HERD vs. SPY
Compare and contrast key facts about Pacer Cash Cows Fund of Funds ETF (HERD) and SPDR S&P 500 ETF (SPY).
HERD and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HERD is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Fund of Funds Index. It was launched on May 3, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both HERD and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HERD or SPY.
Correlation
The correlation between HERD and SPY is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HERD vs. SPY - Performance Comparison
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Key characteristics
HERD:
9.92%
SPY:
20.02%
HERD:
-0.40%
SPY:
-55.19%
HERD:
-0.01%
SPY:
-7.65%
Returns By Period
HERD
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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HERD vs. SPY - Expense Ratio Comparison
HERD has a 0.73% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
HERD vs. SPY — Risk-Adjusted Performance Rank
HERD
SPY
HERD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Cash Cows Fund of Funds ETF (HERD) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
HERD vs. SPY - Dividend Comparison
HERD's dividend yield for the trailing twelve months is around 2.36%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HERD Pacer Cash Cows Fund of Funds ETF | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HERD vs. SPY - Drawdown Comparison
The maximum HERD drawdown since its inception was -0.40%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HERD and SPY. For additional features, visit the drawdowns tool.
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Volatility
HERD vs. SPY - Volatility Comparison
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