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

Correlation

The correlation between AVUVX and COWZ is 0.73, 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.


Performance

AVUVX vs. COWZ - Performance Comparison

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

40.00%60.00%80.00%100.00%120.00%December2025FebruaryMarchAprilMay
60.73%
92.08%
AVUVX
COWZ

Key characteristics

Sharpe Ratio

AVUVX:

-0.34

COWZ:

-0.16

Sortino Ratio

AVUVX:

-0.33

COWZ:

-0.10

Omega Ratio

AVUVX:

0.96

COWZ:

0.99

Calmar Ratio

AVUVX:

-0.28

COWZ:

-0.14

Martin Ratio

AVUVX:

-0.77

COWZ:

-0.45

Ulcer Index

AVUVX:

11.27%

COWZ:

6.74%

Daily Std Dev

AVUVX:

25.27%

COWZ:

18.92%

Max Drawdown

AVUVX:

-50.24%

COWZ:

-38.63%

Current Drawdown

AVUVX:

-21.88%

COWZ:

-14.29%

Returns By Period

In the year-to-date period, AVUVX achieves a -11.90% return, which is significantly lower than COWZ's -7.28% return.


AVUVX

YTD

-11.90%

1M

9.47%

6M

-20.03%

1Y

-9.30%

5Y*

16.66%

10Y*

N/A

COWZ

YTD

-7.28%

1M

7.11%

6M

-11.90%

1Y

-3.65%

5Y*

18.23%

10Y*

N/A

*Annualized

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AVUVX vs. COWZ - Expense Ratio Comparison

AVUVX has a 0.25% expense ratio, which is lower than COWZ's 0.49% expense ratio.


Risk-Adjusted Performance

AVUVX vs. COWZ — Risk-Adjusted Performance Rank

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

AVUVX
The Risk-Adjusted Performance Rank of AVUVX is 55
Overall Rank
The Sharpe Ratio Rank of AVUVX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of AVUVX is 55
Sortino Ratio Rank
The Omega Ratio Rank of AVUVX is 66
Omega Ratio Rank
The Calmar Ratio Rank of AVUVX is 44
Calmar Ratio Rank
The Martin Ratio Rank of AVUVX is 55
Martin Ratio Rank

COWZ
The Risk-Adjusted Performance Rank of COWZ is 1212
Overall Rank
The Sharpe Ratio Rank of COWZ is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of COWZ is 1212
Sortino Ratio Rank
The Omega Ratio Rank of COWZ is 1313
Omega Ratio Rank
The Calmar Ratio Rank of COWZ is 1212
Calmar Ratio Rank
The Martin Ratio Rank of COWZ is 1212
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.

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.


The current AVUVX Sharpe Ratio is -0.34, which is lower than the COWZ Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of AVUVX 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-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
-0.37
-0.19
AVUVX
COWZ

Dividends

AVUVX vs. COWZ - Dividend Comparison

AVUVX's dividend yield for the trailing twelve months is around 1.58%, less than COWZ's 1.95% yield.


TTM202420232022202120202019201820172016
AVUVX
Avantis U.S. Small Cap Value Fund
1.58%1.40%1.57%1.86%1.23%0.70%0.14%0.00%0.00%0.00%
COWZ
Pacer US Cash Cows 100 ETF
1.95%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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-21.88%
-14.29%
AVUVX
COWZ

Volatility

AVUVX vs. COWZ - Volatility Comparison

Avantis U.S. Small Cap Value Fund (AVUVX) has a higher volatility of 11.92% compared to Pacer US Cash Cows 100 ETF (COWZ) at 10.39%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
11.92%
10.39%
AVUVX
COWZ