LRGF vs CALF
Comparison between ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF) and PACER US SMALL CAP CASH COWS ETF (CALF, ETF).
5-Year PerformanceLRGF has outperformed CALF, delivering a return of +13.6% compared to +7.7%
LRGF vs CALF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LRGF
$3.60B
Winner
CALF
$3.70B
Expense Ratio
Winner
LRGF
0.08%
CALF
0.59%
Max Drawdown
Winner
LRGF
36.03%
CALF
48.84%
Sharpe Ratio
LRGF
1.15
Winner
CALF
1.94
5Y Beta
LRGF
0.97
Winner
CALF
0.92
P/E Ratio
LRGF
26.24
Winner
CALF
18.80
Forward P/E
LRGF
20.10
Winner
CALF
11.62
5Y Dividends CAGR
LRGF
12.50%
Winner
CALF
30.25%
5Y EPS CAGR
Winner
LRGF
31.08%
CALF
19.61%
Debt to Equity
Winner
LRGF
34.39%
CALF
1116.57%
P/S Ratio
LRGF
3.13
Winner
CALF
1.04
P/B Ratio
LRGF
6.42
Winner
CALF
2.36
LRGF vs CALF - Holdings Comparison
LRGF and CALF have 18 common holdings. Overlap is 0.91%
LRGF's top 25 holdings weight is 46.88%. CALF's top 25 holdings weight is 40.50%.
| Rank | LRGF | CALF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.41% | EXPEDIA GROUP INC (EXPE) - 2.31% |
| #2 | APPLE INC (AAPL) - 6.25% | TENET HEALTHCARE CORP (THC) - 2.06% |
| #3 | MICROSOFT CORP (MSFT) - 5.10% | OMNICOM GROUP INC (OMC) - 2.06% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.96% | GODADDY INC CLASS A (GDDY) - 1.97% |
| #5 | AMAZON.COM INC (AMZN) - 3.30% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.93% |
| #6 | BROADCOM INC (AVGO) - 3.07% | ZOOM COMMUNICATIONS INC (ZM) - 1.90% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.76% | BIOGEN INC (BIIB) - 1.88% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.59% | EQT CORP (EQT) - 1.87% |
| #9 | ELI LILLY AND CO (LLY) - 1.23% | ANGLOGOLD ASHANTI PLC (AU) - 1.82% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.22% | CF INDUSTRIES HOLDINGS INC (CF) - 1.77% |
| #11 | VISA INC CLASS A (V) - 1.21% | BEST BUY CO INC (BBY) - 1.72% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.14% | OVINTIV INC (OVV) - 1.68% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.07% | HF SINCLAIR CORP (DINO) - 1.63% |
| #14 | TESLA INC (TSLA) - 1.04% | LEIDOS HOLDINGS INC (LDOS) - 1.63% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% | OTHER ASSETS AND LIABILITIES (n/a) - 1.61% |
| #16 | WALMART INC (WMT) - 0.98% | INCYTE CORP (INCY) - 1.51% |
| #17 | ALPHABET INC CLASS A (GOOGL) - 0.95% | APA CORP (APA) - 1.39% |
| #18 | GE AEROSPACE (GE) - 0.92% | SIRIUS XM HOLDINGS INC (SIRI) - 1.39% |
| #19 | BOOKING HOLDINGS INC (BKNG) - 0.92% | LYFT INC CLASS A (LYFT) - 1.30% |
| #20 | ABBVIE INC (ABBV) - 0.84% | TOLL BROTHERS INC (TOL) - 1.26% |
| #21 | INTEL CORP (INTC) - 0.40% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.24% |
| #22 | n/a (DELL) - 0.39% | DOCUSIGN INC (DOCU) - 1.23% |
| #23 | PFIZER INC (PFE) - 0.39% | GARTNER INC (IT) - 1.13% |
| #24 | NORTHERN TRUST CORP (NTRS) - 0.37% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.12% |
| #25 | ATLASSIAN CORP CLASS A (TEAM) - 0.37% | n/a (TAP) - 1.09% |
| Total Holdings | 255 | 203 |
LRGF vs CALF - Historical Returns
Returns include dividend reinvestment.
