Correlation
The correlation between CRUZ and COWZ is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
CRUZ vs. COWZ
Compare and contrast key facts about Defiance Hotel, Airline, and Cruise ETF (CRUZ) and Pacer US Cash Cows 100 ETF (COWZ).
CRUZ and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CRUZ is a passively managed fund by Defiance that tracks the performance of the BlueStar Hotels, Airlines, and Cruises. It was launched on Jun 3, 2021. COWZ is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016. Both CRUZ and COWZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRUZ or COWZ.
Performance
CRUZ vs. COWZ - Performance Comparison
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Key characteristics
CRUZ:
0.00
COWZ:
-0.04
CRUZ:
1,540.59
COWZ:
-0.05
CRUZ:
551.56
COWZ:
0.99
CRUZ:
0.02
COWZ:
-0.12
CRUZ:
0.09
COWZ:
-0.36
CRUZ:
16.75%
COWZ:
7.17%
CRUZ:
153,605.07%
COWZ:
19.39%
CRUZ:
-99.87%
COWZ:
-38.63%
CRUZ:
-22.66%
COWZ:
-12.41%
Returns By Period
In the year-to-date period, CRUZ achieves a -16.99% return, which is significantly lower than COWZ's -5.26% return.
CRUZ
-16.99%
-0.13%
-16.53%
1.73%
1.96%
254.47%
131.73%
COWZ
-5.26%
3.08%
-11.59%
-1.42%
5.83%
18.50%
N/A
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CRUZ vs. COWZ - Expense Ratio Comparison
CRUZ has a 0.45% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
CRUZ vs. COWZ — Risk-Adjusted Performance Rank
CRUZ
COWZ
CRUZ vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Hotel, Airline, and Cruise ETF (CRUZ) 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.
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Dividends
CRUZ vs. COWZ - Dividend Comparison
CRUZ's dividend yield for the trailing twelve months is around 101.44%, more than COWZ's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRUZ Defiance Hotel, Airline, and Cruise ETF | 101.44% | 1.15% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
COWZ Pacer US Cash Cows 100 ETF | 1.90% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% |
Drawdowns
CRUZ vs. COWZ - Drawdown Comparison
The maximum CRUZ drawdown since its inception was -99.87%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for CRUZ and COWZ.
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Volatility
CRUZ vs. COWZ - Volatility Comparison
Defiance Hotel, Airline, and Cruise ETF (CRUZ) has a higher volatility of 17.08% compared to Pacer US Cash Cows 100 ETF (COWZ) at 5.08%. This indicates that CRUZ'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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