Correlation
The correlation between MRFOX and COWZ is 0.80, 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.
MRFOX vs. COWZ
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Pacer US Cash Cows 100 ETF (COWZ).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRFOX or COWZ.
Performance
MRFOX vs. COWZ - Performance Comparison
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Key characteristics
MRFOX:
1.02
COWZ:
-0.06
MRFOX:
1.54
COWZ:
0.09
MRFOX:
1.21
COWZ:
1.01
MRFOX:
1.50
COWZ:
-0.03
MRFOX:
5.83
COWZ:
-0.10
MRFOX:
2.03%
COWZ:
7.31%
MRFOX:
11.57%
COWZ:
19.44%
MRFOX:
-29.10%
COWZ:
-38.63%
MRFOX:
-2.46%
COWZ:
-11.92%
Returns By Period
In the year-to-date period, MRFOX achieves a 3.98% return, which is significantly higher than COWZ's -4.72% return.
MRFOX
3.98%
1.89%
-0.01%
11.14%
16.65%
15.59%
N/A
COWZ
-4.72%
3.66%
-11.23%
-2.88%
4.19%
17.54%
N/A
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MRFOX vs. COWZ - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
MRFOX vs. COWZ — Risk-Adjusted Performance Rank
MRFOX
COWZ
MRFOX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) 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.
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Dividends
MRFOX vs. COWZ - Dividend Comparison
MRFOX's dividend yield for the trailing twelve months is around 4.41%, more than COWZ's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 4.41% | 4.59% | 0.46% | 0.35% | 6.78% | 2.70% | 1.39% | 1.94% | 2.06% | 0.60% |
COWZ Pacer US Cash Cows 100 ETF | 1.89% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% |
Drawdowns
MRFOX vs. COWZ - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for MRFOX and COWZ.
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Volatility
MRFOX vs. COWZ - Volatility Comparison
The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 3.43%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 5.41%. This indicates that MRFOX 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.
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