CALF vs SPY
Comparison between PACER US SMALL CAP CASH COWS ETF (CALF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CALF, delivering a return of +13.3% compared to +3.6%
CALF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CALF
$3.20B
Winner
SPY
$652B
Expense Ratio
CALF
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
CALF
48.84%
SPY
56.47%
Sharpe Ratio
CALF
1.65
Winner
SPY
2.07
5Y Beta
Winner
CALF
0.97
SPY
1.00
P/E Ratio
Winner
CALF
19.21
SPY
28.24
Forward P/E
Winner
CALF
11.84
SPY
21.85
5Y Dividends CAGR
Winner
CALF
22.46%
SPY
5.43%
5Y EPS CAGR
CALF
15.50%
Winner
SPY
25.79%
Debt to Equity
CALF
63.51%
Winner
SPY
22.35%
P/S Ratio
Winner
CALF
0.95
SPY
3.55
P/B Ratio
Winner
CALF
2.03
SPY
5.29
CALF vs SPY - Holdings Comparison
CALF and SPY have 17 common holdings. Overlap is 0.44%
CALF's top 25 holdings weight is 40.62%. SPY's top 25 holdings weight is 51.32%.
| Rank | CALF | SPY |
|---|---|---|
| #1 | DEVON ENERGY CORP (DVN) - 2.32% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | BIOGEN INC (BIIB) - 2.22% | APPLE INC (AAPL) - 6.48% |
| #3 | TECHNIPFMC PLC (FTI) - 2.15% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | CF INDUSTRIES HOLDINGS INC (CF) - 2.13% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | UNITED AIRLINES HOLDINGS INC (UAL) - 2.12% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | APA CORP (APA) - 2.09% | BROADCOM INC (AVGO) - 3.09% |
| #7 | APTIV PLC (APTV) - 1.96% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ZOOM COMMUNICATIONS INC (ZM) - 1.96% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | BORGWARNER INC (BWA) - 1.84% | TESLA INC (TSLA) - 1.73% |
| #10 | OVINTIV INC (OVV) - 1.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | CROWN HOLDINGS INC (CCK) - 1.60% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | FOX CORP CLASS A (FOXA) - 1.57% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | NETAPP INC (NTAP) - 1.54% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | EXPEDIA GROUP INC (EXPE) - 1.45% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | BEST BUY CO INC (BBY) - 1.44% | WALMART INC (WMT) - 0.91% |
| #16 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.35% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | OWENS-CORNING INC (OC) - 1.34% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | INCYTE CORP (INCY) - 1.31% | VISA INC CLASS A (V) - 0.85% |
| #19 | CONAGRA BRANDS INC (CAG) - 1.28% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | BATH & BODY WORKS INC (BBWI) - 1.23% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (TAP) - 1.23% | INTEL CORP (INTC) - 0.65% |
| #22 | DECKERS OUTDOOR CORP (DECK) - 1.20% | NETFLIX INC (NFLX) - 0.64% |
| #23 | NEXSTAR MEDIA GROUP INC (NXST) - 1.18% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | GODADDY INC CLASS A (GDDY) - 1.18% | CHEVRON CORP (CVX) - 0.58% |
| #25 | VORNADO REALTY TRUST (VNO) - 1.16% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 199 | 505 |
CALF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CALF
+5.81%
Winner
SPY
+9.11%
3M
CALF
+3.80%
Winner
SPY
+6.59%
6M
Winner
CALF
+12.64%
SPY
+10.56%
1Y
CALF
+31.00%
Winner
SPY
+32.04%
5Y(CAGR)
CALF
+3.65%
Winner
SPY
+13.35%
10Y(CAGR)
CALF
+9.25%
Winner
SPY
+15.49%
Max(CAGR)
Winner
CALF
+9.25%
SPY
+8.50%
CALF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CALF | SPY |
|---|---|---|
| 2026 | +8.39% | +8.27% |
| 2025 | +2.23% | +18.00% |
| 2024 | -7.23% | +25.59% |
| 2023 | +36.96% | +26.72% |
| 2022 | -16.31% | -18.64% |
| 2021 | +41.29% | +30.52% |
| 2020 | +16.66% | +17.28% |
| 2019 | +16.62% | +31.09% |
| 2018 | -10.96% | -5.24% |
| 2017 | +5.77% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CALF vs SPY Drawdown Comparison
The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | CALF | SPY |
|---|---|---|
| #1 | -47.57% Aug 22, 2018 - Nov 23, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.22% Mar 28, 2024 - Apr 20, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.18% Nov 16, 2021 - Dec 11, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.36% Jul 20, 2017 - Oct 3, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.74% Mar 12, 2021 - May 3, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.32% Jun 8, 2021 - Nov 3, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.80% Jan 22, 2018 - Apr 12, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.90% Oct 5, 2017 - Dec 4, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.43% Dec 27, 2023 - Feb 12, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.02% May 7, 2021 - May 17, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.68% Apr 18, 2018 - May 16, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.47% Jun 20, 2018 - Aug 21, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.25% Jan 26, 2021 - Feb 4, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.11% Nov 24, 2020 - Dec 4, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.97% Feb 15, 2024 - Mar 27, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CALF and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
CALF vs SPY dividend yield comparison.
| Year | CALF | SPY |
|---|---|---|
| 2026 | 0.15% | 0.24% |
| 2025 | 1.43% | 1.07% |
| 2024 | 1.07% | 1.21% |
| 2023 | 1.18% | 1.40% |
| 2022 | 0.85% | 1.65% |
| 2021 | 2.63% | 1.20% |
| 2020 | 0.82% | 1.52% |
| 2019 | 0.99% | 1.75% |
| 2018 | 1.39% | 2.04% |
| 2017 | 0.70% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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