PEXL vs. COWZ
Compare and contrast key facts about Pacer US Export Leaders ETF (PEXL) and Pacer US Cash Cows 100 ETF (COWZ).
PEXL and COWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PEXL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Export Leaders ETF Index. It was launched on Jul 23, 2018. 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 PEXL 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: PEXL or COWZ.
Key characteristics
| PEXL | COWZ | |
|---|---|---|
| YTD Return | 11.80% | 16.54% |
| 1Y Return | 27.94% | 27.35% |
| 3Y Return (Ann) | 3.93% | 10.40% |
| 5Y Return (Ann) | 15.74% | 16.77% |
| Sharpe Ratio | 1.61 | 1.90 |
| Sortino Ratio | 2.24 | 2.75 |
| Omega Ratio | 1.29 | 1.33 |
| Calmar Ratio | 1.92 | 3.45 |
| Martin Ratio | 8.27 | 8.20 |
| Ulcer Index | 3.22% | 3.19% |
| Daily Std Dev | 16.52% | 13.73% |
| Max Drawdown | -33.67% | -38.63% |
| Current Drawdown | -1.08% | -0.07% |
Correlation
The correlation between PEXL and COWZ is 0.66, 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
PEXL vs. COWZ - Performance Comparison
In the year-to-date period, PEXL achieves a 11.80% return, which is significantly lower than COWZ's 16.54% 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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PEXL vs. COWZ - Expense Ratio Comparison
PEXL has a 0.60% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
PEXL vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Export Leaders ETF (PEXL) 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
PEXL vs. COWZ - Dividend Comparison
PEXL's dividend yield for the trailing twelve months is around 0.43%, less than COWZ's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
PEXL Pacer US Export Leaders ETF | 0.43% | 0.49% | 0.59% | 0.22% | 0.48% | 0.48% | 0.29% | 0.00% | 0.00% |
COWZ Pacer US Cash Cows 100 ETF | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% |
Drawdowns
PEXL vs. COWZ - Drawdown Comparison
The maximum PEXL drawdown since its inception was -33.67%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for PEXL and COWZ. For additional features, visit the drawdowns tool.
Volatility
PEXL vs. COWZ - Volatility Comparison
Pacer US Export Leaders ETF (PEXL) has a higher volatility of 4.98% compared to Pacer US Cash Cows 100 ETF (COWZ) at 3.92%. This indicates that PEXL'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.