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 | 3.69% | 7.25% |
| 1Y Return | 29.61% | 18.28% |
| 3Y Return (Ann) | 9.77% | 11.68% |
| 5Y Return (Ann) | 10.89% | 15.78% |
| Sharpe Ratio | 1.43 | 1.32 |
| Daily Std Dev | 21.77% | 13.83% |
| Max Drawdown | -66.53% | -38.63% |
| Current Drawdown | -5.26% | -4.46% |
Correlation
The correlation between AOS and COWZ is 0.61, 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.
Performance
AOS vs. COWZ - Performance Comparison
In the year-to-date period, AOS achieves a 3.69% return, which is significantly lower than COWZ's 7.25% 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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Risk-Adjusted Performance
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.
Dividends
AOS vs. COWZ - Dividend Comparison
AOS's dividend yield for the trailing twelve months is around 1.81%, less than COWZ's 1.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 1.81% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% | 1.06% | 0.85% |
COWZ Pacer US Cash Cows 100 ETF | 1.86% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOS vs. COWZ - Drawdown Comparison
The maximum AOS drawdown since its inception was -66.53%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for AOS and COWZ. For additional features, visit the drawdowns tool.
Volatility
AOS vs. COWZ - Volatility Comparison
A. O. Smith Corporation (AOS) has a higher volatility of 4.98% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.63%. This indicates that AOS's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.