SMMD vs CALF
Comparison between ISHARES RUSSELL 2500 ETF (SMMD, ETF) and PACER US SMALL CAP CASH COWS ETF (CALF, ETF).
5-Year PerformanceSMMD has outperformed CALF, delivering a return of +7.7% compared to +3.8%
SMMD vs CALF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3.40B
Winner
CALF
$3.50B
Expense Ratio
Winner
SMMD
0.15%
CALF
0.59%
Max Drawdown
Winner
SMMD
41.06%
CALF
48.84%
Sharpe Ratio
Winner
SMMD
1.63
CALF
1.44
5Y Beta
SMMD
1.06
Winner
CALF
0.96
P/E Ratio
SMMD
N/A
CALF
24.71
Forward P/E
SMMD
N/A
CALF
11.06
5Y Dividends CAGR
SMMD
8.51%
Winner
CALF
30.25%
5Y EPS CAGR
SMMD
N/A
CALF
17.58%
Debt to Equity
SMMD
N/A
CALF
86.29%
P/S Ratio
SMMD
N/A
CALF
0.91
P/B Ratio
SMMD
N/A
CALF
2.31
SMMD vs CALF - Holdings Comparison
SMMD and CALF have 51 common holdings. Overlap is 3.71%
SMMD's top 25 holdings weight is 55.43%. CALF's top 25 holdings weight is 41.95%.
| Rank | SMMD | CALF |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 42.09% | NETAPP INC (NTAP) - 2.53% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.14% | ZOOM COMMUNICATIONS INC (ZM) - 2.43% |
| #3 | CIENA CORP (CIEN) - 1.00% | TD SYNNEX CORP (SNX) - 2.43% |
| #4 | COHERENT CORP (COHR) - 0.79% | FOX CORP CLASS A (FOXA) - 2.04% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 0.79% | GEN DIGITAL INC (GEN) - 2.02% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 0.77% | APA CORP (APA) - 1.96% |
| #7 | ROCKET LAB CORP (RKLB) - 0.75% | GODADDY INC CLASS A (GDDY) - 1.93% |
| #8 | FLEX LTD (FLEX) - 0.68% | SKYWORKS SOLUTIONS INC (SWKS) - 1.82% |
| #9 | ASTERA LABS INC (ALAB) - 0.52% | BORGWARNER INC (BWA) - 1.77% |
| #10 | JABIL INC (JBL) - 0.47% | DEVON ENERGY CORP (DVN) - 1.76% |
| #11 | EMCOR GROUP INC (EME) - 0.46% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.76% |
| #12 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.37% | EXPEDIA GROUP INC (EXPE) - 1.76% |
| #13 | TAPESTRY INC (TPR) - 0.35% | OMNICOM GROUP INC (OMC) - 1.72% |
| #14 | NVENT ELECTRIC PLC (NVT) - 0.34% | BEST BUY CO INC (BBY) - 1.70% |
| #15 | CASEY'S GENERAL STORES INC (CASY) - 0.34% | TOLL BROTHERS INC (TOL) - 1.63% |
| #16 | TECHNIPFMC PLC (FTI) - 0.34% | INCYTE CORP (INCY) - 1.56% |
| #17 | CURTISS-WRIGHT CORP (CW) - 0.33% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.40% |
| #18 | EVERPURE INC CLASS A (P) - 0.33% | CARMAX INC (KMX) - 1.34% |
| #19 | XPO INC (XPO) - 0.32% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.33% |
| #20 | FTAI AVIATION LTD (FTAI) - 0.31% | GARTNER INC (IT) - 1.24% |
| #21 | BORGWARNER INC (BWA) - 0.19% | LYFT INC CLASS A (LYFT) - 1.22% |
| #22 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.19% | EXELIXIS INC (EXEL) - 1.18% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.19% | DOCUSIGN INC (DOCU) - 1.15% |
| #24 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.19% | DECKERS OUTDOOR CORP (DECK) - 1.14% |
| #25 | ARAMARK (ARMK) - 0.18% | MACY'S INC (M) - 1.13% |
| Total Holdings | 449 | 201 |
SMMD vs CALF - Historical Returns
Returns include dividend reinvestment.
