DVYE vs. COWZ
Compare and contrast key facts about iShares Emerging Markets Dividend ETF (DVYE) and Pacer US Cash Cows 100 ETF (COWZ).
DVYE and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DVYE is a passively managed fund by iShares that tracks the performance of the Dow Jones Emerging Markets Select Dividend Index. It was launched on Feb 23, 2012. 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 DVYE 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: DVYE or COWZ.
Performance
DVYE vs. COWZ - Performance Comparison
Returns By Period
In the year-to-date period, DVYE achieves a 9.75% return, which is significantly lower than COWZ's 15.47% return.
DVYE
9.75%
-3.04%
-1.24%
16.98%
0.94%
1.53%
COWZ
15.47%
1.82%
8.43%
21.97%
16.65%
N/A
Key characteristics
| DVYE | COWZ | |
|---|---|---|
| Sharpe Ratio | 1.05 | 1.58 |
| Sortino Ratio | 1.59 | 2.31 |
| Omega Ratio | 1.19 | 1.27 |
| Calmar Ratio | 0.62 | 2.82 |
| Martin Ratio | 3.96 | 6.67 |
| Ulcer Index | 4.15% | 3.20% |
| Daily Std Dev | 15.63% | 13.50% |
| Max Drawdown | -47.42% | -38.63% |
| Current Drawdown | -13.60% | -1.78% |
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DVYE vs. COWZ - Expense Ratio Comparison
Both DVYE and COWZ have an expense ratio of 0.49%.
Correlation
The correlation between DVYE and COWZ is 0.57, 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.
Risk-Adjusted Performance
DVYE vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Emerging Markets Dividend ETF (DVYE) 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.
Dividends
DVYE vs. COWZ - Dividend Comparison
DVYE's dividend yield for the trailing twelve months is around 8.66%, more than COWZ's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVYE iShares Emerging Markets Dividend ETF | 8.66% | 9.05% | 9.90% | 7.31% | 5.27% | 5.97% | 5.69% | 4.81% | 4.56% | 6.52% | 4.51% | 4.59% |
COWZ Pacer US Cash Cows 100 ETF | 1.84% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
DVYE vs. COWZ - Drawdown Comparison
The maximum DVYE drawdown since its inception was -47.42%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for DVYE and COWZ. For additional features, visit the drawdowns tool.
Volatility
DVYE vs. COWZ - Volatility Comparison
iShares Emerging Markets Dividend ETF (DVYE) has a higher volatility of 4.99% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.93%. This indicates that DVYE'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.