BAMD vs. COWZ

Last updated Jun 23, 2026

BAMD (Brookstone Dividend Stock ETF) and COWZ (Pacer US Cash Cows 100 ETF) are both exchange-traded funds - BAMD is a Large Cap Value Equities fund actively managed by Brookstone, while COWZ is a Mid Cap Value Equities fund tracking the Pacer US Cash Cows 100 Index. BAMD is actively managed, while COWZ is passively managed. Over the past year, BAMD returned 11.67% vs 15.09% for COWZ. A 0.71 correlation means they provide meaningful diversification when combined. BAMD charges 0.95%/yr vs 0.49%/yr for COWZ.

Performance

BAMD vs. COWZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Dividend Stock ETF (BAMD) and Pacer US Cash Cows 100 ETF (COWZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMD achieves a 10.29% return, which is significantly higher than COWZ's 2.67% return.

BAMD

• 1D: 0.43%
• 1M: 0.63%
• YTD: 10.29%
• 6M: 10.07%
• 1Y: 11.67%
• 3Y*: —
• 5Y*: —
• 10Y*: —

COWZ

• 1D: -0.52%
• 1M: -4.28%
• YTD: 2.67%
• 6M: 1.89%
• 1Y: 15.09%
• 3Y*: 12.16%
• 5Y*: 9.90%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMD vs. COWZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	10.29%	-1.33%	19.76%	10.73%
COWZ Pacer US Cash Cows 100 ETF	2.67%	8.98%	10.64%	5.84%

Correlation

The correlation between BAMD and COWZ is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.71
Correlation (All Time) Calculated using the full available price history since Sep 28, 2023	0.71

The correlation between BAMD and COWZ has been stable across timeframes, ranging from 0.71 to 0.71 - a consistent structural relationship.

BAMD vs. COWZ - Sectors Allocation Comparison

Sectors	BAMD	COWZ
Financial Services	26.4%	-
Energy	14.8%	16.9%
Technology	14.6%	16.0%
Consumer Defensive	12.6%	10.9%
Utilities	12.3%	-
Industrials	4.4%	8.4%
Healthcare	4.2%	21.8%
Communication Services	4.0%	10.4%
Consumer Cyclical	3.7%	11.7%
Basic Materials	2.7%	3.7%
Real Estate	0.5%	-

Return for Risk

BAMD vs. COWZ — Risk / Return Rank

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

BAMD

BAMD Risk / Return Rank: 31
BAMD Sharpe Ratio Rank: 31
BAMD Sortino Ratio Rank: 31
BAMD Omega Ratio Rank: 28
BAMD Calmar Ratio Rank: 35
BAMD Martin Ratio Rank: 32

COWZ

COWZ Risk / Return Rank: 43
COWZ Sharpe Ratio Rank: 38
COWZ Sortino Ratio Rank: 39
COWZ Omega Ratio Rank: 36
COWZ Calmar Ratio Rank: 53
COWZ Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAMD vs. COWZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BAMD	COWZ	Difference
Sharpe ratio: Return per unit of total volatility	1.08	1.33	-0.26
Sortino ratio: Return per unit of downside risk	1.61	1.97	-0.37
Omega ratio: Gain probability vs. loss probability	1.19	1.24	-0.05
Calmar ratio: Return relative to maximum drawdown	1.68	2.54	-0.87
Martin ratio: Return relative to average drawdown	4.43	7.69	-3.26

BAMD vs. COWZ - Sharpe Ratio Comparison

The current BAMD Sharpe Ratio is 1.08, which is comparable to the COWZ Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of BAMD and COWZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BAMD vs. COWZ - Drawdown Comparison

The maximum BAMD drawdown since its inception was -15.91%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for BAMD and COWZ.

Drawdown Indicators

	BAMD	COWZ	Difference
Max Drawdown Largest peak-to-trough decline	-15.91%	-38.63%	+22.72%
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	-5.95%	-1.04%
Max Drawdown (3Y) Largest decline over 3 years	—	-22.00%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.00%	—
Current Drawdown Current decline from peak	-1.03%	-5.95%	+4.92%
Average Drawdown Average peak-to-trough decline	-4.22%	-4.80%	+0.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.64%	1.97%	+0.67%

Volatility

BAMD vs. COWZ - Volatility Comparison

The current volatility for Brookstone Dividend Stock ETF (BAMD) is 3.28%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.91%. This indicates that BAMD experiences smaller price fluctuations and is considered to be less risky than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAMD	COWZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.28%	3.91%	-0.63%
Volatility (6M) Calculated over the trailing 6-month period	7.14%	7.52%	-0.38%
Volatility (1Y) Calculated over the trailing 1-year period	10.89%	11.39%	-0.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.32%	17.64%	-4.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.32%	19.90%	-6.58%

BAMD vs. COWZ - Expense Ratio Comparison

BAMD has a 0.95% expense ratio, which is higher than COWZ's 0.49% expense ratio.

Dividends

BAMD vs. COWZ - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.49%, more than COWZ's 2.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BAMD Brookstone Dividend Stock ETF	3.49%	3.86%	4.21%	0.70%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
COWZ Pacer US Cash Cows 100 ETF	2.01%	2.19%	1.82%	1.92%	1.96%	1.48%	2.54%	1.96%	1.67%	1.95%	0.13%

Frequently Asked Questions

Can I hold both BAMD and COWZ in my portfolio?

BAMD and COWZ have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BAMD or COWZ?

COWZ has higher volatility (3.91%) compared to BAMD (3.28%). In terms of maximum drawdown, BAMD dropped -15.91% vs COWZ's -38.63%.

Which ETF is better, BAMD or COWZ?

On 1-year performance, COWZ leads with 15.09% vs 11.67% for BAMD. On fees, COWZ is cheaper at 0.49% per year. On volatility, BAMD has been the lower-risk option at 3.28%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BAMD or COWZ?

Over the 1-year period, COWZ has performed better with a 15.09% return vs 11.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BAMD or COWZ?

COWZ is cheaper with a 0.49% expense ratio, compared with 0.95% for BAMD.

Which ETF pays a higher dividend yield, BAMD or COWZ?

BAMD has the higher dividend yield at 3.49%, compared with 2.01% for COWZ.

What is the main difference between BAMD and COWZ?

BAMD is categorized as Large Cap Value Equities, while COWZ is Mid Cap Value Equities. They also come from different issuers: Brookstone and Pacer. Their fees differ too: 0.95% for BAMD and 0.49% for COWZ.

Which has better risk-adjusted returns?

COWZ currently has the higher Sharpe Ratio (1.33 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.