CAFG vs. WAMVX
Compare and contrast key facts about Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) and Wasatch Micro Cap Value Fund (WAMVX).
CAFG is a passively managed fund by Pacer that tracks the performance of the Pacer US Small Cap Cash Cows Growth Leaders Index - Benchmark TR Gross. It was launched on May 1, 2023. WAMVX is managed by Wasatch. It was launched on Jul 28, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAFG or WAMVX.
Correlation
The correlation between CAFG and WAMVX is 0.73, 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
CAFG vs. WAMVX - Performance Comparison
Key characteristics
CAFG:
-0.02
WAMVX:
0.58
CAFG:
0.13
WAMVX:
0.97
CAFG:
1.02
WAMVX:
1.12
CAFG:
-0.02
WAMVX:
0.34
CAFG:
-0.06
WAMVX:
1.60
CAFG:
8.14%
WAMVX:
8.10%
CAFG:
22.87%
WAMVX:
22.31%
CAFG:
-23.66%
WAMVX:
-66.97%
CAFG:
-15.55%
WAMVX:
-30.56%
Returns By Period
The year-to-date returns for both investments are quite close, with CAFG having a -8.30% return and WAMVX slightly higher at -8.13%.
CAFG
-8.30%
7.02%
-10.08%
-1.90%
N/A
N/A
WAMVX
-8.13%
10.03%
-4.00%
10.34%
6.78%
2.68%
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CAFG vs. WAMVX - Expense Ratio Comparison
CAFG has a 0.59% expense ratio, which is lower than WAMVX's 1.66% expense ratio.
Risk-Adjusted Performance
CAFG vs. WAMVX — Risk-Adjusted Performance Rank
CAFG
WAMVX
CAFG vs. WAMVX - Risk-Adjusted Performance Comparison
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.
Dividends
CAFG vs. WAMVX - Dividend Comparison
CAFG's dividend yield for the trailing twelve months is around 0.36%, while WAMVX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF | 0.36% | 0.36% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WAMVX Wasatch Micro Cap Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 22.38% | 13.06% | 9.03% | 13.59% | 7.98% | 1.67% | 12.13% | 15.73% |
Drawdowns
CAFG vs. WAMVX - Drawdown Comparison
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.
Volatility
CAFG vs. WAMVX - Volatility Comparison
Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) has a higher volatility of 10.54% compared to Wasatch Micro Cap Value Fund (WAMVX) at 9.03%. This indicates that CAFG's price experiences larger fluctuations and is considered to be riskier than WAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.