CVGRX vs. ITOT
Compare and contrast key facts about Calamos Growth Fund (CVGRX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
CVGRX is managed by Calamos. It was launched on Sep 4, 1990. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVGRX or ITOT.
Correlation
The correlation between CVGRX and ITOT is 0.91, 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.
Performance
CVGRX vs. ITOT - Performance Comparison
Key characteristics
CVGRX:
1.40
ITOT:
2.04
CVGRX:
1.87
ITOT:
2.71
CVGRX:
1.26
ITOT:
1.37
CVGRX:
0.54
ITOT:
3.16
CVGRX:
6.61
ITOT:
12.45
CVGRX:
3.86%
ITOT:
2.16%
CVGRX:
18.25%
ITOT:
13.17%
CVGRX:
-69.30%
ITOT:
-55.20%
CVGRX:
-34.00%
ITOT:
-0.28%
Returns By Period
In the year-to-date period, CVGRX achieves a 4.62% return, which is significantly higher than ITOT's 4.01% return. Over the past 10 years, CVGRX has underperformed ITOT with an annualized return of 1.48%, while ITOT has yielded a comparatively higher 13.29% annualized return.
CVGRX
4.62%
1.22%
11.19%
24.77%
7.90%
1.48%
ITOT
4.01%
1.39%
12.51%
26.27%
14.62%
13.29%
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CVGRX vs. ITOT - Expense Ratio Comparison
CVGRX has a 1.28% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
CVGRX vs. ITOT — Risk-Adjusted Performance Rank
CVGRX
ITOT
CVGRX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Growth Fund (CVGRX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
Dividends
CVGRX vs. ITOT - Dividend Comparison
CVGRX has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVGRX Calamos Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.18% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
CVGRX vs. ITOT - Drawdown Comparison
The maximum CVGRX drawdown since its inception was -69.30%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CVGRX and ITOT. For additional features, visit the drawdowns tool.
Volatility
CVGRX vs. ITOT - Volatility Comparison
Calamos Growth Fund (CVGRX) has a higher volatility of 7.61% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.01%. This indicates that CVGRX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.