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CALF - ETF AI Analysis

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CALF

Pacer US Small Cap Cash Cows 100 ETF (CALF)

Rating:68Neutral
Price Target:
CALF, the Pacer US Small Cap Cash Cows 100 ETF, earns a solid rating thanks to several strong holdings like Zoom and Expedia, which benefit from healthy financial performance, positive earnings commentary, and supportive technical trends that point to ongoing growth potential. Energy names like Devon Energy and APA also add to the fund’s appeal through attractive valuations and solid operations, though they face some cash flow and macroeconomic challenges. On the weaker side, holdings such as GoDaddy and Best Buy introduce risk with bearish technical signals, financial stability concerns, and potential overvaluation, and investors should note that the fund’s mix of small-cap names can make it more sensitive to market swings.
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)

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
TD SYNNEX Corporation2.37%$81.15M$18.31B103.85%
73
Outperform
Zoom Video Communications2.30%$78.80M$27.12B19.26%
81
Outperform
Expedia2.04%$69.84M$30.81B52.08%
80
Outperform
NetApp2.03%$69.63M$21.45B23.23%
76
Outperform
Fox2.03%$69.48M$25.24B28.98%
77
Outperform
APA2.03%$69.45M$13.33B132.20%
73
Outperform
Devon Energy1.92%$65.77M$29.77B52.77%
79
Outperform
GoDaddy1.91%$65.54M$11.47B-54.42%
60
Neutral
Omnicom Group1.80%$61.78M$21.59B0.74%
73
Outperform
Toll Brothers1.79%$61.21M$13.89B45.73%
77
Outperform

CALF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
45.72
Positive
100DMA
45.50
Positive
200DMA
43.91
Positive
Market Momentum
MACD
0.70
Negative
RSI
63.62
Neutral
STOCH
58.76
Neutral
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 46.33, equal to the 50-day MA of 45.72, and equal to the 200-day MA of 43.91, indicating a bullish trend. The MACD of 0.70 indicates Negative momentum. The RSI at 63.62 is Neutral, neither overbought nor oversold. The STOCH value of 58.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CALF.

CALF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.41B0.59%
68
Neutral
$4.75B0.28%
65
Neutral
$3.73B0.07%
66
Neutral
$3.60B0.15%
67
Neutral
$2.67B0.36%
68
Neutral
$2.30B0.17%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CALF
Pacer US Small Cap Cash Cows 100 ETF
47.54
12.04
33.92%
FESM
Fidelity Enhanced Small Cap ETF
VIOO
Vanguard S&P Small-Cap 600 ETF
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
XSMO
Invesco S&P SmallCap Momentum ETF
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
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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