Correlation
The correlation between AOTG and BUL is 0.78, 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.
AOTG vs. BUL
Compare and contrast key facts about AOT Growth and Innovation ETF (AOTG) and Pacer US Cash Cows Growth ETF (BUL).
AOTG and BUL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AOTG is an actively managed fund by AOT. It was launched on Jun 28, 2022. BUL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Growth Index. It was launched on May 2, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOTG or BUL.
Performance
AOTG vs. BUL - Performance Comparison
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Key characteristics
AOTG:
0.68
BUL:
0.51
AOTG:
1.08
BUL:
0.84
AOTG:
1.15
BUL:
1.11
AOTG:
0.74
BUL:
0.49
AOTG:
2.43
BUL:
1.64
AOTG:
8.32%
BUL:
6.98%
AOTG:
30.75%
BUL:
24.88%
AOTG:
-31.62%
BUL:
-37.08%
AOTG:
-4.22%
BUL:
-5.95%
Returns By Period
The year-to-date returns for both stocks are quite close, with AOTG having a 2.53% return and BUL slightly lower at 2.48%.
AOTG
2.53%
12.04%
-0.85%
20.79%
N/A
N/A
N/A
BUL
2.48%
6.98%
-3.33%
12.68%
9.50%
14.78%
N/A
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AOTG vs. BUL - Expense Ratio Comparison
AOTG has a 0.75% expense ratio, which is higher than BUL's 0.60% expense ratio.
Risk-Adjusted Performance
AOTG vs. BUL — Risk-Adjusted Performance Rank
AOTG
BUL
AOTG vs. BUL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AOT Growth and Innovation ETF (AOTG) and Pacer US Cash Cows Growth ETF (BUL). 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.
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Dividends
AOTG vs. BUL - Dividend Comparison
AOTG has not paid dividends to shareholders, while BUL's dividend yield for the trailing twelve months is around 0.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AOTG AOT Growth and Innovation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BUL Pacer US Cash Cows Growth ETF | 0.20% | 0.30% | 2.11% | 0.67% | 0.08% | 0.69% | 0.81% |
Drawdowns
AOTG vs. BUL - Drawdown Comparison
The maximum AOTG drawdown since its inception was -31.62%, smaller than the maximum BUL drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for AOTG and BUL.
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Volatility
AOTG vs. BUL - Volatility Comparison
The current volatility for AOT Growth and Innovation ETF (AOTG) is 6.53%, while Pacer US Cash Cows Growth ETF (BUL) has a volatility of 6.95%. This indicates that AOTG experiences smaller price fluctuations and is considered to be less risky than BUL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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