Correlation
The correlation between BSCFX and CALF is 0.69, 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.
BSCFX vs. CALF
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. CALF is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Small Cap Cash Cows Index. It was launched on Jun 16, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or CALF.
Performance
BSCFX vs. CALF - Performance Comparison
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Key characteristics
BSCFX:
0.10
CALF:
-0.54
BSCFX:
0.21
CALF:
-0.74
BSCFX:
1.03
CALF:
0.91
BSCFX:
0.02
CALF:
-0.45
BSCFX:
0.07
CALF:
-1.14
BSCFX:
9.10%
CALF:
13.59%
BSCFX:
23.65%
CALF:
26.10%
BSCFX:
-55.59%
CALF:
-47.58%
BSCFX:
-12.35%
CALF:
-20.30%
Returns By Period
In the year-to-date period, BSCFX achieves a -4.30% return, which is significantly higher than CALF's -11.75% return.
BSCFX
-4.30%
7.91%
-11.48%
2.39%
8.03%
8.76%
9.29%
CALF
-11.75%
7.63%
-18.39%
-13.99%
0.98%
13.72%
N/A
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BSCFX vs. CALF - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
BSCFX vs. CALF — Risk-Adjusted Performance Rank
BSCFX
CALF
BSCFX vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Pacer US Small Cap Cash Cows 100 ETF (CALF). 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
BSCFX vs. CALF - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 14.59%, more than CALF's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 14.59% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% | 6.11% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.17% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSCFX vs. CALF - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for BSCFX and CALF.
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Volatility
BSCFX vs. CALF - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 5.88%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 6.59%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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