GDIV vs. COWZ
Compare and contrast key facts about Harbor Dividend Growth Leaders ETF (GDIV) and Pacer US Cash Cows 100 ETF (COWZ).
GDIV and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GDIV is an actively managed fund by Harbor. It was launched on Jul 26, 2013. 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: GDIV or COWZ.
Key characteristics
| GDIV | COWZ | |
|---|---|---|
| YTD Return | 17.93% | 16.54% |
| 1Y Return | 29.49% | 27.35% |
| Sharpe Ratio | 2.36 | 1.90 |
| Sortino Ratio | 3.27 | 2.75 |
| Omega Ratio | 1.42 | 1.33 |
| Calmar Ratio | 3.93 | 3.45 |
| Martin Ratio | 14.46 | 8.20 |
| Ulcer Index | 1.93% | 3.19% |
| Daily Std Dev | 11.83% | 13.73% |
| Max Drawdown | -15.07% | -38.63% |
| Current Drawdown | 0.00% | -0.07% |
Correlation
The correlation between GDIV and COWZ is 0.81, 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
GDIV vs. COWZ - Performance Comparison
In the year-to-date period, GDIV achieves a 17.93% return, which is significantly higher than COWZ's 16.54% 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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GDIV vs. COWZ - Expense Ratio Comparison
GDIV has a 0.50% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
GDIV vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Dividend Growth Leaders ETF (GDIV) 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
GDIV vs. COWZ - Dividend Comparison
GDIV's dividend yield for the trailing twelve months is around 1.36%, less than COWZ's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
GDIV Harbor Dividend Growth Leaders ETF | 1.36% | 2.28% | 9.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
COWZ Pacer US Cash Cows 100 ETF | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% |
Drawdowns
GDIV vs. COWZ - Drawdown Comparison
The maximum GDIV drawdown since its inception was -15.07%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for GDIV and COWZ. For additional features, visit the drawdowns tool.
Volatility
GDIV vs. COWZ - Volatility Comparison
Harbor Dividend Growth Leaders ETF (GDIV) and Pacer US Cash Cows 100 ETF (COWZ) have volatilities of 4.01% and 3.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.