FVD vs. HERD
Compare and contrast key facts about First Trust Value Line Dividend Index (FVD) and Pacer Cash Cows Fund of Funds ETF (HERD).
FVD and HERD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FVD is a passively managed fund by First Trust that tracks the performance of the Value Line Dividend Index. It was launched on Aug 26, 2003. HERD is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Fund of Funds Index. It was launched on May 3, 2019. Both FVD and HERD 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: FVD or HERD.
Correlation
The correlation between FVD and HERD is 0.60, 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
FVD vs. HERD - Performance Comparison
Key characteristics
FVD:
0.63
HERD:
-0.08
FVD:
0.96
HERD:
0.02
FVD:
1.13
HERD:
1.00
FVD:
0.69
HERD:
-0.08
FVD:
2.39
HERD:
-0.34
FVD:
3.43%
HERD:
4.68%
FVD:
13.14%
HERD:
19.09%
FVD:
-50.99%
HERD:
-39.41%
FVD:
-6.15%
HERD:
-8.95%
Returns By Period
In the year-to-date period, FVD achieves a -0.17% return, which is significantly higher than HERD's -2.97% return.
FVD
-0.17%
-2.67%
-2.58%
8.77%
10.31%
8.39%
HERD
-2.97%
-3.82%
-5.06%
-1.59%
15.97%
N/A
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FVD vs. HERD - Expense Ratio Comparison
FVD has a 0.70% expense ratio, which is lower than HERD's 0.73% expense ratio.
Risk-Adjusted Performance
FVD vs. HERD — Risk-Adjusted Performance Rank
FVD
HERD
FVD vs. HERD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Value Line Dividend Index (FVD) and Pacer Cash Cows Fund of Funds ETF (HERD). 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
FVD vs. HERD - Dividend Comparison
FVD's dividend yield for the trailing twelve months is around 2.41%, which matches HERD's 2.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVD First Trust Value Line Dividend Index | 2.41% | 2.23% | 2.34% | 2.20% | 1.75% | 2.31% | 2.03% | 2.50% | 2.10% | 2.04% | 2.35% | 2.46% |
HERD Pacer Cash Cows Fund of Funds ETF | 2.42% | 2.42% | 2.53% | 2.50% | 2.02% | 1.96% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FVD vs. HERD - Drawdown Comparison
The maximum FVD drawdown since its inception was -50.99%, which is greater than HERD's maximum drawdown of -39.41%. Use the drawdown chart below to compare losses from any high point for FVD and HERD. For additional features, visit the drawdowns tool.
Volatility
FVD vs. HERD - Volatility Comparison
The current volatility for First Trust Value Line Dividend Index (FVD) is 8.56%, while Pacer Cash Cows Fund of Funds ETF (HERD) has a volatility of 13.77%. This indicates that FVD experiences smaller price fluctuations and is considered to be less risky than HERD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.