PortfoliosLab logo
HERD vs. IVV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HERD and IVV 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.


-0.50.00.51.0
Correlation: 0.6

Performance

HERD vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pacer Cash Cows Fund of Funds ETF (HERD) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

60.00%80.00%100.00%120.00%140.00%NovemberDecember2025FebruaryMarchApril
71.27%
109.05%
HERD
IVV

Key characteristics

Sharpe Ratio

HERD:

-0.03

IVV:

0.56

Sortino Ratio

HERD:

0.10

IVV:

0.91

Omega Ratio

HERD:

1.01

IVV:

1.13

Calmar Ratio

HERD:

-0.03

IVV:

0.58

Martin Ratio

HERD:

-0.11

IVV:

2.41

Ulcer Index

HERD:

4.65%

IVV:

4.51%

Daily Std Dev

HERD:

19.09%

IVV:

19.36%

Max Drawdown

HERD:

-39.41%

IVV:

-55.25%

Current Drawdown

HERD:

-9.02%

IVV:

-10.54%

Returns By Period

In the year-to-date period, HERD achieves a -3.05% return, which is significantly higher than IVV's -6.41% return.


HERD

YTD

-3.05%

1M

-4.73%

6M

-5.26%

1Y

-1.48%

5Y*

15.95%

10Y*

N/A

IVV

YTD

-6.41%

1M

-4.97%

6M

-5.01%

1Y

9.59%

5Y*

15.88%

10Y*

12.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HERD vs. IVV - Expense Ratio Comparison

HERD has a 0.73% expense ratio, which is higher than IVV's 0.03% expense ratio.


Expense ratio chart for HERD: current value is 0.73%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HERD: 0.73%
Expense ratio chart for IVV: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IVV: 0.03%

Risk-Adjusted Performance

HERD vs. IVV — Risk-Adjusted Performance Rank

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

HERD
The Risk-Adjusted Performance Rank of HERD is 2020
Overall Rank
The Sharpe Ratio Rank of HERD is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of HERD is 2121
Sortino Ratio Rank
The Omega Ratio Rank of HERD is 2020
Omega Ratio Rank
The Calmar Ratio Rank of HERD is 2020
Calmar Ratio Rank
The Martin Ratio Rank of HERD is 2020
Martin Ratio Rank

IVV
The Risk-Adjusted Performance Rank of IVV is 6666
Overall Rank
The Sharpe Ratio Rank of IVV is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of IVV is 6464
Sortino Ratio Rank
The Omega Ratio Rank of IVV is 6666
Omega Ratio Rank
The Calmar Ratio Rank of IVV is 6969
Calmar Ratio Rank
The Martin Ratio Rank of IVV is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HERD vs. IVV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pacer Cash Cows Fund of Funds ETF (HERD) and iShares Core S&P 500 ETF (IVV). 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.


The chart of Sharpe ratio for HERD, currently valued at -0.03, compared to the broader market-1.000.001.002.003.004.00
HERD: -0.03
IVV: 0.56
The chart of Sortino ratio for HERD, currently valued at 0.10, compared to the broader market-2.000.002.004.006.008.00
HERD: 0.10
IVV: 0.91
The chart of Omega ratio for HERD, currently valued at 1.01, compared to the broader market0.501.001.502.002.50
HERD: 1.01
IVV: 1.13
The chart of Calmar ratio for HERD, currently valued at -0.03, compared to the broader market0.002.004.006.008.0010.0012.00
HERD: -0.03
IVV: 0.58
The chart of Martin ratio for HERD, currently valued at -0.11, compared to the broader market0.0020.0040.0060.00
HERD: -0.11
IVV: 2.41

The current HERD Sharpe Ratio is -0.03, which is lower than the IVV Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of HERD and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.03
0.56
HERD
IVV

Dividends

HERD vs. IVV - Dividend Comparison

HERD's dividend yield for the trailing twelve months is around 2.43%, more than IVV's 1.41% yield.


TTM20242023202220212020201920182017201620152014
HERD
Pacer Cash Cows Fund of Funds ETF
2.43%2.42%2.53%2.50%2.02%1.96%1.69%0.00%0.00%0.00%0.00%0.00%
IVV
iShares Core S&P 500 ETF
1.41%1.30%1.44%1.66%1.20%1.57%1.99%2.21%1.75%2.01%2.27%1.83%

Drawdowns

HERD vs. IVV - Drawdown Comparison

The maximum HERD drawdown since its inception was -39.41%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for HERD and IVV. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.02%
-10.54%
HERD
IVV

Volatility

HERD vs. IVV - Volatility Comparison

Pacer Cash Cows Fund of Funds ETF (HERD) and iShares Core S&P 500 ETF (IVV) have volatilities of 13.78% and 14.25%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.78%
14.25%
HERD
IVV