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 +9.1% compared to +7.7%
SMMD vs CALF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMD
$3.60B
Winner
CALF
$3.70B
Expense Ratio
Winner
SMMD
0.15%
CALF
0.59%
Max Drawdown
Winner
SMMD
41.06%
CALF
48.84%
Sharpe Ratio
SMMD
1.48
Winner
CALF
1.94
5Y Beta
SMMD
1.05
Winner
CALF
0.92
P/E Ratio
SMMD
31.05
Winner
CALF
18.80
Forward P/E
SMMD
16.77
Winner
CALF
11.62
5Y Dividends CAGR
SMMD
6.57%
Winner
CALF
30.25%
5Y EPS CAGR
SMMD
N/A
CALF
19.61%
Debt to Equity
Winner
SMMD
165.44%
CALF
1116.57%
P/S Ratio
SMMD
1.63
Winner
CALF
1.04
P/B Ratio
SMMD
2.70
Winner
CALF
2.36
SMMD vs CALF - Holdings Comparison
SMMD and CALF have 52 common holdings. Overlap is 3.38%
SMMD's top 25 holdings weight is 48.18%. CALF's top 25 holdings weight is 40.50%.
| Rank | SMMD | CALF |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 41.26% | EXPEDIA GROUP INC (EXPE) - 2.31% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 0.38% | TENET HEALTHCARE CORP (THC) - 2.06% |
| #3 | ATI INC (ATI) - 0.36% | OMNICOM GROUP INC (OMC) - 2.06% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.35% | GODADDY INC CLASS A (GDDY) - 1.97% |
| #5 | WOODWARD INC (WWD) - 0.33% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.93% |
| #6 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.33% | ZOOM COMMUNICATIONS INC (ZM) - 1.90% |
| #7 | MKS INC (MKSI) - 0.31% | BIOGEN INC (BIIB) - 1.88% |
| #8 | F5 INC (FFIV) - 0.31% | EQT CORP (EQT) - 1.87% |
| #9 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.30% | ANGLOGOLD ASHANTI PLC (AU) - 1.82% |
| #10 | NISOURCE INC (NI) - 0.29% | CF INDUSTRIES HOLDINGS INC (CF) - 1.77% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 0.28% | BEST BUY CO INC (BBY) - 1.72% |
| #12 | VIATRIS INC (VTRS) - 0.28% | OVINTIV INC (OVV) - 1.68% |
| #13 | SNAP-ON INC (SNA) - 0.28% | HF SINCLAIR CORP (DINO) - 1.63% |
| #14 | n/a (AFRM) - 0.28% | LEIDOS HOLDINGS INC (LDOS) - 1.63% |
| #15 | US FOODS HOLDING CORP (USFD) - 0.28% | OTHER ASSETS AND LIABILITIES (n/a) - 1.61% |
| #16 | PACKAGING CORP OF AMERICA (PKG) - 0.27% | INCYTE CORP (INCY) - 1.51% |
| #17 | ROKU INC CLASS A (ROKU) - 0.26% | APA CORP (APA) - 1.39% |
| #18 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.26% | SIRIUS XM HOLDINGS INC (SIRI) - 1.39% |
| #19 | RELIANCE INC (RS) - 0.26% | LYFT INC CLASS A (LYFT) - 1.30% |
| #20 | GUARDANT HEALTH INC (GH) - 0.26% | TOLL BROTHERS INC (TOL) - 1.26% |
| #21 | TD SYNNEX CORP (SNX) - 0.26% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.24% |
| #22 | RBC BEARINGS INC (RBC) - 0.25% | DOCUSIGN INC (DOCU) - 1.23% |
| #23 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.25% | GARTNER INC (IT) - 1.13% |
| #24 | EAST WEST BANCORP INC (EWBC) - 0.25% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.12% |
| #25 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.24% | n/a (TAP) - 1.09% |
| Total Holdings | 513 | 203 |
SMMD vs CALF - Historical Returns
Returns include dividend reinvestment.
1M
SMMD
+2.08%
Winner
CALF
+10.33%
3M
SMMD
+6.64%
Winner
CALF
+20.90%
6M
SMMD
+13.56%
Winner
CALF
+24.14%
1Y
SMMD
+32.21%
Winner
CALF
+39.42%
5Y(CAGR)
Winner
SMMD
+9.09%
CALF
+7.74%
10Y(CAGR)
Winner
SMMD
+11.32%
CALF
+11.07%
Max(CAGR)
Winner
SMMD
+11.32%
CALF
+11.07%
SMMD vs CALF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SMMD | CALF |
|---|---|---|
| 2026 | +21.57% | +29.42% |
| 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 SMMD drawdown is -1.55%.
| 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 | -4.67% Jun 1, 2026 - Jul 2, 2026 |
| #13 | -4.76% Sep 2, 2021 - Oct 21, 2021 | -4.47% Jun 20, 2018 - Aug 21, 2018 |
| #14 | -4.71% Jan 20, 2021 - Feb 4, 2021 | -4.25% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -4.29% Jul 26, 2017 - Sep 18, 2017 | -4.11% Nov 24, 2020 - Dec 4, 2020 |
Correlation
Correlation between SMMD and CALF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2017 - 2026)
SMMD vs CALF dividend yield comparison.
| Year | SMMD | CALF |
|---|---|---|
| 2026 | 0.44% | 0.20% |
| 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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