XCHG vs CCD

Comparison between AB US EQUITY ETF (XCHG, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).

XCHG vs CCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCHG(ETF)	CCD(ETF)
Net Assets	$702M	$699M
Expense Ratio	0.50%	N/A
Max Drawdown	9.84%	60.86%
Sharpe Ratio	0.77	1.91
5Y Beta	0.95	0.76
P/E Ratio	26.39	N/A
Forward P/E	21.84	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	N/A	3.41%
5Y EPS CAGR	31.41%	N/A

Net Assets

Winner

XCHG

$702M

CCD

$699M

Expense Ratio

XCHG

0.50%

CCD

N/A

Max Drawdown

Winner

XCHG

9.84%

CCD

60.86%

Sharpe Ratio

XCHG

0.77

Winner

CCD

1.91

5Y Beta

XCHG

0.95

Winner

CCD

0.76

P/E Ratio

XCHG

26.39

CCD

N/A

Forward P/E

XCHG

21.84

CCD

N/A

PEG Ratio

XCHG

0.43

CCD

N/A

5Y Dividends CAGR

XCHG

N/A

CCD

3.41%

5Y EPS CAGR

XCHG

31.41%

CCD

N/A

XCHG vs CCD - Historical Returns

Returns include dividend reinvestment.

Period	XCHG	CCD
1 month	+0.12%	+9.55%
3 months	+10.96%	+18.15%
6 months	+7.64%	+30.17%
1 year	N/A	+46.09%
5 years(CAGR)	N/A	+6.66%
10 years(CAGR)	N/A	+14.25%
Max(CAGR)	+14.01%	+10.59%

XCHG

+0.12%

Winner

CCD

+9.55%

XCHG

+10.96%

Winner

CCD

+18.15%

XCHG

+7.64%

Winner

CCD

+30.17%

XCHG

N/A

CCD

+46.09%

5Y(CAGR)

XCHG

N/A

CCD

+6.66%

10Y(CAGR)

XCHG

N/A

CCD

+14.25%

Max(CAGR)

Winner

XCHG

+14.01%

CCD

+10.59%

XCHG vs CCD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	XCHG	CCD
2026	+6.46%	+26.54%
2025	+0.30%	-4.09%
2024	N/A	+37.39%
2023	N/A	+7.41%
2022	N/A	-27.83%
2021	N/A	+22.43%
2020	N/A	+44.67%
2019	N/A	+37.30%
2018	N/A	-9.57%
2017	N/A	+25.52%
2016	N/A	+8.14%
2015	N/A	-22.81%

XCHG vs CCD Drawdown Comparison

The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

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

The current XCHG drawdown is -1.16%. The current CCD drawdown is -0.35%.

Rank	XCHG	CCD
#1	-9.66% Jan 12, 2026 - Apr 15, 2026	-55.32% Feb 20, 2020 - Jul 6, 2020
#2	-3.69% Jun 4, 2026 - Jun 10, 2026	-37.54% Nov 9, 2021 - Sep 19, 2024
#3	-1.75% May 14, 2026 - May 28, 2026	-36.95% Apr 24, 2015 - Jul 12, 2017
#4	-1.30% Dec 15, 2025 - Dec 22, 2025	-26.91% Sep 12, 2018 - Jul 19, 2019
#5	-1.14% Dec 24, 2025 - Jan 6, 2026	-22.28% Oct 10, 2024 - Jan 15, 2026
#6	-0.77% Apr 17, 2026 - Apr 22, 2026	-11.42% Jan 24, 2018 - Apr 20, 2018
#7	-0.73% Jun 1, 2026 - Jun 4, 2026	-11.34% Mar 2, 2021 - Oct 19, 2021
#8	-0.65% May 6, 2026 - May 14, 2026	-11.08% Feb 20, 2026 - Apr 8, 2026
#9	-0.51% Apr 27, 2026 - Apr 30, 2026	-9.88% Oct 12, 2020 - Nov 6, 2020
#10	-0.48% May 1, 2026 - May 5, 2026	-8.30% Sep 1, 2020 - Oct 7, 2020
#11	-0.44% Jan 6, 2026 - Jan 9, 2026	-7.38% May 6, 2026 - May 26, 2026
#12	-0.40% Apr 22, 2026 - Apr 24, 2026	-6.29% Jun 2, 2026 - Jun 10, 2026
#13	-0.07% Apr 15, 2026 - Apr 17, 2026	-5.92% Feb 12, 2021 - Mar 2, 2021
#14	N/A	-5.65% Jul 24, 2019 - Oct 17, 2019
#15	N/A	-5.56% Jul 20, 2017 - Sep 19, 2017

Correlation

Correlation between XCHG and CCD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2015 - 2026)

XCHG vs CCD dividend yield comparison.

Year	XCHG	CCD
2026	0.17%	3.81%
2025	0.05%	11.22%
2024	0.00%	9.63%
2023	0.00%	11.83%
2022	0.00%	11.42%
2021	0.00%	7.43%
2020	0.00%	7.11%
2019	0.00%	8.93%
2018	0.00%	12.21%
2017	0.00%	9.99%
2016	0.00%	11.43%
2015	0.00%	7.40%