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GTPE vs. HERD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GTPE vs. HERD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs MSCI World Private Equity Return Tracker ETF (GTPE) and Pacer Cash Cows Fund of Funds ETF (HERD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with GTPE having a 15.57% return and HERD slightly lower at 14.97%.


GTPE

1D
-0.23%
1M
-1.75%
6M
13.40%
YTD
15.57%
1Y
3Y*
5Y*
10Y*
ALL TIME*

HERD

1D
-0.45%
1M
4.23%
6M
10.58%
YTD
14.97%
1Y
29.21%
3Y*
14.59%
5Y*
10.62%
10Y*
ALL TIME*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$27.54K$53.33K$76.42K
$194.03K$197.87K$182.95K

GTPE vs. HERD - Yearly Performance Comparison


Correlation

The correlation between GTPE and HERD is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 23, 2025

0.58

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Return for Risk

GTPE vs. HERD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GTPE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


HERD
HERD Risk / Return Rank: 9292
Overall Rank
HERD Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
HERD Sortino Ratio Rank: 9292
Sortino Ratio Rank
HERD Omega Ratio Rank: 9191
Omega Ratio Rank
HERD Calmar Ratio Rank: 9494
Calmar Ratio Rank
HERD Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GTPE vs. HERD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs MSCI World Private Equity Return Tracker ETF (GTPE) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GTPEHERDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.44

Calmar ratioReturn relative to maximum drawdown

5.01

Martin ratioReturn relative to average drawdown

15.56

GTPE vs. HERD - Sharpe Ratio Comparison


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Drawdowns

GTPE vs. HERD - Drawdown Comparison

The maximum GTPE drawdown since its inception was -8.91%, smaller than the maximum HERD drawdown of -39.41%. Use the drawdown chart below to compare losses from any high point for GTPE and HERD.


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Drawdown Indicators


GTPEHERDDifference

Max Drawdown

Largest peak-to-trough decline

-8.91%

-39.41%

+30.50%

Max Drawdown (1Y)

Largest decline over 1 year

-5.68%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-21.60%

Current Drawdown

Current decline from peak

-3.64%

-0.70%

-2.94%

Average Drawdown

Average peak-to-trough decline

-1.85%

-4.50%

+2.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.83%

Volatility

GTPE vs. HERD - Volatility Comparison


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Volatility by Period


GTPEHERDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.60%

Volatility (6M)

Calculated over the trailing 6-month period

8.72%

Volatility (1Y)

Calculated over the trailing 1-year period

17.95%

11.83%

+6.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.95%

17.68%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.95%

20.36%

-2.41%

GTPE vs. HERD - Expense Ratio Comparison

GTPE has a 0.50% expense ratio, which is lower than HERD's 0.73% expense ratio.


Dividends

GTPE vs. HERD - Dividend Comparison

GTPE has not paid dividends to shareholders, while HERD's dividend yield for the trailing twelve months is around 2.73%.


PositionTTM2025202420232022202120202019
GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HERD
Pacer Cash Cows Fund of Funds ETF
2.73%3.75%2.43%2.54%2.50%2.02%1.95%1.69%

Frequently Asked Questions


GTPE and HERD have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GTPE is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GTPE is cheaper with a 0.50% expense ratio, compared with 0.73% for HERD.

HERD has the higher dividend yield at 2.73%, compared with 0.00% for GTPE.

GTPE tracks MSCI World Private Equity Return Tracker Index, while HERD tracks Pacer Cash Cows Fund of Funds Index. They also come from different issuers: Goldman Sachs and Pacer. Their fees differ too: 0.50% for GTPE and 0.73% for HERD.

Portfolio Optimizer

Find the right allocation for GTPE and HERD

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