CALF vs SMMD
Comparison between PACER US SMALL CAP CASH COWS ETF (CALF, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).
5-Year PerformanceSMMD has outperformed CALF, delivering a return of +8.5% compared to +6.4%
CALF vs SMMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CALF
$3.50B
Winner
SMMD
$3.60B
Expense Ratio
CALF
0.59%
Winner
SMMD
0.15%
Max Drawdown
CALF
48.84%
Winner
SMMD
41.06%
Sharpe Ratio
Winner
CALF
1.89
SMMD
1.54
5Y Beta
Winner
CALF
0.92
SMMD
1.05
P/E Ratio
Winner
CALF
18.71
SMMD
32.22
Forward P/E
Winner
CALF
11.37
SMMD
16.68
5Y Dividends CAGR
Winner
CALF
30.25%
SMMD
6.57%
5Y EPS CAGR
CALF
19.62%
SMMD
N/A
Debt to Equity
CALF
1125.67%
Winner
SMMD
171.87%
P/S Ratio
Winner
CALF
1.05
SMMD
1.64
P/B Ratio
Winner
CALF
2.33
SMMD
2.70
CALF vs SMMD - Holdings Comparison
CALF and SMMD have 52 common holdings. Overlap is 3.38%
CALF's top 25 holdings weight is 40.50%. SMMD's top 25 holdings weight is 48.18%.
| Rank | CALF | SMMD |
|---|---|---|
| #1 | EXPEDIA GROUP INC (EXPE) - 2.31% | ISHARES RUSSELL 2000 ETF (IWM) - 41.26% |
| #2 | TENET HEALTHCARE CORP (THC) - 2.06% | CARPENTER TECHNOLOGY CORP (CRS) - 0.38% |
| #3 | OMNICOM GROUP INC (OMC) - 2.06% | ATI INC (ATI) - 0.36% |
| #4 | GODADDY INC CLASS A (GDDY) - 1.97% | NVENT ELECTRIC PLC (NVT) - 0.35% |
| #5 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.93% | WOODWARD INC (WWD) - 0.33% |
| #6 | ZOOM COMMUNICATIONS INC (ZM) - 1.90% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.33% |
| #7 | BIOGEN INC (BIIB) - 1.88% | MKS INC (MKSI) - 0.31% |
| #8 | EQT CORP (EQT) - 1.87% | F5 INC (FFIV) - 0.31% |
| #9 | ANGLOGOLD ASHANTI PLC (AU) - 1.82% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.30% |
| #10 | CF INDUSTRIES HOLDINGS INC (CF) - 1.77% | NISOURCE INC (NI) - 0.29% |
| #11 | BEST BUY CO INC (BBY) - 1.72% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | OVINTIV INC (OVV) - 1.68% | VIATRIS INC (VTRS) - 0.28% |
| #13 | HF SINCLAIR CORP (DINO) - 1.63% | SNAP-ON INC (SNA) - 0.28% |
| #14 | LEIDOS HOLDINGS INC (LDOS) - 1.63% | n/a (AFRM) - 0.28% |
| #15 | OTHER ASSETS AND LIABILITIES (n/a) - 1.61% | US FOODS HOLDING CORP (USFD) - 0.28% |
| #16 | INCYTE CORP (INCY) - 1.51% | PACKAGING CORP OF AMERICA (PKG) - 0.27% |
| #17 | APA CORP (APA) - 1.39% | ROKU INC CLASS A (ROKU) - 0.26% |
| #18 | SIRIUS XM HOLDINGS INC (SIRI) - 1.39% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.26% |
| #19 | LYFT INC CLASS A (LYFT) - 1.30% | RELIANCE INC (RS) - 0.26% |
| #20 | TOLL BROTHERS INC (TOL) - 1.26% | GUARDANT HEALTH INC (GH) - 0.26% |
| #21 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.24% | TD SYNNEX CORP (SNX) - 0.26% |
| #22 | DOCUSIGN INC (DOCU) - 1.23% | RBC BEARINGS INC (RBC) - 0.25% |
| #23 | GARTNER INC (IT) - 1.13% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.25% |
| #24 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.12% | EAST WEST BANCORP INC (EWBC) - 0.25% |
