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 that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Performance
VBLIX vs. COWZ - Performance Comparison
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VBLIX vs. COWZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | -1.15% | 6.61% | -4.11% | 6.78% | -27.20% | -3.08% | 16.29% | 19.16% | -4.70% | 10.90% |
COWZ Pacer US Cash Cows 100 ETF | 3.91% | 8.98% | 10.64% | 14.73% | 0.19% | 42.57% | 11.65% | 23.41% | -10.05% | 20.22% |
Returns By Period
In the year-to-date period, VBLIX achieves a -1.15% return, which is significantly lower than COWZ's 3.91% return.
VBLIX
- 1D
- 1.17%
- 1M
- -4.16%
- YTD
- -1.15%
- 6M
- -1.39%
- 1Y
- 1.64%
- 3Y*
- 0.52%
- 5Y*
- -3.09%
- 10Y*
- 0.98%
COWZ
- 1D
- -0.37%
- 1M
- -3.51%
- YTD
- 3.91%
- 6M
- 9.24%
- 1Y
- 16.64%
- 3Y*
- 12.12%
- 5Y*
- 10.92%
- 10Y*
- —
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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.
Return for Risk
VBLIX vs. COWZ — Risk / Return Rank
VBLIX
COWZ
VBLIX vs. COWZ - Risk-Adjusted Trends 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.
| VBLIX | COWZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.96 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.43 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.20 | -0.67 |
Martin ratioReturn relative to average drawdown | 1.32 | 5.59 | -4.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBLIX | COWZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.96 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.62 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.63 | -0.42 |
Correlation
The correlation between VBLIX and COWZ is -0.10. 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.
Dividends
VBLIX vs. COWZ - Dividend Comparison
VBLIX's dividend yield for the trailing twelve months is around 4.37%, more than COWZ's 2.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.37% | 4.67% | 4.64% | 3.42% | 4.17% | 2.89% | 5.85% | 3.63% | 3.83% | 3.71% | 4.20% | 5.00% |
COWZ Pacer US Cash Cows 100 ETF | 2.07% | 2.19% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.95% | 0.13% | 0.00% |
Drawdowns
VBLIX vs. COWZ - Drawdown Comparison
The maximum VBLIX drawdown since its inception was -38.61%, 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.
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Drawdown Indicators
| VBLIX | COWZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.61% | -38.63% | +0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -13.55% | +6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -36.49% | -22.00% | -14.49% |
Max Drawdown (10Y)Largest decline over 10 years | -38.61% | — | — |
Current DrawdownCurrent decline from peak | -25.94% | -3.72% | -22.22% |
Average DrawdownAverage peak-to-trough decline | -11.34% | -4.85% | -6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.92% | -0.11% |
Volatility
VBLIX vs. COWZ - Volatility Comparison
Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) has a higher volatility of 3.47% compared to Pacer US Cash Cows 100 ETF (COWZ) at 2.96%. This indicates that VBLIX'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.
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Volatility by Period
| VBLIX | COWZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.96% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 5.53% | 8.37% | -2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.56% | 17.50% | -7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 17.73% | -4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.58% | 20.08% | -8.50% |