CAFG vs IVV
Pacer US Small Cap Cash Cows Growth Leaders ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CAFG delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CAFG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $48M | $907.0B | |
| Dividend Yield | 0.30% | 1.10% | |
| Holdings | 102 | 508 | |
| YTD Return | +30.73% | +12.28% | |
| 1Y Return | +32.65% | +20.94% | |
| 3Y Return (annualized) | +16.14% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 18.1% | 15.1% | |
| Max Drawdown | -23.7% | -56.5% | |
| Fund Family | Pacer ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 1, 2023 | May 15, 2000 |
CAFG vs IVV Performance
Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) is a ETF from Pacer ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CAFG returned +32.65% while IVV returned +20.94%. Year to date, CAFG is up 30.73% versus a gain of 12.28% for IVV.
Over three years, CAFG compounded at +16.14% per year against +21.81% for IVV. Across the full 3-year window we track, CAFG has the edge at +17.51% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAFG has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.7% for CAFG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CAFG charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, CAFG currently yields 0.30% against 1.10% for IVV.
Holdings Overlap
CAFG and IVV share 0 holdings out of 606 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAFG or IVV?
CAFG has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, CAFG or IVV?
Over the past year CAFG returned +32.65% vs +20.94% for IVV, so CAFG leads on 1-year performance. Over the longest common window we track (3 years), CAFG annualized +17.51% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, CAFG or IVV?
CAFG has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: CAFG -23.7% vs IVV -56.5%.
Should I hold both CAFG and IVV?
CAFG and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CAFG and IVV?
CAFG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, CAFG or IVV?
CAFG yields 0.30% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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