CALF vs. SDVY
Compare and contrast key facts about Pacer US Small Cap Cash Cows 100 ETF (CALF) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY).
CALF and SDVY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index. It was launched on Nov 1, 2017. Both CALF and SDVY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CALF or SDVY.
Correlation
The correlation between CALF and SDVY is 0.70, 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.
Performance
CALF vs. SDVY - Performance Comparison
Key characteristics
CALF:
-0.85
SDVY:
0.03
CALF:
-1.16
SDVY:
0.21
CALF:
0.86
SDVY:
1.03
CALF:
-0.63
SDVY:
0.02
CALF:
-1.84
SDVY:
0.07
CALF:
11.81%
SDVY:
8.77%
CALF:
25.60%
SDVY:
23.22%
CALF:
-47.58%
SDVY:
-44.70%
CALF:
-26.59%
SDVY:
-18.48%
Returns By Period
In the year-to-date period, CALF achieves a -18.72% return, which is significantly lower than SDVY's -8.73% return.
CALF
-18.72%
-7.85%
-20.34%
-22.79%
15.52%
N/A
SDVY
-8.73%
-4.74%
-9.35%
-0.97%
18.96%
N/A
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CALF vs. SDVY - Expense Ratio Comparison
CALF has a 0.59% expense ratio, which is lower than SDVY's 0.60% expense ratio.
Risk-Adjusted Performance
CALF vs. SDVY — Risk-Adjusted Performance Rank
CALF
SDVY
CALF vs. SDVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Small Cap Cash Cows 100 ETF (CALF) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY). 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
CALF vs. SDVY - Dividend Comparison
CALF's dividend yield for the trailing twelve months is around 1.27%, less than SDVY's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.27% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 1.93% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.70% | 1.57% | 0.29% |
Drawdowns
CALF vs. SDVY - Drawdown Comparison
The maximum CALF drawdown since its inception was -47.58%, which is greater than SDVY's maximum drawdown of -44.70%. Use the drawdown chart below to compare losses from any high point for CALF and SDVY. For additional features, visit the drawdowns tool.
Volatility
CALF vs. SDVY - Volatility Comparison
Pacer US Small Cap Cash Cows 100 ETF (CALF) has a higher volatility of 16.46% compared to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) at 13.83%. This indicates that CALF's price experiences larger fluctuations and is considered to be riskier than SDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.