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CALF vs NEA

Comparison between PACER US SMALL CAP CASH COWS ETF (CALF, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).

5-Year PerformanceCALF has outperformed NEA, delivering a return of +3.8% compared to -0.0%

CALF vs NEA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CALF
$3.50B
NEA
$3.50B
Expense Ratio
CALF
0.59%
NEA
N/A
Max Drawdown
CALF
48.84%
Winner
NEA
48.25%
Sharpe Ratio
Winner
CALF
1.44
NEA
0.92
5Y Beta
CALF
0.96
Winner
NEA
0.22
P/E Ratio
CALF
24.71
NEA
N/A
Forward P/E
CALF
11.06
NEA
N/A
5Y Dividends CAGR
Winner
CALF
30.25%
NEA
5.43%
5Y EPS CAGR
CALF
17.58%
NEA
N/A
Debt to Equity
CALF
86.29%
NEA
N/A
P/S Ratio
CALF
0.91
NEA
N/A
P/B Ratio
CALF
2.31
NEA
N/A

CALF vs NEA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CALF
+7.03%
NEA
+0.25%
3M
Winner
CALF
+14.18%
NEA
+1.18%
6M
Winner
CALF
+11.90%
NEA
+3.22%
1Y
Winner
CALF
+29.17%
NEA
+13.27%
5Y(CAGR)
Winner
CALF
+3.80%
NEA
-0.04%
10Y(CAGR)
Winner
CALF
+9.66%
NEA
+2.96%
Max(CAGR)
Winner
CALF
+9.66%
NEA
+4.56%

CALF vs NEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearCALFNEA
2026+13.08%+2.09%
2025+2.23%+10.42%
2024-7.23%+9.00%
2023+36.96%-0.58%
2022-16.31%-23.00%
2021+41.29%+8.45%
2020+16.66%+10.47%
2019+16.62%+20.56%
2018-10.96%-5.87%
2017+5.77%+9.35%
2016N/A+1.99%
2015N/A+6.25%
2014N/A+21.40%
2013N/A-16.42%
2012N/A+6.78%
2011N/A+17.35%
2010N/A+1.80%
2009N/A+34.36%
2008N/A-24.81%
2007N/A+5.52%
2006N/A+11.55%
2005N/A+4.15%
2004N/A-4.83%
2003N/A+8.59%
2002N/A+0.07%

CALF vs NEA Drawdown Comparison

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

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The current CALF drawdown is -1.29%. The current NEA drawdown is -4.92%.

RankCALFNEA
#1-47.57%
Aug 22, 2018 - Nov 23, 2020
-43.81%
Feb 12, 2008 - Sep 21, 2009
#2-34.22%
Mar 28, 2024 - Apr 20, 2026
-36.56%
Sep 15, 2021 - Oct 23, 2023
#3-30.18%
Nov 16, 2021 - Dec 11, 2023
-25.03%
Mar 6, 2020 - Aug 10, 2020
#4-12.36%
Jul 20, 2017 - Oct 3, 2017
-23.18%
Nov 30, 2012 - Jan 7, 2015
#5-9.74%
Mar 12, 2021 - May 3, 2021
-18.08%
Sep 10, 2010 - Dec 2, 2011
#6-9.32%
Jun 8, 2021 - Nov 3, 2021
-16.44%
Mar 5, 2004 - Jun 29, 2005
#7-8.80%
Jan 22, 2018 - Apr 12, 2018
-12.37%
Jul 8, 2016 - Mar 7, 2019
#8-7.90%
Oct 5, 2017 - Dec 4, 2017
-12.29%
Feb 12, 2007 - Jan 15, 2008
#9-6.43%
Dec 27, 2023 - Feb 12, 2024
-10.90%
Jul 28, 2005 - Jul 12, 2006
#10-6.02%
May 7, 2021 - May 17, 2021
-10.61%
Jul 14, 2003 - Dec 31, 2003
#11-5.68%
Apr 18, 2018 - May 16, 2018
-9.23%
Feb 2, 2015 - Dec 24, 2015
#12-4.47%
Jun 20, 2018 - Aug 21, 2018
-9.15%
Oct 7, 2009 - Feb 2, 2010
#13-4.25%
Jan 26, 2021 - Feb 4, 2021
-6.54%
Mar 12, 2012 - May 16, 2012
#14-4.11%
Nov 24, 2020 - Dec 4, 2020
-4.92%
Jan 27, 2021 - Apr 13, 2021
#15-3.97%
Feb 15, 2024 - Mar 27, 2024
-4.73%
Nov 30, 2006 - Feb 12, 2007

Correlation

Correlation between CALF and NEA is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2003 - 2026)

CALF vs NEA dividend yield comparison.

YearCALFNEA
20260.23%2.94%
20251.43%7.36%
20241.07%6.63%
20231.18%3.95%
20220.85%5.49%
20212.63%4.50%
20200.82%4.45%
20190.99%4.46%
20181.39%5.40%
20170.70%5.33%
20160.00%5.70%
20150.00%5.71%
20140.00%5.95%
20130.00%6.24%
20120.00%5.65%
20110.00%5.64%
20100.00%6.09%
20090.00%5.37%
20080.00%6.81%
20070.00%4.93%
20060.00%5.10%
20050.00%5.93%
20040.00%6.81%
20030.00%6.11%

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