JPGSX vs. COWZ
Compare and contrast key facts about JPMorgan U.S. GARP Equity Fund (JPGSX) and Pacer US Cash Cows 100 ETF (COWZ).
JPGSX is managed by JPMorgan. It was launched on Feb 28, 2003. COWZ is a passively managed fund by Pacer that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Performance
JPGSX vs. COWZ - Performance Comparison
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JPGSX vs. COWZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | -8.51% | 20.56% | 39.85% | 42.04% | -27.58% | 30.71% | 27.76% | 29.24% | -3.44% | 31.89% |
COWZ Pacer US Cash Cows 100 ETF | 3.91% | 8.98% | 10.64% | 14.73% | 0.19% | 42.57% | 11.65% | 23.41% | -10.05% | 20.22% |
Returns By Period
In the year-to-date period, JPGSX achieves a -8.51% return, which is significantly lower than COWZ's 3.91% return.
JPGSX
- 1D
- 3.71%
- 1M
- -5.37%
- YTD
- -8.51%
- 6M
- -7.39%
- 1Y
- 21.03%
- 3Y*
- 24.28%
- 5Y*
- 14.16%
- 10Y*
- 16.45%
COWZ
- 1D
- -0.37%
- 1M
- -3.51%
- YTD
- 3.91%
- 6M
- 9.24%
- 1Y
- 16.64%
- 3Y*
- 12.12%
- 5Y*
- 10.92%
- 10Y*
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JPGSX vs. COWZ - Expense Ratio Comparison
JPGSX has a 0.59% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Return for Risk
JPGSX vs. COWZ — Risk / Return Rank
JPGSX
COWZ
JPGSX vs. COWZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund (JPGSX) 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.
| JPGSX | COWZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.96 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.43 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.20 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.29 | 5.59 | -0.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPGSX | COWZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.96 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.62 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.63 | +0.01 |
Correlation
The correlation between JPGSX and COWZ is 0.64, 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.
Dividends
JPGSX vs. COWZ - Dividend Comparison
JPGSX's dividend yield for the trailing twelve months is around 8.01%, more than COWZ's 2.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 8.01% | 7.33% | 11.15% | 0.92% | 4.30% | 21.34% | 9.65% | 12.78% | 12.46% | 0.63% | 0.90% | 0.05% |
COWZ Pacer US Cash Cows 100 ETF | 2.07% | 2.19% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% |
Drawdowns
JPGSX vs. COWZ - Drawdown Comparison
The maximum JPGSX drawdown since its inception was -52.81%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for JPGSX and COWZ.
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Drawdown Indicators
| JPGSX | COWZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.81% | -38.63% | -14.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -13.55% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -31.18% | -22.00% | -9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -31.34% | — | — |
Current DrawdownCurrent decline from peak | -11.43% | -3.72% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -4.85% | -2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.92% | +1.27% |
Volatility
JPGSX vs. COWZ - Volatility Comparison
JPMorgan U.S. GARP Equity Fund (JPGSX) has a higher volatility of 6.73% compared to Pacer US Cash Cows 100 ETF (COWZ) at 2.96%. This indicates that JPGSX's price experiences larger fluctuations and is considered to be riskier than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPGSX | COWZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 2.96% | +3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 8.37% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 17.50% | +4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 17.73% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.61% | 20.08% | +0.53% |