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CAIQ vs. IPDP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CAIQ vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Nasdaq Autocallable Income ETF (CAIQ) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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CAIQ vs. IPDP - Yearly Performance Comparison


Returns By Period


CAIQ

1D
3.02%
1M
-3.99%
YTD
-4.16%
6M
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CAIQ vs. IPDP - Expense Ratio Comparison

CAIQ has a 0.74% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Return for Risk

CAIQ vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos Nasdaq Autocallable Income ETF (CAIQ) and Dividend Performers ETF (IPDP). 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.

CAIQ vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CAIQIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.06

Dividends

CAIQ vs. IPDP - Dividend Comparison

CAIQ's dividend yield for the trailing twelve months is around 4.82%, while IPDP has not paid dividends to shareholders.


Drawdowns

CAIQ vs. IPDP - Drawdown Comparison

The maximum CAIQ drawdown since its inception was -9.06%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for CAIQ and IPDP.


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Drawdown Indicators


CAIQIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-9.06%

0.00%

-9.06%

Current Drawdown

Current decline from peak

-6.31%

0.00%

-6.31%

Average Drawdown

Average peak-to-trough decline

-2.18%

0.00%

-2.18%

Volatility

CAIQ vs. IPDP - Volatility Comparison


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Volatility by Period


CAIQIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

14.16%

0.00%

+14.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.16%

0.00%

+14.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.16%

0.00%

+14.16%