CAFG vs. WAMVX

In the year-to-date period, CAFG achieves a -5.88% return, which is significantly lower than WAMVX's -4.78% return.

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CAFG has a 0.59% expense ratio, which is lower than WAMVX's 1.66% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) and Wasatch Micro Cap Value Fund (WAMVX). 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.

The current CAFG Sharpe Ratio is -0.01, which is lower than the WAMVX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of CAFG and WAMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CAFG's dividend yield for the trailing twelve months is around 0.34%, while WAMVX has not paid dividends to shareholders.

The maximum CAFG drawdown since its inception was -23.66%, smaller than the maximum WAMVX drawdown of -66.97%. Use the drawdown chart below to compare losses from any high point for CAFG and WAMVX. For additional features, visit the drawdowns tool.

The current volatility for Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) is 5.18%, while Wasatch Micro Cap Value Fund (WAMVX) has a volatility of 5.47%. This indicates that CAFG experiences smaller price fluctuations and is considered to be less risky than WAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.