YLDE vs. CALF
Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
YLDE and CALF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YLDE is an actively managed fund by Franklin Templeton. It was launched on May 22, 2017. 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: YLDE or CALF.
Correlation
The correlation between YLDE 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
YLDE vs. CALF - Performance Comparison
Key characteristics
YLDE:
0.90
CALF:
-0.72
YLDE:
1.36
CALF:
-0.96
YLDE:
1.20
CALF:
0.88
YLDE:
1.18
CALF:
-0.54
YLDE:
4.81
CALF:
-1.45
YLDE:
2.79%
CALF:
12.79%
YLDE:
14.14%
CALF:
25.61%
YLDE:
-33.23%
CALF:
-47.58%
YLDE:
-3.41%
CALF:
-22.85%
Returns By Period
In the year-to-date period, YLDE achieves a 1.10% return, which is significantly higher than CALF's -14.58% return.
YLDE
1.10%
9.04%
-1.15%
12.57%
14.66%
N/A
CALF
-14.58%
17.28%
-21.69%
-18.23%
13.91%
N/A
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YLDE vs. CALF - Expense Ratio Comparison
YLDE has a 0.60% expense ratio, which is higher than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
YLDE vs. CALF — Risk-Adjusted Performance Rank
YLDE
CALF
YLDE vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) 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
YLDE vs. CALF - Dividend Comparison
YLDE's dividend yield for the trailing twelve months is around 2.21%, more than CALF's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
YLDE ClearBridge Dividend Strategy ESG ETF | 2.21% | 1.69% | 1.65% | 1.68% | 1.15% | 1.46% | 1.65% | 2.25% | 1.31% |
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% |
Drawdowns
YLDE vs. CALF - Drawdown Comparison
The maximum YLDE drawdown since its inception was -33.23%, smaller than the maximum CALF drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for YLDE and CALF. For additional features, visit the drawdowns tool.
Volatility
YLDE vs. CALF - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy ESG ETF (YLDE) is 7.00%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 12.18%. This indicates that YLDE 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.