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.
Key characteristics
| BSCFX | CALF | |
|---|---|---|
| YTD Return | 7.73% | -2.48% |
| 1Y Return | 28.77% | 26.34% |
| 3Y Return (Ann) | 1.99% | 4.00% |
| 5Y Return (Ann) | 10.65% | 15.85% |
| Sharpe Ratio | 1.69 | 1.47 |
| Daily Std Dev | 18.11% | 19.60% |
| Max Drawdown | -55.59% | -47.58% |
| Current Drawdown | -10.33% | -4.88% |
Correlation
The correlation between BSCFX and CALF is 0.74, 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
BSCFX vs. CALF - Performance Comparison
In the year-to-date period, BSCFX achieves a 7.73% return, which is significantly higher than CALF's -2.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
BSCFX vs. CALF - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 2.82%, more than CALF's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 2.82% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% | 6.11% | 3.69% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.11% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 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. For additional features, visit the drawdowns tool.
Volatility
BSCFX vs. CALF - Volatility Comparison
Baron Small Cap Fund (BSCFX) and Pacer US Small Cap Cash Cows 100 ETF (CALF) have volatilities of 4.81% and 5.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.