JPIN vs. COWZ
Compare and contrast key facts about J.P. Morgan Diversified Return International Equity ETF (JPIN) and Pacer US Cash Cows 100 ETF (COWZ).
JPIN and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPIN is a passively managed fund by JPMorgan Chase that tracks the performance of the JPMorgan Diversified Factor International Equity Index. It was launched on Nov 7, 2014. 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 JPIN 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: JPIN or COWZ.
Key characteristics
| JPIN | COWZ | |
|---|---|---|
| YTD Return | 4.74% | 7.67% |
| 1Y Return | 13.96% | 25.93% |
| 3Y Return (Ann) | 1.34% | 10.98% |
| 5Y Return (Ann) | 5.30% | 16.98% |
| Sharpe Ratio | 1.12 | 1.96 |
| Daily Std Dev | 12.01% | 13.31% |
| Max Drawdown | -36.69% | -38.63% |
| Current Drawdown | 0.00% | -4.08% |
Correlation
The correlation between JPIN and COWZ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JPIN vs. COWZ - Performance Comparison
In the year-to-date period, JPIN achieves a 4.74% return, which is significantly lower than COWZ's 7.67% 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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JPIN vs. COWZ - Expense Ratio Comparison
JPIN has a 0.37% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
JPIN vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for J.P. Morgan Diversified Return International Equity ETF (JPIN) 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
JPIN vs. COWZ - Dividend Comparison
JPIN's dividend yield for the trailing twelve months is around 5.72%, more than COWZ's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPIN J.P. Morgan Diversified Return International Equity ETF | 5.72% | 6.22% | 3.06% | 5.03% | 2.45% | 3.30% | 2.72% | 2.12% | 1.67% | 2.18% | 0.30% |
COWZ Pacer US Cash Cows 100 ETF | 1.85% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% | 0.00% |
Drawdowns
JPIN vs. COWZ - Drawdown Comparison
The maximum JPIN drawdown since its inception was -36.69%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for JPIN and COWZ. For additional features, visit the drawdowns tool.
Volatility
JPIN vs. COWZ - Volatility Comparison
J.P. Morgan Diversified Return International Equity ETF (JPIN) and Pacer US Cash Cows 100 ETF (COWZ) have volatilities of 3.51% and 3.56%, 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.