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

Correlation

The correlation between AVMV and COWZ is 0.66, 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

AVMV vs. COWZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Mid Cap Value ETF (AVMV) and Pacer US Cash Cows 100 ETF (COWZ). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
29.53%
13.15%
AVMV
COWZ

Key characteristics

Sharpe Ratio

AVMV:

0.16

COWZ:

-0.15

Sortino Ratio

AVMV:

0.39

COWZ:

-0.08

Omega Ratio

AVMV:

1.05

COWZ:

0.99

Calmar Ratio

AVMV:

0.15

COWZ:

-0.13

Martin Ratio

AVMV:

0.48

COWZ:

-0.41

Ulcer Index

AVMV:

7.61%

COWZ:

6.79%

Daily Std Dev

AVMV:

22.22%

COWZ:

18.95%

Max Drawdown

AVMV:

-24.24%

COWZ:

-38.63%

Current Drawdown

AVMV:

-12.91%

COWZ:

-13.48%

Returns By Period

In the year-to-date period, AVMV achieves a -5.36% return, which is significantly higher than COWZ's -6.41% return.


AVMV

YTD

-5.36%

1M

14.96%

6M

-9.07%

1Y

3.61%

5Y*

N/A

10Y*

N/A

COWZ

YTD

-6.41%

1M

10.91%

6M

-11.21%

1Y

-2.84%

5Y*

18.44%

10Y*

N/A

*Annualized

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AVMV vs. COWZ - Expense Ratio Comparison

AVMV has a 0.20% expense ratio, which is lower than COWZ's 0.49% expense ratio.


Risk-Adjusted Performance

AVMV vs. COWZ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVMV
The Risk-Adjusted Performance Rank of AVMV is 3131
Overall Rank
The Sharpe Ratio Rank of AVMV is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of AVMV is 3232
Sortino Ratio Rank
The Omega Ratio Rank of AVMV is 3232
Omega Ratio Rank
The Calmar Ratio Rank of AVMV is 3333
Calmar Ratio Rank
The Martin Ratio Rank of AVMV is 3030
Martin Ratio Rank

COWZ
The Risk-Adjusted Performance Rank of COWZ is 1313
Overall Rank
The Sharpe Ratio Rank of COWZ is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of COWZ is 1313
Sortino Ratio Rank
The Omega Ratio Rank of COWZ is 1414
Omega Ratio Rank
The Calmar Ratio Rank of COWZ is 1313
Calmar Ratio Rank
The Martin Ratio Rank of COWZ is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVMV vs. COWZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Value ETF (AVMV) 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.


The current AVMV Sharpe Ratio is 0.16, which is higher than the COWZ Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of AVMV and COWZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.16
-0.15
AVMV
COWZ

Dividends

AVMV vs. COWZ - Dividend Comparison

AVMV's dividend yield for the trailing twelve months is around 1.43%, less than COWZ's 1.93% yield.


TTM202420232022202120202019201820172016
AVMV
Avantis U.S. Mid Cap Value ETF
1.43%1.30%0.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COWZ
Pacer US Cash Cows 100 ETF
1.93%1.82%1.92%1.96%1.48%2.54%1.96%1.67%1.94%0.13%

Drawdowns

AVMV vs. COWZ - Drawdown Comparison

The maximum AVMV drawdown since its inception was -24.24%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for AVMV and COWZ. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-12.91%
-13.48%
AVMV
COWZ

Volatility

AVMV vs. COWZ - Volatility Comparison

Avantis U.S. Mid Cap Value ETF (AVMV) has a higher volatility of 11.38% compared to Pacer US Cash Cows 100 ETF (COWZ) at 9.95%. This indicates that AVMV'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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
11.38%
9.95%
AVMV
COWZ