AVUVX vs. COWZ
Compare and contrast key facts about Avantis U.S. Small Cap Value Fund (AVUVX) and Pacer US Cash Cows 100 ETF (COWZ).
AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019. 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: AVUVX or COWZ.
Performance
AVUVX vs. COWZ - Performance Comparison
Returns By Period
In the year-to-date period, AVUVX achieves a 15.61% return, which is significantly lower than COWZ's 16.97% return.
AVUVX
15.61%
6.81%
12.70%
30.16%
N/A
N/A
COWZ
16.97%
3.83%
10.68%
22.98%
16.94%
N/A
Key characteristics
| AVUVX | COWZ | |
|---|---|---|
| Sharpe Ratio | 1.50 | 1.74 |
| Sortino Ratio | 2.23 | 2.52 |
| Omega Ratio | 1.28 | 1.30 |
| Calmar Ratio | 2.84 | 3.11 |
| Martin Ratio | 7.55 | 7.36 |
| Ulcer Index | 4.08% | 3.20% |
| Daily Std Dev | 20.53% | 13.55% |
| Max Drawdown | -50.24% | -38.63% |
| Current Drawdown | -1.93% | -0.50% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVUVX vs. COWZ - Expense Ratio Comparison
AVUVX has a 0.25% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Correlation
The correlation between AVUVX and COWZ is 0.90, 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.
Risk-Adjusted Performance
AVUVX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value Fund (AVUVX) 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
AVUVX vs. COWZ - Dividend Comparison
AVUVX's dividend yield for the trailing twelve months is around 1.36%, less than COWZ's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 1.36% | 1.57% | 1.86% | 1.23% | 0.70% | 0.14% | 0.00% | 0.00% | 0.00% |
COWZ Pacer US Cash Cows 100 ETF | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% |
Drawdowns
AVUVX vs. COWZ - Drawdown Comparison
The maximum AVUVX drawdown since its inception was -50.24%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for AVUVX and COWZ. For additional features, visit the drawdowns tool.
Volatility
AVUVX vs. COWZ - Volatility Comparison
Avantis U.S. Small Cap Value Fund (AVUVX) has a higher volatility of 8.11% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.90%. This indicates that AVUVX'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.