CALF vs MLPX

Comparison between PACER US SMALL CAP CASH COWS ETF (CALF, ETF) and GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX, ETF).

5-Year PerformanceMLPX has outperformed CALF, delivering a return of +21.3% compared to +3.8%

CALF vs MLPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CALF(ETF)	MLPX(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.59%	0.45%
Max Drawdown	48.84%	77.53%
Sharpe Ratio	1.30	1.30
5Y Beta	0.96	0.47
P/E Ratio	23.02	21.45
Forward P/E	10.82	16.91
5Y Dividends CAGR	30.25%	6.50%
5Y EPS CAGR	16.77%	19.28%
Debt to Equity	79.34%	N/A
P/S Ratio	0.88	1.50
P/B Ratio	2.29	3.51

Net Assets

CALF

$3.50B

MLPX

$3.50B

Expense Ratio

CALF

0.59%

Winner

MLPX

0.45%

Max Drawdown

Winner

CALF

48.84%

MLPX

77.53%

Sharpe Ratio

Winner

CALF

1.30

MLPX

1.30

5Y Beta

CALF

0.96

Winner

MLPX

0.47

P/E Ratio

CALF

23.02

Winner

MLPX

21.45

Forward P/E

Winner

CALF

10.82

MLPX

16.91

5Y Dividends CAGR

Winner

CALF

30.25%

MLPX

6.50%

5Y EPS CAGR

CALF

16.77%

Winner

MLPX

19.28%

Debt to Equity

CALF

79.34%

MLPX

N/A

P/S Ratio

Winner

CALF

0.88

MLPX

1.50

P/B Ratio

Winner

CALF

2.29

MLPX

3.51

CALF vs MLPX - Holdings Comparison

CALF and MLPX have 0 common holdings. Overlap is 0.00%

CALF's top 25 holdings weight is 41.91%. MLPX's top 25 holdings weight is 98.37%.

Rank	CALF	MLPX
#1	TD SYNNEX CORP (SNX) - 2.88%	TC ENERGY CORP (n/a) - 9.25%
#2	NETAPP INC (NTAP) - 2.83%	ENBRIDGE INC (n/a) - 9.20%
#3	ZOOM COMMUNICATIONS INC (ZM) - 2.13%	WILLIAMS COMPANIES INC (WMB) - 8.52%
#4	GEN DIGITAL INC (GEN) - 1.97%	KINDER MORGAN INC CLASS P (KMI) - 7.76%
#5	BEST BUY CO INC (BBY) - 1.95%	ONEOK INC (OKE) - 7.09%
#6	EXPEDIA GROUP INC (EXPE) - 1.90%	TARGA RESOURCES CORP (TRGP) - 6.74%
#7	BORGWARNER INC (BWA) - 1.84%	MPLX LP PARTNERSHIP UNITS (MPLX) - 4.65%
#8	APA CORP (APA) - 1.78%	PEMBINA PIPELINE CORP (n/a) - 4.60%
#9	TOLL BROTHERS INC (TOL) - 1.78%	CHENIERE ENERGY INC (LNG) - 4.59%
#10	OMNICOM GROUP INC (OMC) - 1.77%	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 4.42%
#11	JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.69%	ENERGY TRANSFER LP (ET) - 4.28%
#12	DEVON ENERGY CORP (DVN) - 1.67%	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 4.21%
#13	GODADDY INC CLASS A (GDDY) - 1.65%	WESTERN MIDSTREAM PARTNERS LP (WES) - 3.65%
#14	FOX CORP CLASS A (FOXA) - 1.62%	PLAINS ALL AMERICAN PIPELINE LP (PAA) - 3.62%
#15	INCYTE CORP (INCY) - 1.59%	SOUTH BOW CORP (SOBO) - 2.31%
#16	CARMAX INC (KMX) - 1.58%	ANTERO MIDSTREAM CORP (AM) - 2.07%
#17	SKYWORKS SOLUTIONS INC (SWKS) - 1.52%	VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 1.95%
#18	MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.31%	ARCHROCK INC (AROC) - 1.79%
#19	LYFT INC CLASS A (LYFT) - 1.28%	KODIAK GAS SERVICES INC (KGS) - 1.71%
#20	MACY'S INC (M) - 1.26%	HESS MIDSTREAM LP CLASS A (HESM) - 1.47%
#21	VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.25%	PLAINS GP HOLDINGS LP CLASS A (PAGP) - 1.41%
#22	EXELIXIS INC (EXEL) - 1.25%	CHENIERE ENERGY PARTNERS LP (CQP) - 0.91%
#23	CROCS INC (CROX) - 1.18%	KINETIK HOLDINGS INC (KNTK) - 0.79%
#24	MAPLEBEAR INC (CART) - 1.14%	USA COMPRESSION PARTNERS LP (USAC) - 0.75%
#25	DECKERS OUTDOOR CORP (DECK) - 1.09%	NGL ENERGY PARTNERS LP (NGL) - 0.63%
Total Holdings	199	30

CALF vs MLPX - Historical Returns

Returns include dividend reinvestment.

