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Upturn AI SWOT - About
Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG)
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Upturn Advisory Summary
08/14/2025: CAFG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.54% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.72 - 27.73 | Updated Date 06/30/2025 |
52 Weeks Range 20.72 - 27.73 | Updated Date 06/30/2025 |
Upturn AI SWOT
Pacer US Small Cap Cash Cows Growth Leaders ETF
ETF Overview
Overview
The Pacer US Small Cap Cash Cows Growth Leaders ETF (SMOG) aims to provide capital appreciation by investing in US small-cap companies with high free cash flow and strong growth characteristics. It focuses on identifying companies that generate substantial cash and exhibit growth potential.
Reputation and Reliability
Pacer ETFs is a reputable issuer known for its rules-based, index-tracking ETFs.
Management Expertise
Pacer Financial has experience in developing and managing various rules-based ETFs.
Investment Objective
Goal
The ETF aims to provide capital appreciation by investing in US small-cap companies with high free cash flow and growth characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks a proprietary index, the Pacer US Small Cap Cash Cows Growth Leaders Index. It uses a rules-based methodology to select and weight companies based on their free cash flow yield and growth metrics.
Composition The ETF primarily holds stocks of US small-cap companies.
Market Position
Market Share: Market share data for SMOG is relatively small compared to broader small-cap ETFs.
Total Net Assets (AUM): 256700000
Competitors
Key Competitors
- IWM
- VBR
- SLY
Competitive Landscape
The small-cap ETF market is highly competitive. SMOG distinguishes itself through its focus on free cash flow and growth leaders, offering a distinct factor-based approach. Compared to broad market ETFs like IWM and VBR, SMOG has a narrower focus. The advantage of SMOG is it's the approach to cash-cow stocks with growth potential, while its disadvantage is potential underperformance if these factors are out of favor.
Financial Performance
Historical Performance: Historical performance data would need to be retrieved from financial data providers. Performance is subject to market volatility and stock selection.
Benchmark Comparison: The ETF's performance is benchmarked against the Pacer US Small Cap Cash Cows Growth Leaders Index.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume of SMOG is moderate, which can impact the ease of buying and selling shares, particularly in large quantities.
Bid-Ask Spread
The bid-ask spread on SMOG is typically reasonable, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks and growth stocks influence SMOG. Sector specific factors relevant to the underlying holdings also affect performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of its underlying index. Changes in the index methodology and evolving market conditions can impact its holdings and performance.
Moat and Competitive Advantages
Competitive Edge
SMOG's competitive advantage stems from its unique strategy of focusing on small-cap companies with high free cash flow and strong growth metrics. This approach allows investors to target companies with both financial strength and growth potential. Its rules-based methodology provides transparency and consistency. The focus on quality factors such as free cash flow can offer downside protection in volatile markets.
Risk Analysis
Volatility
SMOG's volatility is expected to be similar to that of other small-cap ETFs, potentially higher than broad market ETFs due to the nature of small cap investing.
Market Risk
SMOG is subject to market risk associated with small-cap stocks and sector-specific risks related to the underlying holdings. Economic downturns and changes in investor sentiment can impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor for SMOG is one who seeks capital appreciation through exposure to US small-cap stocks with strong financial metrics and growth potential. This includes investors who have a higher risk tolerance and can handle potential market fluctuations.
Market Risk
SMOG is suitable for long-term investors seeking growth, but less suitable for conservative investors or those seeking immediate income.
Summary
The Pacer US Small Cap Cash Cows Growth Leaders ETF (SMOG) provides exposure to a unique strategy of investing in small-cap companies with high free cash flow and growth potential. Its rules-based methodology and focus on quality factors make it a compelling option for investors seeking capital appreciation. However, it carries market risk and is subject to fluctuations common in the small-cap sector. It's important to analyze its holdings and performance against its stated objectives before investment, while also considering the total expense ratio. The unique focus on cash cows adds diversification for growth investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pacer US Small Cap Cash Cows Growth Leaders ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses a rules-based methodology that seeks to provide exposure to small-capitalization U.S. companies with above average free cash flow margins. Under normal circumstances, the fund will seek to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small-capitalization companies ("small cap") that are principally traded in the United States. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.