COWZ vs. SDY
Compare and contrast key facts about Pacer US Cash Cows 100 ETF (COWZ) and SPDR S&P Dividend ETF (SDY).
COWZ and SDY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SDY is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Nov 15, 2005. Both COWZ and SDY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
COWZ vs. SDY - Performance Comparison
Loading graphics...
COWZ vs. SDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COWZ Pacer US Cash Cows 100 ETF | 4.30% | 8.98% | 10.64% | 14.73% | 0.19% | 42.57% | 11.65% | 23.41% | -10.05% | 20.22% |
SDY SPDR S&P Dividend ETF | 5.51% | 8.18% | 8.45% | 2.61% | -0.54% | 25.32% | 1.71% | 23.29% | -2.74% | 15.82% |
Returns By Period
In the year-to-date period, COWZ achieves a 4.30% return, which is significantly lower than SDY's 5.51% return.
COWZ
- 1D
- 1.08%
- 1M
- -3.36%
- YTD
- 4.30%
- 6M
- 10.31%
- 1Y
- 16.75%
- 3Y*
- 12.26%
- 5Y*
- 11.01%
- 10Y*
- —
SDY
- 1D
- 1.00%
- 1M
- -5.83%
- YTD
- 5.51%
- 6M
- 5.61%
- 1Y
- 10.46%
- 3Y*
- 8.49%
- 5Y*
- 7.00%
- 10Y*
- 9.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
COWZ vs. SDY - Expense Ratio Comparison
COWZ has a 0.49% expense ratio, which is higher than SDY's 0.35% expense ratio.
Return for Risk
COWZ vs. SDY — Risk / Return Rank
COWZ
SDY
COWZ vs. SDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Cash Cows 100 ETF (COWZ) and SPDR S&P Dividend ETF (SDY). 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.
| COWZ | SDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.76 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.17 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.09 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.06 | 4.29 | +1.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| COWZ | SDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.76 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.47 | +0.17 |
Correlation
The correlation between COWZ and SDY is 0.83, 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
COWZ vs. SDY - Dividend Comparison
COWZ's dividend yield for the trailing twelve months is around 2.06%, less than SDY's 2.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SDY SPDR S&P Dividend ETF | 2.53% | 2.61% | 2.56% | 2.64% | 2.55% | 2.63% | 2.85% | 2.45% | 2.73% | 4.69% | 3.30% | 6.20% |
Drawdowns
COWZ vs. SDY - Drawdown Comparison
The maximum COWZ drawdown since its inception was -38.63%, smaller than the maximum SDY drawdown of -54.75%. Use the drawdown chart below to compare losses from any high point for COWZ and SDY.
Loading graphics...
Drawdown Indicators
| COWZ | SDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.63% | -54.75% | +16.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.55% | -10.66% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -22.00% | -15.21% | -6.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.70% | — |
Current DrawdownCurrent decline from peak | -3.36% | -5.83% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -6.22% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.70% | +0.21% |
Volatility
COWZ vs. SDY - Volatility Comparison
The current volatility for Pacer US Cash Cows 100 ETF (COWZ) is 3.00%, while SPDR S&P Dividend ETF (SDY) has a volatility of 3.17%. This indicates that COWZ experiences smaller price fluctuations and is considered to be less risky than SDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| COWZ | SDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 3.17% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.36% | 7.35% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 13.91% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 14.06% | +3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.08% | 17.08% | +3.00% |