BAMD vs. COWZ

Last updated Apr 1, 2026

Compare and contrast key facts about Brookstone Dividend Stock ETF (BAMD) and Pacer US Cash Cows 100 ETF (COWZ).

BAMD and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAMD is an actively managed fund by Brookstone. It was launched on Sep 27, 2023. COWZ is a passively managed fund by Pacer that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.

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.

BAMD vs. COWZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	4.34%	-1.33%	19.76%	10.73%
COWZ Pacer US Cash Cows 100 ETF	4.30%	8.98%	10.64%	4.91%

Returns By Period

The year-to-date returns for both stocks are quite close, with BAMD having a 4.34% return and COWZ slightly lower at 4.30%.

BAMD

• 1D: 0.75%
• 1M: -4.47%
• YTD: 4.34%
• 6M: 1.10%
• 1Y: 0.12%
• 3Y*: —
• 5Y*: —
• 10Y*: —

COWZ

• 1D: 1.08%
• 1M: -3.36%
• YTD: 4.30%
• 6M: 10.31%
• 1Y: 16.75%
• 3Y*: 12.26%
• 5Y*: 11.01%
• 10Y*: —

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

BAMD vs. COWZ - Expense Ratio Comparison

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

BAMD

Brookstone Dividend Stock ETF

COWZ

Pacer US Cash Cows 100 ETF

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: 12
BAMD Sharpe Ratio Rank: 12
BAMD Sortino Ratio Rank: 11
BAMD Omega Ratio Rank: 11
BAMD Calmar Ratio Rank: 14
BAMD Martin Ratio Rank: 14

COWZ

COWZ Risk / Return Rank: 60
COWZ Sharpe Ratio Rank: 58
COWZ Sortino Ratio Rank: 60
COWZ Omega Ratio Rank: 62
COWZ Calmar Ratio Rank: 57
COWZ Martin Ratio Rank: 65

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.

	BAMD	COWZ	Difference
Sharpe ratio Return per unit of total volatility	0.01	0.96	-0.95
Sortino ratio Return per unit of downside risk	0.11	1.44	-1.33
Omega ratio Gain probability vs. loss probability	1.01	1.21	-0.20
Calmar ratio Return relative to maximum drawdown	0.11	1.30	-1.19
Martin ratio Return relative to average drawdown	0.33	6.06	-5.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAMD vs. COWZ - Sharpe Ratio Comparison

The current BAMD Sharpe Ratio is 0.01, which is lower than the COWZ Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of BAMD 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.

Sharpe Ratios by Period

	BAMD	COWZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.01	0.96	-0.95
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.62	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	0.63	+0.35

Correlation

The correlation between BAMD and COWZ is 0.72, 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.

Dividends

BAMD vs. COWZ - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.68%, more than COWZ's 2.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BAMD Brookstone Dividend Stock ETF	3.68%	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	2.06%	2.19%	1.82%	1.92%	1.96%	1.48%	2.54%	1.96%	1.67%	1.95%	0.13%

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	-11.50%	-13.55%	+2.05%
Max Drawdown (5Y) Largest decline over 5 years	—	-22.00%	—
Current Drawdown Current decline from peak	-4.90%	-3.36%	-1.54%
Average Drawdown Average peak-to-trough decline	-4.45%	-4.85%	+0.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.78%	2.91%	+0.87%

Volatility

BAMD vs. COWZ - Volatility Comparison

Brookstone Dividend Stock ETF (BAMD) and Pacer US Cash Cows 100 ETF (COWZ) have volatilities of 3.14% and 3.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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	3.14%	3.00%	+0.14%
Volatility (6M) Calculated over the trailing 6-month period	7.77%	8.36%	-0.59%
Volatility (1Y) Calculated over the trailing 1-year period	14.48%	17.50%	-3.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.60%	17.73%	-4.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.60%	20.08%	-6.48%