CIDVX vs. DGRO

In the year-to-date period, CIDVX achieves a 1.31% return, which is significantly lower than DGRO's 1.76% return. Over the past 10 years, CIDVX has underperformed DGRO with an annualized return of 6.64%, while DGRO has yielded a comparatively higher 11.38% annualized return.

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CIDVX has a 1.10% expense ratio, which is higher than DGRO's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Dividend Growth Fund (CIDVX) and iShares Core Dividend Growth ETF (DGRO). 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.

The current CIDVX Sharpe Ratio is 0.56, which is comparable to the DGRO Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of CIDVX and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIDVX's dividend yield for the trailing twelve months is around 2.55%, more than DGRO's 2.23% yield.

The maximum CIDVX drawdown since its inception was -36.99%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for CIDVX and DGRO.

Calamos Dividend Growth Fund (CIDVX) has a higher volatility of 4.65% compared to iShares Core Dividend Growth ETF (DGRO) at 4.35%. This indicates that CIDVX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.