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HERD vs. DDXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HERD vs. DDXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Cash Cows Fund of Funds ETF (HERD) and Defined Duration 20 ETF (DDXX). 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 HERD having a 12.44% return and DDXX slightly lower at 11.88%.


HERD

1D
0.35%
1M
2.67%
YTD
12.44%
6M
13.23%
1Y
29.57%
3Y*
17.75%
5Y*
10.03%
10Y*

DDXX

1D
0.42%
1M
3.40%
YTD
11.88%
6M
13.38%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HERD vs. DDXX - Yearly Performance Comparison


2026 (YTD)2025
HERD
Pacer Cash Cows Fund of Funds ETF
12.44%2.91%
DDXX
Defined Duration 20 ETF
11.88%2.51%

Correlation

The correlation between HERD and DDXX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 14, 2025

0.86

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Return for Risk

HERD vs. DDXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HERD
HERD Risk / Return Rank: 8383
Overall Rank
HERD Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
HERD Sortino Ratio Rank: 8181
Sortino Ratio Rank
HERD Omega Ratio Rank: 7777
Omega Ratio Rank
HERD Calmar Ratio Rank: 8989
Calmar Ratio Rank
HERD Martin Ratio Rank: 8686
Martin Ratio Rank

DDXX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HERD vs. DDXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Cash Cows Fund of Funds ETF (HERD) and Defined Duration 20 ETF (DDXX). 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.


HERDDDXXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

5.23

Martin ratioReturn relative to average drawdown

17.88

HERD vs. DDXX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HERDDDXXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

2.06

-1.43

Drawdowns

HERD vs. DDXX - Drawdown Comparison

The maximum HERD drawdown since its inception was -39.41%, which is greater than DDXX's maximum drawdown of -9.30%. Use the drawdown chart below to compare losses from any high point for HERD and DDXX.


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Drawdown Indicators


HERDDDXXDifference

Max Drawdown

Largest peak-to-trough decline

-39.41%

-9.30%

-30.11%

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

-0.33%

-0.37%

+0.04%

Average Drawdown

Average peak-to-trough decline

-4.54%

-1.62%

-2.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

Volatility

HERD vs. DDXX - Volatility Comparison


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Volatility by Period


HERDDDXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.75%

Volatility (6M)

Calculated over the trailing 6-month period

7.74%

Volatility (1Y)

Calculated over the trailing 1-year period

11.61%

13.85%

-2.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.76%

13.85%

+3.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.49%

13.85%

+6.64%

HERD vs. DDXX - Expense Ratio Comparison

HERD has a 0.73% expense ratio, which is higher than DDXX's 0.25% expense ratio.


Dividends

HERD vs. DDXX - Dividend Comparison

HERD's dividend yield for the trailing twelve months is around 3.12%, more than DDXX's 1.13% yield.


PositionTTM2025202420232022202120202019
DDXX
Defined Duration 20 ETF
1.13%1.20%0.00%0.00%0.00%0.00%0.00%0.00%
HERD
Pacer Cash Cows Fund of Funds ETF
3.12%3.75%2.43%2.54%2.50%2.02%1.95%1.69%

Frequently Asked Questions


HERD and DDXX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DDXX is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DDXX is cheaper with a 0.25% expense ratio, compared with 0.73% for HERD.

HERD has the higher dividend yield at 3.12%, compared with 1.13% for DDXX.

They also come from different issuers: Pacer and Discipline Funds. Their fees differ too: 0.73% for HERD and 0.25% for DDXX.

Portfolio Optimizer

Find the right allocation for HERD and DDXX

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