SSAQX vs. COWZ
Compare and contrast key facts about State Street U.S. Core Equity Fund (SSAQX) and Pacer US Cash Cows 100 ETF (COWZ).
SSAQX is managed by State Street Global Advisors. It was launched on Dec 31, 1979. 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: SSAQX or COWZ.
Correlation
The correlation between SSAQX and COWZ is 0.73, 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
SSAQX vs. COWZ - Performance Comparison
Key characteristics
SSAQX:
0.17
COWZ:
1.04
SSAQX:
0.31
COWZ:
1.53
SSAQX:
1.08
COWZ:
1.18
SSAQX:
0.19
COWZ:
1.65
SSAQX:
0.58
COWZ:
3.57
SSAQX:
6.28%
COWZ:
3.98%
SSAQX:
22.18%
COWZ:
13.70%
SSAQX:
-62.43%
COWZ:
-38.63%
SSAQX:
-15.72%
COWZ:
-4.80%
Returns By Period
The year-to-date returns for both stocks are quite close, with SSAQX having a 3.06% return and COWZ slightly lower at 2.97%.
SSAQX
3.06%
1.35%
-8.65%
2.62%
5.43%
4.38%
COWZ
2.97%
-0.45%
4.82%
12.17%
16.12%
N/A
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SSAQX vs. COWZ - Expense Ratio Comparison
SSAQX has a 0.16% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
SSAQX vs. COWZ — Risk-Adjusted Performance Rank
SSAQX
COWZ
SSAQX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street U.S. Core Equity Fund (SSAQX) 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
SSAQX vs. COWZ - Dividend Comparison
SSAQX's dividend yield for the trailing twelve months is around 1.35%, less than COWZ's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSAQX State Street U.S. Core Equity Fund | 1.35% | 1.39% | 1.24% | 1.46% | 1.03% | 1.21% | 1.34% | 1.77% | 1.54% | 1.85% | 1.93% | 1.69% |
COWZ Pacer US Cash Cows 100 ETF | 1.77% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% | 0.00% | 0.00% |
Drawdowns
SSAQX vs. COWZ - Drawdown Comparison
The maximum SSAQX drawdown since its inception was -62.43%, which is greater than COWZ's maximum drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for SSAQX and COWZ. For additional features, visit the drawdowns tool.
Volatility
SSAQX vs. COWZ - Volatility Comparison
The current volatility for State Street U.S. Core Equity Fund (SSAQX) is 3.26%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.69%. This indicates that SSAQX 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.