XVV vs CHW
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and Calamos Global Dynamic Income Fund (CHW, ETF).
5-Year PerformanceXVV has outperformed CHW, delivering a return of +13.1% compared to +5.1%
XVV vs CHW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XVV vs CHW - Historical Returns
Returns include dividend reinvestment.
XVV vs CHW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XVV | CHW |
|---|---|---|
| 2026 | +7.33% | +21.17% |
| 2025 | +17.90% | +20.25% |
| 2024 | +26.84% | +29.15% |
| 2023 | +30.13% | +13.92% |
| 2022 | -21.90% | -37.66% |
| 2021 | +31.27% | +16.61% |
| 2020 | +16.13% | +22.85% |
| 2019 | N/A | +42.73% |
| 2018 | N/A | -20.91% |
| 2017 | N/A | +44.00% |
| 2016 | N/A | +9.71% |
| 2015 | N/A | -11.37% |
| 2014 | N/A | +13.84% |
| 2013 | N/A | +14.81% |
| 2012 | N/A | +22.73% |
| 2011 | N/A | -7.00% |
| 2010 | N/A | +13.76% |
| 2009 | N/A | +45.50% |
| 2008 | N/A | -47.92% |
| 2007 | N/A | -11.08% |
XVV vs CHW Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.
The current XVV drawdown is -2.79%. The current CHW drawdown is -3.49%.
| Rank | XVV | CHW |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -66.81% Jul 26, 2007 - Jan 4, 2013 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -53.47% Feb 20, 2020 - Aug 31, 2020 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -46.07% Jul 29, 2021 - Sep 19, 2025 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -31.90% Sep 12, 2018 - Nov 4, 2019 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -29.24% Jul 24, 2014 - Feb 7, 2017 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -15.50% Feb 25, 2026 - Apr 27, 2026 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -11.96% Oct 13, 2020 - Nov 11, 2020 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -11.53% May 14, 2013 - Oct 22, 2013 |
| #9 | -4.67% Jun 2, 2026 - Jun 10, 2026 | -10.79% Jan 26, 2018 - Sep 12, 2018 |
| #10 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -7.74% Oct 9, 2025 - Jan 9, 2026 |
| #11 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -7.11% Aug 31, 2020 - Oct 7, 2020 |
| #12 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -6.63% May 14, 2026 - May 27, 2026 |
| #13 | -4.16% May 7, 2021 - Jun 10, 2021 | -6.56% Apr 12, 2021 - Jun 8, 2021 |
| #14 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -6.34% Jun 2, 2026 - Jun 10, 2026 |
| #15 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -6.30% Aug 7, 2017 - Sep 19, 2017 |
Correlation
Correlation between XVV and CHW is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
XVV vs CHW dividend yield comparison.
| Year | XVV | CHW |
|---|---|---|
| 2026 | 0.45% | 2.85% |
| 2025 | 0.94% | 8.10% |
| 2024 | 1.05% | 8.89% |
| 2023 | 1.25% | 10.40% |
| 2022 | 1.57% | 13.62% |
| 2021 | 0.81% | 8.43% |
| 2020 | 0.31% | 8.79% |
| 2019 | 0.00% | 9.67% |
| 2018 | 0.00% | 12.82% |
| 2017 | 0.00% | 9.25% |
| 2016 | 0.00% | 12.05% |
| 2015 | 0.00% | 11.73% |
| 2014 | 0.00% | 8.93% |
| 2013 | 0.00% | 8.29% |
| 2012 | 0.00% | 8.91% |
| 2011 | 0.00% | 8.22% |
| 2010 | 0.00% | 7.17% |
| 2009 | 0.00% | 10.05% |
| 2008 | 0.00% | 21.28% |
| 2007 | 0.00% | 5.21% |
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