BRMKX vs. COWZ
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and Pacer US Cash Cows 100 ETF (COWZ).
BRMKX is managed by BlackRock. It was launched on May 13, 2015. 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
BRMKX vs. COWZ - Performance Comparison
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BRMKX vs. COWZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
COWZ Pacer US Cash Cows 100 ETF | 3.91% | 8.98% | 10.64% | 14.73% | 0.19% | 42.57% | 11.65% | 23.41% | -10.05% | 20.22% |
Returns By Period
In the year-to-date period, BRMKX achieves a 1.36% return, which is significantly lower than COWZ's 3.91% return.
BRMKX
- 1D
- 2.68%
- 1M
- -5.54%
- YTD
- 1.36%
- 6M
- 1.46%
- 1Y
- 15.56%
- 3Y*
- 13.32%
- 5Y*
- 6.95%
- 10Y*
- 10.79%
COWZ
- 1D
- -0.37%
- 1M
- -3.51%
- YTD
- 3.91%
- 6M
- 9.24%
- 1Y
- 16.64%
- 3Y*
- 12.12%
- 5Y*
- 10.92%
- 10Y*
- —
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BRMKX vs. COWZ - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Return for Risk
BRMKX vs. COWZ — Risk / Return Rank
BRMKX
COWZ
BRMKX vs. COWZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) 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.
| BRMKX | COWZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.96 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.43 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.20 | +0.03 |
Martin ratioReturn relative to average drawdown | 5.74 | 5.59 | +0.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRMKX | COWZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.96 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.62 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.63 | -0.06 |
Correlation
The correlation between BRMKX and COWZ is 0.86, 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
BRMKX vs. COWZ - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 5.84%, more than COWZ's 2.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 5.84% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% |
COWZ Pacer US Cash Cows 100 ETF | 2.07% | 2.19% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% |
Drawdowns
BRMKX vs. COWZ - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, roughly equal to the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for BRMKX and COWZ.
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Drawdown Indicators
| BRMKX | COWZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -38.63% | -1.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -13.55% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -22.00% | -4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | — | — |
Current DrawdownCurrent decline from peak | -5.71% | -3.72% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -4.85% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.92% | -0.04% |
Volatility
BRMKX vs. COWZ - Volatility Comparison
iShares Russell Mid-Cap Index Fund (BRMKX) has a higher volatility of 5.60% compared to Pacer US Cash Cows 100 ETF (COWZ) at 2.96%. This indicates that BRMKX'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.
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Volatility by Period
| BRMKX | COWZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 2.96% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 8.37% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 17.50% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 17.73% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 20.08% | -0.78% |