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

Correlation

The correlation between BUL and COWZ is 0.82, 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.


-0.50.00.51.00.8

Performance

BUL vs. COWZ - Performance Comparison

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

70.00%80.00%90.00%100.00%110.00%120.00%130.00%JulyAugustSeptemberOctoberNovemberDecember
98.29%
114.79%
BUL
COWZ

Key characteristics

Sharpe Ratio

BUL:

1.83

COWZ:

0.86

Sortino Ratio

BUL:

2.48

COWZ:

1.29

Omega Ratio

BUL:

1.30

COWZ:

1.15

Calmar Ratio

BUL:

1.88

COWZ:

1.35

Martin Ratio

BUL:

11.99

COWZ:

3.46

Ulcer Index

BUL:

2.71%

COWZ:

3.37%

Daily Std Dev

BUL:

17.74%

COWZ:

13.65%

Max Drawdown

BUL:

-37.08%

COWZ:

-38.63%

Current Drawdown

BUL:

-6.98%

COWZ:

-7.43%

Returns By Period

In the year-to-date period, BUL achieves a 29.12% return, which is significantly higher than COWZ's 10.79% return.


BUL

YTD

29.12%

1M

-1.18%

6M

10.52%

1Y

30.31%

5Y*

13.58%

10Y*

N/A

COWZ

YTD

10.79%

1M

-4.05%

6M

4.13%

1Y

10.69%

5Y*

15.08%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUL vs. COWZ - Expense Ratio Comparison

BUL has a 0.60% expense ratio, which is higher than COWZ's 0.49% expense ratio.


BUL
Pacer US Cash Cows Growth ETF
Expense ratio chart for BUL: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%
Expense ratio chart for COWZ: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Risk-Adjusted Performance

BUL vs. COWZ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer US Cash Cows Growth ETF (BUL) 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.


Sharpe ratio
The chart of Sharpe ratio for BUL, currently valued at 1.83, compared to the broader market0.002.004.001.830.86
The chart of Sortino ratio for BUL, currently valued at 2.48, compared to the broader market-2.000.002.004.006.008.0010.002.481.29
The chart of Omega ratio for BUL, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.001.301.15
The chart of Calmar ratio for BUL, currently valued at 1.88, compared to the broader market0.005.0010.0015.001.881.35
The chart of Martin ratio for BUL, currently valued at 11.99, compared to the broader market0.0020.0040.0060.0080.00100.0011.993.46
BUL
COWZ

The current BUL Sharpe Ratio is 1.83, which is higher than the COWZ Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of BUL 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 Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.83
0.86
BUL
COWZ

Dividends

BUL vs. COWZ - Dividend Comparison

BUL's dividend yield for the trailing twelve months is around 0.73%, less than COWZ's 1.92% yield.


TTM20232022202120202019201820172016
BUL
Pacer US Cash Cows Growth ETF
0.73%2.11%0.66%0.08%0.69%0.81%0.00%0.00%0.00%
COWZ
Pacer US Cash Cows 100 ETF
1.92%1.92%1.96%1.48%2.54%1.96%1.67%1.94%0.13%

Drawdowns

BUL vs. COWZ - Drawdown Comparison

The maximum BUL drawdown since its inception was -37.08%, roughly equal to the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for BUL and COWZ. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.98%
-7.43%
BUL
COWZ

Volatility

BUL vs. COWZ - Volatility Comparison

Pacer US Cash Cows Growth ETF (BUL) has a higher volatility of 6.05% compared to Pacer US Cash Cows 100 ETF (COWZ) at 4.55%. This indicates that BUL'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%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.05%
4.55%
BUL
COWZ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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