USMC vs CALF
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and PACER US SMALL CAP CASH COWS ETF (CALF, ETF).
5-Year PerformanceUSMC has outperformed CALF, delivering a return of +14.1% compared to +7.3%
USMC vs CALF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.60B
Winner
CALF
$3.70B
Expense Ratio
Winner
USMC
0.12%
CALF
0.59%
Max Drawdown
Winner
USMC
29.97%
CALF
48.84%
Sharpe Ratio
USMC
1.17
Winner
CALF
1.94
5Y Beta
USMC
0.92
Winner
CALF
0.92
P/E Ratio
USMC
25.62
Winner
CALF
18.80
Forward P/E
USMC
19.06
Winner
CALF
11.67
PEG Ratio
USMC
0.23
CALF
N/A
5Y Dividends CAGR
USMC
-0.94%
Winner
CALF
30.25%
5Y EPS CAGR
Winner
USMC
29.97%
CALF
19.61%
Debt to Equity
Winner
USMC
51.67%
CALF
1116.57%
P/S Ratio
USMC
5.25
Winner
CALF
1.04
P/B Ratio
USMC
6.71
Winner
CALF
2.36
USMC vs CALF - Holdings Comparison
USMC and CALF have 0 common holdings. Overlap is 0.00%
USMC's top 25 holdings weight is 98.08%. CALF's top 25 holdings weight is 40.50%.
| Rank | USMC | CALF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.05% | EXPEDIA GROUP INC (EXPE) - 2.31% |
| #2 | MICRON TECHNOLOGY INC (MU) - 6.93% | TENET HEALTHCARE CORP (THC) - 2.06% |
| #3 | APPLE INC (AAPL) - 6.91% | OMNICOM GROUP INC (OMC) - 2.06% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.43% | GODADDY INC CLASS A (GDDY) - 1.97% |
| #5 | MICROSOFT CORP (MSFT) - 5.40% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.93% |
| #6 | JPMORGAN CHASE & CO (JPM) - 4.75% | ZOOM COMMUNICATIONS INC (ZM) - 1.90% |
| #7 | BROADCOM INC (AVGO) - 4.67% | BIOGEN INC (BIIB) - 1.88% |
| #8 | VISA INC CLASS A (V) - 4.47% | EQT CORP (EQT) - 1.87% |
| #9 | MASTERCARD INC CLASS A (MA) - 4.36% | ANGLOGOLD ASHANTI PLC (AU) - 1.82% |
| #10 | BANK OF AMERICA CORP (BAC) - 3.92% | CF INDUSTRIES HOLDINGS INC (CF) - 1.77% |
| #11 | AMAZON.COM INC (AMZN) - 3.81% | BEST BUY CO INC (BBY) - 1.72% |
| #12 | COSTCO WHOLESALE CORP (COST) - 3.73% | OVINTIV INC (OVV) - 1.68% |
| #13 | ABBVIE INC (ABBV) - 3.39% | HF SINCLAIR CORP (DINO) - 1.63% |
| #14 | GE AEROSPACE (GE) - 3.33% | LEIDOS HOLDINGS INC (LDOS) - 1.63% |
| #15 | JOHNSON & JOHNSON (JNJ) - 3.32% | OTHER ASSETS AND LIABILITIES (n/a) - 1.61% |
| #16 | META PLATFORMS INC CLASS A (META) - 3.29% | INCYTE CORP (INCY) - 1.51% |
| #17 | NETFLIX INC (NFLX) - 3.17% | APA CORP (APA) - 1.39% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.03% | SIRIUS XM HOLDINGS INC (SIRI) - 1.39% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.61% | LYFT INC CLASS A (LYFT) - 1.30% |
| #20 | ELI LILLY AND CO (LLY) - 2.51% | TOLL BROTHERS INC (TOL) - 1.26% |
| #21 | CATERPILLAR INC (CAT) - 2.44% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.24% |
| #22 | CHEVRON CORP (CVX) - 2.37% | DOCUSIGN INC (DOCU) - 1.23% |
| #23 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.34% | GARTNER INC (IT) - 1.13% |
| #24 | WALMART INC (WMT) - 1.94% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.12% |
| #25 | THE HOME DEPOT INC (HD) - 1.91% | n/a (TAP) - 1.09% |
| Total Holdings | 27 | 203 |
USMC vs CALF - Historical Returns
Returns include dividend reinvestment.
1M
USMC
+3.06%
Winner
CALF
+10.02%
3M
USMC
+4.19%
Winner
CALF
+18.84%
6M
USMC
+14.45%
Winner
CALF
+25.89%
1Y
USMC
+18.12%
Winner
CALF
+35.96%
5Y(CAGR)
Winner
USMC
+14.08%
CALF
+7.26%
10Y(CAGR)
Winner
USMC
+15.11%
CALF
+11.09%
Max(CAGR)
Winner
USMC
+15.11%
CALF
+11.09%
USMC vs CALF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USMC | CALF |
|---|---|---|
| 2026 | +11.86% | +29.69% |
| 2025 | +15.84% | +2.23% |
| 2024 | +30.19% | -7.23% |
| 2023 | +31.46% | +36.96% |
| 2022 | -17.74% | -16.31% |
| 2021 | +27.40% | +41.29% |
| 2020 | +14.89% | +16.66% |
| 2019 | +28.26% | +16.62% |
| 2018 | -2.42% | -10.96% |
| 2017 | +5.48% | +5.77% |
USMC vs CALF Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for CALF was -47.57%, occurring on Mar 23, 2020. Recovery took 568 trading sessions.
The current USMC drawdown is -1.27%.
| Rank | USMC | CALF |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -47.57% Aug 22, 2018 - Nov 23, 2020 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -34.22% Mar 28, 2024 - Apr 20, 2026 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -30.18% Nov 16, 2021 - Dec 11, 2023 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -12.36% Jul 20, 2017 - Oct 3, 2017 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -9.74% Mar 12, 2021 - May 3, 2021 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -9.32% Jun 8, 2021 - Nov 3, 2021 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -8.80% Jan 22, 2018 - Apr 12, 2018 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -7.90% Oct 5, 2017 - Dec 4, 2017 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -6.43% Dec 27, 2023 - Feb 12, 2024 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -6.02% May 7, 2021 - May 17, 2021 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -5.68% Apr 18, 2018 - May 16, 2018 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -4.67% Jun 1, 2026 - Jul 2, 2026 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -4.47% Jun 20, 2018 - Aug 21, 2018 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -4.25% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -4.11% Nov 24, 2020 - Dec 4, 2020 |
Correlation
Correlation between USMC and CALF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2017 - 2026)
USMC vs CALF dividend yield comparison.
| Year | USMC | CALF |
|---|---|---|
| 2026 | 0.38% | 0.20% |
| 2025 | 0.79% | 1.43% |
| 2024 | 1.04% | 1.07% |
| 2023 | 1.35% | 1.18% |
| 2022 | 1.78% | 0.85% |
| 2021 | 1.53% | 2.63% |
| 2020 | 1.55% | 0.82% |
| 2019 | 2.01% | 0.99% |
| 2018 | 2.28% | 1.39% |
| 2017 | 0.24% | 0.70% |
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