CALF - ETF AI Analysis
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Pacer US Small Cap Cash Cows 100 ETF (CALF)
Rating:68Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and over recent months, indicating positive momentum in its strategy.
Strong Contribution from Key Holdings
Several top positions, such as TD SYNNEX, APA, Devon Energy, NetApp, and Zoom, have delivered strong year-to-date results that support the fund’s overall performance.
Meaningful Asset Base
The fund manages several billion dollars in assets, suggesting it has attracted steady investor interest and offers good liquidity for trading.
Negative Factors
High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually reduce investors’ net returns over time.
Sector Concentration in Technology and Consumer Cyclical
A large portion of the portfolio is tied to technology and consumer cyclical stocks, making the fund more sensitive to downturns in these areas.
Mixed Performance Among Top Holdings
Some major positions, including GoDaddy, Fox, Expedia, Omnicom, and Best Buy, have shown weak or negative performance this year, which can drag on the fund’s results.
CALF vs. SPDR S&P 500 ETF (SPY)
AUM3.30B
RegionNorth America
Expense Ratio0.59%
Beta0.96
IssuerPacer
Inception DateJun 16, 2017
Dividend Yield1.35%
Asset ClassEquity
Index TrackedPacer US Small Cap Cash Cows Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume507,985
30 Day Avg. Volume980,463
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
56.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering200
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CALF Summary
The Pacer US Small Cap Cash Cows 100 ETF (CALF) tracks the Pacer US Small Cap Cash Cows Index, focusing on smaller U.S. companies that generate strong excess cash. It holds 100 small-cap stocks across many sectors, with a lot in technology and consumer companies. Well-known names in the fund include Zoom Video Communications and Expedia. Investors might consider CALF for growth potential and diversification into smaller companies that may be overlooked by broad market funds. A key risk is that small-cap stocks can be more volatile, so the price of this ETF can move up and down more sharply than the overall market.
How much will it cost me?The Pacer US Small Cap Cash Cows 100 ETF (CALF) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on selecting small-cap stocks with high free cash flow yields.
What would affect this ETF?The Pacer US Small Cap Cash Cows 100 ETF (CALF) could benefit from economic growth in the U.S., especially if small-cap companies in sectors like Consumer Cyclical and Technology continue to thrive. However, rising interest rates or economic slowdowns may negatively impact small-cap stocks, as they are often more sensitive to changes in borrowing costs and market conditions. Additionally, sector-specific challenges, such as regulatory changes in Health Care or volatility in Energy markets, could pose risks to the ETF's performance.
CALF Top 10 Holdings
CALF is leaning hard into U.S. small-cap tech and consumer names, with TD SYNNEX, Zoom, and NetApp doing much of the heavy lifting as their shares keep rising on solid cash generation and upbeat earnings. On the flip side, consumer-facing names like GoDaddy, Best Buy, and Expedia are more mixed to lagging, acting like a bit of sand in the fund’s gears. Energy plays such as APA and Devon Energy add a cyclical kicker and have been trending higher, giving the portfolio a diversified but clearly U.S.-centric, cash-flow-focused tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Zoom Video Communications | 2.67% | $90.60M | $29.52B | 18.68% | 81 Outperform | |
| TD SYNNEX Corporation | 2.45% | $83.36M | $18.51B | 83.24% | 73 Outperform | |
| NetApp | 2.19% | $74.41M | $23.67B | 18.78% | 76 Outperform | |
| Fox | 2.17% | $73.88M | $26.02B | 18.02% | 77 Outperform | |
| APA | 1.96% | $66.66M | $13.78B | 131.88% | 73 Outperform | |
| GoDaddy | 1.95% | $66.28M | $11.54B | -51.87% | 60 Neutral | |
| Gen Digital | 1.87% | $63.69M | $14.20B | -14.57% | 67 Neutral | |
| Devon Energy | 1.86% | $63.26M | $57.06B | 51.97% | 79 Outperform | |
| Expedia | 1.79% | $60.77M | $26.68B | 29.91% | 80 Outperform | |
| Omnicom Group | 1.78% | $60.49M | $20.19B | -4.96% | 73 Outperform |
CALF Technical Analysis
Positive
―
Price Trends
46.21
Positive
45.94
Positive
44.45
Positive
Market Momentum
0.20
Positive
51.69
Neutral
18.27
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CALF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.68, equal to the 50-day MA of 46.21, and equal to the 200-day MA of 44.45, indicating a neutral trend. The MACD of 0.20 indicates Positive momentum. The RSI at 51.69 is Neutral, neither overbought nor oversold. The STOCH value of 18.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CALF.
CALF Peer Comparison
Comparison Results
Performance Comparison
CALF
Pacer US Small Cap Cash Cows 100 ETF
47.10
8.45
21.86%
FNDA
Schwab Fundamental US Small Co. Index ETF
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―
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FESM
Fidelity Enhanced Small Cap ETF
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―
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VIOO
Vanguard S&P Small-Cap 600 ETF
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―
―
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
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XSMO
Invesco S&P SmallCap Momentum ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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