AAAAX vs. COWZ
Compare and contrast key facts about DWS RREEF Real Assets Fund - Class A (AAAAX) and Pacer US Cash Cows 100 ETF (COWZ).
AAAAX is managed by DWS. It was launched on Jul 30, 2007. COWZ is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAAAX or COWZ.
Key characteristics
| AAAAX | COWZ | |
|---|---|---|
| YTD Return | 9.85% | 11.73% |
| 1Y Return | 21.75% | 23.53% |
| 3Y Return (Ann) | 1.21% | 10.59% |
| 5Y Return (Ann) | 5.88% | 16.82% |
| Sharpe Ratio | 2.17 | 1.75 |
| Sortino Ratio | 3.10 | 2.53 |
| Omega Ratio | 1.41 | 1.30 |
| Calmar Ratio | 1.01 | 3.05 |
| Martin Ratio | 11.78 | 7.54 |
| Ulcer Index | 1.90% | 3.19% |
| Daily Std Dev | 10.30% | 13.73% |
| Max Drawdown | -40.48% | -38.63% |
| Current Drawdown | -5.07% | -2.60% |
Correlation
The correlation between AAAAX and COWZ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAAAX vs. COWZ - Performance Comparison
In the year-to-date period, AAAAX achieves a 9.85% return, which is significantly lower than COWZ's 11.73% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AAAAX vs. COWZ - Expense Ratio Comparison
AAAAX has a 1.22% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
AAAAX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS RREEF Real Assets Fund - Class A (AAAAX) and Pacer US Cash Cows 100 ETF (COWZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAAAX vs. COWZ - Dividend Comparison
AAAAX's dividend yield for the trailing twelve months is around 1.92%, more than COWZ's 1.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAAX DWS RREEF Real Assets Fund - Class A | 1.92% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% | 2.94% | 1.34% |
COWZ Pacer US Cash Cows 100 ETF | 1.90% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAAAX vs. COWZ - Drawdown Comparison
The maximum AAAAX drawdown since its inception was -40.48%, roughly equal to the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for AAAAX and COWZ. For additional features, visit the drawdowns tool.
Volatility
AAAAX vs. COWZ - Volatility Comparison
The current volatility for DWS RREEF Real Assets Fund - Class A (AAAAX) is 1.99%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 2.90%. This indicates that AAAAX experiences smaller price fluctuations and is considered to be less risky than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.