| #25 | n/a (TAP) - 1.09% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.24% |
| Total Holdings | 203 | 513 |
CALF vs SMMD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CALF
+6.55%
SMMD
+0.55%
3M
Winner
CALF
+14.80%
SMMD
+4.98%
6M
Winner
CALF
+17.77%
SMMD
+13.50%
1Y
Winner
CALF
+39.17%
SMMD
+34.07%
5Y(CAGR)
CALF
+6.37%
Winner
SMMD
+8.49%
10Y(CAGR)
CALF
+10.54%
Winner
SMMD
+11.32%
Max(CAGR)
CALF
+10.54%
Winner
SMMD
+11.32%
CALF vs SMMD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CALF | SMMD |
|---|---|---|
| 2026 | +23.37% | +21.06% |
| 2025 | +2.23% | +11.99% |
| 2024 | -7.23% | +12.70% |
| 2023 | +36.96% | +18.42% |
| 2022 | -16.31% | -18.93% |
| 2021 | +41.29% | +19.93% |
| 2020 | +16.66% | +20.08% |
| 2019 | +16.62% | +28.05% |
| 2018 | -10.96% | -8.79% |
| 2017 | +5.77% | +10.82% |
CALF vs SMMD Drawdown Comparison
The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current CALF drawdown is -1.82%. The current SMMD drawdown is -0.80%.
| Rank | CALF | SMMD |
|---|---|---|
| #1 | -47.57% Aug 22, 2018 - Nov 23, 2020 | -41.06% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -34.22% Mar 28, 2024 - Apr 20, 2026 | -28.24% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -30.18% Nov 16, 2021 - Dec 11, 2023 | -25.49% Nov 25, 2024 - Sep 5, 2025 |
| #4 | -12.36% Jul 20, 2017 - Oct 3, 2017 | -25.07% Sep 6, 2018 - Nov 27, 2019 |
| #5 | -9.74% Mar 12, 2021 - May 3, 2021 | -9.66% Feb 26, 2026 - Apr 13, 2026 |
| #6 | -9.32% Jun 8, 2021 - Nov 3, 2021 | -8.98% Jan 29, 2018 - May 21, 2018 |
| #7 | -8.80% Jan 22, 2018 - Apr 12, 2018 | -8.60% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -7.90% Oct 5, 2017 - Dec 4, 2017 | -7.49% Mar 15, 2021 - Apr 23, 2021 |
| #9 | -6.43% Dec 27, 2023 - Feb 12, 2024 | -7.41% Oct 27, 2025 - Dec 4, 2025 |
| #10 | -6.02% May 7, 2021 - May 17, 2021 | -7.11% Jun 25, 2021 - Sep 1, 2021 |
| #11 | -5.68% Apr 18, 2018 - May 16, 2018 | -6.17% Apr 28, 2021 - Jun 8, 2021 |
| #12 | -4.67% Jun 1, 2026 - Jul 2, 2026 | -5.78% Feb 24, 2021 - Mar 11, 2021 |
| #13 | -4.47% Jun 20, 2018 - Aug 21, 2018 | -4.76% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -4.25% Jan 26, 2021 - Feb 4, 2021 | -4.71% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -4.11% Nov 24, 2020 - Dec 4, 2020 | -4.29% Jul 26, 2017 - Sep 18, 2017 |
Correlation
Correlation between CALF and SMMD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2017 - 2026)
CALF vs SMMD dividend yield comparison.
| Year | CALF | SMMD |
|---|---|---|
| 2026 | 0.21% | 0.45% |
| 2025 | 1.43% | 1.28% |
| 2024 | 1.07% | 1.27% |
| 2023 | 1.18% | 1.44% |
| 2022 | 0.85% | 1.79% |
| 2021 | 2.63% | 1.12% |
| 2020 | 0.82% | 1.31% |
| 2019 | 0.99% | 1.50% |
| 2018 | 1.39% | 2.45% |
| 2017 | 0.70% | 0.68% |
Select Stocks to Compare
Popular: CALF vs SPYSMMD vs SPY
More Comparisons
Compare with similar stocks