CHYDX vs. IVV
Compare and contrast key facts about Calamos High Income Opportunities Fund (CHYDX) and iShares Core S&P 500 ETF (IVV).
CHYDX is managed by Calamos. It was launched on Aug 2, 1999. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHYDX or IVV.
Correlation
The correlation between CHYDX and IVV is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CHYDX vs. IVV - Performance Comparison
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Key characteristics
CHYDX:
2.46
IVV:
0.52
CHYDX:
3.36
IVV:
0.89
CHYDX:
1.63
IVV:
1.13
CHYDX:
2.22
IVV:
0.56
CHYDX:
10.09
IVV:
2.17
CHYDX:
0.77%
IVV:
4.85%
CHYDX:
3.18%
IVV:
19.30%
CHYDX:
-36.46%
IVV:
-55.25%
CHYDX:
-0.67%
IVV:
-7.66%
Returns By Period
In the year-to-date period, CHYDX achieves a 1.04% return, which is significantly higher than IVV's -3.40% return. Over the past 10 years, CHYDX has underperformed IVV with an annualized return of 3.91%, while IVV has yielded a comparatively higher 12.29% annualized return.
CHYDX
1.04%
2.66%
1.74%
7.75%
6.74%
3.91%
IVV
-3.40%
5.57%
-5.07%
9.78%
16.34%
12.29%
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CHYDX vs. IVV - Expense Ratio Comparison
CHYDX has a 1.00% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
CHYDX vs. IVV — Risk-Adjusted Performance Rank
CHYDX
IVV
CHYDX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos High Income Opportunities Fund (CHYDX) and iShares Core S&P 500 ETF (IVV). 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.
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Dividends
CHYDX vs. IVV - Dividend Comparison
CHYDX's dividend yield for the trailing twelve months is around 5.86%, more than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHYDX Calamos High Income Opportunities Fund | 5.86% | 6.31% | 6.26% | 5.47% | 4.49% | 5.27% | 5.86% | 6.61% | 4.89% | 4.95% | 5.42% | 6.28% |
IVV iShares Core S&P 500 ETF | 1.37% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
CHYDX vs. IVV - Drawdown Comparison
The maximum CHYDX drawdown since its inception was -36.46%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for CHYDX and IVV. For additional features, visit the drawdowns tool.
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Volatility
CHYDX vs. IVV - Volatility Comparison
The current volatility for Calamos High Income Opportunities Fund (CHYDX) is 1.42%, while iShares Core S&P 500 ETF (IVV) has a volatility of 6.88%. This indicates that CHYDX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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