Correlation
The correlation between SMCF and CALF is 0.66, 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.
SMCF vs. CALF
Compare and contrast key facts about Themes US Small Cap Cash Flow Champions ETF (SMCF) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
SMCF and CALF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMCF is a passively managed fund by Themes that tracks the performance of the Solactive US Small Cap Cash Flow Champions Index - Benchmark TR Gross. It was launched on Dec 12, 2023. 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 SMCF 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: SMCF or CALF.
Performance
SMCF vs. CALF - Performance Comparison
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Key characteristics
SMCF:
-0.04
CALF:
-0.60
SMCF:
0.11
CALF:
-0.76
SMCF:
1.01
CALF:
0.91
SMCF:
-0.05
CALF:
-0.46
SMCF:
-0.13
CALF:
-1.16
SMCF:
10.48%
CALF:
13.65%
SMCF:
25.54%
CALF:
26.08%
SMCF:
-28.48%
CALF:
-47.58%
SMCF:
-16.70%
CALF:
-20.96%
Returns By Period
In the year-to-date period, SMCF achieves a -7.69% return, which is significantly higher than CALF's -12.48% return.
SMCF
-7.69%
4.95%
-15.58%
-2.27%
N/A
N/A
N/A
CALF
-12.48%
6.98%
-19.18%
-16.67%
1.28%
13.53%
N/A
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SMCF vs. CALF - Expense Ratio Comparison
SMCF has a 0.29% expense ratio, which is lower than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
SMCF vs. CALF — Risk-Adjusted Performance Rank
SMCF
CALF
SMCF vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes US Small Cap Cash Flow Champions ETF (SMCF) 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
SMCF vs. CALF - Dividend Comparison
SMCF's dividend yield for the trailing twelve months is around 0.67%, less than CALF's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SMCF Themes US Small Cap Cash Flow Champions ETF | 0.67% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.18% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% |
Drawdowns
SMCF vs. CALF - Drawdown Comparison
The maximum SMCF drawdown since its inception was -28.48%, smaller than the maximum CALF drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for SMCF and CALF.
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Volatility
SMCF vs. CALF - Volatility Comparison
Themes US Small Cap Cash Flow Champions ETF (SMCF) has a higher volatility of 7.18% compared to Pacer US Small Cap Cash Cows 100 ETF (CALF) at 6.55%. This indicates that SMCF'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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