CPZ vs. DIVB
Compare and contrast key facts about Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) and iShares U.S. Dividend and Buyback ETF (DIVB).
DIVB is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend and Buyback Index. It was launched on Nov 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPZ or DIVB.
Correlation
The correlation between CPZ and DIVB is 0.46, 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
CPZ vs. DIVB - Performance Comparison
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Key characteristics
CPZ:
1.30
DIVB:
0.76
CPZ:
1.50
DIVB:
0.99
CPZ:
1.19
DIVB:
1.14
CPZ:
1.60
DIVB:
0.69
CPZ:
6.81
DIVB:
2.61
CPZ:
1.86%
DIVB:
4.07%
CPZ:
12.06%
DIVB:
16.54%
CPZ:
-51.43%
DIVB:
-36.93%
CPZ:
-0.57%
DIVB:
-4.72%
Returns By Period
In the year-to-date period, CPZ achieves a 9.80% return, which is significantly higher than DIVB's 1.83% return.
CPZ
9.80%
6.03%
8.89%
15.41%
8.92%
11.91%
N/A
DIVB
1.83%
5.38%
-3.81%
12.47%
10.77%
15.85%
N/A
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Risk-Adjusted Performance
CPZ vs. DIVB — Risk-Adjusted Performance Rank
CPZ
DIVB
CPZ vs. DIVB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) and iShares U.S. Dividend and Buyback ETF (DIVB). 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
CPZ vs. DIVB - Dividend Comparison
CPZ's dividend yield for the trailing twelve months is around 11.95%, more than DIVB's 2.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
CPZ Calamos Long/Short Equity & Dynamic Income Term Trust | 11.95% | 12.65% | 11.63% | 11.06% | 8.37% | 7.69% | 0.22% | 0.00% | 0.00% |
DIVB iShares U.S. Dividend and Buyback ETF | 2.71% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.51% | 0.37% |
Drawdowns
CPZ vs. DIVB - Drawdown Comparison
The maximum CPZ drawdown since its inception was -51.43%, which is greater than DIVB's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for CPZ and DIVB. For additional features, visit the drawdowns tool.
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Volatility
CPZ vs. DIVB - Volatility Comparison
The current volatility for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) is 2.74%, while iShares U.S. Dividend and Buyback ETF (DIVB) has a volatility of 4.30%. This indicates that CPZ experiences smaller price fluctuations and is considered to be less risky than DIVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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