ECOW vs. OBEMX
Compare and contrast key facts about Pacer Emerging Markets Cash Cows 100 ETF (ECOW) and Oberweis Emerging Markets Fund (OBEMX).
ECOW is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Emerging Markets Cash Cows 100 Index. It was launched on May 2, 2019. OBEMX is managed by Oberweis. It was launched on Apr 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECOW or OBEMX.
Performance
ECOW vs. OBEMX - Performance Comparison
Returns By Period
In the year-to-date period, ECOW achieves a 6.61% return, which is significantly higher than OBEMX's -16.54% return.
ECOW
6.61%
-4.14%
-2.48%
11.35%
2.27%
N/A
OBEMX
-16.54%
-23.10%
-17.75%
-13.32%
1.07%
N/A
Key characteristics
| ECOW | OBEMX | |
|---|---|---|
| Sharpe Ratio | 0.76 | -0.49 |
| Sortino Ratio | 1.17 | -0.40 |
| Omega Ratio | 1.14 | 0.89 |
| Calmar Ratio | 0.66 | -0.30 |
| Martin Ratio | 2.93 | -1.83 |
| Ulcer Index | 4.29% | 6.71% |
| Daily Std Dev | 16.55% | 25.29% |
| Max Drawdown | -40.27% | -43.95% |
| Current Drawdown | -9.08% | -41.08% |
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ECOW vs. OBEMX - Expense Ratio Comparison
ECOW has a 0.70% expense ratio, which is lower than OBEMX's 1.75% expense ratio.
Correlation
The correlation between ECOW and OBEMX is 0.56, 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
ECOW vs. OBEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Emerging Markets Cash Cows 100 ETF (ECOW) and Oberweis Emerging Markets Fund (OBEMX). 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
ECOW vs. OBEMX - Dividend Comparison
ECOW's dividend yield for the trailing twelve months is around 5.13%, more than OBEMX's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
ECOW Pacer Emerging Markets Cash Cows 100 ETF | 5.13% | 5.46% | 7.50% | 4.39% | 3.35% | 8.07% |
OBEMX Oberweis Emerging Markets Fund | 0.60% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ECOW vs. OBEMX - Drawdown Comparison
The maximum ECOW drawdown since its inception was -40.27%, smaller than the maximum OBEMX drawdown of -43.95%. Use the drawdown chart below to compare losses from any high point for ECOW and OBEMX. For additional features, visit the drawdowns tool.
Volatility
ECOW vs. OBEMX - Volatility Comparison
The current volatility for Pacer Emerging Markets Cash Cows 100 ETF (ECOW) is 5.34%, while Oberweis Emerging Markets Fund (OBEMX) has a volatility of 25.41%. This indicates that ECOW experiences smaller price fluctuations and is considered to be less risky than OBEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.