1M
SMMD
+4.13%
Winner
CALF
+7.03%
3M
Winner
SMMD
+18.37%
CALF
+14.18%
6M
Winner
SMMD
+17.82%
CALF
+11.90%
1Y
Winner
SMMD
+36.33%
CALF
+29.17%
5Y(CAGR)
Winner
SMMD
+7.65%
CALF
+3.80%
10Y(CAGR)
Winner
SMMD
+11.26%
CALF
+9.66%
Max(CAGR)
Winner
SMMD
+11.26%
CALF
+9.66%
SMMD vs CALF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | CALF |
|---|---|---|
| 2026 | +18.51% | +13.08% |
| 2025 | +11.99% | +2.23% |
| 2024 | +12.70% | -7.23% |
| 2023 | +18.42% | +36.96% |
| 2022 | -18.93% | -16.31% |
| 2021 | +19.93% | +41.29% |
| 2020 | +20.08% | +16.66% |
| 2019 | +28.05% | +16.62% |
| 2018 | -8.79% | -10.96% |
| 2017 | +10.82% | +5.77% |
SMMD vs CALF Drawdown Comparison
The maximum drawdown for SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.
The current CALF drawdown is -1.29%.
| Rank | SMMD | CALF |
|---|---|---|
| #1 | -41.06% Feb 20, 2020 - Nov 9, 2020 | -47.57% Aug 22, 2018 - Nov 23, 2020 |
| #2 | -28.24% Nov 8, 2021 - Jul 16, 2024 | -34.22% Mar 28, 2024 - Apr 20, 2026 |
| #3 | -25.49% Nov 25, 2024 - Sep 5, 2025 | -30.18% Nov 16, 2021 - Dec 11, 2023 |
| #4 | -25.07% Sep 6, 2018 - Nov 27, 2019 | -12.36% Jul 20, 2017 - Oct 3, 2017 |
| #5 | -9.66% Feb 26, 2026 - Apr 13, 2026 | -9.74% Mar 12, 2021 - May 3, 2021 |
| #6 | -8.98% Jan 29, 2018 - May 21, 2018 | -9.32% Jun 8, 2021 - Nov 3, 2021 |
| #7 | -8.60% Jul 16, 2024 - Sep 19, 2024 | -8.80% Jan 22, 2018 - Apr 12, 2018 |
| #8 | -7.49% Mar 15, 2021 - Apr 23, 2021 | -7.90% Oct 5, 2017 - Dec 4, 2017 |
| #9 | -7.41% Oct 27, 2025 - Dec 4, 2025 | -6.43% Dec 27, 2023 - Feb 12, 2024 |
| #10 | -7.11% Jun 25, 2021 - Sep 1, 2021 | -6.02% May 7, 2021 - May 17, 2021 |
| #11 | -6.17% Apr 28, 2021 - Jun 8, 2021 | -5.68% Apr 18, 2018 - May 16, 2018 |
| #12 | -5.78% Feb 24, 2021 - Mar 11, 2021 | -4.47% Jun 20, 2018 - Aug 21, 2018 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -4.25% Jan 26, 2021 - Feb 4, 2021 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -4.11% Nov 24, 2020 - Dec 4, 2020 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -3.97% Feb 15, 2024 - Mar 27, 2024 |
Correlation
Correlation between SMMD and CALF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
SMMD vs CALF dividend yield comparison.
| Year | SMMD | CALF |
|---|---|---|
| 2026 | 0.18% | 0.23% |
| 2025 | 1.28% | 1.43% |
| 2024 | 1.27% | 1.07% |
| 2023 | 1.44% | 1.18% |
| 2022 | 1.79% | 0.85% |
| 2021 | 1.12% | 2.63% |
| 2020 | 1.31% | 0.82% |
| 2019 | 1.50% | 0.99% |
| 2018 | 2.45% | 1.39% |
| 2017 | 0.68% | 0.70% |
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