IGRO vs. COWZ
Compare and contrast key facts about iShares International Dividend Growth ETF (IGRO) and Pacer US Cash Cows 100 ETF (COWZ).
IGRO and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGRO is a passively managed fund by iShares that tracks the performance of the Morningstar Global ex-US Dividend Growth Index. It was launched on May 17, 2016. 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. Both IGRO and COWZ 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: IGRO or COWZ.
Key characteristics
| IGRO | COWZ | |
|---|---|---|
| YTD Return | 12.68% | 17.56% |
| 1Y Return | 23.91% | 26.92% |
| 3Y Return (Ann) | 4.24% | 10.60% |
| 5Y Return (Ann) | 6.90% | 17.16% |
| Sharpe Ratio | 2.04 | 2.08 |
| Sortino Ratio | 2.83 | 2.98 |
| Omega Ratio | 1.36 | 1.36 |
| Calmar Ratio | 2.53 | 3.75 |
| Martin Ratio | 12.21 | 8.93 |
| Ulcer Index | 1.99% | 3.19% |
| Daily Std Dev | 11.95% | 13.69% |
| Max Drawdown | -36.25% | -38.63% |
| Current Drawdown | -5.14% | 0.00% |
Correlation
The correlation between IGRO and COWZ is 0.63, 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.
Performance
IGRO vs. COWZ - Performance Comparison
In the year-to-date period, IGRO achieves a 12.68% return, which is significantly lower than COWZ's 17.56% 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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IGRO vs. COWZ - Expense Ratio Comparison
IGRO has a 0.22% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
IGRO vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Dividend Growth ETF (IGRO) 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
IGRO vs. COWZ - Dividend Comparison
IGRO's dividend yield for the trailing twelve months is around 2.50%, more than COWZ's 1.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
IGRO iShares International Dividend Growth ETF | 2.50% | 2.79% | 2.69% | 2.27% | 2.41% | 2.65% | 2.97% | 2.43% | 1.18% |
COWZ Pacer US Cash Cows 100 ETF | 1.81% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% |
Drawdowns
IGRO vs. COWZ - Drawdown Comparison
The maximum IGRO drawdown since its inception was -36.25%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for IGRO and COWZ. For additional features, visit the drawdowns tool.
Volatility
IGRO vs. COWZ - Volatility Comparison
The current volatility for iShares International Dividend Growth ETF (IGRO) is 3.66%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.94%. This indicates that IGRO experiences smaller price fluctuations and is considered to be less risky than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.