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DSCGX vs. CALF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DSCGX vs. CALF

Last updated May 12, 2025

Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).

DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. 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: DSCGX or CALF.

Correlation

The correlation between DSCGX and CALF is 1.00, 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

DSCGX vs. CALF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA U.S. Small Cap Growth Portfolio (DSCGX) and Pacer US Small Cap Cash Cows 100 ETF (CALF). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DSCGX:

13.14%

CALF:

17.81%

Max Drawdown

DSCGX:

-0.56%

CALF:

-0.38%

Current Drawdown

DSCGX:

0.00%

CALF:

0.00%

Returns By Period

DSCGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CALF

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DSCGX vs. CALF - Expense Ratio Comparison

DSCGX has a 0.32% expense ratio, which is lower than CALF's 0.59% expense ratio.

CALF
Pacer US Small Cap Cash Cows 100 ETF
DSCGX
DFA U.S. Small Cap Growth Portfolio

Risk-Adjusted Performance

DSCGX vs. CALF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DSCGX
The Risk-Adjusted Performance Rank of DSCGX is 2929
Overall Rank
The Sharpe Ratio Rank of DSCGX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of DSCGX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of DSCGX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of DSCGX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of DSCGX is 2828
Martin Ratio Rank
CALF
The Risk-Adjusted Performance Rank of CALF is 22
Overall Rank
The Sharpe Ratio Rank of CALF is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of CALF is 22
Sortino Ratio Rank
The Omega Ratio Rank of CALF is 22
Omega Ratio Rank
The Calmar Ratio Rank of CALF is 11
Calmar Ratio Rank
The Martin Ratio Rank of CALF is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DSCGX vs. CALF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) 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.

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Dividends

DSCGX vs. CALF - Dividend Comparison

DSCGX's dividend yield for the trailing twelve months is around 0.68%, less than CALF's 1.21% yield.

TTM20242023202220212020201920182017201620152014
DSCGX
DFA U.S. Small Cap Growth Portfolio		0.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CALF
Pacer US Small Cap Cash Cows 100 ETF		1.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DSCGX vs. CALF - Drawdown Comparison

The maximum DSCGX drawdown since its inception was -0.56%, which is greater than CALF's maximum drawdown of -0.38%. Use the drawdown chart below to compare losses from any high point for DSCGX and CALF. For additional features, visit the drawdowns tool.

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Volatility

DSCGX vs. CALF - Volatility Comparison

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