TSCSX vs. CALF
Compare and contrast key facts about Thrivent Small Cap Stock Fund Class S (TSCSX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
TSCSX is managed by Thrivent. It was launched on Jul 1, 1996. 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: TSCSX or CALF.
Correlation
The correlation between TSCSX 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
TSCSX vs. CALF - Performance Comparison
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Key characteristics
TSCSX:
-0.18
CALF:
-0.57
TSCSX:
-0.08
CALF:
-0.73
TSCSX:
0.99
CALF:
0.91
TSCSX:
-0.12
CALF:
-0.45
TSCSX:
-0.37
CALF:
-1.15
TSCSX:
10.25%
CALF:
13.22%
TSCSX:
22.62%
CALF:
25.91%
TSCSX:
-62.03%
CALF:
-47.58%
TSCSX:
-18.51%
CALF:
-19.38%
Returns By Period
In the year-to-date period, TSCSX achieves a -6.48% return, which is significantly higher than CALF's -10.73% return.
TSCSX
-6.48%
11.37%
-11.04%
-3.93%
2.10%
10.18%
3.52%
CALF
-10.73%
14.11%
-14.65%
-14.66%
3.76%
14.96%
N/A
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TSCSX vs. CALF - Expense Ratio Comparison
TSCSX has a 0.80% expense ratio, which is higher than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
TSCSX vs. CALF — Risk-Adjusted Performance Rank
TSCSX
CALF
TSCSX vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund Class S (TSCSX) 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
TSCSX vs. CALF - Dividend Comparison
TSCSX's dividend yield for the trailing twelve months is around 1.98%, more than CALF's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSCSX Thrivent Small Cap Stock Fund Class S | 1.98% | 1.86% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 0.00% | 0.43% | 0.24% | 10.43% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.16% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
TSCSX vs. CALF - Drawdown Comparison
The maximum TSCSX drawdown since its inception was -62.03%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for TSCSX and CALF. For additional features, visit the drawdowns tool.
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Volatility
TSCSX vs. CALF - Volatility Comparison
Thrivent Small Cap Stock Fund Class S (TSCSX) and Pacer US Small Cap Cash Cows 100 ETF (CALF) have volatilities of 5.59% and 5.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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