1M
LRGF
+2.32%
Winner
CALF
+10.33%
3M
LRGF
+4.80%
Winner
CALF
+20.90%
6M
LRGF
+12.83%
Winner
CALF
+24.14%
1Y
LRGF
+19.82%
Winner
CALF
+39.42%
5Y(CAGR)
Winner
LRGF
+13.65%
CALF
+7.74%
10Y(CAGR)
Winner
LRGF
+13.87%
CALF
+11.07%
Max(CAGR)
Winner
LRGF
+12.53%
CALF
+11.07%
LRGF vs CALF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LRGF | CALF |
|---|---|---|
| 2026 | +12.70% | +29.42% |
| 2025 | +16.50% | +2.23% |
| 2024 | +27.41% | -7.23% |
| 2023 | +26.68% | +36.96% |
| 2022 | -14.72% | -16.31% |
| 2021 | +26.59% | +41.29% |
| 2020 | +10.71% | +16.66% |
| 2019 | +26.30% | +16.62% |
| 2018 | -10.12% | -10.96% |
| 2017 | +20.55% | +5.77% |
| 2016 | +14.88% | N/A |
| 2015 | -1.71% | N/A |
LRGF vs CALF Drawdown Comparison
The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.
The current LRGF drawdown is -1.75%.
| Rank | LRGF | CALF |
|---|---|---|
| #1 | -36.03% Feb 19, 2020 - Nov 5, 2020 | -47.57% Aug 22, 2018 - Nov 23, 2020 |
| #2 | -21.61% Dec 29, 2021 - Jul 18, 2023 | -34.22% Mar 28, 2024 - Apr 20, 2026 |
| #3 | -21.40% Aug 29, 2018 - Oct 28, 2019 | -30.18% Nov 16, 2021 - Dec 11, 2023 |
| #4 | -19.44% Feb 18, 2025 - Jun 27, 2025 | -12.36% Jul 20, 2017 - Oct 3, 2017 |
| #5 | -16.11% Jun 22, 2015 - Aug 15, 2016 | -9.74% Mar 12, 2021 - May 3, 2021 |
| #6 | -10.29% Jan 26, 2018 - Aug 21, 2018 | -9.32% Jun 8, 2021 - Nov 3, 2021 |
| #7 | -9.56% Jul 31, 2023 - Nov 30, 2023 | -8.80% Jan 22, 2018 - Apr 12, 2018 |
| #8 | -8.92% Oct 28, 2025 - Apr 15, 2026 | -7.90% Oct 5, 2017 - Dec 4, 2017 |
| #9 | -8.59% Jul 16, 2024 - Sep 19, 2024 | -6.43% Dec 27, 2023 - Feb 12, 2024 |
| #10 | -6.40% Sep 2, 2021 - Nov 2, 2021 | -6.02% May 7, 2021 - May 17, 2021 |
| #11 | -5.70% Mar 21, 2024 - May 14, 2024 | -5.68% Apr 18, 2018 - May 16, 2018 |
| #12 | -5.62% Feb 12, 2021 - Mar 15, 2021 | -4.67% Jun 1, 2026 - Jul 2, 2026 |
| #13 | -5.00% Nov 16, 2021 - Dec 10, 2021 | -4.47% Jun 20, 2018 - Aug 21, 2018 |
| #14 | -4.87% Dec 6, 2024 - Feb 6, 2025 | -4.25% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -4.50% Jun 2, 2026 - Aug 3, 2026 | -4.11% Nov 24, 2020 - Dec 4, 2020 |
Correlation
Correlation between LRGF and CALF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2015 - 2026)
LRGF vs CALF dividend yield comparison.
| Year | LRGF | CALF |
|---|---|---|
| 2026 | 0.47% | 0.20% |
| 2025 | 1.16% | 1.43% |
| 2024 | 1.23% | 1.07% |
| 2023 | 1.49% | 1.18% |
| 2022 | 1.78% | 0.85% |
| 2021 | 1.05% | 2.63% |
| 2020 | 1.35% | 0.82% |
| 2019 | 1.76% | 0.99% |
| 2018 | 3.27% | 1.39% |
| 2017 | 1.68% | 0.70% |
| 2016 | 1.56% | 0.00% |
| 2015 | 0.83% | 0.00% |
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