CAIE vs. EGGQ
CAIE (Calamos Autocallable Income ETF) and EGGQ (NestYield Visionary ETF) are both Derivative Income funds. CAIE is passively managed, while EGGQ is actively managed. A 0.66 correlation means they provide meaningful diversification when combined. CAIE charges 0.74%/yr vs 0.89%/yr for EGGQ.
Performance
CAIE vs. EGGQ - Performance Comparison
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Returns By Period
In the year-to-date period, CAIE achieves a 9.42% return, which is significantly lower than EGGQ's 35.81% return.
CAIE
- 1D
- 0.33%
- 1M
- 3.38%
- YTD
- 9.42%
- 6M
- 9.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EGGQ
- 1D
- -1.45%
- 1M
- 9.82%
- YTD
- 35.81%
- 6M
- 33.49%
- 1Y
- 56.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CAIE vs. EGGQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CAIE Calamos Autocallable Income ETF | 9.42% | 15.15% |
EGGQ NestYield Visionary ETF | 35.81% | 10.52% |
Correlation
The correlation between CAIE and EGGQ is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.66 |
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Return for Risk
CAIE vs. EGGQ — Risk / Return Rank
CAIE
EGGQ
CAIE vs. EGGQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Autocallable Income ETF (CAIE) and NestYield Visionary ETF (EGGQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| CAIE | EGGQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.34 | 1.37 | +0.97 |
Drawdowns
CAIE vs. EGGQ - Drawdown Comparison
The maximum CAIE drawdown since its inception was -7.73%, smaller than the maximum EGGQ drawdown of -22.70%. Use the drawdown chart below to compare losses from any high point for CAIE and EGGQ.
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Drawdown Indicators
| CAIE | EGGQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.73% | -22.70% | +14.97% |
Max Drawdown (1Y)Largest decline over 1 year | — | -19.76% | — |
Current DrawdownCurrent decline from peak | -0.07% | -2.52% | +2.45% |
Average DrawdownAverage peak-to-trough decline | -1.05% | -5.68% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.28% | — |
Volatility
CAIE vs. EGGQ - Volatility Comparison
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Volatility by Period
| CAIE | EGGQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 12.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 25.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.91% | 31.25% | -19.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.91% | 32.62% | -20.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.91% | 32.62% | -20.71% |
CAIE vs. EGGQ - Expense Ratio Comparison
CAIE has a 0.74% expense ratio, which is lower than EGGQ's 0.89% expense ratio.
Dividends
CAIE vs. EGGQ - Dividend Comparison
CAIE's dividend yield for the trailing twelve months is around 13.05%, more than EGGQ's 5.63% yield.
| Position | TTM | 2025 |
|---|---|---|
CAIE Calamos Autocallable Income ETF | 13.05% | 7.46% |
EGGQ NestYield Visionary ETF | 5.63% | 5.70% |
Frequently Asked Questions
CAIE and EGGQ have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CAIE is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CAIE is cheaper with a 0.74% expense ratio, compared with 0.89% for EGGQ.
CAIE has the higher dividend yield at 13.05%, compared with 5.63% for EGGQ.
They also come from different issuers: Calamos and NestYield. Their fees differ too: 0.74% for CAIE and 0.89% for EGGQ.
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