PNSAX vs. CALF

In the year-to-date period, PNSAX achieves a 35.18% return, which is significantly higher than CALF's 1.78% return.

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PNSAX has a 1.23% expense ratio, which is higher than CALF's 0.59% expense ratio.

The correlation between PNSAX and CALF is 0.74, 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.

This table presents a comparison of risk-adjusted performance metrics for Putnam Small Cap Growth Fund (PNSAX) 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.

The current PNSAX Sharpe Ratio is 2.45, which is higher than the CALF Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of PNSAX and CALF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNSAX has not paid dividends to shareholders, while CALF's dividend yield for the trailing twelve months is around 1.02%.

The maximum PNSAX drawdown since its inception was -61.15%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for PNSAX and CALF. For additional features, visit the drawdowns tool.

The current volatility for Putnam Small Cap Growth Fund (PNSAX) is 6.77%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 7.60%. This indicates that PNSAX 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.