RWJ vs. CALF
Compare and contrast key facts about Invesco S&P SmallCap 600 Revenue ETF (RWJ) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
RWJ and CALF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RWJ is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Revenue-Weighted Index. It was launched on Feb 22, 2008. 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. Both RWJ and CALF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RWJ or CALF.
Correlation
The correlation between RWJ 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
RWJ vs. CALF - Performance Comparison
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Key characteristics
RWJ:
-0.07
CALF:
-0.75
RWJ:
0.14
CALF:
-0.96
RWJ:
1.02
CALF:
0.88
RWJ:
-0.03
CALF:
-0.54
RWJ:
-0.09
CALF:
-1.44
RWJ:
9.65%
CALF:
12.87%
RWJ:
25.88%
CALF:
25.60%
RWJ:
-55.97%
CALF:
-47.58%
RWJ:
-18.19%
CALF:
-22.81%
Returns By Period
In the year-to-date period, RWJ achieves a -11.79% return, which is significantly higher than CALF's -14.53% return.
RWJ
-11.79%
5.20%
-15.63%
-1.80%
21.04%
8.73%
CALF
-14.53%
6.52%
-21.71%
-19.09%
13.91%
N/A
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RWJ vs. CALF - Expense Ratio Comparison
RWJ has a 0.39% expense ratio, which is lower than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
RWJ vs. CALF — Risk-Adjusted Performance Rank
RWJ
CALF
RWJ vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 Revenue ETF (RWJ) 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
RWJ vs. CALF - Dividend Comparison
RWJ's dividend yield for the trailing twelve months is around 1.30%, more than CALF's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.30% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.60% | 0.74% | 0.57% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWJ vs. CALF - Drawdown Comparison
The maximum RWJ drawdown since its inception was -55.97%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for RWJ and CALF. For additional features, visit the drawdowns tool.
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Volatility
RWJ vs. CALF - Volatility Comparison
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