VBLIX vs. COWZ
Compare and contrast key facts about Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) and Pacer US Cash Cows 100 ETF (COWZ).
VBLIX is managed by Vanguard. It was launched on Oct 6, 2011. 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: VBLIX or COWZ.
Performance
VBLIX vs. COWZ - Performance Comparison
Returns By Period
In the year-to-date period, VBLIX achieves a -2.65% return, which is significantly lower than COWZ's 16.97% return.
VBLIX
-2.65%
-1.38%
2.54%
6.42%
-3.72%
1.09%
COWZ
16.97%
3.83%
10.68%
22.98%
16.94%
N/A
Key characteristics
| VBLIX | COWZ | |
|---|---|---|
| Sharpe Ratio | 0.58 | 1.74 |
| Sortino Ratio | 0.89 | 2.52 |
| Omega Ratio | 1.10 | 1.30 |
| Calmar Ratio | 0.20 | 3.11 |
| Martin Ratio | 1.53 | 7.36 |
| Ulcer Index | 4.45% | 3.20% |
| Daily Std Dev | 11.84% | 13.55% |
| Max Drawdown | -40.07% | -38.63% |
| Current Drawdown | -30.07% | -0.50% |
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VBLIX vs. COWZ - Expense Ratio Comparison
VBLIX has a 0.04% expense ratio, which is lower than COWZ's 0.49% expense ratio.
Correlation
The correlation between VBLIX and COWZ is -0.14. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
VBLIX vs. COWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) 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
VBLIX vs. COWZ - Dividend Comparison
VBLIX's dividend yield for the trailing twelve months is around 4.52%, more than COWZ's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.52% | 4.11% | 4.00% | 2.88% | 2.98% | 3.47% | 4.01% | 3.71% | 4.03% | 4.26% | 4.05% | 4.66% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBLIX vs. COWZ - Drawdown Comparison
The maximum VBLIX drawdown since its inception was -40.07%, roughly equal to the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for VBLIX and COWZ. For additional features, visit the drawdowns tool.
Volatility
VBLIX vs. COWZ - Volatility Comparison
The current volatility for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) is 3.66%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 3.90%. This indicates that VBLIX 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.