MWMIX vs. CALF
Compare and contrast key facts about VanEck Morningstar Wide Moat Fund (MWMIX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
MWMIX is managed by VanEck. It was launched on Nov 6, 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: MWMIX or CALF.
Key characteristics
| MWMIX | CALF | |
|---|---|---|
| YTD Return | 14.01% | 1.00% |
| 1Y Return | 30.23% | 19.47% |
| 3Y Return (Ann) | 8.60% | 2.67% |
| 5Y Return (Ann) | 13.78% | 14.72% |
| Sharpe Ratio | 2.49 | 0.83 |
| Sortino Ratio | 3.44 | 1.36 |
| Omega Ratio | 1.45 | 1.15 |
| Calmar Ratio | 2.66 | 1.29 |
| Martin Ratio | 13.24 | 2.94 |
| Ulcer Index | 2.26% | 6.07% |
| Daily Std Dev | 12.02% | 21.67% |
| Max Drawdown | -33.03% | -47.58% |
| Current Drawdown | -0.78% | -1.49% |
Correlation
The correlation between MWMIX and CALF is 0.75, 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
MWMIX vs. CALF - Performance Comparison
In the year-to-date period, MWMIX achieves a 14.01% return, which is significantly higher than CALF's 1.00% 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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MWMIX vs. CALF - Expense Ratio Comparison
Both MWMIX and CALF have an expense ratio of 0.59%.
Risk-Adjusted Performance
MWMIX vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat Fund (MWMIX) 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
MWMIX vs. CALF - Dividend Comparison
MWMIX's dividend yield for the trailing twelve months is around 0.67%, less than CALF's 1.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
MWMIX VanEck Morningstar Wide Moat Fund | 0.67% | 0.77% | 1.15% | 1.13% | 1.55% | 1.57% | 2.01% | 0.26% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.02% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% |
Drawdowns
MWMIX vs. CALF - Drawdown Comparison
The maximum MWMIX drawdown since its inception was -33.03%, smaller than the maximum CALF drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for MWMIX and CALF. For additional features, visit the drawdowns tool.
Volatility
MWMIX vs. CALF - Volatility Comparison
The current volatility for VanEck Morningstar Wide Moat Fund (MWMIX) is 2.65%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 7.41%. This indicates that MWMIX experiences smaller price fluctuations and is considered to be less risky than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.