OBEMX vs. ECOW
Compare and contrast key facts about Oberweis Emerging Markets Fund (OBEMX) and Pacer Emerging Markets Cash Cows 100 ETF (ECOW).
OBEMX is managed by Oberweis. It was launched on Apr 30, 2018. ECOW is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Emerging Markets Cash Cows 100 Index. It was launched on May 2, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBEMX or ECOW.
Performance
OBEMX vs. ECOW - Performance Comparison
Returns By Period
In the year-to-date period, OBEMX achieves a -16.54% return, which is significantly lower than ECOW's 6.04% return.
OBEMX
-16.54%
-22.66%
-17.11%
-12.69%
1.12%
N/A
ECOW
6.04%
-4.38%
-1.25%
12.08%
2.15%
N/A
Key characteristics
| OBEMX | ECOW | |
|---|---|---|
| Sharpe Ratio | -0.49 | 0.69 |
| Sortino Ratio | -0.40 | 1.07 |
| Omega Ratio | 0.89 | 1.13 |
| Calmar Ratio | -0.30 | 0.60 |
| Martin Ratio | -1.83 | 2.60 |
| Ulcer Index | 6.71% | 4.36% |
| Daily Std Dev | 25.29% | 16.51% |
| Max Drawdown | -43.95% | -40.27% |
| Current Drawdown | -41.08% | -9.56% |
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OBEMX vs. ECOW - Expense Ratio Comparison
OBEMX has a 1.75% expense ratio, which is higher than ECOW's 0.70% expense ratio.
Correlation
The correlation between OBEMX and ECOW is 0.56, 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.
Risk-Adjusted Performance
OBEMX vs. ECOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Emerging Markets Fund (OBEMX) and Pacer Emerging Markets Cash Cows 100 ETF (ECOW). 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
OBEMX vs. ECOW - Dividend Comparison
OBEMX's dividend yield for the trailing twelve months is around 0.61%, less than ECOW's 5.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
OBEMX Oberweis Emerging Markets Fund | 0.61% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% |
ECOW Pacer Emerging Markets Cash Cows 100 ETF | 5.15% | 5.46% | 7.50% | 4.39% | 3.35% | 8.07% |
Drawdowns
OBEMX vs. ECOW - Drawdown Comparison
The maximum OBEMX drawdown since its inception was -43.95%, which is greater than ECOW's maximum drawdown of -40.27%. Use the drawdown chart below to compare losses from any high point for OBEMX and ECOW. For additional features, visit the drawdowns tool.
Volatility
OBEMX vs. ECOW - Volatility Comparison
Oberweis Emerging Markets Fund (OBEMX) has a higher volatility of 25.43% compared to Pacer Emerging Markets Cash Cows 100 ETF (ECOW) at 5.19%. This indicates that OBEMX's price experiences larger fluctuations and is considered to be riskier than ECOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.