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CALF vs SHM

Comparison between PACER US SMALL CAP CASH COWS ETF (CALF, ETF) and STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF).

5-Year PerformanceCALF has outperformed SHM, delivering a return of +3.8% compared to +0.9%

CALF vs SHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CALF
$3.50B
SHM
$3.50B
Expense Ratio
CALF
0.59%
Winner
SHM
0.20%
Max Drawdown
CALF
48.84%
Winner
SHM
11.61%
Sharpe Ratio
Winner
CALF
1.44
SHM
-0.34
5Y Beta
CALF
0.96
Winner
SHM
0.01
P/E Ratio
CALF
24.71
SHM
N/A
Forward P/E
CALF
11.06
SHM
N/A
5Y Dividends CAGR
Winner
CALF
30.25%
SHM
18.73%
5Y EPS CAGR
CALF
17.58%
SHM
N/A
Debt to Equity
CALF
86.29%
SHM
N/A
P/S Ratio
CALF
0.91
SHM
N/A
P/B Ratio
CALF
2.31
SHM
N/A

CALF vs SHM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CALF
+7.03%
SHM
+0.44%
3M
Winner
CALF
+14.18%
SHM
+0.14%
6M
Winner
CALF
+11.90%
SHM
+1.07%
1Y
Winner
CALF
+29.17%
SHM
+3.22%
5Y(CAGR)
Winner
CALF
+3.80%
SHM
+0.90%
10Y(CAGR)
Winner
CALF
+9.66%
SHM
+1.18%
Max(CAGR)
Winner
CALF
+9.66%
SHM
+1.80%

CALF vs SHM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearCALFSHM
2026+13.08%+0.83%
2025+2.23%+3.86%
2024-7.23%+1.22%
2023+36.96%+2.81%
2022-16.31%-3.80%
2021+41.29%-0.37%
2020+16.66%+2.53%
2019+16.62%+3.60%
2018-10.96%+1.42%
2017+5.77%+1.01%
2016N/A-0.49%
2015N/A+1.13%
2014N/A+1.01%
2013N/A+1.27%
2012N/A+1.32%
2011N/A+3.76%
2010N/A+1.19%
2009N/A+4.28%
2008N/A+5.83%
2007N/A+1.61%

CALF vs SHM Drawdown Comparison

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

The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.

The current CALF drawdown is -1.29%. The current SHM drawdown is -0.28%.

RankCALFSHM
#1-47.57%
Aug 22, 2018 - Nov 23, 2020
-11.61%
Mar 9, 2020 - May 19, 2020
#2-34.22%
Mar 28, 2024 - Apr 20, 2026
-6.97%
Sep 23, 2008 - Dec 5, 2008
#3-30.18%
Nov 16, 2021 - Dec 11, 2023
-6.67%
Aug 3, 2021 - Sep 5, 2024
#4-12.36%
Jul 20, 2017 - Oct 3, 2017
-3.50%
Aug 31, 2010 - May 6, 2011
#5-9.74%
Mar 12, 2021 - May 3, 2021
-3.07%
Feb 13, 2008 - Mar 18, 2008
#6-9.32%
Jun 8, 2021 - Nov 3, 2021
-2.70%
Aug 22, 2016 - Aug 2, 2017
#7-8.80%
Jan 22, 2018 - Apr 12, 2018
-2.63%
Apr 23, 2013 - Oct 23, 2013
#8-7.90%
Oct 5, 2017 - Dec 4, 2017
-2.07%
Sep 5, 2017 - Jan 11, 2019
#9-6.43%
Dec 27, 2023 - Feb 12, 2024
-1.87%
Feb 13, 2009 - Apr 16, 2009
#10-6.02%
May 7, 2021 - May 17, 2021
-1.75%
Mar 18, 2008 - Aug 15, 2008
#11-5.68%
Apr 18, 2018 - May 16, 2018
-1.67%
Sep 6, 2011 - Jan 11, 2012
#12-4.47%
Jun 20, 2018 - Aug 21, 2018
-1.67%
Apr 4, 2025 - Jun 12, 2025
#13-4.25%
Jan 26, 2021 - Feb 4, 2021
-1.31%
Oct 3, 2024 - Feb 25, 2025
#14-4.11%
Nov 24, 2020 - Dec 4, 2020
-1.24%
Sep 17, 2008 - Sep 23, 2008
#15-3.97%
Feb 15, 2024 - Mar 27, 2024
-1.13%
Feb 26, 2026 - Mar 24, 2026

Correlation

Correlation between CALF and SHM is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2007 - 2026)

CALF vs SHM dividend yield comparison.

YearCALFSHM
20260.23%1.11%
20251.43%2.61%
20241.07%2.06%
20231.18%1.15%
20220.85%0.69%
20212.63%0.86%
20200.82%1.24%
20190.99%1.40%
20181.39%1.23%
20170.70%1.06%
20160.00%0.94%
20150.00%0.92%
20140.00%0.93%
20130.00%0.97%
20120.00%1.40%
20110.00%1.60%
20100.00%1.91%
20090.00%2.03%
20080.00%2.59%
20070.00%0.72%

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