, 2026 - May 26, 2026
#12	-6.76% Oct 27, 2025 - Jan 12, 2026	-5.92% Feb 12, 2021 - Mar 2, 2021
#13	-6.25% Jan 22, 2014 - Feb 27, 2014	-5.65% Jul 24, 2019 - Oct 17, 2019
#14	-6.06% Dec 6, 2024 - Feb 6, 2025	-5.56% Jul 20, 2017 - Sep 19, 2017
#15	-5.70% Mar 28, 2024 - Jul 2, 2024	-5.00% Jan 22, 2021 - Feb 2, 2021

Correlation

Correlation between VUSE and CCD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2014 - 2026)

VUSE vs CCD dividend yield comparison.

Year	VUSE	CCD
2026	0.11%	3.12%
2025	0.47%	11.22%
2024	0.84%	9.63%
2023	1.15%	11.83%
2022	1.57%	11.42%
2021	1.16%	7.43%
2020	1.33%	7.11%
2019	1.61%	8.93%
2018	1.55%	12.21%
2017	1.16%	9.99%
2016	1.25%	11.43%
2015	1.73%	7.40%
2014	1.29%	0.00%