PSOPX vs. CALF
Compare and contrast key facts about JPMorgan Small Cap Value Fund (PSOPX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
PSOPX is managed by JPMorgan Chase. It was launched on Jan 27, 1995. 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: PSOPX or CALF.
Correlation
The correlation between PSOPX 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
PSOPX vs. CALF - Performance Comparison
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Key characteristics
PSOPX:
-0.02
CALF:
-0.55
PSOPX:
0.07
CALF:
-0.70
PSOPX:
1.01
CALF:
0.91
PSOPX:
-0.06
CALF:
-0.43
PSOPX:
-0.18
CALF:
-1.14
PSOPX:
9.21%
CALF:
12.98%
PSOPX:
23.66%
CALF:
25.92%
PSOPX:
-60.75%
CALF:
-47.58%
PSOPX:
-13.54%
CALF:
-18.70%
Returns By Period
In the year-to-date period, PSOPX achieves a -5.13% return, which is significantly higher than CALF's -9.98% return.
PSOPX
-5.13%
12.48%
-11.97%
-0.38%
16.56%
5.55%
CALF
-9.98%
16.19%
-17.25%
-14.07%
17.57%
N/A
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PSOPX vs. CALF - Expense Ratio Comparison
PSOPX has a 0.94% expense ratio, which is higher than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
PSOPX vs. CALF — Risk-Adjusted Performance Rank
PSOPX
CALF
PSOPX vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Value Fund (PSOPX) 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.
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Dividends
PSOPX vs. CALF - Dividend Comparison
PSOPX's dividend yield for the trailing twelve months is around 0.99%, less than CALF's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 0.99% | 0.96% | 1.46% | 1.10% | 0.50% | 0.74% | 1.17% | 1.12% | 0.70% | 0.67% | 1.11% | 0.64% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.15% | 1.07% | 1.18% | 0.85% | 0.32% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSOPX vs. CALF - Drawdown Comparison
The maximum PSOPX drawdown since its inception was -60.75%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for PSOPX and CALF. For additional features, visit the drawdowns tool.
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Volatility
PSOPX vs. CALF - Volatility Comparison
The current volatility for JPMorgan Small Cap Value Fund (PSOPX) is 5.70%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 6.26%. This indicates that PSOPX 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.
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