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ACIIX vs. COWZ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


ACIIXCOWZ
YTD Return3.49%4.39%
1Y Return5.31%16.36%
3Y Return (Ann)3.32%9.88%
5Y Return (Ann)6.19%16.88%
Sharpe Ratio0.771.41
Daily Std Dev8.02%12.89%
Max Drawdown-39.17%-38.63%
Current Drawdown-3.01%-7.00%

Correlation

-0.50.00.51.00.8

The correlation between ACIIX and COWZ is 0.81, 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

ACIIX vs. COWZ - Performance Comparison

In the year-to-date period, ACIIX achieves a 3.49% return, which is significantly lower than COWZ's 4.39% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%160.00%2024FebruaryMarchAprilMayJune
68.71%
150.87%
ACIIX
COWZ

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Century Equity Income Fund Class I

Pacer US Cash Cows 100 ETF

ACIIX vs. COWZ - Expense Ratio Comparison

ACIIX has a 0.72% expense ratio, which is higher than COWZ's 0.49% expense ratio.


ACIIX
American Century Equity Income Fund Class I
Expense ratio chart for ACIIX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%
Expense ratio chart for COWZ: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Risk-Adjusted Performance

ACIIX vs. COWZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund Class I (ACIIX) 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.


ACIIX
Sharpe ratio
The chart of Sharpe ratio for ACIIX, currently valued at 0.77, compared to the broader market-1.000.001.002.003.004.000.77
Sortino ratio
The chart of Sortino ratio for ACIIX, currently valued at 1.11, compared to the broader market0.005.0010.001.11
Omega ratio
The chart of Omega ratio for ACIIX, currently valued at 1.13, compared to the broader market1.002.003.004.001.13
Calmar ratio
The chart of Calmar ratio for ACIIX, currently valued at 0.62, compared to the broader market0.005.0010.0015.000.62
Martin ratio
The chart of Martin ratio for ACIIX, currently valued at 1.76, compared to the broader market0.0020.0040.0060.0080.001.76
COWZ
Sharpe ratio
The chart of Sharpe ratio for COWZ, currently valued at 1.41, compared to the broader market-1.000.001.002.003.004.001.41
Sortino ratio
The chart of Sortino ratio for COWZ, currently valued at 2.08, compared to the broader market0.005.0010.002.08
Omega ratio
The chart of Omega ratio for COWZ, currently valued at 1.23, compared to the broader market1.002.003.004.001.23
Calmar ratio
The chart of Calmar ratio for COWZ, currently valued at 2.20, compared to the broader market0.005.0010.0015.002.20
Martin ratio
The chart of Martin ratio for COWZ, currently valued at 5.67, compared to the broader market0.0020.0040.0060.0080.005.67

ACIIX vs. COWZ - Sharpe Ratio Comparison

The current ACIIX Sharpe Ratio is 0.77, which is lower than the COWZ Sharpe Ratio of 1.41. The chart below compares the 12-month rolling Sharpe Ratio of ACIIX and COWZ.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002024FebruaryMarchAprilMayJune
0.77
1.41
ACIIX
COWZ

Dividends

ACIIX vs. COWZ - Dividend Comparison

ACIIX's dividend yield for the trailing twelve months is around 7.98%, more than COWZ's 1.91% yield.


TTM20232022202120202019201820172016201520142013
ACIIX
American Century Equity Income Fund Class I
7.98%8.21%8.96%7.02%2.18%7.57%9.05%12.14%8.08%10.70%10.26%8.97%
COWZ
Pacer US Cash Cows 100 ETF
1.91%1.92%1.96%1.48%2.54%1.96%1.67%1.95%0.13%0.00%0.00%0.00%

Drawdowns

ACIIX vs. COWZ - Drawdown Comparison

The maximum ACIIX drawdown since its inception was -39.17%, roughly equal to the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for ACIIX and COWZ. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-3.01%
-7.00%
ACIIX
COWZ

Volatility

ACIIX vs. COWZ - Volatility Comparison

The current volatility for American Century Equity Income Fund Class I (ACIIX) is 2.66%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.68%. This indicates that ACIIX 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.


1.50%2.00%2.50%3.00%3.50%4.00%2024FebruaryMarchAprilMayJune
2.66%
3.68%
ACIIX
COWZ