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.
Key characteristics
| TSCSX | CALF | |
|---|---|---|
| YTD Return | 1.53% | -4.88% |
| 1Y Return | 13.58% | 26.83% |
| 3Y Return (Ann) | 1.87% | 4.71% |
| 5Y Return (Ann) | 10.05% | 13.37% |
| Sharpe Ratio | 0.62 | 1.24 |
| Daily Std Dev | 18.04% | 19.94% |
| Max Drawdown | -56.66% | -47.58% |
| Current Drawdown | -4.38% | -7.22% |
Correlation
The correlation between TSCSX and CALF is 0.87, 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.
Performance
TSCSX vs. CALF - Performance Comparison
In the year-to-date period, TSCSX achieves a 1.53% return, which is significantly higher than CALF's -4.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
TSCSX vs. CALF - Dividend Comparison
TSCSX's dividend yield for the trailing twelve months is around 0.45%, less than CALF's 1.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSCSX Thrivent Small Cap Stock Fund Class S | 0.45% | 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 | 1.14% | 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 -56.66%, 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.
Volatility
TSCSX vs. CALF - Volatility Comparison
The current volatility for Thrivent Small Cap Stock Fund Class S (TSCSX) is 4.53%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 5.83%. This indicates that TSCSX 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.