CVTRX vs. VTI
Compare and contrast key facts about Calamos Growth and Income Fund (CVTRX) and Vanguard Total Stock Market ETF (VTI).
CVTRX is managed by Calamos. It was launched on Sep 21, 1988. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVTRX or VTI.
Correlation
The correlation between CVTRX and VTI is 0.94, 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
CVTRX vs. VTI - Performance Comparison
Key characteristics
CVTRX:
0.01
VTI:
0.24
CVTRX:
0.13
VTI:
0.48
CVTRX:
1.02
VTI:
1.07
CVTRX:
0.01
VTI:
0.24
CVTRX:
0.03
VTI:
1.10
CVTRX:
5.07%
VTI:
4.29%
CVTRX:
16.56%
VTI:
19.60%
CVTRX:
-48.16%
VTI:
-55.45%
CVTRX:
-15.12%
VTI:
-14.52%
Returns By Period
In the year-to-date period, CVTRX achieves a -9.10% return, which is significantly higher than VTI's -10.59% return. Over the past 10 years, CVTRX has underperformed VTI with an annualized return of 4.92%, while VTI has yielded a comparatively higher 11.00% annualized return.
CVTRX
-9.10%
-5.75%
-11.20%
0.35%
7.84%
4.92%
VTI
-10.59%
-7.22%
-9.68%
5.03%
14.26%
11.00%
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CVTRX vs. VTI - Expense Ratio Comparison
CVTRX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
CVTRX vs. VTI — Risk-Adjusted Performance Rank
CVTRX
VTI
CVTRX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Growth and Income Fund (CVTRX) and Vanguard Total Stock Market ETF (VTI). 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
CVTRX vs. VTI - Dividend Comparison
CVTRX's dividend yield for the trailing twelve months is around 0.78%, less than VTI's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVTRX Calamos Growth and Income Fund | 0.78% | 0.73% | 0.64% | 1.19% | 0.53% | 1.04% | 1.23% | 1.88% | 1.55% | 3.25% | 3.57% | 1.31% |
VTI Vanguard Total Stock Market ETF | 1.45% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
CVTRX vs. VTI - Drawdown Comparison
The maximum CVTRX drawdown since its inception was -48.16%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for CVTRX and VTI. For additional features, visit the drawdowns tool.
Volatility
CVTRX vs. VTI - Volatility Comparison
The current volatility for Calamos Growth and Income Fund (CVTRX) is 11.34%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.29%. This indicates that CVTRX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.