GABSX vs. COWZ
Compare and contrast key facts about Gabelli Small Cap Growth Fund (GABSX) and Pacer US Cash Cows 100 ETF (COWZ).
GABSX is managed by Gabelli. It was launched on Oct 22, 1991. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABSX or COWZ.
Key characteristics
| GABSX | COWZ | |
|---|---|---|
| YTD Return | 9.83% | 10.85% |
| 1Y Return | 22.31% | 15.67% |
| 3Y Return (Ann) | 7.89% | 11.00% |
| 5Y Return (Ann) | 11.78% | 16.89% |
| Sharpe Ratio | 1.26 | 1.09 |
| Daily Std Dev | 17.45% | 14.09% |
| Max Drawdown | -51.67% | -38.63% |
| Current Drawdown | -1.63% | -1.30% |
Correlation
The correlation between GABSX and COWZ is 0.87, 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.
Performance
GABSX vs. COWZ - Performance Comparison
In the year-to-date period, GABSX achieves a 9.83% return, which is significantly lower than COWZ's 10.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GABSX vs. COWZ - Expense Ratio Comparison
GABSX has a 1.38% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
GABSX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Small Cap Growth Fund (GABSX) 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
GABSX vs. COWZ - Dividend Comparison
GABSX's dividend yield for the trailing twelve months is around 7.91%, more than COWZ's 2.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABSX Gabelli Small Cap Growth Fund | 7.91% | 8.68% | 9.53% | 13.50% | 22.21% | 21.36% | 4.70% | 5.38% | 3.87% | 3.78% | 1.87% | 2.94% |
COWZ Pacer US Cash Cows 100 ETF | 2.00% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% | 0.00% | 0.00% |
Drawdowns
GABSX vs. COWZ - Drawdown Comparison
The maximum GABSX drawdown since its inception was -51.67%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for GABSX and COWZ. For additional features, visit the drawdowns tool.
Volatility
GABSX vs. COWZ - Volatility Comparison
Gabelli Small Cap Growth Fund (GABSX) has a higher volatility of 5.35% compared to Pacer US Cash Cows 100 ETF (COWZ) at 4.33%. This indicates that GABSX'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.