COWG vs. BDGS
Compare and contrast key facts about Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) and Bridges Capital Tactical ETF (BDGS).
COWG and BDGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. COWG is a passively managed fund by Pacer that tracks the performance of the Pacer US Large Cap Cash Cows Growth Leaders Index - USD - Benchmark TR Gross. It was launched on Dec 21, 2022. BDGS is an actively managed fund by Bridges. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COWG or BDGS.
Key characteristics
| COWG | BDGS | |
|---|---|---|
| YTD Return | 38.15% | 17.36% |
| 1Y Return | 51.28% | 22.43% |
| Sharpe Ratio | 3.01 | 4.27 |
| Sortino Ratio | 3.91 | 9.58 |
| Omega Ratio | 1.52 | 2.84 |
| Calmar Ratio | 4.59 | 9.22 |
| Martin Ratio | 19.40 | 57.41 |
| Ulcer Index | 2.63% | 0.38% |
| Daily Std Dev | 16.96% | 5.15% |
| Max Drawdown | -11.11% | -5.38% |
| Current Drawdown | -0.12% | -0.42% |
Correlation
The correlation between COWG and BDGS is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
COWG vs. BDGS - Performance Comparison
In the year-to-date period, COWG achieves a 38.15% return, which is significantly higher than BDGS's 17.36% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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COWG vs. BDGS - Expense Ratio Comparison
COWG has a 0.49% expense ratio, which is lower than BDGS's 0.85% expense ratio.
Risk-Adjusted Performance
COWG vs. BDGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) and Bridges Capital Tactical ETF (BDGS). 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.
Dividends
COWG vs. BDGS - Dividend Comparison
COWG's dividend yield for the trailing twelve months is around 0.37%, less than BDGS's 0.71% yield.
| TTM | 2023 | |
|---|---|---|
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | 0.37% | 0.47% |
BDGS Bridges Capital Tactical ETF | 0.71% | 0.84% |
Drawdowns
COWG vs. BDGS - Drawdown Comparison
The maximum COWG drawdown since its inception was -11.11%, which is greater than BDGS's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for COWG and BDGS. For additional features, visit the drawdowns tool.
Volatility
COWG vs. BDGS - Volatility Comparison
Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) has a higher volatility of 5.10% compared to Bridges Capital Tactical ETF (BDGS) at 2.40%. This indicates that COWG's price experiences larger fluctuations and is considered to be riskier than BDGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.