DVSMX vs. CALF
Compare and contrast key facts about Driehaus Small Cap Growth Fund (DVSMX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
DVSMX is managed by Driehaus. It was launched on Aug 21, 2017. 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: DVSMX or CALF.
Correlation
The correlation between DVSMX and CALF is 0.69, 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
DVSMX vs. CALF - Performance Comparison
Key characteristics
DVSMX:
-0.22
CALF:
-0.72
DVSMX:
-0.14
CALF:
-0.96
DVSMX:
0.98
CALF:
0.88
DVSMX:
-0.15
CALF:
-0.54
DVSMX:
-0.55
CALF:
-1.45
DVSMX:
12.52%
CALF:
12.79%
DVSMX:
28.80%
CALF:
25.61%
DVSMX:
-53.84%
CALF:
-47.58%
DVSMX:
-36.50%
CALF:
-22.85%
Returns By Period
The year-to-date returns for both stocks are quite close, with DVSMX having a -13.97% return and CALF slightly lower at -14.58%.
DVSMX
-13.97%
18.09%
-20.06%
-6.29%
6.33%
N/A
CALF
-14.58%
17.28%
-21.69%
-18.23%
13.91%
N/A
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DVSMX vs. CALF - Expense Ratio Comparison
DVSMX has a 0.99% expense ratio, which is higher than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
DVSMX vs. CALF — Risk-Adjusted Performance Rank
DVSMX
CALF
DVSMX vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) 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
DVSMX vs. CALF - Dividend Comparison
DVSMX's dividend yield for the trailing twelve months is around 1.26%, more than CALF's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | 1.26% | 1.08% | 0.38% | 0.00% | 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
DVSMX vs. CALF - Drawdown Comparison
The maximum DVSMX drawdown since its inception was -53.84%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for DVSMX and CALF. For additional features, visit the drawdowns tool.
Volatility
DVSMX vs. CALF - Volatility Comparison
Driehaus Small Cap Growth Fund (DVSMX) and Pacer US Small Cap Cash Cows 100 ETF (CALF) have volatilities of 12.37% and 12.18%, 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.