AOS vs. COWZ
Compare and contrast key facts about A. O. Smith Corporation (AOS) and Pacer US Cash Cows 100 ETF (COWZ).
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: AOS or COWZ.
Key characteristics
| AOS | COWZ | |
|---|---|---|
| YTD Return | 17.61% | -2.68% |
| 1Y Return | 11.12% | -10.13% |
| 5Y Return (Ann) | 3.01% | 11.05% |
| 10Y Return (Ann) | 14.75% | 11.72% |
| Sharpe Ratio | 0.43 | -0.35 |
| Daily Std Dev | 32.76% | 23.26% |
| Max Drawdown | -66.52% | -38.63% |
Correlation
The correlation between AOS and COWZ is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
AOS vs. COWZ - Performance Comparison
In the year-to-date period, AOS achieves a 17.61% return, which is significantly lower than COWZ's -2.68% return. Over the past 10 years, AOS has outperformed COWZ with an annualized return of 14.75%, while COWZ has yielded a comparatively lower 11.72% annualized 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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AOS vs. COWZ - Dividend Comparison
AOS's dividend yield for the trailing twelve months is around 2.61%, more than COWZ's 2.49% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 2.61% | 2.01% | 1.27% | 1.87% | 2.02% | 1.94% | 1.01% | 1.13% | 1.12% | 1.21% | 0.98% | 1.33% |
COWZ Pacer US Cash Cows 100 ETF | 2.49% | 1.97% | 1.52% | 2.64% | 2.11% | 1.83% | 2.17% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
AOS vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 0.43 | ||||
COWZ Pacer US Cash Cows 100 ETF | -0.35 |
AOS vs. COWZ - Drawdown Comparison
The maximum AOS drawdown for the period was -33.49%, lower than the maximum COWZ drawdown of -11.78%. The drawdown chart below compares losses from any high point along the way for AOS and COWZ
AOS vs. COWZ - Volatility Comparison
A. O. Smith Corporation (AOS) and Pacer US Cash Cows 100 ETF (COWZ) have volatilities of 5.06% and 4.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.