Period	CALF	MLPX
1 month	+0.78%	-3.98%
3 months	+9.80%	+0.82%
6 months	+9.95%	+25.47%
1 year	+26.19%	+27.05%
5 years(CAGR)	+3.80%	+21.29%
10 years(CAGR)	+9.29%	+10.59%
Max(CAGR)	+9.29%	+7.77%

Winner

CALF

+0.78%

MLPX

-3.98%

Winner

CALF

+9.80%

MLPX

+0.82%

CALF

+9.95%

Winner

MLPX

+25.47%

CALF

+26.19%

Winner

MLPX

+27.05%

5Y(CAGR)

CALF

+3.80%

Winner

MLPX

+21.29%

10Y(CAGR)

CALF

+9.29%

Winner

MLPX

+10.59%

Max(CAGR)

Winner

CALF

+9.29%

MLPX

+7.77%

CALF vs MLPX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CALF	MLPX
2026	+9.97%	+23.99%
2025	+2.23%	+3.04%
2024	-7.23%	+42.39%
2023	+36.96%	+18.35%
2022	-16.31%	+19.17%
2021	+41.29%	+40.65%
2020	+16.66%	-21.19%
2019	+16.62%	+12.21%
2018	-10.96%	-20.21%
2017	+5.77%	-8.05%
2016	N/A	+29.18%
2015	N/A	-37.57%
2014	N/A	+16.10%
2013	N/A	+9.57%

CALF vs MLPX Drawdown Comparison

The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.

The maximum drawdown for MLPX was -75.42%, occurring on Mar 18, 2020. Recovery took 2325 trading sessions.

The current CALF drawdown is -4.01%. The current MLPX drawdown is -4.34%.

Rank	CALF	MLPX
#1	-47.57% Aug 22, 2018 - Nov 23, 2020	-75.42% Sep 5, 2014 - Nov 30, 2023
#2	-34.22% Mar 28, 2024 - Apr 20, 2026	-16.77% Jan 21, 2025 - Jan 27, 2026
#3	-30.18% Nov 16, 2021 - Dec 11, 2023	-9.48% Nov 29, 2024 - Jan 14, 2025
#4	-12.36% Jul 20, 2017 - Oct 3, 2017	-7.40% May 19, 2026 - Jun 17, 2026
#5	-9.74% Mar 12, 2021 - May 3, 2021	-6.90% Mar 26, 2026 - Apr 30, 2026
#6	-9.32% Jun 8, 2021 - Nov 3, 2021	-6.39% Jul 22, 2024 - Aug 19, 2024
#7	-8.80% Jan 22, 2018 - Apr 12, 2018	-6.25% Jul 24, 2014 - Aug 15, 2014
#8	-7.90% Oct 5, 2017 - Dec 4, 2017	-5.08% Apr 3, 2024 - Apr 29, 2024
#9	-6.43% Dec 27, 2023 - Feb 12, 2024	-4.88% Dec 1, 2023 - Feb 16, 2024
#10	-6.02% May 7, 2021 - May 17, 2021	-4.47% Apr 30, 2026 - May 14, 2026
#11	-5.68% Apr 18, 2018 - May 16, 2018	-3.60% Oct 22, 2013 - Dec 23, 2013
#12	-4.67% Jun 1, 2026 - Jun 17, 2026	-3.55% May 20, 2024 - Jun 24, 2024
#13	-4.47% Jun 20, 2018 - Aug 21, 2018	-3.21% Aug 8, 2013 - Sep 19, 2013
#14	-4.25% Jan 26, 2021 - Feb 4, 2021	-3.11% Apr 29, 2024 - May 8, 2024
#15	-4.11% Nov 24, 2020 - Dec 4, 2020	-2.90% Sep 19, 2013 - Oct 17, 2013

Correlation

Correlation between CALF and MLPX is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2013 - 2026)

CALF vs MLPX dividend yield comparison.

Year	CALF	MLPX
2026	0.24%	2.02%
2025	1.43%	4.88%
2024	1.07%	4.30%
2023	1.18%	5.22%
2022	0.85%	5.23%
2021	2.63%	5.98%
2020	0.82%	6.91%
2019	0.99%	1.93%
2018	1.39%	1.92%
2017	0.70%	1.45%
2016	0.00%	1.84%
2015	0.00%	1.60%
2014	0.00%	0.72%
2013	0.00%	0.23%