NEAGX vs. CALF
Compare and contrast key facts about Needham Aggressive Growth Fund (NEAGX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
NEAGX is managed by Needham. It was launched on Sep 4, 2001. CALF is a passively managed fund by Pacer that tracks the performance of the Pacer US Small Cap Cash Cows Index. It was launched on Jun 16, 2017.
Performance
NEAGX vs. CALF - Performance Comparison
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NEAGX vs. CALF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEAGX Needham Aggressive Growth Fund | 11.92% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 5.62% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.42% | 2.33% | -7.41% | 35.43% | -15.20% | 40.68% | 16.55% | 18.18% | -10.06% | 5.78% |
Returns By Period
In the year-to-date period, NEAGX achieves a 11.92% return, which is significantly higher than CALF's 1.42% return.
NEAGX
- 1D
- 4.33%
- 1M
- -7.75%
- YTD
- 11.92%
- 6M
- 14.19%
- 1Y
- 60.51%
- 3Y*
- 26.85%
- 5Y*
- 15.03%
- 10Y*
- 18.04%
CALF
- 1D
- 0.13%
- 1M
- -2.20%
- YTD
- 1.42%
- 6M
- 2.91%
- 1Y
- 20.81%
- 3Y*
- 7.00%
- 5Y*
- 3.20%
- 10Y*
- —
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NEAGX vs. CALF - Expense Ratio Comparison
NEAGX has a 1.86% expense ratio, which is higher than CALF's 0.59% expense ratio.
Return for Risk
NEAGX vs. CALF — Risk / Return Rank
NEAGX
CALF
NEAGX vs. CALF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Aggressive Growth Fund (NEAGX) 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.
| NEAGX | CALF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 0.92 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.71 | 1.43 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.21 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 4.27 | 1.31 | +2.96 |
Martin ratioReturn relative to average drawdown | 15.19 | 5.99 | +9.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NEAGX | CALF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 0.92 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.14 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.32 | +0.27 |
Correlation
The correlation between NEAGX 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.
Dividends
NEAGX vs. CALF - Dividend Comparison
NEAGX's dividend yield for the trailing twelve months is around 1.91%, more than CALF's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEAGX Needham Aggressive Growth Fund | 1.91% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.43% | 1.43% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 0.00% |
Drawdowns
NEAGX vs. CALF - Drawdown Comparison
The maximum NEAGX drawdown since its inception was -41.80%, smaller than the maximum CALF drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for NEAGX and CALF.
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Drawdown Indicators
| NEAGX | CALF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.80% | -47.58% | +5.78% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -16.47% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -36.31% | -34.22% | -2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -36.31% | — | — |
Current DrawdownCurrent decline from peak | -7.75% | -6.28% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -10.91% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 3.60% | +0.33% |
Volatility
NEAGX vs. CALF - Volatility Comparison
Needham Aggressive Growth Fund (NEAGX) has a higher volatility of 11.64% compared to Pacer US Small Cap Cash Cows 100 ETF (CALF) at 4.22%. This indicates that NEAGX's price experiences larger fluctuations and is considered to be riskier than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEAGX | CALF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.64% | 4.22% | +7.42% |
Volatility (6M)Calculated over the trailing 6-month period | 19.84% | 11.13% | +8.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.93% | 22.66% | +6.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 23.68% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.90% | 26.18% | -2.28% |