DSMC vs. CALF
Compare and contrast key facts about Distillate Small/Mid Cash Flow ETF (DSMC) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
DSMC and CALF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DSMC is an actively managed fund by Distillate. It was launched on Oct 5, 2022. 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: DSMC or CALF.
Correlation
The correlation between DSMC and CALF is 0.71, 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
DSMC vs. CALF - Performance Comparison
Key characteristics
DSMC:
-0.54
CALF:
-0.75
DSMC:
-0.60
CALF:
-0.96
DSMC:
0.93
CALF:
0.88
DSMC:
-0.40
CALF:
-0.54
DSMC:
-1.12
CALF:
-1.44
DSMC:
10.28%
CALF:
12.87%
DSMC:
22.94%
CALF:
25.60%
DSMC:
-28.62%
CALF:
-47.58%
DSMC:
-19.02%
CALF:
-22.81%
Returns By Period
In the year-to-date period, DSMC achieves a -11.20% return, which is significantly higher than CALF's -14.53% return.
DSMC
-11.20%
3.80%
-16.48%
-12.34%
N/A
N/A
CALF
-14.53%
6.52%
-21.71%
-19.09%
13.91%
N/A
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DSMC vs. CALF - Expense Ratio Comparison
DSMC has a 0.55% expense ratio, which is lower than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
DSMC vs. CALF — Risk-Adjusted Performance Rank
DSMC
CALF
DSMC vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Distillate Small/Mid Cash Flow ETF (DSMC) 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.
Dividends
DSMC vs. CALF - Dividend Comparison
DSMC's dividend yield for the trailing twelve months is around 1.41%, more than CALF's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DSMC Distillate Small/Mid Cash Flow ETF | 1.41% | 1.31% | 1.02% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.21% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% |
Drawdowns
DSMC vs. CALF - Drawdown Comparison
The maximum DSMC drawdown since its inception was -28.62%, smaller than the maximum CALF drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for DSMC and CALF. For additional features, visit the drawdowns tool.
Volatility
DSMC vs. CALF - Volatility Comparison
Distillate Small/Mid Cash Flow ETF (DSMC) and Pacer US Small Cap Cash Cows 100 ETF (CALF) have volatilities of 7.44% and 7.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.