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CCEF vs. PCEF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCEF vs. PCEF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos CEF Income & Arbitrage ETF (CCEF) and Invesco CEF Income Composite ETF (PCEF). The values are adjusted to include any dividend payments, if applicable.

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CCEF vs. PCEF - Yearly Performance Comparison


2026 (YTD)20252024
CCEF
Calamos CEF Income & Arbitrage ETF
-0.88%13.47%18.80%
PCEF
Invesco CEF Income Composite ETF
-3.43%12.59%15.92%

Returns By Period

In the year-to-date period, CCEF achieves a -0.88% return, which is significantly higher than PCEF's -3.43% return.


CCEF

1D
2.33%
1M
-5.25%
YTD
-0.88%
6M
0.93%
1Y
9.96%
3Y*
5Y*
10Y*

PCEF

1D
2.51%
1M
-5.48%
YTD
-3.43%
6M
-1.94%
1Y
8.22%
3Y*
10.45%
5Y*
4.22%
10Y*
6.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCEF vs. PCEF - Expense Ratio Comparison

CCEF has a 2.74% expense ratio, which is higher than PCEF's 2.71% expense ratio.


Return for Risk

CCEF vs. PCEF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CCEF
CCEF Risk / Return Rank: 4343
Overall Rank
CCEF Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
CCEF Sortino Ratio Rank: 3939
Sortino Ratio Rank
CCEF Omega Ratio Rank: 5252
Omega Ratio Rank
CCEF Calmar Ratio Rank: 3636
Calmar Ratio Rank
CCEF Martin Ratio Rank: 4444
Martin Ratio Rank

PCEF
PCEF Risk / Return Rank: 3737
Overall Rank
PCEF Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
PCEF Sortino Ratio Rank: 3232
Sortino Ratio Rank
PCEF Omega Ratio Rank: 4242
Omega Ratio Rank
PCEF Calmar Ratio Rank: 3333
Calmar Ratio Rank
PCEF Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CCEF vs. PCEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calamos CEF Income & Arbitrage ETF (CCEF) and Invesco CEF Income Composite ETF (PCEF). 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.


CCEFPCEFDifference

Sharpe ratio

Return per unit of total volatility

0.78

0.61

+0.17

Sortino ratio

Return per unit of downside risk

1.07

0.89

+0.18

Omega ratio

Gain probability vs. loss probability

1.19

1.16

+0.04

Calmar ratio

Return relative to maximum drawdown

0.89

0.77

+0.12

Martin ratio

Return relative to average drawdown

4.11

3.65

+0.45

CCEF vs. PCEF - Sharpe Ratio Comparison

The current CCEF Sharpe Ratio is 0.78, which is comparable to the PCEF Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of CCEF and PCEF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CCEFPCEFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.78

0.61

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

1.29

0.53

+0.76

Correlation

The correlation between CCEF and PCEF is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

CCEF vs. PCEF - Dividend Comparison

CCEF's dividend yield for the trailing twelve months is around 8.33%, which matches PCEF's 8.32% yield.


TTM20252024202320222021202020192018201720162015
CCEF
Calamos CEF Income & Arbitrage ETF
8.33%8.08%6.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PCEF
Invesco CEF Income Composite ETF
8.32%7.96%8.79%9.86%8.93%6.67%7.54%7.12%8.21%6.96%7.72%9.18%

Drawdowns

CCEF vs. PCEF - Drawdown Comparison

The maximum CCEF drawdown since its inception was -13.25%, smaller than the maximum PCEF drawdown of -38.64%. Use the drawdown chart below to compare losses from any high point for CCEF and PCEF.


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Drawdown Indicators


CCEFPCEFDifference

Max Drawdown

Largest peak-to-trough decline

-13.25%

-38.64%

+25.39%

Max Drawdown (1Y)

Largest decline over 1 year

-11.43%

-10.94%

-0.49%

Max Drawdown (5Y)

Largest decline over 5 years

-24.25%

Max Drawdown (10Y)

Largest decline over 10 years

-38.64%

Current Drawdown

Current decline from peak

-5.60%

-6.00%

+0.40%

Average Drawdown

Average peak-to-trough decline

-1.35%

-4.51%

+3.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.48%

2.30%

+0.18%

Volatility

CCEF vs. PCEF - Volatility Comparison

The current volatility for Calamos CEF Income & Arbitrage ETF (CCEF) is 4.62%, while Invesco CEF Income Composite ETF (PCEF) has a volatility of 5.03%. This indicates that CCEF experiences smaller price fluctuations and is considered to be less risky than PCEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CCEFPCEFDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.62%

5.03%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

6.53%

7.05%

-0.52%

Volatility (1Y)

Calculated over the trailing 1-year period

12.79%

13.49%

-0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.94%

11.42%

-0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.94%

13.25%

-2.31%