CALF vs. VOO
Compare and contrast key facts about Pacer US Small Cap Cash Cows 100 ETF (CALF) and Vanguard S&P 500 ETF (VOO).
CALF and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both CALF and VOO 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 VOO.
Key characteristics
| CALF | VOO | |
|---|---|---|
| YTD Return | -2.29% | 7.31% |
| 1Y Return | 29.99% | 25.21% |
| 3Y Return (Ann) | 5.17% | 8.45% |
| 5Y Return (Ann) | 14.28% | 13.50% |
| Sharpe Ratio | 1.59 | 2.36 |
| Daily Std Dev | 19.78% | 11.75% |
| Max Drawdown | -47.58% | -33.99% |
| Current Drawdown | -4.70% | -2.94% |
Correlation
The correlation between CALF and VOO 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. VOO - Performance Comparison
In the year-to-date period, CALF achieves a -2.29% return, which is significantly lower than VOO's 7.31% 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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CALF vs. VOO - Expense Ratio Comparison
CALF has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CALF vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
CALF's dividend yield for the trailing twelve months is around 1.11%, less than VOO's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CALF vs. VOO - Drawdown Comparison
The maximum CALF drawdown since its inception was -47.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CALF and VOO. For additional features, visit the drawdowns tool.
Volatility
CALF vs. VOO - Volatility Comparison
Pacer US Small Cap Cash Cows 100 ETF (CALF) has a higher volatility of 5.46% compared to Vanguard S&P 500 ETF (VOO) at 3.60%. This indicates that CALF's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.