CALF vs USMC
Comparison between PACER US SMALL CAP CASH COWS ETF (CALF, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed CALF, delivering a return of +14.7% compared to +3.8%
CALF vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CALF
$3.50B
USMC
$3.50B
Expense Ratio
CALF
0.59%
Winner
USMC
0.12%
Max Drawdown
CALF
48.84%
Winner
USMC
29.97%
Sharpe Ratio
Winner
CALF
1.44
USMC
1.28
5Y Beta
CALF
0.96
Winner
USMC
0.93
P/E Ratio
Winner
CALF
24.71
USMC
28.90
Forward P/E
Winner
CALF
11.06
USMC
20.98
PEG Ratio
CALF
N/A
USMC
0.50
5Y Dividends CAGR
Winner
CALF
30.25%
USMC
-0.46%
5Y EPS CAGR
CALF
17.58%
Winner
USMC
29.41%
Debt to Equity
CALF
86.29%
Winner
USMC
42.86%
P/S Ratio
Winner
CALF
0.91
USMC
5.41
P/B Ratio
Winner
CALF
2.31
USMC
6.95
CALF vs USMC - Holdings Comparison
CALF and USMC have 1 common holdings. Overlap is 0.00%
CALF's top 25 holdings weight is 41.95%. USMC's top 25 holdings weight is 98.06%.
| Rank | CALF | USMC |
|---|---|---|
| #1 | NETAPP INC (NTAP) - 2.53% | NVIDIA CORP (NVDA) - 8.42% |
| #2 | ZOOM COMMUNICATIONS INC (ZM) - 2.43% | MICRON TECHNOLOGY INC (MU) - 7.82% |
| #3 | TD SYNNEX CORP (SNX) - 2.43% | APPLE INC (AAPL) - 6.99% |
| #4 | FOX CORP CLASS A (FOXA) - 2.04% | ALPHABET INC CLASS A (GOOGL) - 6.08% |
| #5 | GEN DIGITAL INC (GEN) - 2.02% | BROADCOM INC (AVGO) - 5.79% |
| #6 | APA CORP (APA) - 1.96% | MICROSOFT CORP (MSFT) - 5.29% |
| #7 | GODADDY INC CLASS A (GDDY) - 1.93% | VISA INC CLASS A (V) - 4.05% |
| #8 | SKYWORKS SOLUTIONS INC (SWKS) - 1.82% | JPMORGAN CHASE & CO (JPM) - 3.97% |
| #9 | BORGWARNER INC (BWA) - 1.77% | AMAZON.COM INC (AMZN) - 3.92% |
| #10 | DEVON ENERGY CORP (DVN) - 1.76% | MASTERCARD INC CLASS A (MA) - 3.85% |
| #11 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.76% | COSTCO WHOLESALE CORP (COST) - 3.76% |
| #12 | EXPEDIA GROUP INC (EXPE) - 1.76% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #13 | OMNICOM GROUP INC (OMC) - 1.72% | NETFLIX INC (NFLX) - 3.59% |
| #14 | BEST BUY CO INC (BBY) - 1.70% | BANK OF AMERICA CORP (BAC) - 3.22% |
| #15 | TOLL BROTHERS INC (TOL) - 1.63% | GE AEROSPACE (GE) - 2.95% |
| #16 | INCYTE CORP (INCY) - 1.56% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% |
| #17 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.40% | ABBVIE INC (ABBV) - 2.86% |
| #18 | CARMAX INC (KMX) - 1.34% | JOHNSON & JOHNSON (JNJ) - 2.80% |
| #19 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.33% | PROCTER & GAMBLE CO (PG) - 2.61% |
| #20 | GARTNER INC (IT) - 1.24% | CATERPILLAR INC (CAT) - 2.57% |
| #21 | LYFT INC CLASS A (LYFT) - 1.22% | TESLA INC (TSLA) - 2.28% |
| #22 | EXELIXIS INC (EXEL) - 1.18% | ELI LILLY AND CO (LLY) - 2.27% |
| #23 | DOCUSIGN INC (DOCU) - 1.15% | CHEVRON CORP (CVX) - 2.20% |
| #24 | DECKERS OUTDOOR CORP (DECK) - 1.14% | EXXON MOBIL CORP (XOM) - 2.16% |
| #25 | MACY'S INC (M) - 1.13% | WALMART INC (WMT) - 1.98% |
| Total Holdings | 201 | 28 |
CALF vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CALF
+7.03%
USMC
+0.22%
3M
Winner
CALF
+14.18%
USMC
+10.10%
6M
Winner
CALF
+11.90%
USMC
+6.70%
1Y
Winner
CALF
+29.17%
USMC
+19.32%
5Y(CAGR)
CALF
+3.80%
Winner
USMC
+14.74%
10Y(CAGR)
CALF
+9.66%
Winner
USMC
+14.89%
Max(CAGR)
CALF
+9.66%
Winner
USMC
+14.89%
CALF vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | CALF | USMC |
|---|---|---|
| 2026 | +13.08% | +6.97% |
| 2025 | +2.23% | +15.84% |
| 2024 | -7.23% | +30.19% |
| 2023 | +36.96% | +31.46% |
| 2022 | -16.31% | -17.74% |
| 2021 | +41.29% | +27.40% |
| 2020 | +16.66% | +14.89% |
| 2019 | +16.62% | +28.26% |
| 2018 | -10.96% | -2.42% |
| 2017 | +5.77% | +5.48% |
CALF vs USMC Drawdown Comparison
The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current CALF drawdown is -1.29%. The current USMC drawdown is -2.50%.
| Rank | CALF | USMC |
|---|---|---|
| #1 | -47.57% Aug 22, 2018 - Nov 23, 2020 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -34.22% Mar 28, 2024 - Apr 20, 2026 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -30.18% Nov 16, 2021 - Dec 11, 2023 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -12.36% Jul 20, 2017 - Oct 3, 2017 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -9.74% Mar 12, 2021 - May 3, 2021 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -9.32% Jun 8, 2021 - Nov 3, 2021 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -8.80% Jan 22, 2018 - Apr 12, 2018 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -7.90% Oct 5, 2017 - Dec 4, 2017 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -6.43% Dec 27, 2023 - Feb 12, 2024 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -6.02% May 7, 2021 - May 17, 2021 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -5.68% Apr 18, 2018 - May 16, 2018 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -4.47% Jun 20, 2018 - Aug 21, 2018 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -4.25% Jan 26, 2021 - Feb 4, 2021 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -4.11% Nov 24, 2020 - Dec 4, 2020 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -3.97% Feb 15, 2024 - Mar 27, 2024 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between CALF and USMC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
CALF vs USMC dividend yield comparison.
| Year | CALF | USMC |
|---|---|---|
| 2026 | 0.23% | 0.20% |
| 2025 | 1.43% | 0.79% |
| 2024 | 1.07% | 1.04% |
| 2023 | 1.18% | 1.35% |
| 2022 | 0.85% | 1.78% |
| 2021 | 2.63% | 1.53% |
| 2020 | 0.82% | 1.55% |
| 2019 | 0.99% | 2.01% |
| 2018 | 1.39% | 2.28% |
| 2017 | 0.70% | 0.24% |
Select Stocks to Compare
Popular: CALF vs SPYUSMC vs SPY
More Comparisons
Compare with similar stocks